Q3 2026 13F · SEC CIK 1973339

Pioneer Wealth Management Group

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $423.8M
Reported positions: 56
Top holdings a year, 3 yrs: +11.4%
Assets under management: $399.2M

Pioneer Wealth Management Group is a wealth manager that reported 56 positions worth $423.8M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Dimensional ETF Trust (DFAU, 22.1%), Dimensional ETF Trust (DFAI, 15.4%), Schwab Strategic Tr (SCHZ, 13.2%). A portfolio copying its top holdings returned 11.4% a year over the last 3 years, against 20.4% for the S&P 500.

Pioneer Wealth Management Group holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pioneer Wealth Management Group 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFAUDimensional ETF Trust	22.1%	21.5%	1,792,680	+4.1%	$93.9M
DFAIDimensional ETF Trust	15.4%	15.1%	1,578,083	+4.0%	$65.4M
SCHZSchwab Strategic Tr	13.2%	12.6%	2,526,995	+12.3%	$55.8M
VCITVanguard Scottsdale Fds	7.5%	7.8%	404,127	+3.3%	$31.6M
DFAEDimensional ETF Trust	6.5%	6.5%	702,292	+4.6%	$27.6M
DFCFDimensional ETF Trust	4.9%	6.8%	513,853	-22.5%	$20.6M
SCHHSchwab Strategic Tr	4.8%	5.1%	928,542	+5.1%	$20.5M
DFASDimensional ETF Trust	3.3%	3.5%	179,644	+2.9%	$13.9M
DFATDimensional ETF Trust	2.7%	2.8%	172,602	+3.9%	$11.5M
BNDVanguard Bd Index Fds	2.3%	0.5%	137,943	+382.1%	$9.7M
VVVanguard Index Fds	1.6%	1.7%	19,340	-5.5%	$6.8M
TFLOIshares Tr	1.3%	1.2%	112,603	+12.4%	$5.7M
ESGUIshares Tr	1.0%	1.0%	24,601	-2.5%	$4.1M
VTVVanguard Index Fds	1.0%	1.0%	18,781	-4.9%	$4.1M
AAPLApple Inc	0.9%	0.9%	11,486	-13.9%	$3.8M
DFACDimensional ETF Trust	0.9%	0.9%	85,502	-3.0%	$3.8M
LQDIshares Tr	0.9%	0.1%	36,135	+1203.6%	$3.7M
SCHFSchwab Strategic Tr	0.8%	0.9%	126,159	-8.8%	$3.5M
SCHESchwab Strategic Tr	0.8%	0.9%	88,642	-15.7%	$3.2M
BILSpdr Series Trust	0.8%	0.8%	35,166	-0.1%	$3.2M
ESGDiShares ESG Aware MSCI EAFE ETF	0.6%	0.7%	26,567	-9.1%	$2.7M
NVDANvidia Corporation	0.6%	0.5%	10,610	+10.0%	$2.4M
NUEMNushares ETF Tr	0.5%	0.6%	51,355	-4.7%	$2.2M
VNQVanguard Index Fds	0.5%	0.6%	24,343	-3.2%	$2.2M
NUSCNushares ETF Tr	0.4%	0.5%	38,361	-7.6%	$1.9M
VBRVanguard Index Fds	0.4%	0.5%	7,950	-7.5%	$1.8M
PTLNorthern Lts Fd Tr IV	0.4%	0.4%	5,784	+2.8%	$1.6M
VBVanguard Index Fds	0.4%	0.5%	5,527	-15.6%	$1.6M
VEAVanguard Ftse Developed Markets Index Fu	0.3%	0.3%	20,263	+1.3%	$1.4M
VGITVanguard Scottsdale Fds	0.3%	0.3%	23,818	-2.9%	$1.3M
VEUVanguard Intl Equity Index F	0.3%	0.3%	14,821	+0.0%	$1.2M
VTIVanguard Index Fds	0.2%	0.3%	2,779	-0.8%	$1.0M
CEFAGlobal X Fds	0.2%	0.2%	24,934	+7.0%	$1.0M
VWOVanguard Intl Equity Index F	0.1%	0.1%	9,602	-0.3%	$569K
MSFTMicrosoft Corp	0.1%	0.1%	1,068	+14.8%	$548K
IBDNorthern Lts Fd Tr IV	0.1%	0.1%	23,605	+0.0%	$543K
UNPUnion Pac Corp	0.1%	0.1%	1,979	+0.8%	$539K
AVUSAvantis U.S. Equity ETF	0.1%	0.1%	4,146	-5.3%	$531K
ITOTIshares Tr	0.1%	0.1%	3,081	+0.9%	$512K
DFICDimensional ETF Trust	0.1%	0.1%	13,250	-9.4%	$498K
VOOVanguard Index Fds	0.1%	0.1%	635	+0.2%	$445K
NSCNorfolk Southn Corporation	0.1%	0.1%	1,432	+0.2%	$442K
AGGIshares Tr	0.1%	0.1%	4,558	+0.1%	$431K
GOOGAlphabet Inc	0.1%	0.1%	1,236	-10.3%	$421K
TPSCTimothy Plan	0.1%	0.1%	9,306	+0.0%	$416K
VGTVanguard World Fd	0.1%	0.1%	3,112	+6.1%	$391K
CRMSalesforce Inc	0.1%	—	1,564	—	$359K
AMZNAmazon Com Inc	0.1%	—	1,315	—	$328K
BSVVanguard Bd Index Fds	0.1%	—	4,174	—	$319K
AVEMAmerican Centy ETF Tr	0.1%	—	2,991	—	$281K

