Filed: 10/14/2025ACC: 0001085146-25-005920
📋 What this filing means
PIONEER WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $309.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$309.78M
Total AUM (reported)
7.92M
Total Shares
Allocation by class
US CORE EQT MKT$64.53M20.8%
US AGGREGATE B$56.23M18.2%
INTL CORE EQT MK$45.67M14.7%
INT-TERM CORP$26.68M8.6%
EMGR CRE EQT MNG$19.01M6.1%
US REIT ETF$15.02M4.8%
US SMALL CAP ETF$9.66M3.1%
Portfolio Concentration
Top 3$166.43M53.7%
4–10$92.76M29.9%
11–25$36.72M11.9%
Rest$13.88M4.5%
Top 3 weight
53.7%
Top 10 weight
83.7%
Voting Authority Distribution
Total shares with voting rights: 7.92M
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
7.92M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.41M
TypeSH
Market value$64.53M
20.83%
Sole
0.00
Shared
0.00
None
1.41M
SCHWAB STRATEGIC TR
SOLEShares2.40M
TypeSH
Market value$56.23M
18.15%
Sole
0.00
Shared
0.00
None
2.40M
DIMENSIONAL ETF TRUST
SOLEShares1.26M
TypeSH
Market value$45.67M
14.74%
Sole
0.00
Shared
0.00
None
1.26M
VANGUARD SCOTTSDALE FDS
SOLEShares317.20K
TypeSH
Market value$26.68M
8.61%
Sole
0.00
Shared
0.00
None
317.20K
DIMENSIONAL ETF TRUST
SOLEShares602.94K
TypeSH
Market value$19.01M
6.14%
Sole
0.00
Shared
0.00
None
602.94K
SCHWAB STRATEGIC TR
SOLEShares696.52K
TypeSH
Market value$15.02M
4.85%
Sole
0.00
Shared
0.00
None
696.52K
DIMENSIONAL ETF TRUST
SOLEShares141.14K
TypeSH
Market value$9.66M
3.12%
Sole
0.00
Shared
0.00
None
141.14K
DIMENSIONAL ETF TRUST
SOLEShares136.34K
TypeSH
Market value$7.94M
2.56%
Sole
0.00
Shared
0.00
None
136.34K
DIMENSIONAL ETF TRUST
SOLEShares179.92K
TypeSH
Market value$7.69M
2.48%
Sole
0.00
Shared
0.00
None
179.92K
VANGUARD INDEX FDS
SOLEShares21.94K
TypeSH
Market value$6.75M
2.18%
Sole
0.00
Shared
0.00
None
21.94K
VANGUARD INDEX FDS
SOLEShares19.90K
TypeSH
Market value$3.71M
1.20%
Sole
0.00
Shared
0.00
None
19.90K
SCHWAB STRATEGIC TR
SOLEShares102.48K
TypeSH
Market value$3.42M
1.10%
Sole
0.00
Shared
0.00
None
102.48K
SPDR SERIES TRUST
SOLEShares35.29K
TypeSH
Market value$3.24M
1.05%
Sole
0.00
Shared
0.00
None
35.29K
SCHWAB STRATEGIC TR
SOLEShares136.87K
TypeSH
Market value$3.19M
1.03%
Sole
0.00
Shared
0.00
None
136.87K
DIMENSIONAL ETF TRUST
SOLEShares81.39K
TypeSH
Market value$3.14M
1.01%
Sole
0.00
Shared
0.00
None
81.39K
ISHARES TR
SOLEShares18.01K
TypeSH
Market value$2.62M
0.85%
Sole
0.00
Shared
0.00
None
18.01K
APPLE INC
SOLEShares10.25K
TypeSH
Market value$2.61M
0.84%
Sole
0.00
Shared
0.00
None
10.25K
ISHARES TR
SOLEShares24.45K
TypeSH
Market value$2.27M
0.73%
Sole
0.00
Shared
0.00
None
24.45K
VANGUARD INDEX FDS
SOLEShares23.39K
TypeSH
Market value$2.14M
0.69%
Sole
0.00
Shared
0.00
None
23.39K
VANGUARD INDEX FDS
SOLEShares7.56K
TypeSH
Market value$1.92M
0.62%
Sole
0.00
Shared
0.00
None
7.56K
NUSHARES ETF TR
SOLEShares51.26K
TypeSH
Market value$1.83M
0.59%
Sole
0.00
Shared
0.00
None
51.26K
VANGUARD INDEX FDS
SOLEShares8.70K
TypeSH
Market value$1.81M
0.59%
Sole
0.00
Shared
0.00
None
8.70K
VANGUARD INTL EQUITY INDEX F
SOLEShares24.15K
TypeSH
Market value$1.72M
0.56%
Sole
0.00
Shared
0.00
None
24.15K
VANGUARD BD INDEX FDS
SOLEShares22.39K
TypeSH
Market value$1.67M
0.54%
Sole
0.00
Shared
0.00
None
22.39K
NUSHARES ETF TR
SOLEShares32.24K
TypeSH
Market value$1.42M
0.46%
Sole
0.00
Shared
0.00
None
32.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.41M | SH | $64.53M 20.83% | 0.00 | 0.00 | 1.41M |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 2.40M | SH | $56.23M 18.15% | 0.00 | 0.00 | 2.40M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.26M | SH | $45.67M 14.74% | 0.00 | 0.00 | 1.26M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 317.20K | SH | $26.68M 8.61% | 0.00 | 0.00 | 317.20K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 602.94K | SH | $19.01M 6.14% | 0.00 | 0.00 | 602.94K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 696.52K | SH | $15.02M 4.85% | 0.00 | 0.00 | 696.52K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 141.14K | SH | $9.66M 3.12% | 0.00 | 0.00 | 141.14K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 136.34K | SH | $7.94M 2.56% | 0.00 | 0.00 | 136.34K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 179.92K | SH | $7.69M 2.48% | 0.00 | 0.00 | 179.92K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 21.94K | SH | $6.75M 2.18% | 0.00 | 0.00 | 21.94K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 19.90K | SH | $3.71M 1.20% | 0.00 | 0.00 | 19.90K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 102.48K | SH | $3.42M 1.10% | 0.00 | 0.00 | 102.48K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 35.29K | SH | $3.24M 1.05% | 0.00 | 0.00 | 35.29K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 136.87K | SH | $3.19M 1.03% | 0.00 | 0.00 | 136.87K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 81.39K | SH | $3.14M 1.01% | 0.00 | 0.00 | 81.39K |
ISHARES TRSOLE | ESG AWR MSCI USA | 18.01K | SH | $2.62M 0.85% | 0.00 | 0.00 | 18.01K |
APPLE INCSOLE | COM | 10.25K | SH | $2.61M 0.84% | 0.00 | 0.00 | 10.25K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 24.45K | SH | $2.27M 0.73% | 0.00 | 0.00 | 24.45K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 23.39K | SH | $2.14M 0.69% | 0.00 | 0.00 | 23.39K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 7.56K | SH | $1.92M 0.62% | 0.00 | 0.00 | 7.56K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 51.26K | SH | $1.83M 0.59% | 0.00 | 0.00 | 51.26K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 8.70K | SH | $1.81M 0.59% | 0.00 | 0.00 | 8.70K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 24.15K | SH | $1.72M 0.56% | 0.00 | 0.00 | 24.15K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 22.39K | SH | $1.67M 0.54% | 0.00 | 0.00 | 22.39K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 32.24K | SH | $1.42M 0.46% | 0.00 | 0.00 | 32.24K |
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