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CIK: 0001973339
Total reported value
$423.8M
$423.8M
55 檔
62.3%
The Q2 2026 SEC filing reveals that Pioneer Wealth Management Group held a total portfolio value of $423.8M, covering 55 public equity positions.
In Q2 2026, Pioneer Wealth Management Group displayed an active expansion posture, initiating 5 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 21.51% | +0.64% | +5.62% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 15.12% | +0.31% | +6.81% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 12.57% | +0.61% | +12.48% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.81% | -0.34% | +9.18% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.76% | -1.90% | +4.68% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.52% | -0.01% | +1.34% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-Other | 5.05% | -0.22% | +8.27% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.47% | -0.19% | +8.08% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 2.81% | -0.10% | +8.08% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 1.70% | -0.09% | -3.45% | |
| 11 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.23% | +0.12% | -17.21% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.04% | -0.08% | -2.06% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.00% | -0.03% | +24.06% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.94% | -0.04% | -2.75% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.93% | -0.03% | +98.99% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.93% | -0.11% | -5.49% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.92% | -0.16% | -5.63% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.78% | -0.02% | -20.74% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.73% | -0.08% | +23.56% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.59% | -0.08% | +4.53% | |
| 21 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.55% | -0.03% | +3.43% | |
| 22 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.52% | -0.08% | +28.02% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | +1.77% | +8.73% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.50% | -0.07% | -2.91% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | -0.11% | -4.64% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.10% | +99.69% | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 0.45% | -0.45% | EXIT | |
| 28 | PTL | Inspire 500 ETF | ETF-Other | 0.39% | -0.02% | +5.50% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.35% | -0.03% | +12.66% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | — | -0.55% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.30% | -0.01% | — | |
| 32 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.26% | -0.26% | EXIT | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | — | — | |
| 34 | CEFA | Global X S&p Cath Val Devel | ETF-Other | 0.22% | +0.02% | +1.17% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | -0.01% | +1.08% | |
| 36 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.14% | -0.01% | +13.34% | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.14% | -0.01% | -11.93% | |
| 38 | DFIC | Dimensional International Co | ETF-Other | 0.13% | -0.01% | — | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.13% | — | -0.05% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | — | -23.14% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | -0.02% | +21.41% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.11% | -0.01% | — | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.11% | -0.01% | +0.28% | |
| 44 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.11% | -0.01% | +16.51% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | — | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.08% | +0.01% | +699.46% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | +0.05% | +5.80% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.07% | +0.80% | +0.04% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.07% | -0.01% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.06% | — | -21.60% |
According to official SEC Form 13F filings, Pioneer Wealth Management Group reported a total U.S. public equity portfolio value of $423.8M across 55 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFAI, SCHZ) accounted for 62.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFSD
市值: $1.9M
Top Position Liquidated / Trimmed
VV
前期市值: $6.3M
During Q2 2026, Pioneer Wealth Management Group's top holdings by market value included DFAU (21.5%)、DFAI (15.1%)、SCHZ (12.6%). The largest single position, DFAU, represented 21.5% of total portfolio value.
In Q2 2026, Pioneer Wealth Management Group made 49 total portfolio adjustments, initiating 5 new buys, adding to 29 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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