Pioneer Wealth Management Group
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), Pioneer Wealth Management Group reported 45 stock positions worth $269.7 million. Its top holding was Dimensional US Core Equity M (DFAU) at 20.4% of the portfolio, followed by Schwab US Aggregate Bond ETF (SCHZ, 19.2%) and Dimensional International (DFAI, 14.6%). Compared with Q1 2025, it opened 11 new positions, sold out of 4, added to 25 and reduced 7. The biggest buy was Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares +63%) and the biggest sale Dimensional Core Fixed (DFCF, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001973339
- Portfolio Value
- $269.7M (Q2 2025)
- SEC Filing
- 0001085146-25-003734 ↗ filed Jul 11, 2025
Holdings Value
Holdings 45 stocks · $269.7M
| DFAU Dimensional US Core Equity M | 20.44% | 1,301,476 | $55.1M | Add +8.1% |
| SCHZ Schwab US Aggregate Bond ETF | 19.18% | 2,226,231 | $51.7M | Add +13.3% |
| DFAI Dimensional International Co. | 14.63% | 1,141,667 | $39.5M | Add +3.3% |
| VCIT Vanguard Int-Term Corporate | 8.89% | 289,235 | $24.0M | Add +5.9% |
| DFAE Dimensional Emerging Core Eq | 6.11% | 569,117 | $16.5M | Add +3.1% |
| SCHH Schwab US REIT ETF | 4.81% | 612,777 | $13.0M | Add +8.8% |
| DFAS Dimensional US Small Cap ETF | 3.03% | 128,262 | $8.2M | Add +6.8% |
| DFCF Dimensional Core Fixed Inc. | 2.79% | 178,256 | $7.5M | Reduce -9.4% |
| DFAT Dimensional US Target Value | 2.42% | 121,123 | $6.5M | Add +1.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.32% | 21,911 | $6.3M | Add +62.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.33% | 20,321 | $3.6M | Reduce -7.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.17% | 104,790 | $3.2M | Add +14.8% |
| SCHF Schwab Intl Equity ETF | 1.12% | 137,086 | $3.0M | Reduce -0.8% |
| DFAC Dimensional US Core Equity 2 | 1.11% | 83,354 | $3.0M | Reduce -22.1% |
| ESGU iShares ESG Aware MSCI USA | 0.87% | 17,414 | $2.4M | Add +8.8% |
| ESGD iShares Trust iShares ESG Aw | 0.82% | 24,932 | $2.2M | Reduce -3.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.75% | 10,325 | $2.0M | Add +64.0% |
| VNQ Vanguard Real Estate ETF | 0.74% | 22,344 | $2.0M | Add +8.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.73% | 29,467 | $2.0M | Add +56.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.73% | 8,273 | $2.0M | Add +51.0% |
| NUEM Nuveen ESG Emerging Markets | 0.60% | 48,748 | $1.6M | Add +10.8% |
| BND Vanguard Total Bond Market | 0.57% | 20,945 | $1.5M | Add +10.0% |
| NUSC Nuveen ESG Small-Cap ETF | 0.49% | 32,322 | $1.3M | Add +9.0% |
| TFLO iShares Treasury Floating Ra | 0.48% | 25,513 | $1.3M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 17,826 | $1.0M | Add +85.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 2,865 | $871K | Add +3.1% |
| NVDA Nvidia Corp. | 0.30% | 5,175 | $818K | New |
| PTL Inspire 500 ETF | 0.30% | 3,511 | $805K | Add +92.1% |
| VGIT Vanguard Intermediate-Term T | 0.30% | 13,432 | $803K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 1,158 | $563K | Reduce -4.0% |
| CEFA Global X S&P Cath Val Devel | 0.21% | 16,325 | $561K | Add +76.8% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 3,975 | $537K | New |
| UNP Union Pacific Corp. | 0.17% | 2,030 | $467K | New |
| DFIC Dimensional International Co. | 0.17% | 14,618 | $454K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 8,842 | $437K | Add +51.4% |
| CRM Salesforce Inc. | 0.16% | 1,535 | $419K | No change |
| NSC Norfolk Southern Corp. | 0.14% | 1,503 | $385K | New |
