Top Institutional Investors

Pioneer Wealth Management Group — 13F Holdings & Portfolio

CIK 1973339 · latest 13F-HR filed 2026-10-09

Backtest portfolio

Pioneer Wealth Management Group manages $423.8M in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are DFAU (22.15%), DFAI (15.43%), SCHZ (13.18%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 5 new positions and exited 4; 12 existing positions rose in reported value and 15 fell.

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
$423.8M

Long-equity book

Holdings
56

Distinct positions

Period
2026-09-30

Filed 2026-10-09

Q/Q Activity
+5 / −4 / ↑12 / ↓15

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
DFAU22.1% · +4%DFAI15.4% · +4%SCHZ13.2% · +12%VCIT7.5% · +3%DFAE6.5% · +5%DFCF4.9% · -22%SCHH4.8% · +5%DFAS3.3% · +3%DFAT2.7% · +4%BND2.3% · +382%VV1.6% · -6%TFLO1.3% · +12%ESGU1.0% · -2%VTV1.0% · -5%AAPL0.9% · -14%DFAC0.9% · -3%LQD0.9% · +1204%SCHF0.8% · -9%SCHE0.8% · -16%BIL0.8% · -0%ESGD0.6% · -9%NVDA0.6% · +10%NUEM0.5% · -5%VNQ0.5% · -3%NUSC0.4% · -8%VBR0.4% · -8%PTL0.4% · +3%VB0.4% · -16%VEA0.3% · +1%VGIT0.3% · -3%VEU0.3% · 0%VTI0.2% · -1%CEFA0.2% · +7%VWO0.1% · -0%MSFT0.1% · +15%IBD0.1% · 0%UNP0.1% · +1%AVUS0.1% · -5%ITOT0.1% · +1%DFIC0.1% · -9%VOO0.1% · +0%NSC0.1% · +0%AGG0.1% · +0%GOOG0.1% · -10%TPSC0.1% · 0%VGT0.1% · +6%CRM0.1% · +1%AMZN0.1% · newBSV0.1% · newAVEM0.1% · newVIG0.1% · +8%VTEB0.1% · 0%DFLV0.1% · 0%GOOGL0.1% · +18%LLY0.1% · newAVGO0.0% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 82.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 5, 2026.

Assets Under Management
$399.2M
Discretionary
$399.1M
Employees
11
Accounts
1,658
Address
800 W 5TH ST UNIT 100-B
AUSTIN, TX 78703
Phone
(512) 334-6800
Website
Name Title / Status Ownership Type
Renaux, Nicole, Marie ControlCHIEF COMPLIANCE OFFICER
since Apr 2022
10–25%Individual
TAGHEHCHIAN, MILAD ControlCHIEF EXECUTIVE OFFICER
since Nov 2004
50–75%Individual
CYNDECKI, CHRISTOPHER, JANUSZSENIOR WEALTH ADVISOR
since May 2011
10–25%Individual
JORDAN, DAPHNE, LENORESENIOR WEALTH ADVISOR
since Nov 2017
10–25%Individual
TENNANT, IAN, LIBARDOSENIOR WEALTH ADVISOR
since Sep 2012
10–25%Individual
Ownership & leadership changes · 3 filings with changes since Jan 8, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 19, 2025 filing
  • AddedCYNDECKI, CHRISTOPHER, JANUSZ · SENIOR WEALTH ADVISOR · 10–25%
  • AddedJORDAN, DAPHNE, LENORE · SENIOR WEALTH ADVISOR · 10–25%
  • AddedTENNANT, IAN, LIBARDO · SENIOR WEALTH ADVISOR · 10–25%
  • ChangedRenaux, Nicole, Marie · ownership Less than 5% → 10–25%; now a control person
  • ChangedTAGHEHCHIAN, MILAD · ownership 75% or more → 50–75%
Apr 29, 2022 filing
  • AddedRenaux, Nicole, Marie · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedTAGHEHCHIAN, MILAD · title CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER
Feb 16, 2021 filing
  • ChangedTAGHEHCHIAN, MILAD · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER
Jan 8, 2021 filing (earliest on record)
  • ListedTAGHEHCHIAN, MILAD · CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 12 →

Top Trims

Show all 15 →

New Positions

Show all 5 →

Exited Positions

Show all 4 →

Pioneer Wealth Management Group Holdings (2026-09-30)

