Pioneer Wealth Management Group Portfolio Stock Holdings
Pioneer Wealth Management Group disclosed 50 stock positions valued at approximately $356.5 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 50
- Portfolio Value
- $356.5M
Holdings by Sector
Pioneer Wealth Management Group Portfolio Holdings in Q1 2026
49 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 20.64% | 1,630,612 | +151,285 | +10.23% | $73,573,198 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 15.53% | 1,420,804 | +100,801 | +7.64% | $55,354,509 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 13.02% | 1,999,801 | +185,543 | +10.23% | $46,435,369 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 8.32% | 358,447 | +23,829 | +7.12% | $29,661,469 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 7.50% | 633,465 | +37,000 | +6.20% | $26,744,895 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 6.29% | 662,686 | +50,867 | +8.31% | $22,438,556 |
| SCHWAB STRATEGIC TR | SCHH | Other | 4.92% | 815,731 | +106,072 | +14.95% | $17,530,067 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 3.22% | 161,544 | +11,381 | +7.58% | $11,490,594 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.69% | 153,733 | +9,694 | +6.73% | $9,600,637 |
| VANGUARD INDEX FDS | VV | Other | 1.78% | 21,206 | -523 | -2.41% | $6,337,264 |
| ISHARES TR | TFLO | Other | 1.72% | 121,028 | +98,697 | +441.97% | $6,127,661 |
| SPDR SERIES TRUST | BIL | Other | 1.14% | 44,426 | +5,281 | +13.49% | $4,071,199 |
| VANGUARD INDEX FDS | VTV | Other | 1.11% | 20,154 | +29 | +0.14% | $3,954,187 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.03% | 111,448 | +403 | +0.36% | $3,672,217 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.02% | 146,393 | -1,123 | -0.76% | $3,623,230 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.99% | 90,597 | +9,130 | +11.21% | $3,520,607 |
| ISHARES TR | ESGU | Other | 0.81% | 20,338 | +1,345 | +7.08% | $2,876,253 |
| ISHARES TR | ESGD | Other | 0.63% | 23,656 | -2,206 | -8.53% | $2,261,956 |
| VANGUARD INDEX FDS | VNQ | Other | 0.60% | 24,064 | +43 | +0.18% | $2,134,442 |
| VANGUARD BD INDEX FDS | BND | Other | 0.54% | 26,318 | +1,907 | +7.81% | $1,938,025 |
| VANGUARD INDEX FDS | VBR | Other | 0.54% | 8,851 | -39 | -0.44% | $1,922,820 |
| NUSHARES ETF TR | NUEM | Other | 0.54% | 52,076 | +580 | +1.13% | $1,913,194 |
| VANGUARD INDEX FDS | VB | Other | 0.50% | 6,869 | -355 | -4.91% | $1,799,088 |
| APPLE INC | AAPL | Technology | 0.48% | 6,708 | -1,883 | -21.92% | $1,702,383 |
| NUSHARES ETF TR | NUSC | Other | 0.41% | 32,445 | -1,234 | -3.66% | $1,461,974 |
| NORTHERN LTS FD TR IV | PTL | Other | 0.37% | 5,332 | +872 | +19.55% | $1,335,973 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.36% | 21,777 | +5,678 | +35.27% | $1,296,800 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.36% | 20,107 | +132 | +0.66% | $1,288,454 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.31% | 14,821 | -3,264 | -18.05% | $1,113,044 |
| VANGUARD INDEX FDS | VTI | Other | 0.25% | 2,801 | +17 | +0.61% | $898,649 |
| NVIDIA CORPORATION | NVDA | Technology | 0.24% | 4,832 | +1,823 | +60.58% | $842,682 |
| ISHARES TR | ITOT | Other | 0.16% | 3,975 | - | - | $566,159 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.15% | 4,970 | +4,970 | +100.00% | $552,565 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.15% | 14,618 | - | - | $519,378 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.14% | 9,527 | -409 | -4.12% | $514,911 |
| NORTHERN LTS FD TR IV | IBD | Other | 0.14% | 20,826 | +5,902 | +39.55% | $496,838 |
| UNION PAC CORP | UNP | Industrials | 0.13% | 1,964 | -83 | -4.05% | $476,506 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.11% | 1,425 | +4 | +0.28% | $408,975 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 634 | -30 | -4.52% | $378,746 |
| TIMOTHY PLAN | TPSC | Other | 0.10% | 7,987 | +960 | +13.66% | $339,027 |
| ALPHABET INC | GOOG | Communication Services | 0.09% | 1,135 | -162 | -12.49% | $325,586 |
| MICROSOFT CORP | MSFT | Technology | 0.09% | 879 | +99 | +12.69% | $325,452 |
| ISHARES TR | LQD | Other | 0.08% | 2,771 | +411 | +17.42% | $302,056 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.08% | 1,389 | -171 | -10.96% | $298,664 |
| SALESFORCE INC | CRM | Technology | 0.08% | 1,540 | +5 | +0.33% | $287,472 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.08% | 5,614 | - | - | $280,095 |
| VANGUARD WORLD FD | VGT | Other | 0.07% | 367 | +8 | +2.23% | $256,054 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.06% | 6,276 | - | - | $224,116 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.06% | 634 | +634 | +100.00% | $208,511 |