Pioneer Wealth Management Group Top Holdings and 13F Report (2026) About Pioneer Wealth Management GroupInvestment ActivityPioneer Wealth Management Group has $413.94 million in total holdings as of June 30, 2026.Pioneer Wealth Management Group owns shares of 55 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 7.76% of the portfolio was purchased this quarter.About 0.79% of the portfolio was sold this quarter.This quarter, Pioneer Wealth Management Group has purchased 50 new stocks and bought additional shares in 29 stocks.Pioneer Wealth Management Group sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $89,025,425Dimensional International Core Equity Market ETF $62,600,998Schwab U.S. Aggregate Bond ETF $52,026,077Vanguard Intermediate-Term Corporate Bond ETF $32,345,589Dimensional Core Fixed Income ETF $27,988,733 Largest New Holdings this Quarter 25434V864 - Dimensional Short-Duration Fixed Income ETF $1,859,206 Holding25434V849 - Dimensional National Municipal Bond ETF $1,092,328 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $450,854 Holding084670702 - Berkshire Hathaway $232,181 Holding02079K305 - Alphabet $210,643 Holding Largest Purchases this Quarter Schwab U.S. Aggregate Bond ETF 249,489 shares (about $5.77M)Dimensional US Core Equity Market ETF 91,683 shares (about $4.74M)Dimensional International Core Equity Market ETF 96,796 shares (about $3.99M)Vanguard Intermediate-Term Corporate Bond ETF 32,909 shares (about $2.72M)Apple 6,640 shares (about $1.92M) Largest Sales this Quarter iShares Treasury Floating Rate Bond ETF 20,825 shares (about $1.05M)SPDR Bloomberg 1-3 Month T-Bill ETF 9,212 shares (about $844.19K)Vanguard Large-Cap ETF 731 shares (about $251.40K)Schwab Emerging Markets Equity ETF 6,273 shares (about $227.46K)Schwab International Equity ETF 8,043 shares (about $222.79K) 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$89,025,425$4,739,094 â–²5.6%1,722,29521.5%ETFDFAIDimensional International Core Equity Market ETF$62,600,998$3,992,835 â–²6.8%1,517,60015.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$52,026,077$5,770,680 â–²12.5%2,249,29012.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$32,345,589$2,719,930 â–²9.2%391,3567.8%ETFDFCFDimensional Core Fixed Income ETF$27,988,733$1,250,176 â–²4.7%663,0836.8%ETFDFAEDimensional Emerging Core Equity Market ETF$27,002,534$355,939 â–²1.3%671,5386.5%ETFSCHHSchwab U.S. REIT ETF$20,913,984$1,597,476 â–²8.3%883,1925.1%ETFDFASDimensional U.S. Small Cap ETF$14,376,555$1,075,030 â–²8.1%174,6003.5%ETFDFATDimensional U.S. Targeted Value ETF$11,614,591$868,648 â–²8.1%166,1602.8%ETFVVVanguard Large-Cap ETF$7,041,677$251,402 â–¼-3.4%20,4751.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$5,073,302$1,054,375 â–¼-17.2%100,2031.2%ETFVTVVanguard Value ETF$4,301,792$90,442 â–¼-2.1%19,7391.0%ETFESGUiShares ESG Aware MSCI USA ETF$4,129,776$801,012 â–²24.1%25,2321.0%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$3,908,258$110,634 â–¼-2.8%88,1030.9%ETFAAPLApple$3,862,415$1,921,369 â–²99.0%13,3480.9%Computer and TechnologySCHFSchwab International Equity ETF$3,832,288$222,791 â–¼-5.5%138,3500.9%ETFSCHESchwab Emerging Markets Equity ETF$3,813,629$227,458 â–¼-5.6%105,1750.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,227,011$844,188 â–¼-20.7%35,2140.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,005,137$573,063 â–²23.6%29,2300.7%ManufacturingVNQVanguard Real Estate ETF$2,425,619$105,110 â–²4.5%25,1540.6%ETFNUEMNuveen ESG Emerging Markets Equity ETF$2,285,667$75,749 â–²3.4%53,8610.6%ETFNUSCNuveen ESG Small-Cap ETF$2,164,928$473,879 â–²28.0%41,5370.5%ETFBNDVanguard Total Bond Market ETF$2,100,634$168,623 â–²8.7%28,6150.5%ETFVBRVanguard Small-Cap Value ETF$2,088,087$62,694 â–¼-2.9%8,5930.5%ETFVBVanguard Small-Cap ETF$1,985,487$96,698 â–¼-4.6%6,5500.5%ETFNVDANVIDIA$1,930,644$963,821 â–²99.7%9,6490.5%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$1,859,206$1,859,206 â–²New Holding38,9360.4%ETFNORTHERN LTS FD TR IV$1,609,272$83,825 â–²5.5%5,6250.4%INSPIRE 500 ETFVGITVanguard Intermediate-Term Treasury ETF$1,446,967$162,550 â–²12.7%24,5330.3%ETFVEAVanguard FTSE Developed Markets ETF$1,424,758$7,837 â–¼-0.5%19,9970.3%ETFVEUVanguard FTSE All-World ex-US ETF$1,241,2440.0%14,8210.3%ETFDFNMDimensional National Municipal Bond ETF$1,092,328$1,092,328 â–²New Holding22,5990.3%ETFVTIVanguard Total Stock Market ETF$1,036,5600.0%2,8010.3%ETFCEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF$924,811$10,716 â–²1.2%23,3020.2%ETFVWOVanguard FTSE Emerging Markets ETF$574,792$6,148 â–²1.1%9,6300.1%ETFIBDInspire Corporate Bond ETF$561,083$66,056 â–²13.3%23,6050.1%ETFAVUSAvantis U.S. Equity ETF$560,606$75,951 â–¼-11.9%4,3770.1%ETFDFICDimensional International Core Equity 2 ETF$544,6670.0%14,6180.1%ETFUNPUnion Pacific$533,936$272 â–¼-0.1%1,9630.1%TransportationITOTiShares Core S&P Total U.S. Stock Market ETF$501,845$151,128 â–¼-23.1%3,0550.1%ETFGOOGAlphabet$486,889$85,859 â–²21.4%1,3780.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$450,854$450,854 â–²New Holding4,5550.1%FinanceNSCNorfolk Southern$449,549$1,258 â–²0.3%1,4290.1%TransportationTPSCTimothy Plan US Small Cap Core ETF$446,541$63,291 â–²16.5%9,3060.1%ETFVOOVanguard S&P 500 ETF$435,3240.0%6340.1%ETFVGTVanguard Information Technology ETF$350,679$306,814 â–²699.5%2,9340.1%ETFMSFTMicrosoft$346,982$19,028 â–²5.8%9300.1%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$302,301$109 â–²0.0%2,7720.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$283,9690.0%5,6140.1%ETFVIGVanguard Dividend Appreciation ETF$257,619$70,969 â–¼-21.6%1,0890.1%ETFDFLVDimensional US Large Cap Value ETF$248,1530.0%6,2760.1%ETFCRMSalesforce$241,883$627 â–²0.3%1,5440.1%Computer and TechnologyBRK.BBerkshire Hathaway$232,181$232,181 â–²New Holding4640.1%FinanceGOOGLAlphabet$210,643$210,643 â–²New Holding5890.1%Computer and TechnologyHDHome Depot$209,139$14,460 â–¼-6.5%5930.1%Retail/WholesaleShowing largest 100 holdings. 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