Pioneer Wealth Management Group
$414M 13F equity value
55 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Pioneer Wealth Management Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 1,722,295 | $89M | 21.5% |
| DFAI | DIMENSIONAL ETF TRUST | 1,517,600 | $63M | 15.1% |
| SCHZ | SCHWAB STRATEGIC TR | 2,249,290 | $52M | 12.6% |
| VCIT | VANGUARD SCOTTSDALE FDS | 391,356 | $32M | 7.8% |
| DFCF | DIMENSIONAL ETF TRUST | 663,083 | $28M | 6.8% |
| DFAE | DIMENSIONAL ETF TRUST | 671,538 | $27M | 6.5% |
| SCHH | SCHWAB STRATEGIC TR | 883,192 | $21M | 5.1% |
| DFAS | DIMENSIONAL ETF TRUST | 174,600 | $14M | 3.5% |
| DFAT | DIMENSIONAL ETF TRUST | 166,160 | $12M | 2.8% |
| VV | VANGUARD INDEX FDS | 20,475 | $7M | 1.7% |
Track Pioneer Wealth Management Group's 13F portfolio: $414M in reported holdings, 55 positions. Top holdings and quarterly changes on SentiSense.
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