Latest Pioneer Wealth Management Group Stock Portfolio

Pioneer Wealth Management Group Performance:

2025 Q4: 1.4%YTD: 12%2023: 9.2%

Performance for 2025 Q4 is 1.4%, and YTD is 12%, and 2023 is 9.2%.

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 $329.4 Millions as of 31 Dec, 2025.

The top stock holdings of Pioneer Wealth Management Group are DFAC, DFAC, FNDA. The fund has invested 21% of it's portfolio in DIMENSIONAL ETF TRUST and 15.3% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off C H ROBINSON WORLDWIDE INC (CHRW), ORACLE CORP (ORCL) and HOME DEPOT INC (HD) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), SCHWAB STRATEGIC TR (FNDA) and BERKSHIRE HATHAWAY INC DEL. Pioneer Wealth Management Group opened new stock positions in DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), ALPHABET INC (GOOG) and SPDR SERIES TRUST (BIL).

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

Our best estimate is that Pioneer Wealth Management Group made a return of 1.4% in the last quarter. In trailing 12 months, it's portfolio return was 12%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dimensional etf trust	1,050,470
dimensional etf trust	553,659
dimensional etf trust	400,383
dimensional etf trust	353,983

New stocks bought by Pioneer Wealth Management Group

Additions

Ticker	% Inc.
dimensional etf trust	231
alphabet inc	23.41
spdr series trust	10.93
vanguard mun bd fds	9.97
vanguard bd index fds	9.02
schwab strategic tr	8.36
schwab strategic tr	7.78
dimensional etf trust	6.39

Additions to existing portfolio by Pioneer Wealth Management Group

Reductions

Ticker	% Reduced
vanguard intl equity index f	-25.1
schwab strategic tr	-24.27
berkshire hathaway inc del	-22.75
apple inc	-16.22
vanguard index fds	-16.09
vanguard specialized funds	-10.96
vanguard index fds	-4.44
timothy plan	-3.06

Pioneer Wealth Management Group reduced stake in above stock

Sold off

Ticker	$ Sold
c h robinson worldwide inc	-264,800
oracle corp	-240,179
home depot inc	-234,200

Pioneer Wealth Management Group got rid off the above stocks

Sector Distribution

Pioneer Wealth Management Group has about 98.5% of it's holdings in Others sector.

Sector	%
Others	98.5
Technology	1.1

Market Cap. Distribution

Pioneer Wealth Management Group has about 1.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	98.5
MEGA-CAP	1.2

Stocks belong to which Index?

About 1.5% of the stocks held by Pioneer Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98.5
S&P 500	1.5

Top 5 Winners (%)		%
GOOG	alphabet inc	25.4 %
CRM	salesforce inc	11.6 %
AAPL	apple inc	6.2 %
DFAC	dimensional etf trust	5.1 %
DFAC	dimensional etf trust	4.7 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	2.3 M
DFAC	dimensional etf trust	1.5 M
DFAC	dimensional etf trust	0.6 M
DFAC	dimensional etf trust	0.2 M
DFAC	dimensional etf trust	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-6.6 %
NSC	norfolk southn corp	-3.9 %
VB	vanguard index fds	-3.2 %
FNDA	schwab strategic tr	-3.1 %
UNP	union pac corp	-2.1 %

Top 5 Losers ($)		$
FNDA	schwab strategic tr	-0.5 M
FNDA	schwab strategic tr	-0.2 M
BNDW	vanguard scottsdale fds	-0.1 M
DFAC	dimensional etf trust	-0.1 M
VB	vanguard index fds	-0.1 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 53 stocks in it's portfolio. About 83.8% of the portfolio is in top 10 stocks. FNDA 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: 12 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.71	8,591	2,335,510	reduced	-16.22

ACWF	ishares tr	0.34	22,331	1,126,810	added	6.26

AGNG	global x fds	0.21	18,511	683,654	reduced	-0.62

AGT	ishares tr	0.86	18,993	2,829,540	added	5.47

AGT	ishares tr	0.75	25,862	2,459,200	added	5.8

BIBL	northern lts fd tr iv	0.11	14,924	361,153	added	3.71

BIL	spdr series trust	1.09	39,145	3,577,070	added	10.93

BIV	vanguard bd index fds	0.55	24,411	1,808,150	added	9.02

BNDW	vanguard scottsdale fds	8.51	334,618	28,024,200	added	5.49

BNDW	vanguard scottsdale fds	0.29	16,099	964,839	added	4.57

CHRW	c h robinson worldwide inc	0.00	0.00	0.00	sold off	-100

CRM	salesforce inc	0.12	1,535	406,637	reduced	-2.48

DFAC	dimensional etf trust	21.02	1,479,330	69,232,500	added	4.91

DFAC	dimensional etf trust	15.27	1,320,000	50,305,300	added	5.05

DFAC	dimensional etf trust	7.71	596,465	25,385,600	added	231

DFAC	dimensional etf trust	6.05	611,819	19,926,900	added	1.47

DFAC	dimensional etf trust	3.18	150,163	10,461,900	added	6.39

DFAC	dimensional etf trust	2.60	144,039	8,576,070	added	5.65

DFAC	dimensional etf trust	0.98	81,467	3,225,290	added	0.09

DFAC	dimensional etf trust	0.32	25,279	1,050,470	new