Pioneer Wealth Management Group
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$356.5M
Q ending 2026-03-31
Prior quarter
$329.4M
Q ending 2025-12-31
Change
+8.3% QoQ · +53.5% YoY
Positions
50
reported holdings
Largest positions
All 50 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAU | Shares | $73.6M | 1.6M |
| Dimensional Etf Trust | DFAI | Shares | $55.4M | 1.4M |
| Schwab Strategic Tr | SCHZ | Shares | $46.4M | 2.0M |
| Vanguard Scottsdale Fds | VCIT | Shares | $29.7M | 358K |
| Dimensional Etf Trust | DFCF | Shares | $26.7M | 633K |
| Dimensional Etf Trust | DFAE | Shares | $22.4M | 663K |
| Schwab Strategic Tr | SCHH | Shares | $17.5M | 816K |
| Dimensional Etf Trust | DFAS | Shares | $11.5M | 162K |
| Dimensional Etf Trust | DFAT | Shares | $9.6M | 154K |
| Vanguard Index Fds | VV | Shares | $6.3M | 21K |
| Ishares Tr | TFLO | Shares | $6.1M | 121K |
| Spdr Series Trust | BIL | Shares | $4.1M | 44K |
| Vanguard Index Fds | VTV | Shares | $4.0M | 20K |
| Schwab Strategic Tr | SCHE | Shares | $3.7M | 111K |
| Schwab Strategic Tr | SCHF | Shares | $3.6M | 146K |
| Dimensional Etf Trust | DFAC | Shares | $3.5M | 91K |
| Ishares Tr | ESGU | Shares | $2.9M | 20K |
| Ishares Tr | ESGD | Shares | $2.3M | 24K |
| Vanguard Index Fds | VNQ | Shares | $2.1M | 24K |
| Vanguard Bd Index Fds | BND | Shares | $1.9M | 26K |
| Vanguard Index Fds | VBR | Shares | $1.9M | 9K |
| Nushares Etf Tr | NUEM | Shares | $1.9M | 52K |
| Vanguard Index Fds | VB | Shares | $1.8M | 7K |
| Apple Inc | AAPL | Shares | $1.7M | 7K |
| Nushares Etf Tr | NUSC | Shares | $1.5M | 32K |
| Northern Lts Fd Tr Iv | PTL | Shares | $1.3M | 5K |
| Vanguard Scottsdale Fds | VGIT | Shares | $1.3M | 22K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.3M | 20K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.1M | 15K |
| Vanguard Index Fds | VTI | Shares | $899K | 3K |
| Global X Fds | CEFA | Shares | $850K | 23K |
| Nvidia Corporation | NVDA | Shares | $843K | 5K |
| Ishares Tr | ITOT | Shares | $566K | 4K |
| American Centy Etf Tr | AVUS | Shares | $553K | 5K |
| Dimensional Etf Trust | DFIC | Shares | $519K | 15K |
| Vanguard Intl Equity Index F | VWO | Shares | $515K | 10K |
| Northern Lts Fd Tr Iv | IBD | Shares | $497K | 21K |
| Union Pac Corp | UNP | Shares | $477K | 2K |
| Norfolk Southn Corp | NSC | Shares | $409K | 1K |
| Vanguard Index Fds | VOO | Shares | $379K | 634 |
| Timothy Plan | TPSC | Shares | $339K | 8K |
| Alphabet Inc | GOOG | Shares | $326K | 1K |
| Microsoft Corp | MSFT | Shares | $325K | 879 |
| Ishares Tr | LQD | Shares | $302K | 3K |
| Vanguard Specialized Funds | VIG | Shares | $299K | 1K |
| Salesforce Inc | CRM | Shares | $287K | 2K |
| Vanguard Mun Bd Fds | VTEB | Shares | $280K | 6K |
| Vanguard World Fd | VGT | Shares | $256K | 367 |
| Dimensional Etf Trust | DFLV | Shares | $224K | 6K |
| Home Depot Inc | HD | Shares | $209K | 634 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.