What Pioneer Wealth Management Group bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +20.1%
3 years: +11.4% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$423.8M	56
Q2 2026	$413.9M	55
Q1 2026	$356.5M	50
Q4 2025	$329.4M	53
Q3 2025	$309.8M	52
Q2 2025	$269.7M	45
Q1 2025	$232.2M	38
Q3 2024	$209.7M	42
Q2 2024	$188.3M	40
Q1 2024	$174.9M	39
Q4 2023	$160.7M	37
Q3 2023	$131.3M	36

Questions about Pioneer Wealth Management Group's portfolio

What stocks does Pioneer Wealth Management Group own?

Pioneer Wealth Management Group's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 56 positions worth $423.8M. The largest are Dimensional ETF Trust (DFAU) at 22.1%, Dimensional ETF Trust (DFAI) at 15.4%, Schwab Strategic Tr (SCHZ) at 13.2%, Vanguard Scottsdale Fds (VCIT) at 7.5% and Dimensional ETF Trust (DFAE) at 6.5%.

What did Pioneer Wealth Management Group buy last quarter?

In Q3 2026, Pioneer Wealth Management Group added Ishares Tr (LQD) (+1203.6% shares), Vanguard Bd Index Fds (BND) (+382.1% shares) and Microsoft Corp (MSFT) (+14.8% shares), compared with its Q2 2026 filing.

What did Pioneer Wealth Management Group sell last quarter?

In Q3 2026, Pioneer Wealth Management Group cut from its top 50 Dimensional Short-Duration Fixed Income (DFSD), cut from its top 50 Dimensional ETF Trust (DFNM), cut from its top 50 Vanguard Mun Bd Fds (VTEB), cut from its top 50 Vanguard Specialized Funds (VIG), Dimensional ETF Trust (DFCF) (-22.5% shares), Schwab Strategic Tr (SCHE) (-15.7% shares) and Vanguard Index Fds (VB) (-15.6% shares), compared with its Q2 2026 filing.

How has Pioneer Wealth Management Group's portfolio performed?

A portfolio copying Pioneer Wealth Management Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.8% against +20.1%.

When is Pioneer Wealth Management Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pioneer Wealth Management Group's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Pioneer Wealth Management Group manage?

Pioneer Wealth Management Group reported $399.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $423.8M.