Pioneer Wealth Management Group

Portfolio Overview

Pioneer Wealth Management Group disclosed 55 positions worth $413.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 0. The portfolio is most concentrated in Other (97.4% of disclosed assets). All figures are sourced directly from Pioneer Wealth Management Group’s Form 13F-HR filing with the SEC under CIK 1973339.

• DIMENSIONAL ETF TRUST - US CORE EQT MKT

  —

  Quality

  $89.0M1,722,295 sh

• DIMENSIONAL ETF TRUST - INTL CORE EQT MK

  —

  Quality

  $62.6M1,517,600 sh

• SCHWAB STRATEGIC TR - US AGGREGATE B

  —

  Quality

  $52.0M2,249,290 sh

• VANGUARD SCOTTSDALE FDS - INT-TERM CORP

  —

  Quality

  $32.3M391,356 sh

• DIMENSIONAL ETF TRUST - CORE FIXE IN ETF

  —

  Quality

  $28.0M663,083 sh

• DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG

  —

  Quality

  $27.0M671,538 sh

• SCHWAB STRATEGIC TR - US REIT ETF

  —

  Quality

  $20.9M883,192 sh

• DIMENSIONAL ETF TRUST - US SMALL CAP ETF

  —

  Quality

  $14.4M174,600 sh

• DIMENSIONAL ETF TRUST - US TARGETED VLU

  —

  Quality

  $11.6M166,160 sh

• VANGUARD INDEX FDS - LARGE CAP ETF

  —

  Quality

  $7.0M20,475 sh

Showing top 10 of 55 holdings.

Full Holdings — Pioneer Wealth Management Group (Q2 2026)

All 55 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	DIMENSIONAL ETF TRUST - US CORE EQT MKT	$89.0M	21.5%	+6%	—
2	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$62.6M	15.1%	+7%	—
3	—	SCHWAB STRATEGIC TR - US AGGREGATE B	$52.0M	12.6%	+12%	—
4	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$32.3M	7.8%	+9%	—
5	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	$28.0M	6.8%	+5%	—
6	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	$27.0M	6.5%	+1%	—
7	—	SCHWAB STRATEGIC TR - US REIT ETF	$20.9M	5.0%	+8%	—
8	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$14.4M	3.5%	+8%	—
9	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	$11.6M	2.8%	+8%	—
10	—	VANGUARD INDEX FDS - LARGE CAP ETF	$7.0M	1.7%	-3%	—
11	—	ISHARES TR - TRS FLT RT BD	$5.1M	1.2%	-17%	—
12	—	VANGUARD INDEX FDS - VALUE ETF	$4.3M	1.0%	-2%	—
13	—	ISHARES TR - ESG AWR MSCI USA	$4.1M	1.0%	+24%	—
14	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$3.9M	0.9%	-3%	—
15	$AAPL	Apple Inc.	$3.9M	0.9%	+99%	76.1
16	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$3.8M	0.9%	-5%	—
17	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	$3.8M	0.9%	-6%	—
18	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	$3.2M	0.8%	-21%	—
19	—	ISHARES TR - ESG AW MSCI EAFE	$3.0M	0.7%	+24%	—
20	—	VANGUARD INDEX FDS - REAL ESTATE ETF	$2.4M	0.6%	+5%	—
21	—	NUSHARES ETF TR - NUVEEN ESG EMRGN	$2.3M	0.6%	+3%	—
22	$NU	Nu Holdings Ltd.	$2.2M	0.5%	+28%	—
23	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$2.1M	0.5%	+9%	—
24	—	VANGUARD INDEX FDS - SM CP VAL ETF	$2.1M	0.5%	-3%	—
25	—	VANGUARD INDEX FDS - SMALL CP ETF	$2.0M	0.5%	-5%	—
26	$NVDA	NVIDIA CORP	$1.9M	0.5%	+100%	90.2
27	—	DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	$1.9M	0.5%	NEW	—
28	—	NORTHERN LTS FD TR IV - INSPIRE 500 ETF	$1.6M	0.4%	+5%	—
29	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	$1.4M	0.3%	+13%	—
30	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$1.4M	0.3%	-1%	—
31	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$1.2M	0.3%	+0%	—
32	—	DIMENSIONAL ETF TRUST - NATL MUN BD ETF	$1.1M	0.3%	NEW	—
33	—	VANGUARD INDEX FDS - TOTAL STK MKT	$1.0M	0.3%	+0%	—
34	—	GLOBAL X FDS - S&P EX US ETF	$924,811	0.2%	+1%	—
35	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$574,792	0.1%	+1%	—
36	—	NORTHERN LTS FD TR IV - INSPIRE CORP BD	$561,083	0.1%	+13%	—
37	—	AMERICAN CENTY ETF TR - US EQT ETF	$560,606	0.1%	-12%	—
38	—	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	$544,667	0.1%	+0%	—
39	$UNP	UNION PACIFIC CORP	$533,936	0.1%	-0%	74
40	—	ISHARES TR - CORE S&P TTL STK	$501,845	0.1%	-23%	—
41	$GOOGL	Alphabet Inc.	$486,889	0.1%	+21%	80.2
42	—	ISHARES TR - CORE US AGGBD ET	$450,854	0.1%	NEW	—
43	$NSC	NORFOLK SOUTHERN CORP	$449,549	0.1%	+0%	70.8
44	—	TIMOTHY PLAN - U S SM CP CORE	$446,541	0.1%	+17%	—
45	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$435,324	0.1%	+0%	—
46	—	VANGUARD WORLD FD - INF TECH ETF	$350,679	0.1%	+699%	—
47	$MSFT	MICROSOFT CORP	$346,982	0.1%	+6%	83.7
48	—	ISHARES TR - IBOXX INV CP ETF	$302,301	0.1%	+0%	—
49	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$283,969	0.1%	+0%	—
50	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$257,619	0.1%	-22%	—
51	—	DIMENSIONAL ETF TRUST - US LARG VALU ETF	$248,153	0.1%	+0%	—
52	$CRM	Salesforce, Inc.	$241,883	0.1%	+0%	75.2
53	$BRK.B	BERKSHIRE HATHAWAY INC	$232,181	0.1%	NEW	64.5
54	$GOOG	Alphabet Inc.	$210,643	0.1%	NEW	80.2
55	$HD	HOME DEPOT, INC.	$209,139	0.1%	-6%	69.2