| VOO Vanguard S&P 500 ETF | 0.13% | 627 | $356K | Add +56.0% |
| AAPL Apple Inc. | 0.12% | 1,539 | $316K | New |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 1,541 | $315K | New |
| IBD Inspire Corporate Bond ETF | 0.10% | 11,577 | $278K | New |
| TPSC Timothy Plan US Small Cap Co. | 0.10% | 6,974 | $270K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.10% | 2,374 | $260K | New |
| MSFT Microsoft Corp. | 0.09% | 497 | $247K | New |
| HD Home Depot Inc. | 0.09% | 628 | $230K | Add +6.1% |
Portfolio Sells Q1 2025 → Q2 2025
| DFCF Dimensional Core Fixed Inc. | Reduce -9.4% | 2.79% | −0.77 |
| DFAC Dimensional US Core Equity 2 | Reduce -22.1% | 1.11% | −0.41 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.7% | 1.33% | −0.31 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.10 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.10 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.09 |
| DFSV Dimensional US Small Cap Val | Sold out | 0.00% | −0.09 |
| ESGD iShares Trust iShares ESG Aw | Reduce -3.0% | 0.82% | −0.08 |
| TFLO iShares Treasury Floating Ra | Reduce -0.2% | 0.48% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.0% | 0.21% | −0.07 |
| SCHF Schwab Intl Equity ETF | Reduce -0.8% | 1.12% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +62.8% | 2.32% | +0.83 |
| DFAU Dimensional US Core Equity M | Add +8.1% | 20.44% | +0.50 |
| NVDA Nvidia Corp. | New | 0.30% | +0.30 |
| VGIT Vanguard Intermediate-Term T | New | 0.30% | +0.30 |
| VEU Vanguard Ftse All-World Ex-U | Add +56.3% | 0.73% | +0.24 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +64.0% | 0.75% | +0.24 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +51.0% | 0.73% | +0.20 |
| ITOT iShares Core S&P Total U.S. | New | 0.20% | +0.20 |
| UNP Union Pacific Corp. | New | 0.17% | +0.17 |
| VEA Vanguard Ftse Developed ETF | Add +85.2% | 0.38% | +0.17 |
| NSC Norfolk Southern Corp. | New | 0.14% | +0.14 |
| PTL Inspire 500 ETF | Add +92.1% | 0.30% | +0.14 |
| AAPL Apple Inc. | New | 0.12% | +0.12 |
| VIG Vanguard Dividend Apprec ETF | New | 0.12% | +0.12 |
| IBD Inspire Corporate Bond ETF | New | 0.10% | +0.10 |
| TPSC Timothy Plan US Small Cap Co. | New | 0.10% | +0.10 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.10% | +0.10 |
| MSFT Microsoft Corp. | New | 0.09% | +0.09 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +14.8% | 1.17% | +0.09 |
| CEFA Global X S&P Cath Val Devel | Add +76.8% | 0.21% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +51.4% | 0.16% | +0.05 |
| NUEM Nuveen ESG Emerging Markets | Add +10.8% | 0.60% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +56.0% | 0.13% | +0.04 |
| ESGU iShares ESG Aware MSCI USA | Add +8.8% | 0.87% | +0.03 |
| NUSC Nuveen ESG Small-Cap ETF | Add +9.0% | 0.49% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 0.32% | −0.01 |
| HD Home Depot Inc. | Add +6.1% | 0.09% | −0.01 |
| BND Vanguard Total Bond Market | Add +10.0% | 0.57% | −0.03 |
| DFAE Dimensional Emerging Core Eq | Add +3.1% | 6.11% | −0.05 |
| DFAS Dimensional US Small Cap ETF | Add +6.8% | 3.03% | −0.06 |
| VNQ Vanguard Real Estate ETF | Add +8.3% | 0.74% | −0.07 |
| DFAT Dimensional US Target Value | Add +1.9% | 2.42% | −0.21 |
| DFAI Dimensional International Co. | Add +3.3% | 14.63% | −0.23 |
| SCHH Schwab US REIT ETF | Add +8.8% | 4.81% | −0.41 |
| SCHZ Schwab US Aggregate Bond ETF | Add +13.3% | 19.18% | −0.42 |
| VCIT Vanguard Int-Term Corporate | Add +5.9% | 8.89% | −0.73 |
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 |