Pioneer Wealth Management Group 13F Holdings · Q3 2026
Pioneer Wealth Management Group reported 56 securities worth $423.84M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: DFAU (22.15%), DFAI (15.43%), SCHZ (13.18%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $93.9M | 22.15% | 1.8M | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $65.4M | 15.43% | 1.6M | Added |
| 3 | SCHZ | SCHWAB STRATEGIC TR | $55.8M | 13.18% | 2.5M | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $31.6M | 7.47% | 404,127 | Added |
| 5 | DFAE | DIMENSIONAL ETF TRUST | $27.6M | 6.51% | 702,292 | Added |
| 6 | DFCF | DIMENSIONAL ETF TRUST | $20.6M | 4.86% | 513,853 | Trimmed |
| 7 | SCHH | SCHWAB STRATEGIC TR | $20.5M | 4.83% | 928,542 | Added |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $13.9M | 3.28% | 179,644 | Added |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $11.5M | 2.71% | 172,602 | Added |
| 10 | BND | VANGUARD BD INDEX FDS | $9.7M | 2.28% | 137,943 | Added |
| 11 | VV | VANGUARD INDEX FDS | $6.8M | 1.61% | 19,340 | Trimmed |
| 12 | TFLO | ISHARES TR | $5.7M | 1.35% | 112,603 | Added |
| 13 | ESGU | ISHARES TR | $4.1M | 0.97% | 24,601 | Trimmed |
| 14 | VTV | VANGUARD INDEX FDS | $4.1M | 0.96% | 18,781 | Trimmed |
| 15 | AAPL | APPLE INC | $3.8M | 0.90% | 11,486 | Trimmed |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $3.8M | 0.90% | 85,502 | Trimmed |
| 17 | LQD | ISHARES TR | $3.7M | 0.87% | 36,135 | Added |
| 18 | SCHF | SCHWAB STRATEGIC TR | $3.5M | 0.82% | 126,159 | Trimmed |
| 19 | BIL | SPDR SERIES TRUST | $3.2M | 0.76% | 35,166 | Trimmed |
| 20 | SCHE | SCHWAB STRATEGIC TR | $3.2M | 0.76% | 88,642 | Trimmed |
| 21 | ESGD | ISHARES TR | $2.7M | 0.65% | 26,567 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $2.4M | 0.57% | 10,610 | Added |
| 23 | NUEM | NUSHARES ETF TR | $2.2M | 0.52% | 51,355 | Trimmed |
| 24 | VNQ | VANGUARD INDEX FDS | $2.2M | 0.51% | 24,343 | Trimmed |
| 25 | NUSC | NUSHARES ETF TR | $1.9M | 0.44% | 38,361 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR