Pioneer Wealth Management Group
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Pioneer Wealth Management Group reported 50 stock positions worth $356.5 million. Its top holding was Dimensional US Core Equity M (DFAU) at 20.6% of the portfolio, followed by Dimensional International (DFAI, 15.5%) and Schwab US Aggregate Bond ETF (SCHZ, 13.0%). Compared with Q4 2025, it opened 2 new positions, sold out of 5, added to 31 and reduced 13. The biggest buy was iShares Treasury Floating Ra (TFLO, shares +442%) and the biggest sale an exit from Dimensional Inflation-Protec (DFIP).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001973339
- Portfolio Value
- $356.5M (Q1 2026)
- SEC Filing
- 0001973339-26-000002 ↗ filed Apr 8, 2026
Holdings Value
Holdings 50 stocks · $356.5M
| DFAU Dimensional US Core Equity M | 20.64% | 1,630,612 | $73.6M | Add +10.2% |
| DFAI Dimensional International Co. | 15.53% | 1,420,804 | $55.4M | Add +7.6% |
| SCHZ Schwab US Aggregate Bond ETF | 13.02% | 1,999,801 | $46.4M | Add +10.2% |
| VCIT Vanguard Int-Term Corporate | 8.32% | 358,447 | $29.7M | Add +7.1% |
| DFCF Dimensional Core Fixed Inc. | 7.50% | 633,465 | $26.7M | Add +6.2% |
| DFAE Dimensional Emerging Core Eq | 6.29% | 662,686 | $22.4M | Add +8.3% |
| SCHH Schwab US REIT ETF | 4.92% | 815,731 | $17.5M | Add +14.9% |
| DFAS Dimensional US Small Cap ETF | 3.22% | 161,544 | $11.5M | Add +7.6% |
| DFAT Dimensional US Target Value | 2.69% | 153,733 | $9.6M | Add +6.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.78% | 21,206 | $6.3M | Reduce -2.4% |
| TFLO iShares Treasury Floating Ra | 1.72% | 121,028 | $6.1M | Add +442.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.14% | 44,426 | $4.1M | Add +13.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.11% | 20,154 | $4.0M | Add +0.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.03% | 111,448 | $3.7M | Add +0.4% |
| SCHF Schwab Intl Equity ETF | 1.02% | 146,393 | $3.6M | Reduce -0.8% |
| DFAC Dimensional US Core Equity 2 | 0.99% | 90,597 | $3.5M | Add +11.2% |
| ESGU iShares ESG Aware MSCI USA | 0.81% | 20,338 | $2.9M | Add +7.1% |
| ESGD iShares Trust iShares ESG Aw | 0.63% | 23,656 | $2.3M | Reduce -8.5% |
| VNQ Vanguard Real Estate ETF | 0.60% | 24,064 | $2.1M | Add +0.2% |
| BND Vanguard Total Bond Market | 0.54% | 26,318 | $1.9M | Add +7.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.54% | 8,851 | $1.9M | Reduce -0.4% |
| NUEM Nuveen ESG Emerging Markets | 0.54% | 52,076 | $1.9M | Add +1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.50% | 6,869 | $1.8M | Reduce -4.9% |
| AAPL Apple Inc. | 0.48% | 6,708 | $1.7M | Reduce -21.9% |
| NUSC Nuveen ESG Small-Cap ETF | 0.41% | 32,445 | $1.5M | Reduce -3.7% |
| PTL Inspire 500 ETF | 0.37% | 5,332 | $1.3M | Add +19.6% |
| VGIT Vanguard Intermediate-Term T | 0.36% | 21,777 | $1.3M | Add +35.3% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 20,107 | $1.3M | Add +0.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 14,821 | $1.1M | Reduce -18.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 2,801 | $899K | Add +0.6% |
| CEFA Global X S&P Cath Val Devel | 0.24% | 23,032 | $850K | Add +24.4% |
| NVDA Nvidia Corp. | 0.24% | 4,832 | $843K | Add +60.6% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 3,975 | $566K | No change |
| AVUS Avantis U.S. Equity ETF | 0.15% | 4,970 | $553K | New |
| DFIC Dimensional International Co. | 0.15% | 14,618 | $519K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 9,527 | $515K | Reduce -4.1% |
| IBD Inspire Corporate Bond ETF | 0.14% | 20,826 | $497K | Add +39.5% |
| UNP Union Pacific Corp. | 0.13% | 1,964 | $477K | Reduce -4.0% |
| NSC Norfolk Southern Corp. | 0.11% | 1,425 | $409K | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.11% | 634 | $379K | Reduce -4.5% |
| TPSC Timothy Plan US Small Cap Co. | 0.10% | 7,987 | $339K | Add +13.7% |
| GOOG Alphabet Inc. Class C | 0.09% | 1,135 | $326K | Reduce -12.5% |
