Q2 2026 13F · SEC CIK 1973339

Pioneer Wealth Management Group

Wealth managerFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $413.9M
Reported positions: 55
Top holdings a year, 3 yrs: +11.4%
Assets under management: $399.2M

Pioneer Wealth Management Group is a wealth manager that reported 55 positions worth $413.9M in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Dimensional US Core Equity Market ETF (DFAU, 21.5%), Dimensional International Core Equity Ma (DFAI, 15.1%), Schwab Strategic Tr (SCHZ, 12.6%). A portfolio copying its top holdings returned 11.4% a year over the last 3 years, against 20.4% for the S&P 500.

Pioneer Wealth Management Group holdings largest 50 of 55 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pioneer Wealth Management Group 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFAUDimensional US Core Equity Market ETF	21.5%	20.6%	1,722,295	+5.6%	$89.0M
DFAIDimensional International Core Equity Ma	15.1%	15.5%	1,517,600	+6.8%	$62.6M
SCHZSchwab Strategic Tr	12.6%	13.0%	2,249,290	+12.5%	$52.0M
VCITVanguard Scottsdale Fds	7.8%	8.3%	391,356	+9.2%	$32.3M
DFCFDimensional ETF Trust	6.8%	7.5%	663,083	+4.7%	$28.0M
DFAEDimensional ETF Trust	6.5%	6.3%	671,538	+1.3%	$27.0M
SCHHSchwab Strategic Tr	5.1%	4.9%	883,192	+8.3%	$20.9M
DFASDimensional ETF Trust	3.5%	3.2%	174,600	+8.1%	$14.4M
DFATDimensional U.s. Targeted Value	2.8%	2.7%	166,160	+8.1%	$11.6M
VVVanguard Inx Lrg	1.7%	1.8%	20,475	-3.4%	$7.0M
TFLOIshares Tr	1.2%	1.7%	100,203	-17.2%	$5.1M
VTVVanguard Value ETF	1.0%	1.1%	19,739	-2.1%	$4.3M
ESGUIshares Msci Usa Esg	1.0%	0.8%	25,232	+24.1%	$4.1M
DFACDimensional U.s. Core Equity 2	0.9%	1.0%	88,103	-2.8%	$3.9M
AAPLApple Inc	0.9%	0.5%	13,348	+99.0%	$3.9M
SCHFSchwab Intl Equity	0.9%	1.0%	138,350	-5.5%	$3.8M
SCHESchwab Strategic Tr	0.9%	1.0%	105,175	-5.6%	$3.8M
BILSPDR Brcy1-3 Ser	0.8%	1.1%	35,214	-20.7%	$3.2M
ESGDIshares Msci Eafe Esg	0.7%	0.6%	29,230	+23.6%	$3.0M
VNQVanguard Real Estate ETF	0.6%	0.6%	25,154	+4.5%	$2.4M
NUEMNushares ETF Tr	0.6%	0.5%	53,861	+3.4%	$2.3M
NUSCNushares ETF Tr	0.5%	0.4%	41,537	+28.0%	$2.2M
BNDVanguard Total Bond Market ETF	0.5%	0.5%	28,615	+8.7%	$2.1M
VBRVanguard Small Cap Value ETF	0.5%	0.5%	8,593	-2.9%	$2.1M
VBVanguard Indx Fd	0.5%	0.5%	6,550	-4.6%	$2.0M
NVDANvidia Corporation Com	0.5%	0.2%	9,649	+99.7%	$1.9M
DFSDDimensional ETF Trust	0.4%	New	38,936	—	$1.9M
PTLNorthern Lts Fd Tr IV	0.4%	0.4%	5,625	+5.5%	$1.6M
VGITVanguard Intermediate Treasury ETF	0.3%	0.4%	24,533	+12.7%	$1.4M
VEAVanguard Tax-Managed Fds	0.3%	0.4%	19,997	-0.5%	$1.4M
VEUVanguard FTSE All	0.3%	0.3%	14,821	+0.0%	$1.2M
DFNMDimensional ETF Trust	0.3%	New	22,599	—	$1.1M
VTIVanguard Index Fds	0.3%	0.3%	2,801	+0.0%	$1.0M
CEFAGlobal X Fds	0.2%	0.2%	23,302	+1.2%	$925K
VWOVanguard Intl Equity Index F	0.1%	0.1%	9,630	+1.1%	$575K
IBDNorthern Lts Fd Tr IV	0.1%	0.1%	23,605	+13.3%	$561K
AVUSAvantis U.s. Equity ETF	0.1%	0.2%	4,377	-11.9%	$561K
DFICDfa Dimensional Intl Core Equit	0.1%	0.1%	14,618	+0.0%	$545K
UNPUnion Pac Corp	0.1%	0.1%	1,963	-0.1%	$534K
ITOTIshares Total US Stock Market ETF	0.1%	0.2%	3,055	-23.1%	$502K
GOOGAlphabet Inc	0.1%	0.1%	1,378	+21.4%	$487K
AGGIshares Tr	0.1%	New	4,555	—	$451K
NSCNorfolk Southn Corp	0.1%	0.1%	1,429	+0.3%	$450K
TPSCTimothy Plan	0.1%	0.1%	9,306	+16.5%	$447K
VOOVanguard S&p 500 ETF	0.1%	0.1%	634	+0.0%	$435K
VGTVanguard Info Tech	0.1%	0.1%	2,934	+699.5%	$351K
MSFTMicrosoft Corp	0.1%	0.1%	930	+5.8%	$347K
LQDIshares Tr	0.1%	0.1%	2,772	+0.0%	$302K
VTEBVanguard Tx Ex Bd	0.1%	0.1%	5,614	+0.0%	$284K
VIGVanguard Dividend Appreciation ETF	0.1%	0.1%	1,089	-21.6%	$258K

