Pioneer Wealth Management Group
CIK: 0001973339SEC EDGAR →
Portfolio Value
$329.4M
Holdings
53
As of
Q4 2025
New Positions
7
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,479,327 | $69.2M | 21.02% |
| 2 | DIMENSIONAL ETF TRUST | 1,320,003 | $50.3M | 15.27% |
| 3 | SCHWAB STRATEGIC TR | 1,814,258 | $42.4M | 12.87% |
| 4 | VANGUARD SCOTTSDALE FDS | 334,618 | $28.0M | 8.51% |
| 5 | DIMENSIONAL ETF TRUST | 596,465 | $25.4M | 7.71% |
| 6 | DIMENSIONAL ETF TRUST | 611,819 | $19.9M | 6.05% |
| 7 | SCHWAB STRATEGIC TR | 709,659 | $14.8M | 4.50% |
| 8 | DIMENSIONAL ETF TRUST | 150,163 | $10.5M | 3.18% |
| 9 | DIMENSIONAL ETF TRUST | 144,039 | $8.6M | 2.60% |
| 10 | VANGUARD INDEX FDS | 21,729 | $6.8M | 2.08% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $323.9M | 98.4% |
| Technology | 4 | $3.7M | 1.1% |
| Industrials | 2 | $883K | 0.3% |
| Unknown | 1 | $448K | 0.1% |
| Communication Services | 1 | $406K | 0.1% |