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Latest Pioneer Wealth Management Group Stock Portfolio

$413Million | No. of Holdings #55

Pioneer Wealth Management Group Performance

2026 Q2+7.39%
YTD+7.11%
2025+12.00%

About Pioneer Wealth Management Group and 13F Hedge Fund Stock Holdings

On 2026-07-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pioneer Wealth Management Group reported an equity portfolio of $413.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Pioneer Wealth Management Group are DFAC, DFAC, FNDA. The fund has invested 21.5% of it's portfolio in DIMENSIONAL ETF TRUST and 15.1% of portfolio in DIMENSIONAL ETF TRUST. <br><br> They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD SPECIALIZED FUNDS (VIG) and SPDR SERIES TRUST (BIL). Pioneer Wealth Management Group opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (IJR) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), NVIDIA CORPORATION (NVDA) and APPLE INC (AAPL).
Pioneer Wealth Management Group Equity Portfolio Value
Last Reported on: 07 Jul, 2026
$413Million
  as of Jul 07, 2026

Pioneer Wealth Management Group Annual Return Estimates Vs S&P 500

Our best estimate is that Pioneer Wealth Management Group made a return of 7.39% in the last quarter. In trailing 12 months, it's portfolio return was 13.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust1,859,210
dimensional etf trust1,092,330
ishares tr450,854
berkshire hathaway inc del232,181
alphabet inc210,643
New stocks bought by Pioneer Wealth Management Group

Additions

Ticker% Inc.
vanguard world fd699
nvidia corporation99.69
apple inc98.99
nushares etf tr28.02
ishares tr24.06
ishares tr23.56
alphabet inc21.41
timothy plan16.51
Additions to existing portfolio by Pioneer Wealth Management Group

Reductions

Ticker% Reduced
ishares tr-23.14
vanguard specialized funds-21.6
spdr series trust-20.74
ishares tr-17.21
american centy etf tr-11.93
home depot inc-6.47
schwab strategic tr-5.63
schwab strategic tr-5.49
Pioneer Wealth Management Group reduced stake in above stock

Sold off

None of the stocks were completely sold off by Pioneer Wealth Management Group

Sector Distribution

Pioneer Wealth Management Group has about 98% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others98
Technology1.5

Market Cap. Distribution

Pioneer Wealth Management Group has about 1.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED98
MEGA-CAP1.7

Stocks belong to which Index?

About 2% of the stocks held by Pioneer Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others98
S&P 5002
Top 5 Winners (%)%
GOOG
alphabet inc
20.7 %
DFAC
dimensional etf trust
18.6 %
VB
vanguard index fds
15.4 %
VB
vanguard index fds
15.3 %
NDVG
nushares etf tr
15.2 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
11.0 M
DFAC
dimensional etf trust
4.2 M
DFAC
dimensional etf trust
3.4 M
DFAC
dimensional etf trust
1.9 M
FNDA
schwab strategic tr
1.9 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
CRM
salesforce inc
-16.1 %
BNDW
vanguard scottsdale fds
-0.9 %
FNDA
schwab strategic tr
-0.4 %
BIBL
northern lts fd tr iv
-0.3 %
Top 5 Losers ($)$
VAW
vanguard world fd
-1.0 M
FNDA
schwab strategic tr
-0.2 M
CRM
salesforce inc
0.0 M
BNDW
vanguard scottsdale fds
0.0 M
BNDW
vanguard scottsdale fds
0.0 M

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 55 stocks in it's portfolio. About 83.3% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Pioneer Wealth Management Group last quarter.

$413.94MTotal Value
55.00Positions
07 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Pioneer Wealth Management Group, last reported on 07 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
Pioneer Wealth Management Group's holding in Ishares Tr over time
1.23%100,203
$5.07M
1.23%
decreased 17.21 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Pioneer Wealth Management Group's holding in American Centy Etf Tr over time
0.14%4,377
$560.6K
0.14%
decreased 11.93 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Pioneer Wealth Management Group's holding in Global X Fds over time
0.22%23,302
$924.8K
0.22%
increased 1.17 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Pioneer Wealth Management Group's holding in Ishares Tr over time
1%25,232
$4.13M
1%
increased 24.06 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Pioneer Wealth Management Group's holding in Ishares Tr over time
0.73%29,230
$3.01M
0.73%
increased 23.56 percentadded
BIBL
Northern Lts Fd Tr Iv

Northern Lts Fd Tr Iv

BIBL
Pioneer Wealth Management Group's holding in Northern Lts Fd Tr Iv over time
0.14%23,605
$561.1K
0.14%
increased 13.34 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Pioneer Wealth Management Group's holding in Spdr Series Trust over time
0.78%35,214
$3.23M
0.78%
decreased 20.74 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Pioneer Wealth Management Group's holding in Vanguard Bd Index Fds over time
0.51%28,615
$2.10M
0.51%
increased 8.73 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Pioneer Wealth Management Group's holding in Vanguard Scottsdale Fds over time
7.81%391,356
$32.35M
7.81%
increased 9.18 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Pioneer Wealth Management Group's holding in Vanguard Scottsdale Fds over time
0.35%24,533
$1.45M
0.35%
increased 12.66 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Pioneer Wealth Management Group's holding in Dimensional Etf Trust over time
21.51%1,722,300
$89.03M
21.51%
increased 5.62 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Pioneer Wealth Management Group's holding in Dimensional Etf Trust over time
15.12%1,517,600
$62.60M
15.12%
increased 6.81 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Pioneer Wealth Management Group's holding in Dimensional Etf Trust over time
6.76%663,083
$27.99M
6.76%
increased 4.68 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Pioneer Wealth Management Group's holding in Dimensional Etf Trust over time
6.52%671,538
$27.00M
6.52%
increased 1.34 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Pioneer Wealth Management Group's holding in Dimensional Etf Trust over time
3.47%174,600
$14.38M
3.47%
increased 8.08 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Pioneer Wealth Management Group's holding in Dimensional Etf Trust over time
2.81%166,160
$11.61M
2.81%
increased 8.08 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Pioneer Wealth Management Group's holding in Dimensional Etf Trust over time
0.94%88,103
$3.91M
0.94%
decreased 2.75 percentreduced
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Pioneer Wealth Management Group's holding in Dimensional Etf Trust over time
0.45%38,936
$1.86M
0.45%
new position