Pioneer Wealth Management Group Portfolio Stock Holdings
Pioneer Wealth Management Group disclosed 55 stock positions valued at approximately $413.9 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 June 30, 2026 and was filed on July 7, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 55
- Portfolio Value
- $413.9M
Holdings by Sector
Pioneer Wealth Management Group Portfolio Holdings in Q2 2026
54 holdings in the latest reporting period.
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| 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 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.30% | 14,821 | - | - | $1,241,244 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.26% | 22,599 | +22,599 | +100.00% | $1,092,328 |
| VANGUARD INDEX FDS | VTI | Other | 0.25% | 2,801 | - | - | $1,036,560 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.14% | 9,630 | +103 | +1.08% | $574,792 |
| NORTHERN LTS FD TR IV | IBD | Other | 0.14% | 23,605 | +2,779 | +13.34% | $561,083 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.14% | 4,377 | -593 | -11.93% | $560,606 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.13% | 14,618 | - | - | $544,667 |
| UNION PAC CORP | UNP | Industrials | 0.13% | 1,963 | -1 | -0.05% | $533,936 |
| ISHARES TR | ITOT | Other | 0.12% | 3,055 | -920 | -23.14% | $501,845 |
| ALPHABET INC | GOOG | Communication Services | 0.12% | 1,378 | +243 | +21.41% | $486,889 |
| ISHARES TR | AGG | Other | 0.11% | 4,555 | +4,555 | +100.00% | $450,854 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.11% | 1,429 | +4 | +0.28% | $449,549 |
| TIMOTHY PLAN | TPSC | Other | 0.11% | 9,306 | +1,319 | +16.51% | $446,541 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 634 | - | - | $435,324 |
| VANGUARD WORLD FD | VGT | Other | 0.08% | 2,934 | +2,567 | +699.46% | $350,679 |
| MICROSOFT CORP | MSFT | Technology | 0.08% | 930 | +51 | +5.80% | $346,982 |
| ISHARES TR | LQD | Other | 0.07% | 2,772 | +1 | +0.04% | $302,301 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.07% | 5,614 | - | - | $283,969 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.06% | 1,089 | -300 | -21.60% | $257,619 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.06% | 6,276 | - | - | $248,153 |
| SALESFORCE INC | CRM | Technology | 0.06% | 1,544 | +4 | +0.26% | $241,883 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.06% | 464 | -429 | -48.04% | $232,181 |
| ALPHABET INC | GOOGL | Communication Services | 0.05% | 589 | +589 | +100.00% | $210,643 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.05% | 593 | -41 | -6.47% | $209,139 |