Pioneer Wealth Management Group

CIK 0001973339 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

Pioneer Wealth Management Group reported 55 positions worth $413.9M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: DFAU (21.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$413.9M
2026 Q2
Positions
55
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.3%
Est. Net Flow (Q)
2026 Q2
10 / 55 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFAUDIMENSIONAL ETF TRUSTSH$89.0M21.51%1,722,295
2DFAIDIMENSIONAL ETF TRUSTSH$62.6M15.12%1,517,600
3SCHZSCHWAB STRATEGIC TRSH$52.0M12.57%2,249,290
4VCITVANGUARD SCOTTSDALE FDSSH$32.3M7.81%391,356
5DFCFDIMENSIONAL ETF TRUSTSH$28.0M6.76%663,083
6DFAEDIMENSIONAL ETF TRUSTSH$27.0M6.52%671,538
7SCHHSCHWAB STRATEGIC TRSH$20.9M5.05%883,192
8DFASDIMENSIONAL ETF TRUSTSH$14.4M3.47%174,600
9DFATDIMENSIONAL ETF TRUSTSH$11.6M2.81%166,160
10VVVANGUARD INDEX FDSSH$7.0M1.70%20,475

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Pioneer Wealth Management Group hold as of Q2 2026?

Pioneer Wealth Management Group reported 55 positions worth $413.9M in its Q2 2026 13F filing. Largest positions: DFAU (21.5%), DFAI (15.1%), SCHZ (12.6%), VCIT (7.8%) and DFCF (6.8%).

What did Pioneer Wealth Management Group buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Pioneer Wealth Management Group sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.