Latest Pioneer Wealth Management Group Stock Portfolio
Pioneer Wealth Management Group Performance:
2026 Q1: -0.26%YTD: -0.26%2025: 12%
Performance for 2026 Q1 is -0.26%, and YTD is -0.26%, and 2025 is 12%.
About Pioneer Wealth Management Group and 13F Hedge Fund Stock Holdings
On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pioneer Wealth Management Group reported an equity portfolio of $356.5 Millions as of 31 Mar, 2026.
The top stock holdings of Pioneer Wealth Management Group are DFAC, DFAC, FNDA. The fund has invested 20.6% of it's portfolio in DIMENSIONAL ETF TRUST and 15.5% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC) and BERKSHIRE HATHAWAY INC DEL stocks. They significantly reduced their stock positions in APPLE INC (AAPL), VANGUARD INTL EQUITY INDEX F (VEU) and ALPHABET INC (GOOG). Pioneer Wealth Management Group opened new stock positions in AMERICAN CENTY ETF TR (AEMB) and HOME DEPOT INC (HD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), NVIDIA CORPORATION (NVDA) and NORTHERN LTS FD TR IV (BIBL).
The top stock holdings of Pioneer Wealth Management Group are DFAC, DFAC, FNDA. The fund has invested 20.6% of it's portfolio in DIMENSIONAL ETF TRUST and 15.5% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC) and BERKSHIRE HATHAWAY INC DEL stocks. They significantly reduced their stock positions in APPLE INC (AAPL), VANGUARD INTL EQUITY INDEX F (VEU) and ALPHABET INC (GOOG). Pioneer Wealth Management Group opened new stock positions in AMERICAN CENTY ETF TR (AEMB) and HOME DEPOT INC (HD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), NVIDIA CORPORATION (NVDA) and NORTHERN LTS FD TR IV (BIBL).
Pioneer Wealth Management Group Annual Return Estimates Vs S&P 500
Our best estimate is that Pioneer Wealth Management Group made a return of -0.26% in the last quarter. In trailing 12 months, it's portfolio return was 11.71%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| american centy etf tr | 552,565 |
| home depot inc | 208,511 |
New stocks bought by Pioneer Wealth Management Group
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 441 |
| nvidia corporation | 60.58 |
| northern lts fd tr iv | 39.55 |
| vanguard scottsdale fds | 35.27 |
| global x fds | 24.42 |
| northern lts fd tr iv | 19.55 |
| ishares tr | 17.42 |
| schwab strategic tr | 14.95 |
Additions to existing portfolio by Pioneer Wealth Management Group
Reductions
| Ticker | % Reduced |
|---|---|
| apple inc | -21.92 |
| vanguard intl equity index f | -18.05 |
| alphabet inc | -12.49 |
| vanguard specialized funds | -10.96 |
| ishares tr | -8.53 |
| vanguard index fds | -4.91 |
| vanguard index fds | -4.52 |
| vanguard intl equity index f | -4.12 |
Pioneer Wealth Management Group reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| dimensional etf trust | -1,050,470 |
| dimensional etf trust | -553,659 |
| dimensional etf trust | -353,983 |
| dimensional etf trust | -400,383 |
| berkshire hathaway inc del | -448,866 |
Pioneer Wealth Management Group got rid off the above stocks
Sector Distribution
Pioneer Wealth Management Group has about 98.7% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 98.7 |
Market Cap. Distribution
Pioneer Wealth Management Group has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 98.7 |
Stocks belong to which Index?
About 1.3% of the stocks held by Pioneer Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 98.7 |
| S&P 500 | 1.3 |
Pioneer Wealth Management Group Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Pioneer Wealth Management Group
Pioneer Wealth Management Group has 50 stocks in it's portfolio. About 83.9% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Pioneer Wealth Management Group last quarter.
Last Reported on: 08 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.48 | 6,708 | 1,702,380 | reduced | -21.92 | ||
| ACWF | ishares tr | 1.72 | 121,028 | 6,127,660 | added | 441 | ||
| AEMB | american centy etf tr | 0.16 | 4,970 | 552,565 | new | |||
| AGNG | global x fds | 0.24 | 23,032 | 849,593 | added | 24.42 | ||
| AGT | ishares tr | 0.81 | 20,338 | 2,876,250 | added | 7.08 | ||
| AGT | ishares tr | 0.63 | 23,656 | 2,261,960 | reduced | -8.53 | ||
| BIBL | northern lts fd tr iv | 0.14 | 20,826 | 496,838 | added | 39.55 | ||
| BIL | spdr series trust | 1.14 | 44,426 | 4,071,200 | added | 13.49 | ||
| BIV | vanguard bd index fds | 0.54 | 26,318 | 1,938,020 | added | 7.81 | ||
| BNDW | vanguard scottsdale fds | 8.32 | 358,447 | 29,661,500 | added | 7.12 | ||
| BNDW | vanguard scottsdale fds | 0.36 | 21,777 | 1,296,800 | added | 35.27 | ||
| CRM | salesforce inc | 0.08 | 1,540 | 287,472 | added | 0.33 | ||
| DFAC | dimensional etf trust | 20.64 | 1,630,610 | 73,573,200 | added | 10.23 | ||
| DFAC | dimensional etf trust | 15.53 | 1,420,800 | 55,354,500 | added | 7.64 | ||
| DFAC | dimensional etf trust | 7.50 | 633,465 | 26,744,900 | added | 6.2 | ||
| DFAC | dimensional etf trust | 6.29 | 662,686 | 22,438,600 | added | 8.31 | ||
| DFAC | dimensional etf trust | 3.22 | 161,544 | 11,490,600 | added | 7.58 | ||
| DFAC | dimensional etf trust | 2.69 | 153,733 | 9,600,640 | added | 6.73 | ||
| DFAC | dimensional etf trust | 0.99 | 90,597 | 3,520,610 | added | 11.21 | ||
| DFAC | dimensional etf trust | 0.15 | 14,618 | 519,378 | unchanged | 0.00 | ||