Filed: 7/11/2025ACC: 0001085146-25-003734
📋 What this filing means
PIONEER WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $269.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$269.72M
Total AUM (reported)
7.29M
Total Shares
Allocation by class
US CORE EQT MKT$55.13M20.4%
US AGGREGATE B$51.74M19.2%
INTL CORE EQT MK$39.47M14.6%
INT-TERM CORP$23.98M8.9%
EMGR CRE EQT MNG$16.48M6.1%
US REIT ETF$12.97M4.8%
US SMALL CAP ETF$8.17M3.0%
Portfolio Concentration
Top 3$146.34M54.3%
4–10$81.92M30.4%
11–25$32.08M11.9%
Rest$9.39M3.5%
Top 3 weight
54.3%
Top 10 weight
84.6%
Voting Authority Distribution
Total shares with voting rights: 7.29M
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
7.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings45
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.30M
TypeSH
Market value$55.13M
20.44%
Sole
0.00
Shared
0.00
None
1.30M
SCHWAB STRATEGIC TR
SOLEShares2.23M
TypeSH
Market value$51.74M
19.18%
Sole
0.00
Shared
0.00
None
2.23M
DIMENSIONAL ETF TRUST
SOLEShares1.14M
TypeSH
Market value$39.47M
14.63%
Sole
0.00
Shared
0.00
None
1.14M
VANGUARD SCOTTSDALE FDS
SOLEShares289.24K
TypeSH
Market value$23.98M
8.89%
Sole
0.00
Shared
0.00
None
289.24K
DIMENSIONAL ETF TRUST
SOLEShares569.12K
TypeSH
Market value$16.48M
6.11%
Sole
0.00
Shared
0.00
None
569.12K
SCHWAB STRATEGIC TR
SOLEShares612.78K
TypeSH
Market value$12.97M
4.81%
Sole
0.00
Shared
0.00
None
612.78K
DIMENSIONAL ETF TRUST
SOLEShares128.26K
TypeSH
Market value$8.17M
3.03%
Sole
0.00
Shared
0.00
None
128.26K
DIMENSIONAL ETF TRUST
SOLEShares178.26K
TypeSH
Market value$7.53M
2.79%
Sole
0.00
Shared
0.00
None
178.26K
DIMENSIONAL ETF TRUST
SOLEShares121.12K
TypeSH
Market value$6.54M
2.42%
Sole
0.00
Shared
0.00
None
121.12K
VANGUARD INDEX FDS
SOLEShares21.91K
TypeSH
Market value$6.25M
2.32%
Sole
0.00
Shared
0.00
None
21.91K
VANGUARD INDEX FDS
SOLEShares20.32K
TypeSH
Market value$3.59M
1.33%
Sole
0.00
Shared
0.00
None
20.32K
SCHWAB STRATEGIC TR
SOLEShares104.79K
TypeSH
Market value$3.16M
1.17%
Sole
0.00
Shared
0.00
None
104.79K
SCHWAB STRATEGIC TR
SOLEShares137.09K
TypeSH
Market value$3.03M
1.12%
Sole
0.00
Shared
0.00
None
137.09K
DIMENSIONAL ETF TRUST
SOLEShares83.35K
TypeSH
Market value$2.99M
1.11%
Sole
0.00
Shared
0.00
None
83.35K
ISHARES TR
SOLEShares17.41K
TypeSH
Market value$2.36M
0.87%
Sole
0.00
Shared
0.00
None
17.41K
ISHARES TR
SOLEShares24.93K
TypeSH
Market value$2.22M
0.82%
Sole
0.00
Shared
0.00
None
24.93K
VANGUARD INDEX FDS
SOLEShares10.32K
TypeSH
Market value$2.01M
0.75%
Sole
0.00
Shared
0.00
None
10.32K
VANGUARD INDEX FDS
SOLEShares22.34K
TypeSH
Market value$1.99M
0.74%
Sole
0.00
Shared
0.00
None
22.34K
VANGUARD INTL EQUITY INDEX F
SOLEShares29.47K
TypeSH
Market value$1.98M
0.73%
Sole
0.00
Shared
0.00
None
29.47K
VANGUARD INDEX FDS
SOLEShares8.27K
TypeSH
Market value$1.96M
0.73%
Sole
0.00
Shared
0.00
None
8.27K
NUSHARES ETF TR
SOLEShares48.75K
TypeSH
Market value$1.62M
0.60%
Sole
0.00
Shared
0.00
None
48.75K
VANGUARD BD INDEX FDS
SOLEShares20.95K
TypeSH
Market value$1.54M
0.57%
Sole
0.00
Shared
0.00
None
20.95K
NUSHARES ETF TR
SOLEShares32.32K
TypeSH
Market value$1.32M
0.49%
Sole
0.00
Shared
0.00
None
32.32K
ISHARES TR
SOLEShares25.51K
TypeSH
Market value$1.29M
0.48%
Sole
0.00
Shared
0.00
None
25.51K
VANGUARD TAX-MANAGED FDS
SOLEShares17.83K
TypeSH
Market value$1.02M
0.38%
Sole
0.00
Shared
0.00
None
17.83K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.30M | SH | $55.13M 20.44% | 0.00 | 0.00 | 1.30M |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 2.23M | SH | $51.74M 19.18% | 0.00 | 0.00 | 2.23M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.14M | SH | $39.47M 14.63% | 0.00 | 0.00 | 1.14M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 289.24K | SH | $23.98M 8.89% | 0.00 | 0.00 | 289.24K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 569.12K | SH | $16.48M 6.11% | 0.00 | 0.00 | 569.12K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 612.78K | SH | $12.97M 4.81% | 0.00 | 0.00 | 612.78K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 128.26K | SH | $8.17M 3.03% | 0.00 | 0.00 | 128.26K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 178.26K | SH | $7.53M 2.79% | 0.00 | 0.00 | 178.26K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 121.12K | SH | $6.54M 2.42% | 0.00 | 0.00 | 121.12K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 21.91K | SH | $6.25M 2.32% | 0.00 | 0.00 | 21.91K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 20.32K | SH | $3.59M 1.33% | 0.00 | 0.00 | 20.32K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 104.79K | SH | $3.16M 1.17% | 0.00 | 0.00 | 104.79K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 137.09K | SH | $3.03M 1.12% | 0.00 | 0.00 | 137.09K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 83.35K | SH | $2.99M 1.11% | 0.00 | 0.00 | 83.35K |
ISHARES TRSOLE | ESG AWR MSCI USA | 17.41K | SH | $2.36M 0.87% | 0.00 | 0.00 | 17.41K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 24.93K | SH | $2.22M 0.82% | 0.00 | 0.00 | 24.93K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.32K | SH | $2.01M 0.75% | 0.00 | 0.00 | 10.32K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 22.34K | SH | $1.99M 0.74% | 0.00 | 0.00 | 22.34K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 29.47K | SH | $1.98M 0.73% | 0.00 | 0.00 | 29.47K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 8.27K | SH | $1.96M 0.73% | 0.00 | 0.00 | 8.27K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 48.75K | SH | $1.62M 0.60% | 0.00 | 0.00 | 48.75K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 20.95K | SH | $1.54M 0.57% | 0.00 | 0.00 | 20.95K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 32.32K | SH | $1.32M 0.49% | 0.00 | 0.00 | 32.32K |
ISHARES TRSOLE | TRS FLT RT BD | 25.51K | SH | $1.29M 0.48% | 0.00 | 0.00 | 25.51K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 17.83K | SH | $1.02M 0.38% | 0.00 | 0.00 | 17.83K |
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