Filed: 4/9/2025ACC: 0001085146-25-001978
📋 What this filing means
PIONEER WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $232.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$232.20M
Total AUM (reported)
6.74M
Total Shares
Allocation by class
US CORE EQT MKT$46.30M19.9%
US AGGREGATE B$45.51M19.6%
INTL CORE EQT MK$34.51M14.9%
INT-TERM CORP$22.33M9.6%
EMGR CRE EQT MNG$14.29M6.2%
US REIT ETF$12.11M5.2%
CORE FIXED INCOM$8.27M3.6%
Portfolio Concentration
Top 3$126.32M54.4%
4–10$74.11M31.9%
11–25$27.57M11.9%
Rest$4.19M1.8%
Top 3 weight
54.4%
Top 10 weight
86.3%
Voting Authority Distribution
Total shares with voting rights: 6.74M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.74M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings38
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.20M
TypeSH
Market value$46.30M
19.94%
Sole
0.00
Shared
0.00
None
1.20M
SCHWAB STRATEGIC TR
SOLEShares1.97M
TypeSH
Market value$45.51M
19.60%
Sole
0.00
Shared
0.00
None
1.97M
DIMENSIONAL ETF TRUST
SOLEShares1.11M
TypeSH
Market value$34.51M
14.86%
Sole
0.00
Shared
0.00
None
1.11M
VANGUARD SCOTTSDALE FDS
SOLEShares273.15K
TypeSH
Market value$22.33M
9.62%
Sole
0.00
Shared
0.00
None
273.15K
DIMENSIONAL ETF TRUST
SOLEShares551.98K
TypeSH
Market value$14.29M
6.15%
Sole
0.00
Shared
0.00
None
551.98K
SCHWAB STRATEGIC TR
SOLEShares563.08K
TypeSH
Market value$12.11M
5.22%
Sole
0.00
Shared
0.00
None
563.08K
DIMENSIONAL ETF TRUST
SOLEShares196.69K
TypeSH
Market value$8.27M
3.56%
Sole
0.00
Shared
0.00
None
196.69K
DIMENSIONAL ETF TRUST
SOLEShares120.13K
TypeSH
Market value$7.18M
3.09%
Sole
0.00
Shared
0.00
None
120.13K
DIMENSIONAL ETF TRUST
SOLEShares118.86K
TypeSH
Market value$6.12M
2.64%
Sole
0.00
Shared
0.00
None
118.86K
VANGUARD INDEX FDS
SOLEShares22.02K
TypeSH
Market value$3.80M
1.64%
Sole
0.00
Shared
0.00
None
22.02K
DIMENSIONAL ETF TRUST
SOLEShares107.01K
TypeSH
Market value$3.53M
1.52%
Sole
0.00
Shared
0.00
None
107.01K
VANGUARD INDEX FDS
SOLEShares13.46K
TypeSH
Market value$3.46M
1.49%
Sole
0.00
Shared
0.00
None
13.46K
SCHWAB STRATEGIC TR
SOLEShares138.15K
TypeSH
Market value$2.73M
1.18%
Sole
0.00
Shared
0.00
None
138.15K
SCHWAB STRATEGIC TR
SOLEShares91.30K
TypeSH
Market value$2.52M
1.08%
Sole
0.00
Shared
0.00
None
91.30K
ISHARES TR
SOLEShares25.71K
TypeSH
Market value$2.10M
0.90%
Sole
0.00
Shared
0.00
None
25.71K
ISHARES TR
SOLEShares16K
TypeSH
Market value$1.95M
0.84%
Sole
0.00
Shared
0.00
None
16K
VANGUARD INDEX FDS
SOLEShares20.64K
TypeSH
Market value$1.87M
0.80%
Sole
0.00
Shared
0.00
None
20.64K
VANGUARD BD INDEX FDS
SOLEShares19.04K
TypeSH
Market value$1.40M
0.60%
Sole
0.00
Shared
0.00
None
19.04K
ISHARES TR
SOLEShares25.55K
TypeSH
Market value$1.29M
0.56%
Sole
0.00
Shared
0.00
None
25.55K
NUSHARES ETF TR
SOLEShares44.01K
TypeSH
Market value$1.29M
0.55%
Sole
0.00
Shared
0.00
None
44.01K
VANGUARD INDEX FDS
SOLEShares5.48K
TypeSH
Market value$1.21M
0.52%
Sole
0.00
Shared
0.00
None
5.48K
VANGUARD INDEX FDS
SOLEShares6.30K
TypeSH
Market value$1.17M
0.51%
Sole
0.00
Shared
0.00
None
6.30K
VANGUARD INTL EQUITY INDEX F
SOLEShares18.85K
TypeSH
Market value$1.14M
0.49%
Sole
0.00
Shared
0.00
None
18.85K
NUSHARES ETF TR
SOLEShares29.66K
TypeSH
Market value$1.14M
0.49%
Sole
0.00
Shared
0.00
None
29.66K
VANGUARD INDEX FDS
SOLEShares2.78K
TypeSH
Market value$763.8K
0.33%
Sole
0.00
Shared
0.00
None
2.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.20M | SH | $46.30M 19.94% | 0.00 | 0.00 | 1.20M |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 1.97M | SH | $45.51M 19.60% | 0.00 | 0.00 | 1.97M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.11M | SH | $34.51M 14.86% | 0.00 | 0.00 | 1.11M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 273.15K | SH | $22.33M 9.62% | 0.00 | 0.00 | 273.15K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 551.98K | SH | $14.29M 6.15% | 0.00 | 0.00 | 551.98K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 563.08K | SH | $12.11M 5.22% | 0.00 | 0.00 | 563.08K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 196.69K | SH | $8.27M 3.56% | 0.00 | 0.00 | 196.69K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 120.13K | SH | $7.18M 3.09% | 0.00 | 0.00 | 120.13K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 118.86K | SH | $6.12M 2.64% | 0.00 | 0.00 | 118.86K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 22.02K | SH | $3.80M 1.64% | 0.00 | 0.00 | 22.02K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 107.01K | SH | $3.53M 1.52% | 0.00 | 0.00 | 107.01K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 13.46K | SH | $3.46M 1.49% | 0.00 | 0.00 | 13.46K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 138.15K | SH | $2.73M 1.18% | 0.00 | 0.00 | 138.15K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 91.30K | SH | $2.52M 1.08% | 0.00 | 0.00 | 91.30K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 25.71K | SH | $2.10M 0.90% | 0.00 | 0.00 | 25.71K |
ISHARES TRSOLE | ESG AWR MSCI USA | 16K | SH | $1.95M 0.84% | 0.00 | 0.00 | 16K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 20.64K | SH | $1.87M 0.80% | 0.00 | 0.00 | 20.64K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 19.04K | SH | $1.40M 0.60% | 0.00 | 0.00 | 19.04K |
ISHARES TRSOLE | TRS FLT RT BD | 25.55K | SH | $1.29M 0.56% | 0.00 | 0.00 | 25.55K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 44.01K | SH | $1.29M 0.55% | 0.00 | 0.00 | 44.01K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.48K | SH | $1.21M 0.52% | 0.00 | 0.00 | 5.48K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 6.30K | SH | $1.17M 0.51% | 0.00 | 0.00 | 6.30K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 18.85K | SH | $1.14M 0.49% | 0.00 | 0.00 | 18.85K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 29.66K | SH | $1.14M 0.49% | 0.00 | 0.00 | 29.66K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.78K | SH | $763.8K 0.33% | 0.00 | 0.00 | 2.78K |
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