Pioneer Wealth Management Group

Est. AUM

$356.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$73.6M	1630612	20.64%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$55.4M	1420804	15.53%	SOLE
3	SCHWAB STRATEGIC TR	US AGGREGATE B	$46.4M	1999801	13.02%	SOLE
4	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$29.7M	358447	8.32%	SOLE
5	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$26.7M	633465	7.50%	SOLE
6	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$22.4M	662686	6.29%	SOLE
7	SCHWAB STRATEGIC TR	US REIT ETF	$17.5M	815731	4.92%	SOLE
8	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$11.5M	161544	3.22%	SOLE
9	DIMENSIONAL ETF TRUST	US TARGETED VLU	$9.6M	153733	2.69%	SOLE
10	VANGUARD INDEX FDS	LARGE CAP ETF	$6.3M	21206	1.78%	SOLE
11	ISHARES TR	TRS FLT RT BD	$6.1M	121028	1.72%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$4.1M	44426	1.14%	SOLE
13	VANGUARD INDEX FDS	VALUE ETF	$4.0M	20154	1.11%	SOLE
14	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$3.7M	111448	1.03%	SOLE
15	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.6M	146393	1.02%	SOLE
16	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.5M	90597	0.99%	SOLE
17	ISHARES TR	ESG AWR MSCI USA	$2.9M	20338	0.81%	SOLE
18	ISHARES TR	ESG AW MSCI EAFE	$2.3M	23656	0.63%	SOLE
19	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.1M	24064	0.60%	SOLE
20	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.9M	26318	0.54%	SOLE
21	VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	8851	0.54%	SOLE
22	NUSHARES ETF TR	NUVEEN ESG EMRGN	$1.9M	52076	0.54%	SOLE
23	VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	6869	0.50%	SOLE
24	APPLE INC	COM	$1.7M	6708	0.48%	SOLE
25	NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.5M	32445	0.41%	SOLE
26	NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$1.3M	5332	0.37%	SOLE
27	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.3M	21777	0.36%	SOLE
28	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	20107	0.36%	SOLE
29	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.1M	14821	0.31%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$899K	2801	0.25%	SOLE
31	GLOBAL X FDS	S&P EX US ETF	$850K	23032	0.24%	SOLE
32	NVIDIA CORPORATION	COM	$843K	4832	0.24%	SOLE
33	ISHARES TR	CORE S&P TTL STK	$566K	3975	0.16%	SOLE
34	AMERICAN CENTY ETF TR	US EQT ETF	$553K	4970	0.16%	SOLE
35	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$519K	14618	0.15%	SOLE
36	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$515K	9527	0.14%	SOLE
37	NORTHERN LTS FD TR IV	INSPIRE CORP BD	$497K	20826	0.14%	SOLE
38	UNION PAC CORP	COM	$477K	1964	0.13%	SOLE
39	NORFOLK SOUTHN CORP	COM	$409K	1425	0.11%	SOLE
40	VANGUARD INDEX FDS	S&P 500 ETF SHS	$379K	634	0.11%	SOLE
41	TIMOTHY PLAN	U S SM CP CORE	$339K	7987	0.10%	SOLE
42	ALPHABET INC	CAP STK CL C	$326K	1135	0.09%	SOLE
43	MICROSOFT CORP	COM	$325K	879	0.09%	SOLE
44	ISHARES TR	IBOXX INV CP ETF	$302K	2771	0.08%	SOLE
45	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$299K	1389	0.08%	SOLE
46	SALESFORCE INC	COM	$287K	1540	0.08%	SOLE
47	VANGUARD MUN BD FDS	TAX EXEMPT BD	$280K	5614	0.08%	SOLE
48	VANGUARD WORLD FD	INF TECH ETF	$256K	367	0.07%	SOLE
49	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$224K	6276	0.06%	SOLE
50	HOME DEPOT INC	COM	$209K	634	0.06%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.