Pioneer Wealth Management Group
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Pioneer Wealth Management Group reported 38 stock positions worth $232.2 million. Its top holding was Dimensional US Core Equity M (DFAU) at 19.9% of the portfolio, followed by Schwab US Aggregate Bond ETF (SCHZ, 19.6%) and Dimensional International (DFAI, 14.9%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001973339
- Portfolio Value
- $232.2M (Q1 2025)
- SEC Filing
- 0001085146-25-001978 ↗ filed Apr 9, 2025
Holdings Value
Holdings 38 stocks · $232.2M
| DFAU Dimensional US Core Equity M | 19.94% | 1,204,564 | $46.3M | — |
| SCHZ Schwab US Aggregate Bond ETF | 19.60% | 1,965,005 | $45.5M | — |
| DFAI Dimensional International Co. | 14.86% | 1,105,060 | $34.5M | — |
| VCIT Vanguard Int-Term Corporate | 9.62% | 273,148 | $22.3M | — |
| DFAE Dimensional Emerging Core Eq | 6.15% | 551,976 | $14.3M | — |
| SCHH Schwab US REIT ETF | 5.22% | 563,075 | $12.1M | — |
| DFCF Dimensional Core Fixed Inc. | 3.56% | 196,690 | $8.3M | — |
| DFAS Dimensional US Small Cap ETF | 3.09% | 120,126 | $7.2M | — |
| DFAT Dimensional US Target Value | 2.64% | 118,860 | $6.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.64% | 22,017 | $3.8M | — |
| DFAC Dimensional US Core Equity 2 | 1.52% | 107,006 | $3.5M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.49% | 13,460 | $3.5M | — |
| SCHF Schwab Intl Equity ETF | 1.18% | 138,150 | $2.7M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.08% | 91,299 | $2.5M | — |
| ESGD iShares Trust iShares ESG Aw | 0.90% | 25,709 | $2.1M | — |
| ESGU iShares ESG Aware MSCI USA | 0.84% | 16,003 | $2.0M | — |
| VNQ Vanguard Real Estate ETF | 0.80% | 20,637 | $1.9M | — |
| BND Vanguard Total Bond Market | 0.60% | 19,038 | $1.4M | — |
| TFLO iShares Treasury Floating Ra | 0.56% | 25,554 | $1.3M | — |
| NUEM Nuveen ESG Emerging Markets | 0.55% | 44,006 | $1.3M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 5,477 | $1.2M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.51% | 6,297 | $1.2M | — |
| VEU Vanguard Ftse All-World Ex-U | 0.49% | 18,851 | $1.1M | — |
| NUSC Nuveen ESG Small-Cap ETF | 0.49% | 29,656 | $1.1M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 2,779 | $764K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 1,206 | $642K | — |
| VEA Vanguard Ftse Developed ETF | 0.21% | 9,624 | $489K | — |
| CRM Salesforce Inc. | 0.18% | 1,535 | $412K | — |
| DFIC Dimensional International Co. | 0.17% | 14,618 | $406K | — |
| PTL Inspire 500 ETF | 0.16% | 1,828 | $376K | — |
| CEFA Global X S&P Cath Val Devel | 0.13% | 9,236 | $310K | — |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 5,842 | $264K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.10% | 2,580 | $237K | — |
| AGG iShares Core U.S. Aggregate | 0.10% | 2,309 | $228K | — |
| HD Home Depot Inc. | 0.09% | 592 | $217K | — |
| VOO Vanguard S&P 500 ETF | 0.09% | 402 | $207K | — |
| CHRW C.H. Robinson Worldwide Inc. | 0.09% | 2,000 | $205K | — |
| DFSV Dimensional US Small Cap Val | 0.09% | 7,180 | $202K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $413.9M | DFAU, DFAI, SCHZ, VCIT, DFCF |
| Q1 2026 | 50 | $356.5M | DFAU, DFAI, SCHZ, VCIT, DFCF |
| Q4 2025 | 53 | $329.4M | DFAU, DFAI, SCHZ, VCIT, DFCF |
| Q3 2025 | 52 | $309.8M | DFAU, SCHZ, DFAI, VCIT, DFAE |
| Q2 2025 | 45 | $269.7M | DFAU, SCHZ, DFAI, VCIT, DFAE |
| Q1 2025 | 38 | $232.2M | DFAU, SCHZ, DFAI, VCIT, DFAE |
| Q3 2024 | 42 | $209.7M | DFAU, DFAI, SCHZ, DFAE, SCHH |
| Q2 2024 | 40 | $188.3M | DFAU, DFAI, SCHZ, BSV, VCSH |
| Q1 2024 | 39 | $174.9M | DFAU, DFAI, SCHZ, BSV, VCSH |