PW

Pioneer Wealth Management Group

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$413.9M

Reporting period: 2026-06-30 · Number of holdings: 55

Pioneer Wealth Management Group disclosed 55 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $413.9M and a quarterly turnover rate of 16.0%.

Personality snowflake

Concentration
42.32
Portfolio Stability
15.96
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
77.84

Recent moves

  • Add DFAU

    +5.6%　$15.5M

  • Trim DFCF

    +4.7%　$1.2M

  • Trim VCIT

    +9.2%　$2.7M

  • Trim TFLO

    -17.2%　-$1.1M

  • Trim SCHZ

    +12.5%　$5.6M

  • Add AAPL

    +99.0%　$2.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFAUDimensional US Core Equity METF-Other21.51%+0.87%+5.62%
2DFAIDimensional International CoETF-Other15.12%-0.41%+6.81%
3SCHZSchwab US Aggregate Bond ETFETF-Other12.57%-0.45%+12.48%
4VCITVanguard Int-term CorporateETF-Corp Bonds7.81%-0.51%+9.18%
5DFCFDimensional Core Fixed INCETF-Other6.76%-0.74%+4.68%
6DFAEDimensional Emerging Core EqETF-Emerging Markets6.52%+0.23%+1.34%
7SCHHSchwab US Reit ETFETF-Other5.05%+0.13%+8.27%
8DFASDimensional US Small Cap ETFETF-Small Cap3.47%+0.25%+8.08%
9DFATDimensional US Target ValueETF-Other2.81%+0.12%+8.08%
10VVVanguard Large-cap ETFETF-Other1.70%-0.08%-3.45%
11TFLOIshares Treasury Floating RaETF-Gov Bonds1.23%-0.49%-17.21%
12VTVVanguard Value ETFETF-Other1.04%-0.07%-2.06%
13ESGUIshares Esg Aware Msci USAETF-Other1.00%+0.19%+24.06%
14DFACDimensional US Core Equity 2ETF-Other0.94%-0.05%-2.75%
15AAPLApple INCStock-Tech0.93%+0.45%+98.99%
16SCHFSchwab Intl Equity ETFETF-Other0.93%-0.09%-5.49%
17SCHESchwab Emrg Mrkts Eqty ETFETF-Other0.92%-0.11%-5.63%
18BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds0.78%-0.36%-20.74%
19ESGDIshares Trust Ishares Esg AwETF-Other0.73%+0.10%+23.56%
20VNQVanguard Real Estate ETFETF-Other0.59%-0.01%+4.53%
21NUEMNuveen Esg Emerging MarketsETF-Emerging Markets0.55%+0.01%+3.43%
22NUSCNuveen Esg Small-cap ETFETF-Other0.52%+0.11%+28.02%
23BNDVanguard Total Bond MarketETF-Other0.51%-0.03%+8.73%
24VBRVanguard Small-cap Value ETFETF-Other0.50%-0.04%-2.91%
25VBVanguard Small-cap ETFETF-Other0.48%-0.02%-4.64%
26NVDANvidia CORPStock-Tech0.47%+0.23%+99.69%
27DFSDDimensional Short DurationETF-Other0.45%+0.45%NEW
28PTLInspire 500 ETFETF-Other0.39%+0.02%+5.50%
29VGITVanguard Intermediate-term TETF-Other0.35%-0.01%+12.66%
30VEAVanguard Ftse Developed ETFETF-Other0.34%-0.02%-0.55%
31VEUVanguard Ftse All-world Ex-uETF-Other0.30%-0.01%—
32DFNMDimensional National Muni BdETF-Other0.26%+0.26%NEW
33VTIVanguard Total Stock Mkt ETFETF-Other0.25%——
34CEFAGlobal X S&p Cath Val DevelETF-Other0.22%-0.02%+1.17%
35VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.14%—+1.08%
36IBDInspire Corporate Bond ETFETF-Corp Bonds0.14%—+13.34%
37AVUSAvantis U.s. Equity ETFETF-Other0.14%—-11.93%
38DFICDimensional International CoETF-Other0.13%-0.02%—
39UNPUnion Pacific CORPStock-Industrials0.13%—-0.05%
40ITOTIshares Core S&p Total U.s.ETF-Other0.12%-0.04%-23.14%
41GOOGAlphabet Inc-cl CStock-Comm Services0.12%+0.03%+21.41%
42AGGIshares Core U.s. AggregateETF-Other0.11%+0.11%NEW
43NSCNorfolk Southern CORPStock-Industrials0.11%—+0.28%
44TPSCTimothy Plan US Small Cap CoETF-Small Cap0.11%+0.01%+16.51%
45VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.11%——
46VGTVanguard Info Tech ETFETF-Tech0.08%+0.01%+699.46%
47MSFTMicrosoft CORPStock-Tech0.08%—+5.80%
48LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds0.07%—+0.04%
49VTEBVanguard Tax-exempt Bond ETFETF-Other0.07%——
50VIGVanguard Dividend Apprec ETFETF-Other0.06%-0.02%-21.60%
1–50 of 55

Holding changes this quarter

Pioneer Wealth Management Group's most significant position changes for 2026-06-30: New buy: Dimensional Short Duration (DFSD); New buy: Dimensional National Muni Bd (DFNM); New buy: Ishares Core U.s. Aggregate (AGG); New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Alphabet Inc-cl A (GOOGL).

