Latest Pioneer Wealth Management Group Stock Portfolio
Pioneer Wealth Management Group Performance:
2025 Q3: 0.12%YTD: 0.12%2023: 0%
Performance for 2025 Q3 is 0.12%, and YTD is 0.12%, and 2023 is 0%.
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 $309.8 Millions as of 30 Sep, 2025.
The top stock holdings of Pioneer Wealth Management Group are DFAC, FNDA, DFAC. The fund has invested 20.8% of it's portfolio in DIMENSIONAL ETF TRUST and 18.1% of portfolio in SCHWAB STRATEGIC TR.
They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (ACWF). Pioneer Wealth Management Group opened new stock positions in SPDR SERIES TRUST (BIL), VANGUARD WORLD FD (VAW) and C H ROBINSON WORLDWIDE INC (CHRW). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), MICROSOFT CORP (MSFT) and NORTHERN LTS FD TR IV.
The top stock holdings of Pioneer Wealth Management Group are DFAC, FNDA, DFAC. The fund has invested 20.8% of it's portfolio in DIMENSIONAL ETF TRUST and 18.1% of portfolio in SCHWAB STRATEGIC TR.
They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (ACWF). Pioneer Wealth Management Group opened new stock positions in SPDR SERIES TRUST (BIL), VANGUARD WORLD FD (VAW) and C H ROBINSON WORLDWIDE INC (CHRW). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), MICROSOFT CORP (MSFT) and NORTHERN LTS FD TR IV.
Pioneer Wealth Management Group Annual Return Estimates Vs S&P 500
Our best estimate is that Pioneer Wealth Management Group made a return of 0.12% in the last quarter. In trailing 12 months, it's portfolio return was 0.2%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr series trust | 3,237,670 |
| vanguard world fd | 267,991 |
| c h robinson worldwide inc | 264,800 |
| alphabet inc | 255,971 |
| vanguard mun bd fds | 255,629 |
| oracle corp | 240,179 |
| dimensional etf trust | 206,480 |
New stocks bought by Pioneer Wealth Management Group
Additions
| Ticker | % Inc. |
|---|---|
| apple inc | 566 |
| microsoft corp | 56.94 |
| northern lts fd tr iv | 27.54 |
| northern lts fd tr iv | 24.3 |
| vanguard index fds | 15.81 |
| vanguard scottsdale fds | 14.62 |
| global x fds | 14.1 |
| vanguard specialized funds | 13.69 |
Additions to existing portfolio by Pioneer Wealth Management Group
Reductions
| Ticker | % Reduced |
|---|---|
| nvidia corporation | -42.94 |
| vanguard intl equity index f | -18.05 |
| ishares tr | -17.63 |
| vanguard index fds | -15.78 |
| vanguard index fds | -8.62 |
| home depot inc | -7.96 |
| norfolk southn corp | -5.46 |
| dimensional etf trust | -2.35 |
Pioneer Wealth Management Group reduced stake in above stock
Sold off
Sector Distribution
Pioneer Wealth Management Group has about 98.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 98.1 |
| Technology | 1.3 |
Market Cap. Distribution
Pioneer Wealth Management Group has about 1.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 98.1 |
| MEGA-CAP | 1.5 |
Stocks belong to which Index?
About 1.9% of the stocks held by Pioneer Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 98.1 |
| S&P 500 | 1.9 |
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 52 stocks in it's portfolio. About 83.7% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Pioneer Wealth Management Group last quarter.
Last Reported on: 14 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.84 | 10,254 | 2,610,940 | added | 566 | ||
| ACWF | ishares tr | 0.34 | 21,016 | 1,063,200 | reduced | -17.63 | ||
| AGNG | global x fds | 0.22 | 18,627 | 670,476 | added | 14.1 | ||
| AGT | ishares tr | 0.85 | 18,008 | 2,621,920 | added | 3.41 | ||
| AGT | ishares tr | 0.73 | 24,445 | 2,272,920 | reduced | -1.95 | ||
| BIBL | northern lts fd tr iv | 0.11 | 14,390 | 347,518 | added | 24.3 | ||
| BIL | spdr series trust | 1.04 | 35,288 | 3,237,670 | new | |||
| BIV | vanguard bd index fds | 0.54 | 22,392 | 1,665,310 | added | 6.91 | ||
| BNDW | vanguard scottsdale fds | 8.61 | 317,200 | 26,679,700 | added | 9.67 | ||
| BNDW | vanguard scottsdale fds | 0.30 | 15,396 | 924,233 | added | 14.62 | ||
| CHRW | c h robinson worldwide inc | 0.09 | 2,000 | 264,800 | new | |||
| CRM | salesforce inc | 0.12 | 1,574 | 373,038 | added | 2.54 | ||
| DFAC | dimensional etf trust | 20.83 | 1,410,090 | 64,525,600 | added | 8.35 | ||
| DFAC | dimensional etf trust | 14.74 | 1,256,520 | 45,674,600 | added | 10.06 | ||
| DFAC | dimensional etf trust | 6.14 | 602,942 | 19,010,800 | added | 5.94 | ||
| DFAC | dimensional etf trust | 3.12 | 141,144 | 9,662,690 | added | 10.04 | ||
| DFAC | dimensional etf trust | 2.56 | 136,337 | 7,936,160 | added | 12.56 | ||
| DFAC | dimensional etf trust | 2.48 | 179,918 | 7,693,290 | added | 0.93 | ||
| DFAC | dimensional etf trust | 1.01 | 81,394 | 3,139,370 | reduced | -2.35 | ||
| DFAC | dimensional etf trust | 0.16 | 14,618 | 479,324 | unchanged | 0.00 | ||