Pioneer Wealth Management Group
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Pioneer Wealth Management Group reported 52 stock positions worth $309.8 million. Its top holding was Dimensional US Core Equity M (DFAU) at 20.8% of the portfolio, followed by Schwab US Aggregate Bond ETF (SCHZ, 18.2%) and Dimensional International (DFAI, 14.7%). Compared with Q2 2025, it opened 7 new positions, added to 29 and reduced 14. The biggest buy was a new position in SS SPDR BB 1-3M T-Bill ETF (BIL) and the biggest sale Vanguard Ftse All-World Ex-U (VEU, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001973339
- Portfolio Value
- $309.8M (Q3 2025)
- SEC Filing
- 0001085146-25-005920 ↗ filed Oct 14, 2025
Holdings Value
Holdings 52 stocks · $309.8M
| DFAU Dimensional US Core Equity M | 20.83% | 1,410,087 | $64.5M | Add +8.3% |
| SCHZ Schwab US Aggregate Bond ETF | 18.15% | 2,395,677 | $56.2M | Add +7.6% |
| DFAI Dimensional International Co. | 14.74% | 1,256,522 | $45.7M | Add +10.1% |
| VCIT Vanguard Int-Term Corporate | 8.61% | 317,200 | $26.7M | Add +9.7% |
| DFAE Dimensional Emerging Core Eq | 6.14% | 602,942 | $19.0M | Add +5.9% |
| SCHH Schwab US REIT ETF | 4.85% | 696,520 | $15.0M | Add +13.7% |
| DFAS Dimensional US Small Cap ETF | 3.12% | 141,144 | $9.7M | Add +10.0% |
| DFAT Dimensional US Target Value | 2.56% | 136,337 | $7.9M | Add +12.6% |
| DFCF Dimensional Core Fixed Inc. | 2.48% | 179,918 | $7.7M | Add +0.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.18% | 21,941 | $6.8M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.20% | 19,903 | $3.7M | Reduce -2.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.10% | 102,479 | $3.4M | Reduce -2.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.05% | 35,288 | $3.2M | New |
| SCHF Schwab Intl Equity ETF | 1.03% | 136,866 | $3.2M | Reduce -0.2% |
| DFAC Dimensional US Core Equity 2 | 1.01% | 81,394 | $3.1M | Reduce -2.4% |
| ESGU iShares ESG Aware MSCI USA | 0.85% | 18,008 | $2.6M | Add +3.4% |
| AAPL Apple Inc. | 0.84% | 10,254 | $2.6M | Add +566.3% |
| ESGD iShares Trust iShares ESG Aw | 0.73% | 24,445 | $2.3M | Reduce -1.9% |
| VNQ Vanguard Real Estate ETF | 0.69% | 23,388 | $2.1M | Add +4.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.62% | 7,560 | $1.9M | Reduce -8.6% |
| NUEM Nuveen ESG Emerging Markets | 0.59% | 51,257 | $1.8M | Add +5.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 8,696 | $1.8M | Reduce -15.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.56% | 24,147 | $1.7M | Reduce -18.1% |
| BND Vanguard Total Bond Market | 0.54% | 22,392 | $1.7M | Add +6.9% |
| NUSC Nuveen ESG Small-Cap ETF | 0.46% | 32,242 | $1.4M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 19,845 | $1.2M | Add +11.3% |
| PTL Inspire 500 ETF | 0.36% | 4,478 | $1.1M | Add +27.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 3,318 | $1.1M | Add +15.8% |
| TFLO iShares Treasury Floating Ra | 0.34% | 21,016 | $1.1M | Reduce -17.6% |
| VGIT Vanguard Intermediate-Term T | 0.30% | 15,396 | $924K | Add +14.6% |
| CEFA Global X S&P Cath Val Devel | 0.22% | 18,627 | $670K | Add +14.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,156 | $581K | Reduce -0.2% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 3,975 | $579K | No change |
| NVDA Nvidia Corp. | 0.18% | 2,953 | $551K | Reduce -42.9% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 9,925 | $538K | Add +12.3% |
| UNP Union Pacific Corp. | 0.16% | 2,047 | $484K | Add +0.8% |
| DFIC Dimensional International Co. | 0.15% | 14,618 | $479K | No change |
| NSC Norfolk Southern Corp. | 0.14% | 1,421 | $427K | Reduce -5.5% |
| MSFT Microsoft Corp. | 0.13% | 780 | $404K | Add +56.9% |
| VOO Vanguard S&P 500 ETF | 0.13% | 634 | $388K | Add +1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 1,752 | $378K | Add +13.7% |
| CRM Salesforce Inc. | 0.12% | 1,574 | $373K | Add +2.5% |
