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Pioneer Wealth Management Group Portfolio
$423.8M across 56 positions as of 2026-09-30, with 83% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+7.2%
-7.2% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 14
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.8% | +10.5% |
| Sep 30, 2024 to Dec 31, 2024 | -3.5% | +2.1% |
| Jun 30, 2024 to Sep 30, 2024 | +6.1% | +5.4% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DFAUDimensional US Core Equity Market ETF | $93.9M | 22.1% | 1,792,680 |
| DFAIDimensional International Core Equity Market ETF | $65.4M | 15.4% | 1,578,083 |
| SCHZSchwab US Aggregate Bond ETF | $55.8M | 13.2% | 2,526,995 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $31.6M | 7.5% | 404,127 |
| DFAEDimensional Emerging Core Equity Market ETF | $27.6M | 6.5% | 702,292 |
| DFCFDimensional Core Fixed Income ETF | $20.6M | 4.9% | 513,853 |
| SCHHSchwab U.S. REIT ETF | $20.5M | 4.8% | 928,542 |
| DIMENSIONAL ETF TRUST | $13.9M | 3.3% | 179,644 |
| DFATDimensional U.S. Targeted Value ETF | $11.5M | 2.7% | 172,602 |
| BNDVanguard Total Bond Market ETF | $9.7M | 2.3% | 137,943 |
| VVVanguard Large-Cap ETF | $6.8M | 1.6% | 19,340 |
| TFLOiShares Treasury Floating Rate Bond ETF | $5.7M | 1.3% | 112,603 |
| ESGUiShares ESG Aware MSCI USA ETF | $4.1M | 1.0% | 24,601 |
| VTVVanguard Value ETF | $4.1M | 1.0% | 18,781 |
| AAPLApple Inc | $3.8M | 0.9% | 11,486 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $3.8M | 0.9% | 85,502 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $3.7M | 0.9% | 36,135 |
| SCHFSchwab International Equity ETF | $3.5M | 0.8% | 126,159 |
| SCHESchwab Emerging Markets Equity ETF | $3.2M | 0.8% | 88,642 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $3.2M | 0.8% | 35,166 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $2.7M | 0.6% | 26,567 |
| NVDANVIDIA Corp | $2.4M | 0.6% | 10,610 |
| NUSHARES ETF TR | $2.2M | 0.5% | 51,355 |
| VNQVanguard Real Estate ETF | $2.2M | 0.5% | 24,343 |
| NUSHARES ETF TR | $1.9M | 0.4% | 38,361 |
| VBRVanguard Small-Cap Value ETF | $1.8M | 0.4% | 7,950 |
| NORTHERN LTS FD TR IV | $1.6M | 0.4% | 5,784 |
| VBVanguard Small-Cap ETF | $1.6M | 0.4% | 5,527 |
| VEAVanguard FTSE Developed Markets ETF | $1.4M | 0.3% | 20,263 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $1.3M | 0.3% | 23,818 |
| VEUVanguard FTSE All World Ex US ETF | $1.2M | 0.3% | 14,821 |
| VTIVanguard Total Stock Market ETF | $1M | 0.2% | 2,779 |
| GLOBAL X FDS | $1M | 0.2% | 24,934 |
| VWOVanguard FTSE Emerging Markets ETF | $569.5K | 0.1% | 9,602 |
| MSFTMicrosoft Corp | $547.9K | 0.1% | 1,068 |
| IBDInspire Corporate Bond Impact ETF | $542.9K | 0.1% | 23,605 |
| UNPUnion Pacific Corp | $538.5K | 0.1% | 1,979 |
| AVUSAvantis U.S. Equity ETF | $531.1K | 0.1% | 4,146 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $512.4K | 0.1% | 3,081 |
| DIMENSIONAL ETF TRUST | $498.3K | 0.1% | 13,250 |
| VOOVanguard S&P 500 ETF | $444.9K | 0.1% | 635 |
| NSCNorfolk Southern Corp | $442.5K | 0.1% | 1,432 |
| AGGiShares Core U.S. Aggregate Bond ETF | $430.9K | 0.1% | 4,558 |
| GOOGAlphabet Inc | $421.2K | 0.1% | 1,236 |
| TIMOTHY PLAN | $416K | 0.1% | 9,306 |
| VGTVanguard Information Tech ETF | $391.1K | 0.1% | 3,112 |
| CRMSalesforce Inc | $359K | 0.1% | 1,564 |
| AMZNAmazon.com Inc | $327.6K | 0.1% | 1,315 |
| BSVVanguard Short-Term Bond ETF | $318.9K | 0.1% | 4,174 |
| AVEMAvantis Emerging Markets Equity ETF | $281.2K | 0.1% | 2,991 |
| VIGVanguard Div Appreciation ETF | $274.8K | 0.1% | 1,178 |
| VTEBVanguard Tax-Exempt Bond ETF | $265.9K | 0.1% | 5,614 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $252.1K | 0.1% | 6,276 |
| GOOGLAlphabet Inc | $238.6K | 0.1% | 693 |
| LLYEli Lilly and Co | $221K | 0.1% | 191 |
| AVGOBroadcom Inc | $200.3K | 0.0% | 570 |
Quarter ending 2026-09-30.
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