Pioneer Wealth Management Group
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Pioneer Wealth Management Group reported 53 stock positions worth $329.4 million. Its top holding was Dimensional US Core Equity M (DFAU) at 21.0% of the portfolio, followed by Dimensional International (DFAI, 15.3%) and Schwab US Aggregate Bond ETF (SCHZ, 12.9%). Compared with Q3 2025, it opened 4 new positions, sold out of 3, added to 29 and reduced 13. The biggest buy was Dimensional Core Fixed (DFCF, shares +232%) and the biggest sale Schwab US Aggregate Bond ETF (SCHZ, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001973339
- Portfolio Value
- $329.4M (Q4 2025)
- SEC Filing
- 0001973339-26-000001 ↗ filed Jan 12, 2026
Holdings Value
Holdings 53 stocks · $329.4M
| DFAU Dimensional US Core Equity M | 21.02% | 1,479,327 | $69.2M | Add +4.9% |
| DFAI Dimensional International Co. | 15.27% | 1,320,003 | $50.3M | Add +5.0% |
| SCHZ Schwab US Aggregate Bond ETF | 12.87% | 1,814,258 | $42.4M | Reduce -24.3% |
| VCIT Vanguard Int-Term Corporate | 8.51% | 334,618 | $28.0M | Add +5.5% |
| DFCF Dimensional Core Fixed Inc. | 7.71% | 596,465 | $25.4M | Add +231.5% |
| DFAE Dimensional Emerging Core Eq | 6.05% | 611,819 | $19.9M | Add +1.5% |
| SCHH Schwab US REIT ETF | 4.50% | 709,659 | $14.8M | Add +1.9% |
| DFAS Dimensional US Small Cap ETF | 3.18% | 150,163 | $10.5M | Add +6.4% |
| DFAT Dimensional US Target Value | 2.60% | 144,039 | $8.6M | Add +5.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.08% | 21,729 | $6.8M | Reduce -1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.17% | 20,125 | $3.8M | Add +1.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.10% | 111,045 | $3.6M | Add +8.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.09% | 39,145 | $3.6M | Add +10.9% |
| SCHF Schwab Intl Equity ETF | 1.08% | 147,516 | $3.5M | Add +7.8% |
| DFAC Dimensional US Core Equity 2 | 0.98% | 81,467 | $3.2M | Add +0.1% |
| ESGU iShares ESG Aware MSCI USA | 0.86% | 18,993 | $2.8M | Add +5.5% |
| ESGD iShares Trust iShares ESG Aw | 0.75% | 25,862 | $2.5M | Add +5.8% |
| AAPL Apple Inc. | 0.71% | 8,591 | $2.3M | Reduce -16.2% |
| VNQ Vanguard Real Estate ETF | 0.65% | 24,021 | $2.1M | Add +2.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.57% | 8,890 | $1.9M | Add +2.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.57% | 7,224 | $1.9M | Reduce -4.4% |
| NUEM Nuveen ESG Emerging Markets | 0.56% | 51,496 | $1.8M | Add +0.5% |
| BND Vanguard Total Bond Market | 0.55% | 24,411 | $1.8M | Add +9.0% |
| NUSC Nuveen ESG Small-Cap ETF | 0.46% | 33,679 | $1.5M | Add +4.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.40% | 18,085 | $1.3M | Reduce -25.1% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 19,975 | $1.2M | Add +0.7% |
| TFLO iShares Treasury Floating Ra | 0.34% | 22,331 | $1.1M | Add +6.3% |
| PTL Inspire 500 ETF | 0.34% | 4,460 | $1.1M | Reduce -0.4% |
| DFIP Dimensional Inflation-Protec | 0.32% | 25,279 | $1.1M | New |
| VGIT Vanguard Intermediate-Term T | 0.29% | 16,099 | $965K | Add +4.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 2,784 | $933K | Reduce -16.1% |
| CEFA Global X S&P Cath Val Devel | 0.21% | 18,511 | $684K | Reduce -0.6% |
| ITOT iShares Core S&P Total U.S. | 0.18% | 3,975 | $591K | No change |
| NVDA Nvidia Corp. | 0.17% | 3,009 | $561K | Add +1.9% |
| DFAR Dimensional US Real Est ETF | 0.17% | 24,176 | $554K | New |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 9,936 | $534K | Add +0.1% |
| DFIC Dimensional International Co. | 0.15% | 14,618 | $504K | No change |
| UNP Union Pacific Corp. | 0.14% | 2,047 | $474K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 893 | $449K | Reduce -22.8% |
| VOO Vanguard S&P 500 ETF | 0.13% | 664 | $416K | Add +4.7% |
| NSC Norfolk Southern Corp. | 0.12% | 1,421 | $410K | No change |
| GOOG Alphabet Inc. Class C | 0.12% | 1,297 | $407K | Add +23.4% |