| IBD Inspire Corporate Bond ETF | 0.11% | 14,390 | $348K | Add +24.3% |
| TPSC Timothy Plan US Small Cap Co. | 0.10% | 7,249 | $301K | Add +3.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.09% | 2,407 | $268K | Add +1.4% |
| VGT Vanguard Info Tech ETF | 0.09% | 359 | $268K | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.09% | 2,000 | $265K | New |
| GOOG Alphabet Inc. Class C | 0.08% | 1,051 | $256K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 5,105 | $256K | New |
| ORCL Oracle Corp. | 0.08% | 854 | $240K | New |
| HD Home Depot Inc. | 0.08% | 578 | $234K | Reduce -8.0% |
| DFLV Dim US Large Cap Value ETF | 0.07% | 6,276 | $206K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VEU Vanguard Ftse All-World Ex-U | Reduce -18.1% | 0.56% | −0.18 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -15.8% | 0.59% | −0.16 |
| TFLO iShares Treasury Floating Ra | Reduce -17.6% | 0.34% | −0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.1% | 1.20% | −0.13 |
| NVDA Nvidia Corp. | Reduce -42.9% | 0.18% | −0.13 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.6% | 0.62% | −0.11 |
| SCHF Schwab Intl Equity ETF | Reduce -0.2% | 1.03% | −0.09 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.4% | 1.01% | −0.09 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.9% | 0.73% | −0.09 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.2% | 1.10% | −0.07 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -0.3% | 0.46% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.19% | −0.02 |
| HD Home Depot Inc. | Reduce -8.0% | 0.08% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -5.5% | 0.14% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 1.05% | +1.05 |
| AAPL Apple Inc. | Add +566.3% | 0.84% | +0.73 |
| DFAU Dimensional US Core Equity M | Add +8.3% | 20.83% | +0.39 |
| DFAT Dimensional US Target Value | Add +12.6% | 2.56% | +0.14 |
| DFAI Dimensional International Co. | Add +10.1% | 14.74% | +0.11 |
| DFAS Dimensional US Small Cap ETF | Add +10.0% | 3.12% | +0.09 |
| VGT Vanguard Info Tech ETF | New | 0.09% | +0.09 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.09% | +0.09 |
| GOOG Alphabet Inc. Class C | New | 0.08% | +0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.08% | +0.08 |
| ORCL Oracle Corp. | New | 0.08% | +0.08 |
| DFLV Dim US Large Cap Value ETF | New | 0.07% | +0.07 |
| PTL Inspire 500 ETF | Add +27.5% | 0.36% | +0.06 |
| SCHH Schwab US REIT ETF | Add +13.7% | 4.85% | +0.04 |
| MSFT Microsoft Corp. | Add +56.9% | 0.13% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +15.8% | 0.35% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +5.9% | 6.14% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +12.3% | 0.17% | +0.01 |
| IBD Inspire Corporate Bond ETF | Add +24.3% | 0.11% | +0.01 |
| CEFA Global X S&P Cath Val Devel | Add +14.1% | 0.22% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +11.3% | 0.38% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +13.7% | 0.12% | +0.01 |
| VGIT Vanguard Intermediate-Term T | Add +14.6% | 0.30% | +0.00 |
| TPSC Timothy Plan US Small Cap Co. | Add +3.9% | 0.10% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +1.1% | 0.13% | −0.01 |
| NUEM Nuveen ESG Emerging Markets | Add +5.2% | 0.59% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +1.4% | 0.09% | −0.01 |
| UNP Union Pacific Corp. | Add +0.8% | 0.16% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Add +3.4% | 0.85% | −0.03 |
| BND Vanguard Total Bond Market | Add +6.9% | 0.54% | −0.03 |
| CRM Salesforce Inc. | Add +2.5% | 0.12% | −0.03 |
| VNQ Vanguard Real Estate ETF | Add +4.7% | 0.69% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.1% | 2.18% | −0.14 |
| VCIT Vanguard Int-Term Corporate | Add +9.7% | 8.61% | −0.28 |
| DFCF Dimensional Core Fixed Inc. | Add +0.9% | 2.48% | −0.31 |
| SCHZ Schwab US Aggregate Bond ETF | Add +7.6% | 18.15% | −1.03 |
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 |