Holders — by stockHoldings — by fund
Pioneer Wealth Management Group
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001973339
$413.9M
disclosed book value
55
positions
21.5%
largest position share
Positions, as of 2026-06-30
top 55 of 55 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 1.7M | $89.0M | 21.5% |
| 2 | DFAIDIMENSIONAL ETF TRUST | 1.5M | $62.6M | 15.1% |
| 3 | SCHZSCHWAB STRATEGIC TR | 2.2M | $52.0M | 12.6% |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 391,356 | $32.3M | 7.8% |
| 5 | DFCFDIMENSIONAL ETF TRUST | 663,083 | $28.0M | 6.8% |
| 6 | DFAEDIMENSIONAL ETF TRUST | 671,538 | $27.0M | 6.5% |
| 7 | SCHHSCHWAB STRATEGIC TR | 883,192 | $20.9M | 5.1% |
| 8 | DFASDIMENSIONAL ETF TRUST | 174,600 | $14.4M | 3.5% |
| 9 | DFATDIMENSIONAL ETF TRUST | 166,160 | $11.6M | 2.8% |
| 10 | VVVANGUARD INDEX FDS | 20,475 | $7.0M | 1.7% |
| 11 | TFLOISHARES TR | 100,203 | $5.1M | 1.2% |
| 12 | VTVVANGUARD INDEX FDS | 19,739 | $4.3M | 1% |
| 13 | ESGUISHARES TR | 25,232 | $4.1M | 1% |
| 14 | DFACDIMENSIONAL ETF TRUST | 88,103 | $3.9M | 0.9% |
| 15 | AAPLAPPLE INC | 13,348 | $3.9M | 0.9% |
| 16 | SCHFSCHWAB STRATEGIC TR | 138,350 | $3.8M | 0.9% |
| 17 | SCHESCHWAB STRATEGIC TR | 105,175 | $3.8M | 0.9% |
| 18 | BILSPDR SERIES TRUST | 35,214 | $3.2M | 0.8% |
| 19 | ESGDISHARES TR | 29,230 | $3.0M | 0.7% |
| 20 | VNQVANGUARD INDEX FDS | 25,154 | $2.4M | 0.6% |
| 21 | NUEMNUSHARES ETF TR | 53,861 | $2.3M | 0.6% |
| 22 | NUSCNUSHARES ETF TR | 41,537 | $2.2M | 0.5% |
| 23 | BNDVANGUARD BD INDEX FDS | 28,615 | $2.1M | 0.5% |
| 24 | VBRVANGUARD INDEX FDS | 8,593 | $2.1M | 0.5% |
| 25 | VBVANGUARD INDEX FDS | 6,550 | $2.0M | 0.5% |
| 26 | NVDANVIDIA CORPORATION | 9,649 | $1.9M | 0.5% |
| 27 | DFSDDIMENSIONAL ETF TRUST | 38,936 | $1.9M | 0.4% |
| 28 | PTLNORTHERN LTS FD TR IV | 5,625 | $1.6M | 0.4% |
| 29 | VGITVANGUARD SCOTTSDALE FDS | 24,533 | $1.4M | 0.3% |
| 30 | VEAVANGUARD TAX-MANAGED FDS | 19,997 | $1.4M | 0.3% |
| 31 | VEUVANGUARD INTL EQUITY INDEX F | 14,821 | $1.2M | 0.3% |
| 32 | DFNMDIMENSIONAL ETF TRUST | 22,599 | $1.1M | 0.3% |
| 33 | VTIVANGUARD INDEX FDS | 2,801 | $1.0M | 0.3% |
| 34 | CEFAGLOBAL X FDS | 23,302 | $924,811 | 0.2% |
| 35 | VWOVANGUARD INTL EQUITY INDEX F | 9,630 | $574,792 | 0.1% |
| 36 | IBDNORTHERN LTS FD TR IV | 23,605 | $561,083 | 0.1% |
| 37 | AVUSAMERICAN CENTY ETF TR | 4,377 | $560,606 | 0.1% |
| 38 | DFICDIMENSIONAL ETF TRUST | 14,618 | $544,667 | 0.1% |
| 39 | UNPUNION PAC CORP | 1,963 | $533,936 | 0.1% |
| 40 | ITOTISHARES TR | 3,055 | $501,845 | 0.1% |
| 41 | GOOGALPHABET INC | 1,378 | $486,889 | 0.1% |
| 42 | AGGISHARES TR | 4,555 | $450,854 | 0.1% |
| 43 | NSCNORFOLK SOUTHN CORP | 1,429 | $449,549 | 0.1% |
| 44 | TPSCTIMOTHY PLAN | 9,306 | $446,541 | 0.1% |
| 45 | VOOVANGUARD INDEX FDS | 634 | $435,324 | 0.1% |
| 46 | VGTVANGUARD WORLD FD | 2,934 | $350,679 | 0.1% |
| 47 | MSFTMICROSOFT CORP | 930 | $346,982 | 0.1% |
| 48 | LQDISHARES TR | 2,772 | $302,301 | 0.1% |
| 49 | VTEBVANGUARD MUN BD FDS | 5,614 | $283,969 | 0.1% |
| 50 | VIGVANGUARD SPECIALIZED FUNDS | 1,089 | $257,619 | 0.1% |
| 51 | DFLVDIMENSIONAL ETF TRUST | 6,276 | $248,153 | 0.1% |
| 52 | CRMSALESFORCE INC | 1,544 | $241,883 | 0.1% |
| 53 | BRK/BBERKSHIRE HATHAWAY INC DEL | 464 | $232,181 | 0.1% |
| 54 | GOOGLALPHABET INC | 589 | $210,643 | 0.1% |
| 55 | HDHOME DEPOT INC | 593 | $209,139 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.