| CRM Salesforce Inc. | 0.12% | 1,535 | $407K | Reduce -2.5% |
| DFSD Dimensional Short Duration | 0.12% | 8,350 | $400K | New |
| MSFT Microsoft Corp. | 0.11% | 780 | $377K | No change |
| IBD Inspire Corporate Bond ETF | 0.11% | 14,924 | $361K | Add +3.7% |
| DUHP Dimensional US High Profi Et | 0.11% | 9,308 | $354K | New |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 1,560 | $343K | Reduce -11.0% |
| TPSC Timothy Plan US Small Cap Co. | 0.09% | 7,027 | $291K | Reduce -3.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.09% | 5,614 | $282K | Add +10.0% |
| VGT Vanguard Info Tech ETF | 0.08% | 359 | $271K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.08% | 2,360 | $260K | Reduce -1.9% |
| DFLV Dim US Large Cap Value ETF | 0.07% | 6,276 | $215K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| SCHZ Schwab US Aggregate Bond ETF | Reduce -24.3% | 12.87% | −5.28 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -25.1% | 0.40% | −0.15 |
| AAPL Apple Inc. | Reduce -16.2% | 0.71% | −0.13 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.0% | 2.08% | −0.10 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.08 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -16.1% | 0.28% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.4% | 0.57% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -22.8% | 0.14% | −0.05 |
| PTL Inspire 500 ETF | Reduce -0.4% | 0.34% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -11.0% | 0.10% | −0.02 |
| CEFA Global X S&P Cath Val Devel | Reduce -0.6% | 0.21% | −0.01 |
| TPSC Timothy Plan US Small Cap Co. | Reduce -3.1% | 0.09% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -1.9% | 0.08% | −0.01 |
| CRM Salesforce Inc. | Reduce -2.5% | 0.12% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| DFCF Dimensional Core Fixed Inc. | Add +231.5% | 7.71% | +5.22 |
| DFAI Dimensional International Co. | Add +5.0% | 15.27% | +0.53 |
| DFIP Dimensional Inflation-Protec | New | 0.32% | +0.32 |
| DFAU Dimensional US Core Equity M | Add +4.9% | 21.02% | +0.19 |
| DFAR Dimensional US Real Est ETF | New | 0.17% | +0.17 |
| DFSD Dimensional Short Duration | New | 0.12% | +0.12 |
| DUHP Dimensional US High Profi Et | New | 0.11% | +0.11 |
| DFAS Dimensional US Small Cap ETF | Add +6.4% | 3.18% | +0.06 |
| SCHF Schwab Intl Equity ETF | Add +7.8% | 1.08% | +0.05 |
| DFAT Dimensional US Target Value | Add +5.7% | 2.60% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +23.4% | 0.12% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +10.9% | 1.09% | +0.04 |
| ESGD iShares Trust iShares ESG Aw | Add +5.8% | 0.75% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +5.5% | 0.86% | +0.01 |
| BND Vanguard Total Bond Market | Add +9.0% | 0.55% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.0% | 0.09% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +4.7% | 0.13% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +8.4% | 1.10% | +0.00 |
| TFLO iShares Treasury Floating Ra | Add +6.3% | 0.34% | −0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +4.5% | 0.46% | −0.00 |
| IBD Inspire Corporate Bond ETF | Add +3.7% | 0.11% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.7% | 0.38% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Add +4.6% | 0.29% | −0.01 |
| NVDA Nvidia Corp. | Add +1.9% | 0.17% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 0.16% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.2% | 0.57% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.1% | 1.17% | −0.03 |
| DFAC Dimensional US Core Equity 2 | Add +0.1% | 0.98% | −0.03 |
| NUEM Nuveen ESG Emerging Markets | Add +0.5% | 0.56% | −0.03 |
| VNQ Vanguard Real Estate ETF | Add +2.7% | 0.65% | −0.04 |
| DFAE Dimensional Emerging Core Eq | Add +1.5% | 6.05% | −0.09 |
| VCIT Vanguard Int-Term Corporate | Add +5.5% | 8.51% | −0.10 |
| SCHH Schwab US REIT ETF | Add +1.9% | 4.50% | −0.35 |
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 |