Pioneer Wealth Management Group
CIK 0001973339 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source ↗
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
Top Holdings
DFAU
DIMENSIONAL ETF TRUST
21.5%
DFAI
DIMENSIONAL ETF TRUST
15.1%
SCHZ
SCHWAB STRATEGIC TR
12.6%
VCIT
VANGUARD SCOTTSDALE FDS
7.8%
DFCF
DIMENSIONAL ETF TRUST
6.8%
DFAE
DIMENSIONAL ETF TRUST
6.5%
SCHH
SCHWAB STRATEGIC TR
5.1%
DFAS
DIMENSIONAL ETF TRUST
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.