Latest Pioneer Wealth Management Group Stock Portfolio
About Pioneer Wealth Management Group and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Pioneer Wealth Management Group reported an equity portfolio of $269.7 Millions as of 30 Jun, 2025.
The top stock holdings of Pioneer Wealth Management Group are DFAC, FNDA, DFAC. The fund has invested 20.4% of it's portfolio in DIMENSIONAL ETF TRUST and 19.2% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off SPDR SER TR (BIL), ISHARES TR (IJR) and C H ROBINSON WORLDWIDE INC (CHRW) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and BERKSHIRE HATHAWAY INC DEL. Pioneer Wealth Management Group opened new stock positions in NVIDIA CORPORATION (NVDA), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to NORTHERN LTS FD TR IV, VANGUARD TAX-MANAGED FDS (VEA) and GLOBAL X FDS (AGNG).
The top stock holdings of Pioneer Wealth Management Group are DFAC, FNDA, DFAC. The fund has invested 20.4% of it's portfolio in DIMENSIONAL ETF TRUST and 19.2% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off SPDR SER TR (BIL), ISHARES TR (IJR) and C H ROBINSON WORLDWIDE INC (CHRW) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and BERKSHIRE HATHAWAY INC DEL. Pioneer Wealth Management Group opened new stock positions in NVIDIA CORPORATION (NVDA), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to NORTHERN LTS FD TR IV, VANGUARD TAX-MANAGED FDS (VEA) and GLOBAL X FDS (AGNG).
Pioneer Wealth Management Group Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| nvidia corporation | 817,579 |
| vanguard scottsdale fds | 803,395 |
| ishares tr | 536,784 |
| union pac corp | 467,062 |
| norfolk southn corp | 384,723 |
| apple inc | 315,855 |
| vanguard specialized funds | 315,460 |
| northern lts fd tr iv | 277,960 |
New stocks bought by Pioneer Wealth Management Group
Additions
| Ticker | % Inc. |
|---|---|
| northern lts fd tr iv | 92.07 |
| vanguard tax-managed fds | 85.22 |
| global x fds | 76.75 |
| vanguard index fds | 63.97 |
| vanguard index fds | 62.79 |
| vanguard intl equity index f | 56.32 |
| vanguard index fds | 55.97 |
| vanguard intl equity index f | 51.35 |
Additions to existing portfolio by Pioneer Wealth Management Group
Reductions
| Ticker | % Reduced |
|---|---|
| dimensional etf trust | -22.1 |
| dimensional etf trust | -9.37 |
| vanguard index fds | -7.7 |
| berkshire hathaway inc del | -3.98 |
| ishares tr | -3.02 |
| schwab strategic tr | -0.77 |
| ishares tr | -0.16 |
Pioneer Wealth Management Group reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| dimensional etf trust | -202,120 |
| spdr ser tr | -236,663 |
| ishares tr | -228,406 |
| c h robinson worldwide inc | -204,800 |
Pioneer Wealth Management Group got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 98.9 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 98.9 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 98.9 |
| S&P 500 | 1.1 |
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
Last Reported on: 11 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| DFAC | dimensional etf trust | 20.44 | 1,301,480 | 55,130,500 | added | 8.05 | ||
Historical Trend of DIMENSIONAL ETF TRUST Position Held By Pioneer Wealth Management GroupWhat % of Portfolio is DFAC?:Number of DFAC shares held:Change in No. of Shares Held: | ||||||||
| FNDA | schwab strategic tr | 19.18 | 2,226,230 | 51,737,600 | added | 13.29 | ||
| DFAC | dimensional etf trust | 14.63 | 1,141,670 | 39,467,400 | added | 3.31 | ||
| BNDW | vanguard scottsdale fds | 8.89 | 289,235 | 23,983,400 | added | 5.89 | ||
| DFAC | dimensional etf trust | 6.11 | 569,117 | 16,475,900 | added | 3.11 | ||
| FNDA | schwab strategic tr | 4.81 | 612,777 | 12,966,400 | added | 8.83 | ||
| DFAC | dimensional etf trust | 3.03 | 128,262 | 8,171,570 | added | 6.77 | ||
| DFAC | dimensional etf trust | 2.79 | 178,256 | 7,533,090 | reduced | -9.37 | ||
| DFAC | dimensional etf trust | 2.42 | 121,123 | 6,535,790 | added | 1.9 | ||
| VB | vanguard index fds | 2.32 | 21,911 | 6,251,220 | added | 62.79 | ||
| VB | vanguard index fds | 1.33 | 20,321 | 3,591,610 | reduced | -7.7 | ||
| FNDA | schwab strategic tr | 1.17 | 104,790 | 3,158,360 | added | 14.78 | ||
| FNDA | schwab strategic tr | 1.12 | 137,086 | 3,029,590 | reduced | -0.77 | ||
| DFAC | dimensional etf trust | 1.11 | 83,354 | 2,987,420 | reduced | -22.1 | ||
| AGT | ishares tr | 0.87 | 17,414 | 2,356,170 | added | 8.82 | ||
| AGT | ishares tr | 0.82 | 24,932 | 2,224,440 | reduced | -3.02 | ||
| VB | vanguard index fds | 0.75 | 10,325 | 2,013,450 | added | 63.97 | ||
| VB | vanguard index fds | 0.74 | 22,344 | 1,989,960 | added | 8.27 | ||
| VEU | vanguard intl equity index f | 0.73 | 29,467 | 1,980,760 | added | 56.32 | ||
| VB | vanguard index fds | 0.73 | 8,273 | 1,960,460 | added | 51.05 | ||