What Pioneer Wealth Management Group bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

VGT Vanguard Info Tech+699.5% shares
NVDA Nvidia Corporation Com+99.7% shares
AAPL Apple Inc+99.0% shares
NUSC Nushares ETF Tr+28.0% shares
ESGU Ishares Msci Usa Esg+24.1% shares
ESGD Ishares Msci Eafe Esg+23.6% shares
GOOG Alphabet Inc+21.4% shares
TPSC Timothy Plan+16.5% shares

Reduced

ITOT Ishares Total US Stock Market ETF-23.1% shares
VIG Vanguard Dividend Appreciation ETF-21.6% shares
BIL SPDR Brcy1-3 Ser-20.7% shares
TFLO Ishares Tr-17.2% shares
AVUS Avantis U.s. Equity ETF-11.9% shares
SCHE Schwab Strategic Tr-5.6% shares
SCHF Schwab Intl Equity-5.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +20.1%
3 years: +11.4% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$413.9M	55
Q1 2026	$356.5M	50
Q4 2025	$329.4M	53
Q3 2025	$309.8M	52
Q2 2025	$269.7M	45
Q1 2025	$232.2M	38
Q3 2024	$209.7M	42
Q2 2024	$188.3M	40
Q1 2024	$174.9M	39
Q4 2023	$160.7M	37
Q3 2023	$131.3M	36
Q2 2023	$125.9M	37

Questions about Pioneer Wealth Management Group's portfolio

What stocks does Pioneer Wealth Management Group own?

Pioneer Wealth Management Group's latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 55 positions worth $413.9M. The largest are Dimensional US Core Equity Market ETF (DFAU) at 21.5%, Dimensional International Core Equity Ma (DFAI) at 15.1%, Schwab Strategic Tr (SCHZ) at 12.6%, Vanguard Scottsdale Fds (VCIT) at 7.8% and Dimensional ETF Trust (DFCF) at 6.8%.

What did Pioneer Wealth Management Group buy last quarter?

In Q2 2026, Pioneer Wealth Management Group added a new position in Dimensional ETF Trust (DFSD), a new position in Dimensional ETF Trust (DFNM), a new position in Ishares Tr (AGG), Vanguard Info Tech (VGT) (+699.5% shares), Nvidia Corporation Com (NVDA) (+99.7% shares) and Apple Inc (AAPL) (+99.0% shares), compared with its Q1 2026 filing.

What did Pioneer Wealth Management Group sell last quarter?

In Q2 2026, Pioneer Wealth Management Group cut from its top 50 Salesforce Inc Com (CRM), cut from its top 50 Dimensional ETF Trust (DFLV), cut from its top 50 Home Depot Inc Com (HD), Ishares Total US Stock Market ETF (ITOT) (-23.1% shares), Vanguard Dividend Appreciation ETF (VIG) (-21.6% shares) and SPDR Brcy1-3 Ser (BIL) (-20.7% shares), compared with its Q1 2026 filing.

How has Pioneer Wealth Management Group's portfolio performed?

A portfolio copying Pioneer Wealth Management Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.8% against +20.1%.

When is Pioneer Wealth Management Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pioneer Wealth Management Group's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pioneer Wealth Management Group manage?

Pioneer Wealth Management Group reported $399.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $413.9M.