Position changes disclosed by Pioneer Wealth Management Group for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFAUDimensional US Core Equity M+0.9%+5.62%Add
2AAPLApple INC+0.5%+98.99%Add
3DFSDDimensional Short Duration+0.5%NEWNew buy
4DFNMDimensional National Muni Bd+0.3%NEWNew buy
5DFASDimensional US Small Cap ETF+0.3%+8.08%Add
6DFAEDimensional Emerging Core Eq+0.2%+1.34%Add
7NVDANvidia CORP+0.2%+99.69%Add
8ESGUIshares Esg Aware Msci USA+0.2%+24.06%Add
9SCHHSchwab US Reit ETF+0.1%+8.27%Add
10DFATDimensional US Target Value+0.1%+8.08%Add
11NUSCNuveen Esg Small-cap ETF+0.1%+28.02%Add
12AGGIshares Core U.s. Aggregate+0.1%NEWNew buy
13ESGDIshares Trust Ishares Esg Aw+0.1%+23.56%Add
14BRK-BBerkshire Hathaway Inc-cl B+0.1%NEWNew buy
15GOOGLAlphabet Inc-cl A+0.1%NEWNew buy
16GOOGAlphabet Inc-cl C0%+21.41%Add
17PTLInspire 500 ETF0%+5.50%Add
18NUEMNuveen Esg Emerging Markets0%+3.43%Add
19TPSCTimothy Plan US Small Cap Co0%+16.51%Add
20VGTVanguard Info Tech ETF0%+699.46%Add
21VTIVanguard Total Stock Mkt ETF——Unchanged
22IBDInspire Corporate Bond ETF—+13.34%Add
23VWOVanguard Ftse Emerging Marke—+1.08%Add
24UNPUnion Pacific CORP—-0.05%Trim
25VOOVanguard S&p 500 ETF——Unchanged
26NSCNorfolk Southern CORP—+0.28%Add
27DFLVDim US Large Cap Value ETF——Unchanged
28VNQVanguard Real Estate ETF0%+4.53%Add
29VGITVanguard Intermediate-term T0%+12.66%Add
30VEUVanguard Ftse All-world Ex-u0%—Unchanged
31VBVanguard Small-cap ETF0%-4.64%Trim
32VEAVanguard Ftse Developed ETF0%-0.55%Trim
33CEFAGlobal X S&p Cath Val Devel0%+1.17%Add
34CRMSalesforce INC0%+0.26%Add
35VIGVanguard Dividend Apprec ETF0%-21.60%Trim
36DFICDimensional International Co0%—Unchanged
37BNDVanguard Total Bond Market0%+8.73%Add
38VBRVanguard Small-cap Value ETF0%-2.91%Trim
39ITOTIshares Core S&p Total U.s.0%-23.14%Trim
40DFACDimensional US Core Equity 2-0.1%-2.75%Trim
41VTVVanguard Value ETF-0.1%-2.06%Trim
42VVVanguard Large-cap ETF-0.1%-3.45%Trim
43SCHFSchwab Intl Equity ETF-0.1%-5.49%Trim
44SCHESchwab Emrg Mrkts Eqty ETF-0.1%-5.63%Trim
45BILSs Spdr Bb 1-3m T-bill ETF-0.4%-20.74%Trim
46DFAIDimensional International Co-0.4%+6.81%Add
47SCHZSchwab US Aggregate Bond ETF-0.5%+12.48%Add
48TFLOIshares Treasury Floating Ra-0.5%-17.21%Trim
49VCITVanguard Int-term Corporate-0.5%+9.18%Add
50DFCFDimensional Core Fixed INC-0.7%+4.68%Add

FAQ

What is Pioneer Wealth Management Group and what type of investor is it?
Pioneer Wealth Management Group is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $413.9M, spread across 55 disclosed positions.
What are Pioneer Wealth Management Group's largest equity positions?
Based on the latest 13F filing, Pioneer Wealth Management Group's top holdings by market value are: 1. Dimensional US Core Equity M (DFAU) — $89.0M (21.5%) 2. Dimensional International Co (DFAI) — $62.6M (15.1%) 3. Schwab US Aggregate Bond ETF (SCHZ) — $52.0M (12.6%) 4. Vanguard Int-term Corporate (VCIT) — $32.3M (7.8%) 5. Dimensional Core Fixed INC (DFCF) — $28.0M (6.8%)
What changes did Pioneer Wealth Management Group make in its most recent portfolio filing?
In the latest reported quarter, Pioneer Wealth Management Group made 45 notable position adjustments: 5 new positions were initiated, 27 existing holdings were added to, 13 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Dimensional Short Duration (DFSD); New buy: Dimensional National Muni Bd (DFNM); New buy: Ishares Core U.s. Aggregate (AGG); New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Alphabet Inc-cl A (GOOGL)
What sectors does Pioneer Wealth Management Group focus on?
Pioneer Wealth Management Group is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 77.2% • Industrials: 11.9% • Communication Services: 8.4% • Consumer Discretionary: 2.5%