Pioneer Wealth Management Group Top Holdings and 13F Report (2025) About Pioneer Wealth Management GroupInvestment ActivityPioneer Wealth Management Group has $309.78 million in total holdings as of September 30, 2025.Pioneer Wealth Management Group owns shares of 52 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.23% of the portfolio was purchased this quarter.About 0.60% of the portfolio was sold this quarter.This quarter, Pioneer Wealth Management Group has purchased 45 new stocks and bought additional shares in 29 stocks.Pioneer Wealth Management Group sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $64,525,591Schwab U.S. Aggregate Bond ETF $56,226,548Dimensional International Core Equity Market ETF $45,674,580Vanguard Intermediate-Term Corporate Bond ETF $26,679,676Dimensional Emerging Core Equity Market ETF $19,010,766 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $3,237,674 Holding92204A702 - Vanguard Information Technology ETF $267,991 Holding12541W209 - C.H. Robinson Worldwide $264,800 Holding02079K107 - Alphabet $255,971 Holding922907746 - Vanguard Tax-Exempt Bond ETF $255,629 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 108,611 shares (about $4.97M)Dimensional International Core Equity Market ETF 114,855 shares (about $4.17M)Schwab U.S. Aggregate Bond ETF 169,446 shares (about $3.98M)SPDR Bloomberg 1-3 Month T-Bill ETF 35,288 shares (about $3.24M)Vanguard Intermediate-Term Corporate Bond ETF 27,965 shares (about $2.35M) Largest Sales this Quarter NVIDIA 2,222 shares (about $414.56K)Vanguard FTSE All-World ex-US ETF 5,320 shares (about $379.69K)Vanguard Small-Cap Value ETF 1,629 shares (about $339.98K)iShares Treasury Floating Rate Bond ETF 4,497 shares (about $227.50K)Vanguard Small-Cap ETF 713 shares (about $181.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPioneer Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$64,525,591$4,970,040 ▲8.3%1,410,08720.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$56,226,548$3,976,898 ▲7.6%2,395,67718.2%ETFDFAIDimensional International Core Equity Market ETF$45,674,580$4,174,980 ▲10.1%1,256,52214.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$26,679,676$2,352,135 ▲9.7%317,2008.6%ETFDFAEDimensional Emerging Core Equity Market ETF$19,010,766$1,066,503 ▲5.9%602,9426.1%ETFSCHHSchwab U.S. REIT ETF$15,023,938$1,806,337 ▲13.7%696,5204.8%ETFDFASDimensional U.S. Small Cap ETF$9,662,690$881,899 ▲10.0%141,1443.1%ETFDFATDimensional U.S. Targeted Value ETF$7,936,159$885,605 ▲12.6%136,3372.6%ETFDFCFDimensional Core Fixed Income ETF$7,693,287$71,067 ▲0.9%179,9182.5%ETFVVVanguard Large-Cap ETF$6,754,818$9,236 ▲0.1%21,9412.2%ETFVTVVanguard Value ETF$3,711,646$77,951 ▼-2.1%19,9031.2%ETFSCHESchwab Emerging Markets Equity ETF$3,419,729$77,118 ▼-2.2%102,4791.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,237,674$3,237,674 ▲New Holding35,2881.0%ETFSCHFSchwab International Equity ETF$3,186,245$5,122 ▼-0.2%136,8661.0%ETFDFACDimensional U.S. Core Equity 2 ETF$3,139,368$75,597 ▼-2.4%81,3941.0%ETFESGUiShares ESG Aware MSCI USA ETF$2,621,918$86,485 ▲3.4%18,0080.8%ManufacturingAAPLApple$2,610,936$2,219,066 ▲566.3%10,2540.8%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$2,272,920$45,282 ▼-2.0%24,4450.7%ManufacturingVNQVanguard Real Estate ETF$2,138,116$95,442 ▲4.7%23,3880.7%ETFVBVanguard Small-Cap ETF$1,922,404$181,306 ▼-8.6%7,5600.6%ETFNUEMNuveen ESG Emerging Markets Equity ETF$1,829,374$89,547 ▲5.1%51,2570.6%ETFVBRVanguard Small-Cap Value ETF$1,814,902$339,981 ▼-15.8%8,6960.6%ETFVEUVanguard FTSE All-World ex-US ETF$1,723,359$379,686 ▼-18.1%24,1470.6%ETFBNDVanguard Total Bond Market ETF$1,665,309$107,614 ▲6.9%22,3920.5%ETFNUSCNuveen ESG Small-Cap ETF$1,421,873$3,528 ▼-0.2%32,2420.5%ETFVEAVanguard FTSE Developed Markets ETF$1,189,104$120,978 ▲11.3%19,8450.4%ETFNORTHERN LTS FD TR IV$1,116,220$241,042 ▲27.5%4,4780.4%INSPIRE 500 ETFVTIVanguard Total Stock Market ETF$1,088,899$148,665 ▲15.8%3,3180.4%ETFTFLOiShares Treasury Floating Rate Bond ETF$1,063,196$227,502 ▼-17.6%21,0160.3%ETFVGITVanguard Intermediate-Term Treasury ETF$924,233$117,900 ▲14.6%15,3960.3%ETFCEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF$670,476$82,860 ▲14.1%18,6270.2%ETFBRK.BBerkshire Hathaway$581,167$1,005 ▼-0.2%1,1560.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$578,9590.0%3,9750.2%ETFNVDANVIDIA$550,948$414,564 ▼-42.9%2,9530.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$537,714$58,674 ▲12.2%9,9250.2%ETFUNPUnion Pacific$483,849$4,018 ▲0.8%2,0470.2%TransportationDFICDimensional International Core Equity 2 ETF$479,3240.0%14,6180.2%ETFNSCNorfolk Southern$426,883$24,634 ▼-5.5%1,4210.1%TransportationMSFTMicrosoft$404,103$146,617 ▲56.9%7800.1%Computer and TechnologyVOOVanguard S&P 500 ETF$388,100$4,285 ▲1.1%6340.1%ETFVIGVanguard Dividend Appreciation ETF$377,985$45,522 ▲13.7%1,7520.1%ETFCRMSalesforce$373,038$9,243 ▲2.5%1,5740.1%Computer and TechnologyIBDInspire Corporate Bond ETF$347,518$67,934 ▲24.3%14,3900.1%ETFTPSCTimothy Plan US Small Cap Core ETF$301,346$11,432 ▲3.9%7,2490.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$268,298$3,678 ▲1.4%2,4070.1%FinanceVGTVanguard Information Technology ETF$267,991$267,991 ▲New Holding3590.1%ETFCHRWC.H. Robinson Worldwide$264,800$264,800 ▲New Holding2,0000.1%TransportationGOOGAlphabet$255,971$255,971 ▲New Holding1,0510.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$255,629$255,629 ▲New Holding5,1050.1%ETFORCLOracle$240,179$240,179 ▲New Holding8540.1%Computer and TechnologyHDHome Depot$234,200$20,260 ▼-8.0%5780.1%Retail/WholesaleDFLVDimensional US Large Cap Value ETF$206,480$206,480 ▲New Holding6,2760.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
