Pioneer Wealth Management Group - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Pioneer Wealth Management Group held in its portfolio 53 assets valued at $329,351,404 (i.e. $329.35M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($69.23M), DIMENSIONAL ETF TRUST ($50.31M), and SCHWAB STRATEGIC TR ($42.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pioneer Wealth Management Group - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1479327 | 69232493 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 1320003 | 50305317 | INTL CORE EQT MK |
| SCHWAB STRATEGIC TR | 1814258 | 42399217 | US AGGREGATE B |
| VANGUARD SCOTTSDALE FDS | 334618 | 28024223 | INT-TERM CORP |
| DIMENSIONAL ETF TRUST | 596465 | 25385552 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 611819 | 19926937 | EMGR CRE EQT MNG |
| SCHWAB STRATEGIC TR | 709659 | 14824773 | US REIT ETF |
| DIMENSIONAL ETF TRUST | 150163 | 10461877 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 144039 | 8576067 | US TARGETED VLU |
| VANGUARD INDEX FDS | 21729 | 6840284 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 20125 | 3843763 | VALUE ETF |
| SCHWAB STRATEGIC TR | 111045 | 3636731 | EMRG MKTEQ ETF |
| SPDR SERIES TRUST | 39145 | 3577070 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 147516 | 3546274 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 81467 | 3225291 | US CORE EQUITY 2 |
| ISHARES TR | 18993 | 2829536 | ESG AWR MSCI USA |
| ISHARES TR | 25862 | 2459198 | ESG AW MSCI EAFE |
| APPLE INC | 8591 | 2335506 | COM |
| VANGUARD INDEX FDS | 24021 | 2125634 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 8890 | 1882722 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 7224 | 1863449 | SMALL CP ETF |
| NUSHARES ETF TR | 51496 | 1832244 | NUVEEN ESG EMRGN |
| VANGUARD BD INDEX FDS | 24411 | 1808147 | TOTAL BND MRKT |
| NUSHARES ETF TR | 33679 | 1503776 | NUVEEN ESG SMLCP |
| VANGUARD INTL EQUITY INDEX F | 18085 | 1330320 | ALLWRLD EX US |
| VANGUARD TAX-MANAGED FDS | 19975 | 1247830 | VAN FTSE DEV MKT |
| ISHARES TR | 22331 | 1126813 | TRS FLT RT BD |
| NORTHERN LTS FD TR IV | 4460 | 1106941 | INSPIRE 500 ETF |
| DIMENSIONAL ETF TRUST | 25279 | 1050469 | INFLATION PROTE |
| VANGUARD SCOTTSDALE FDS | 16099 | 964839 | INTER TERM TREAS |
| VANGUARD INDEX FDS | 2784 | 933431 | TOTAL STK MKT |
| GLOBAL X FDS | 18511 | 683654 | S&P EX US ETF |
| ISHARES TR | 3975 | 591043 | CORE S&P TTL STK |
| NVIDIA CORPORATION | 3009 | 561163 | COM |
| DIMENSIONAL ETF TRUST | 24176 | 553659 | US REAL ESTATE E |
| VANGUARD INTL EQUITY INDEX F | 9936 | 534137 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 14618 | 503736 | INTL CORE EQUITY |
| UNION PAC CORP | 2047 | 473512 | COM |
| BERKSHIRE HATHAWAY INC DEL | 893 | 448866 | CL B NEW |
| VANGUARD INDEX FDS | 664 | 416394 | S&P 500 ETF SHS |
| NORFOLK SOUTHN CORP | 1421 | 410271 | COM |
| ALPHABET INC | 1297 | 406999 | CAP STK CL C |
| SALESFORCE INC | 1535 | 406637 | COM |
| DIMENSIONAL ETF TRUST | 8350 | 400383 | SHORT DURATION F |
| MICROSOFT CORP | 780 | 377319 | COM |
| NORTHERN LTS FD TR IV | 14924 | 361153 | INSPIRE CORP BD |
| DIMENSIONAL ETF TRUST | 9308 | 353983 | US HIGH PROFITAB |
| VANGUARD SPECIALIZED FUNDS | 1560 | 342801 | DIV APP ETF |
| TIMOTHY PLAN | 7027 | 291285 | U S SM CP CORE |
| VANGUARD MUN BD FDS | 5614 | 282341 | TAX EXEMPT BD |
| VANGUARD WORLD FD | 359 | 270563 | INF TECH ETF |
| ISHARES TR | 2360 | 260079 | IBOXX INV CP ETF |
| DIMENSIONAL ETF TRUST | 6276 | 214702 | US LARGE CAP VAL |
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