Pioneer Wealth Management Group Portfolio Stock Holdings
According to the SEC 13F filed on July 7, 2026, Pioneer Wealth Management Group disclosed 54 stock positions valued at approximately $413.94M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 54
- Portfolio Value
- $413.94M
Holdings by Sector
Pioneer Wealth Management Group Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 21.51% | 1,722,295 | +91,683 | +5.62% | $89,025,425 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 15.12% | 1,517,600 | +96,796 | +6.81% | $62,600,998 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 12.57% | 2,249,290 | +249,489 | +12.48% | $52,026,077 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 7.81% | 391,356 | +32,909 | +9.18% | $32,345,589 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 6.76% | 663,083 | +29,618 | +4.68% | $27,988,733 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 6.52% | 671,538 | +8,852 | +1.34% | $27,002,534 |
| SCHWAB STRATEGIC TR | SCHH | Other | 5.05% | 883,192 | +67,461 | +8.27% | $20,913,984 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 3.47% | 174,600 | +13,056 | +8.08% | $14,376,555 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.81% | 166,160 | +12,427 | +8.08% | $11,614,591 |
| VANGUARD INDEX FDS | VV | Other | 1.70% | 20,475 | -731 | -3.45% | $7,041,677 |
| ISHARES TR | TFLO | Other | 1.23% | 100,203 | -20,825 | -17.21% | $5,073,302 |
| VANGUARD INDEX FDS | VTV | Other | 1.04% | 19,739 | -415 | -2.06% | $4,301,792 |
| ISHARES TR | ESGU | Other | 1.00% | 25,232 | +4,894 | +24.06% | $4,129,776 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.94% | 88,103 | -2,494 | -2.75% | $3,908,258 |
| APPLE INC | AAPL | Technology | 0.93% | 13,348 | +6,640 | +98.99% | $3,862,415 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.93% | 138,350 | -8,043 | -5.49% | $3,832,288 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.92% | 105,175 | -6,273 | -5.63% | $3,813,629 |
| SPDR SERIES TRUST | BIL | Other | 0.78% | 35,214 | -9,212 | -20.74% | $3,227,011 |
| ISHARES TR | ESGD | Other | 0.73% | 29,230 | +5,574 | +23.56% | $3,005,137 |
| VANGUARD INDEX FDS | VNQ | Other | 0.59% | 25,154 | +1,090 | +4.53% | $2,425,619 |
| NUSHARES ETF TR | NUEM | Other | 0.55% | 53,861 | +1,785 | +3.43% | $2,285,667 |
| NUSHARES ETF TR | NUSC | Other | 0.52% | 41,537 | +9,092 | +28.02% | $2,164,928 |
| VANGUARD BD INDEX FDS | BND | Other | 0.51% | 28,615 | +2,297 | +8.73% | $2,100,634 |
| VANGUARD INDEX FDS | VBR | Other | 0.50% | 8,593 | -258 | -2.91% | $2,088,087 |
| VANGUARD INDEX FDS | VB | Other | 0.48% | 6,550 | -319 | -4.64% | $1,985,487 |
| NVIDIA CORPORATION | NVDA | Technology | 0.47% | 9,649 | +4,817 | +99.69% | $1,930,644 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.45% | 38,936 | +30,586 | +366.30% | $1,859,206 |
| NORTHERN LTS FD TR IV | PTL | Other | 0.39% | 5,625 | +293 | +5.50% | $1,609,272 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.35% | 24,533 | +2,756 | +12.66% | $1,446,967 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.34% | 19,997 | -110 | -0.55% | $1,424,758 |
Showing 30 of 54 holdings in the latest reporting period.