| MSFT Microsoft Corp. | 0.09% | 879 | $325K | Add +12.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.08% | 2,771 | $302K | Add +17.4% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 1,389 | $299K | Reduce -11.0% |
| CRM Salesforce Inc. | 0.08% | 1,540 | $287K | Add +0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 5,614 | $280K | No change |
| VGT Vanguard Info Tech ETF | 0.07% | 367 | $256K | Add +2.2% |
| DFLV Dim US Large Cap Value ETF | 0.06% | 6,276 | $224K | No change |
| HD Home Depot Inc. | 0.06% | 634 | $209K | New |
Portfolio Sells Q4 2025 → Q1 2026
| DFIP Dimensional Inflation-Protec | Sold out | 0.00% | −0.32 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.4% | 1.78% | −0.30 |
| AAPL Apple Inc. | Reduce -21.9% | 0.48% | −0.23 |
| DFAR Dimensional US Real Est ETF | Sold out | 0.00% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.14 |
| DFSD Dimensional Short Duration | Sold out | 0.00% | −0.12 |
| ESGD iShares Trust iShares ESG Aw | Reduce -8.5% | 0.63% | −0.11 |
| DUHP Dimensional US High Profi Et | Sold out | 0.00% | −0.11 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -18.1% | 0.31% | −0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.9% | 0.50% | −0.06 |
| SCHF Schwab Intl Equity ETF | Reduce -0.8% | 1.02% | −0.06 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -3.7% | 0.41% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -12.5% | 0.09% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.4% | 0.54% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -11.0% | 0.08% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -4.5% | 0.11% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.1% | 0.14% | −0.02 |
| UNP Union Pacific Corp. | Reduce -4.0% | 0.13% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| TFLO iShares Treasury Floating Ra | Add +442.0% | 1.72% | +1.38 |
| SCHH Schwab US REIT ETF | Add +14.9% | 4.92% | +0.42 |
| DFAI Dimensional International Co. | Add +7.6% | 15.53% | +0.25 |
| DFAE Dimensional Emerging Core Eq | Add +8.3% | 6.29% | +0.24 |
| AVUS Avantis U.S. Equity ETF | New | 0.15% | +0.15 |
| SCHZ Schwab US Aggregate Bond ETF | Add +10.2% | 13.02% | +0.15 |
| DFAT Dimensional US Target Value | Add +6.7% | 2.69% | +0.09 |
| VGIT Vanguard Intermediate-Term T | Add +35.3% | 0.36% | +0.07 |
| NVDA Nvidia Corp. | Add +60.6% | 0.24% | +0.07 |
| HD Home Depot Inc. | New | 0.06% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +13.5% | 1.14% | +0.06 |
| DFAS Dimensional US Small Cap ETF | Add +7.6% | 3.22% | +0.05 |
| PTL Inspire 500 ETF | Add +19.6% | 0.37% | +0.04 |
| CEFA Global X S&P Cath Val Devel | Add +24.4% | 0.24% | +0.03 |
| IBD Inspire Corporate Bond ETF | Add +39.5% | 0.14% | +0.03 |
| DFAC Dimensional US Core Equity 2 | Add +11.2% | 0.99% | +0.01 |
| TPSC Timothy Plan US Small Cap Co. | Add +13.7% | 0.10% | +0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +17.4% | 0.08% | +0.01 |
| BND Vanguard Total Bond Market | Add +7.8% | 0.54% | −0.01 |
| NSC Norfolk Southern Corp. | Add +0.3% | 0.11% | −0.01 |
| VGT Vanguard Info Tech ETF | Add +2.2% | 0.07% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.7% | 0.36% | −0.02 |
| NUEM Nuveen ESG Emerging Markets | Add +1.1% | 0.54% | −0.02 |
| MSFT Microsoft Corp. | Add +12.7% | 0.09% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 0.25% | −0.03 |
| CRM Salesforce Inc. | Add +0.3% | 0.08% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +0.2% | 0.60% | −0.05 |
| ESGU iShares ESG Aware MSCI USA | Add +7.1% | 0.81% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 1.11% | −0.06 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.4% | 1.03% | −0.07 |
| VCIT Vanguard Int-Term Corporate | Add +7.1% | 8.32% | −0.19 |
| DFCF Dimensional Core Fixed Inc. | Add +6.2% | 7.50% | −0.21 |
| DFAU Dimensional US Core Equity M | Add +10.2% | 20.64% | −0.39 |
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 |