Pioneer Wealth Management Group — 13F Holdings & Portfolio
CIK 1973339 · latest 13F-HR filed 2026-04-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$356.5M
Long-equity book
Holdings
50
Distinct positions
Period
2026-03-31
Filed 2026-04-08
Q/Q Activity
+2 / −5 / ↑20 / ↓10
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$5.0M +10.0%
- ISHARES TR$5.0M +443.8%
- DIMENSIONAL ETF TRUST$4.3M +6.3%
- SCHWAB STRATEGIC TR$4.0M +9.5%
- SCHWAB STRATEGIC TR$2.7M +18.2%
Top Trims
- APPLE INC-$633.1K -27.1%
- VANGUARD INDEX FDS-$503.0K -7.4%
- VANGUARD INTL EQUITY INDEX F-$217.3K -16.3%
- ISHARES TR-$197.2K -8.0%
- SALESFORCE INC-$119.2K -29.3%
Exited Positions
- DIMENSIONAL ETF TRUST$1.1M
- DIMENSIONAL ETF TRUST$553.7K
- BERKSHIRE HATHAWAY INC DEL$448.9K
- DIMENSIONAL ETF TRUST$400.4K
- DIMENSIONAL ETF TRUST$354.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $73.6M | 20.64% | 1,630,612 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $55.4M | 15.53% | 1,420,804 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $46.4M | 13.02% | 1,999,801 | SH |
| 4 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $29.7M | 8.32% | 358,447 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $26.7M | 7.50% | 633,465 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $22.4M | 6.29% | 662,686 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $17.5M | 4.92% | 815,731 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $11.5M | 3.22% | 161,544 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $9.6M | 2.69% | 153,733 | SH |
| 10 | VANGUARD INDEX FDS | VV | 922908637 | $6.3M | 1.78% | 21,206 | SH |
| 11 | ISHARES TR | TFLO | 46434V860 | $6.1M | 1.72% | 121,028 | SH |
| 12 | SPDR SERIES TRUST | BIL | 78468R663 | $4.1M | 1.14% | 44,426 | SH |
| 13 | VANGUARD INDEX FDS | VTV | 922908744 | $4.0M | 1.11% | 20,154 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $3.7M | 1.03% | 111,448 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $3.6M | 1.02% | 146,393 | SH |
| 16 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $3.5M | 0.99% | 90,597 | SH |
| 17 | ISHARES TR | ESGU | 46435G425 | $2.9M | 0.81% | 20,338 | SH |
| 18 | ISHARES TR | ESGD | 46435G516 | $2.3M | 0.63% | 23,656 | SH |
| 19 | VANGUARD INDEX FDS | VNQ | 922908553 | $2.1M | 0.60% | 24,064 | SH |
| 20 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.9M | 0.54% | 26,318 | SH |
| 21 | VANGUARD INDEX FDS | VBR | 922908611 | $1.9M | 0.54% | 8,851 | SH |
| 22 | NUSHARES ETF TR | NUEM | 67092P888 | $1.9M | 0.54% | 52,076 | SH |
| 23 | VANGUARD INDEX FDS | VB | 922908751 | $1.8M | 0.50% | 6,869 | SH |
| 24 | APPLE INC | AAPL | 037833100 | $1.7M | 0.48% | 6,708 | SH |
| 25 | NUSHARES ETF TR | NUSC | 67092P607 | $1.5M | 0.41% | 32,445 | SH |
| 26 | NORTHERN LTS FD TR IV | PTL | 66537J796 | $1.3M | 0.37% | 5,332 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $1.3M | 0.36% | 21,777 | SH |
| 28 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.3M | 0.36% | 20,107 | SH |
| 29 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $1.1M | 0.31% | 14,821 | SH |
| 30 | VANGUARD INDEX FDS | VTI | 922908769 | $898.6K | 0.25% | 2,801 | SH |
| 31 | GLOBAL X FDS | CEFA | 37954Y368 | $849.6K | 0.24% | 23,032 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $842.7K | 0.24% | 4,832 | SH |
| 33 | ISHARES TR | ITOT | 464287150 | $566.2K | 0.16% | 3,975 | SH |
| 34 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $552.6K | 0.15% | 4,970 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $519.4K | 0.15% | 14,618 | SH |
| 36 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $514.9K | 0.14% | 9,527 | SH |
| 37 | NORTHERN LTS FD TR IV | IBD | 66538H633 | $496.8K | 0.14% | 20,826 | SH |
| 38 | UNION PAC CORP | UNP | 907818108 | $476.5K | 0.13% | 1,964 | SH |
| 39 | NORFOLK SOUTHN CORP | NSC | 655844108 | $409.0K | 0.11% | 1,425 | SH |
| 40 | VANGUARD INDEX FDS | VOO | 922908363 | $378.7K | 0.11% | 634 | SH |
| 41 | TIMOTHY PLAN | TPSC | 887432342 | $339.0K | 0.10% | 7,987 | SH |
| 42 | ALPHABET INC | GOOG | 02079K107 | $325.6K | 0.09% | 1,135 | SH |
| 43 | MICROSOFT CORP | MSFT | 594918104 | $325.5K | 0.09% | 879 | SH |
| 44 | ISHARES TR | LQD | 464287242 | $302.1K | 0.08% | 2,771 | SH |
| 45 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $298.7K | 0.08% | 1,389 | SH |
| 46 | SALESFORCE INC | CRM | 79466L302 | $287.5K | 0.08% | 1,540 | SH |
| 47 | VANGUARD MUN BD FDS | VTEB | 922907746 | $280.1K | 0.08% | 5,614 | SH |
| 48 | VANGUARD WORLD FD | VGT | 92204A702 | $256.1K | 0.07% | 367 | SH |
| 49 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $224.1K | 0.06% | 6,276 | SH |
| 50 | HOME DEPOT INC | HD | 437076102 | $208.5K | 0.06% | 634 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-08 | $356.5M | 50 | 0001973339-26-000002 |
| 2025-12-31 | 2026-01-12 | $329.4M | 53 | 0001973339-26-000001 |