Pioneer Wealth Management Group Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Pioneer Wealth Management Group disclosed 56 stock positions valued at approximately $423.84M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and SCHWAB STRATEGIC TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 56
- Portfolio Value
- $423.84M
Holdings by Sector
Pioneer Wealth Management Group Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 22.15% | 1,792,680 | +70,385 | +4.09% | $93,864,751 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 15.43% | 1,578,083 | +60,483 | +3.99% | $65,379,960 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 13.18% | 2,526,995 | +277,705 | +12.35% | $55,846,595 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 7.47% | 404,127 | +12,771 | +3.26% | $31,647,195 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 6.51% | 702,292 | +30,754 | +4.58% | $27,607,082 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 4.86% | 513,853 | -149,230 | -22.51% | $20,615,778 |
| SCHWAB STRATEGIC TR | SCHH | Other | 4.83% | 928,542 | +45,350 | +5.13% | $20,465,071 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 3.28% | 179,644 | +5,044 | +2.89% | $13,908,003 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.71% | 172,602 | +6,442 | +3.88% | $11,467,675 |
| VANGUARD BD INDEX FDS | BND | Other | 2.28% | 137,943 | +109,328 | +382.07% | $9,676,675 |
| VANGUARD INDEX FDS | VV | Other | 1.61% | 19,340 | -1,135 | -5.54% | $6,804,782 |
| ISHARES TR | TFLO | Other | 1.35% | 112,603 | +12,400 | +12.37% | $5,705,613 |
| ISHARES TR | ESGU | Other | 0.97% | 24,601 | -631 | -2.50% | $4,103,467 |
| VANGUARD INDEX FDS | VTV | Other | 0.96% | 18,781 | -958 | -4.85% | $4,058,124 |
| APPLE INC | AAPL | Technology | 0.90% | 11,486 | -1,862 | -13.95% | $3,825,015 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.90% | 85,502 | -2,601 | -2.95% | $3,800,562 |
| ISHARES TR | LQD | Other | 0.87% | 36,135 | +33,363 | +1203.57% | $3,692,259 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.82% | 126,159 | -12,191 | -8.81% | $3,465,597 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.76% | 88,642 | -16,533 | -15.72% | $3,230,989 |
| SPDR SERIES TRUST | BIL | Other | 0.76% | 35,166 | -48 | -0.14% | $3,222,612 |
| ISHARES TR | ESGD | Other | 0.65% | 26,567 | -2,663 | -9.11% | $2,737,714 |
| NVIDIA CORPORATION | NVDA | Technology | 0.57% | 10,610 | +961 | +9.96% | $2,423,084 |
| NUSHARES ETF TR | NUEM | Other | 0.52% | 51,355 | -2,506 | -4.65% | $2,187,181 |
| VANGUARD INDEX FDS | VNQ | Other | 0.51% | 24,343 | -811 | -3.22% | $2,181,868 |
| NUSHARES ETF TR | NUSC | Other | 0.44% | 38,361 | -3,176 | -7.65% | $1,861,470 |
| VANGUARD INDEX FDS | VBR | Other | 0.43% | 7,950 | -643 | -7.48% | $1,836,745 |
| NORTHERN LTS FD TR IV | PTL | Other | 0.37% | 5,784 | +159 | +2.83% | $1,574,073 |
| VANGUARD INDEX FDS | VB | Other | 0.37% | 5,527 | -1,023 | -15.62% | $1,572,252 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.34% | 20,263 | +266 | +1.33% | $1,430,776 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.32% | 23,818 | -715 | -2.91% | $1,349,534 |
Showing 30 of 56 holdings in the latest reporting period.