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 $93.9M 22.15% 1,792,680 SH
2 DIMENSIONAL ETF TRUST DFAI 25434V203 $65.4M 15.43% 1,578,083 SH
3 SCHWAB STRATEGIC TR SCHZ 808524839 $55.8M 13.18% 2,526,995 SH
4 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $31.6M 7.47% 404,127 SH
5 DIMENSIONAL ETF TRUST DFAE 25434V302 $27.6M 6.51% 702,292 SH
6 DIMENSIONAL ETF TRUST DFCF 25434V872 $20.6M 4.86% 513,853 SH
7 SCHWAB STRATEGIC TR SCHH 808524847 $20.5M 4.83% 928,542 SH
8 DIMENSIONAL ETF TRUST DFAS 25434V500 $13.9M 3.28% 179,644 SH
9 DIMENSIONAL ETF TRUST DFAT 25434V609 $11.5M 2.71% 172,602 SH
10 VANGUARD BD INDEX FDS BND 921937835 $9.7M 2.28% 137,943 SH
11 VANGUARD INDEX FDS VV 922908637 $6.8M 1.61% 19,340 SH
12 ISHARES TR TFLO 46434V860 $5.7M 1.35% 112,603 SH
13 ISHARES TR ESGU 46435G425 $4.1M 0.97% 24,601 SH
14 VANGUARD INDEX FDS VTV 922908744 $4.1M 0.96% 18,781 SH
15 APPLE INC AAPL 037833100 $3.8M 0.90% 11,486 SH
16 DIMENSIONAL ETF TRUST DFAC 25434V708 $3.8M 0.90% 85,502 SH
17 ISHARES TR LQD 464287242 $3.7M 0.87% 36,135 SH
18 SCHWAB STRATEGIC TR SCHF 808524805 $3.5M 0.82% 126,159 SH
19 SCHWAB STRATEGIC TR SCHE 808524706 $3.2M 0.76% 88,642 SH
20 SPDR SERIES TRUST BIL 78468R663 $3.2M 0.76% 35,166 SH
21 ISHARES TR ESGD 46435G516 $2.7M 0.65% 26,567 SH
22 NVIDIA CORPORATION NVDA 67066G104 $2.4M 0.57% 10,610 SH
23 NUSHARES ETF TR NUEM 67092P888 $2.2M 0.52% 51,355 SH
24 VANGUARD INDEX FDS VNQ 922908553 $2.2M 0.51% 24,343 SH
25 NUSHARES ETF TR NUSC 67092P607 $1.9M 0.44% 38,361 SH
26 VANGUARD INDEX FDS VBR 922908611 $1.8M 0.43% 7,950 SH
27 NORTHERN LTS FD TR IV PTL 66537J796 $1.6M 0.37% 5,784 SH
28 VANGUARD INDEX FDS VB 922908751 $1.6M 0.37% 5,527 SH
29 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.4M 0.34% 20,263 SH
30 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $1.3M 0.32% 23,818 SH
31 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.2M 0.29% 14,821 SH
32 VANGUARD INDEX FDS VTI 922908769 $1.0M 0.25% 2,779 SH
33 GLOBAL X FDS CEFA 37954Y368 $1.0M 0.24% 24,934 SH
34 VANGUARD INTL EQUITY INDEX F VWO 922042858 $569.5K 0.13% 9,602 SH
35 MICROSOFT CORP MSFT 594918104 $547.9K 0.13% 1,068 SH
36 NORTHERN LTS FD TR IV IBD 66538H633 $542.9K 0.13% 23,605 SH
37 UNION PAC CORP UNP 907818108 $538.5K 0.13% 1,979 SH
38 AMERICAN CENTY ETF TR AVUS 025072885 $531.1K 0.13% 4,146 SH
39 ISHARES TR ITOT 464287150 $512.4K 0.12% 3,081 SH
40 DIMENSIONAL ETF TRUST DFIC 25434V799 $498.3K 0.12% 13,250 SH
41 VANGUARD INDEX FDS VOO 922908363 $444.9K 0.10% 635 SH
42 NORFOLK SOUTHN CORP NSC 655844108 $442.5K 0.10% 1,432 SH
43 ISHARES TR AGG 464287226 $430.9K 0.10% 4,558 SH
44 ALPHABET INC GOOG 02079K107 $421.2K 0.10% 1,236 SH
45 TIMOTHY PLAN TPSC 887432342 $416.0K 0.10% 9,306 SH
46 VANGUARD WORLD FD VGT 92204A702 $391.1K 0.09% 3,112 SH
47 SALESFORCE INC CRM 79466L302 $359.0K 0.08% 1,564 SH
48 AMAZON COM INC AMZN 023135106 $327.6K 0.08% 1,315 SH
49 VANGUARD BD INDEX FDS BSV 921937827 $318.9K 0.08% 4,174 SH
50 AMERICAN CENTY ETF TR AVEM 025072604 $281.2K 0.07% 2,991 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-09 $423.8M 56 0001085146-26-000839
2026-06-30 2026-07-07 $413.9M 55 0001973339-26-000004
2026-03-31 2026-04-08 $356.5M 50 0001973339-26-000002
2025-12-31 2026-01-12 $329.4M 53 0001973339-26-000001
Filer Information
Address
800 W 5TH ST.
SUITE 100
AUSTIN, TX 78703
Phone
(512) 334-6800
Filing Manager
Pioneer Wealth Management Group
AUSTIN, TX
Signatory
Nicole Renaux
Chief Compliance Officer