Filed: 1/12/2026ACC: 0001973339-26-000001
📋 What this filing means
PIONEER WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $329.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$329.35M
Total AUM (reported)
8.03M
Total Shares
Allocation by class
US CORE EQT MKT$69.23M21.0%
INTL CORE EQT MK$50.31M15.3%
US AGGREGATE B$42.40M12.9%
INT-TERM CORP$28.02M8.5%
CORE FIXED INCOM$25.39M7.7%
EMGR CRE EQT MNG$19.93M6.1%
US REIT ETF$14.82M4.5%
Portfolio Concentration
Top 3$161.94M49.2%
4–10$114.04M34.6%
11–25$37.80M11.5%
Rest$15.58M4.7%
Top 3 weight
49.2%
Top 10 weight
83.8%
Voting Authority Distribution
Total shares with voting rights: 8.03M
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
8.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings53
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.48M
TypeSH
Market value$69.23M
21.02%
Sole
0.00
Shared
0.00
None
1.48M
DIMENSIONAL ETF TRUST
SOLEShares1.32M
TypeSH
Market value$50.31M
15.27%
Sole
0.00
Shared
0.00
None
1.32M
SCHWAB STRATEGIC TR
SOLEShares1.81M
TypeSH
Market value$42.40M
12.87%
Sole
0.00
Shared
0.00
None
1.81M
VANGUARD SCOTTSDALE FDS
SOLEShares334.62K
TypeSH
Market value$28.02M
8.51%
Sole
0.00
Shared
0.00
None
334.62K
DIMENSIONAL ETF TRUST
SOLEShares596.47K
TypeSH
Market value$25.39M
7.71%
Sole
0.00
Shared
0.00
None
596.47K
DIMENSIONAL ETF TRUST
SOLEShares611.82K
TypeSH
Market value$19.93M
6.05%
Sole
0.00
Shared
0.00
None
611.82K
SCHWAB STRATEGIC TR
SOLEShares709.66K
TypeSH
Market value$14.82M
4.50%
Sole
0.00
Shared
0.00
None
709.66K
DIMENSIONAL ETF TRUST
SOLEShares150.16K
TypeSH
Market value$10.46M
3.18%
Sole
0.00
Shared
0.00
None
150.16K
DIMENSIONAL ETF TRUST
SOLEShares144.04K
TypeSH
Market value$8.58M
2.60%
Sole
0.00
Shared
0.00
None
144.04K
VANGUARD INDEX FDS
SOLEShares21.73K
TypeSH
Market value$6.84M
2.08%
Sole
0.00
Shared
0.00
None
21.73K
VANGUARD INDEX FDS
SOLEShares20.13K
TypeSH
Market value$3.84M
1.17%
Sole
0.00
Shared
0.00
None
20.13K
SCHWAB STRATEGIC TR
SOLEShares111.05K
TypeSH
Market value$3.64M
1.10%
Sole
0.00
Shared
0.00
None
111.05K
SPDR SERIES TRUST
SOLEShares39.15K
TypeSH
Market value$3.58M
1.09%
Sole
0.00
Shared
0.00
None
39.15K
SCHWAB STRATEGIC TR
SOLEShares147.52K
TypeSH
Market value$3.55M
1.08%
Sole
0.00
Shared
0.00
None
147.52K
DIMENSIONAL ETF TRUST
SOLEShares81.47K
TypeSH
Market value$3.23M
0.98%
Sole
0.00
Shared
0.00
None
81.47K
ISHARES TR
SOLEShares18.99K
TypeSH
Market value$2.83M
0.86%
Sole
0.00
Shared
0.00
None
18.99K
ISHARES TR
SOLEShares25.86K
TypeSH
Market value$2.46M
0.75%
Sole
0.00
Shared
0.00
None
25.86K
APPLE INC
SOLEShares8.59K
TypeSH
Market value$2.34M
0.71%
Sole
0.00
Shared
0.00
None
8.59K
VANGUARD INDEX FDS
SOLEShares24.02K
TypeSH
Market value$2.13M
0.65%
Sole
0.00
Shared
0.00
None
24.02K
VANGUARD INDEX FDS
SOLEShares8.89K
TypeSH
Market value$1.88M
0.57%
Sole
0.00
Shared
0.00
None
8.89K
VANGUARD INDEX FDS
SOLEShares7.22K
TypeSH
Market value$1.86M
0.57%
Sole
0.00
Shared
0.00
None
7.22K
NUSHARES ETF TR
SOLEShares51.50K
TypeSH
Market value$1.83M
0.56%
Sole
0.00
Shared
0.00
None
51.50K
VANGUARD BD INDEX FDS
SOLEShares24.41K
TypeSH
Market value$1.81M
0.55%
Sole
0.00
Shared
0.00
None
24.41K
NUSHARES ETF TR
SOLEShares33.68K
TypeSH
Market value$1.50M
0.46%
Sole
0.00
Shared
0.00
None
33.68K
VANGUARD INTL EQUITY INDEX F
SOLEShares18.09K
TypeSH
Market value$1.33M
0.40%
Sole
0.00
Shared
0.00
None
18.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.48M | SH | $69.23M 21.02% | 0.00 | 0.00 | 1.48M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.32M | SH | $50.31M 15.27% | 0.00 | 0.00 | 1.32M |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 1.81M | SH | $42.40M 12.87% | 0.00 | 0.00 | 1.81M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 334.62K | SH | $28.02M 8.51% | 0.00 | 0.00 | 334.62K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 596.47K | SH | $25.39M 7.71% | 0.00 | 0.00 | 596.47K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 611.82K | SH | $19.93M 6.05% | 0.00 | 0.00 | 611.82K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 709.66K | SH | $14.82M 4.50% | 0.00 | 0.00 | 709.66K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 150.16K | SH | $10.46M 3.18% | 0.00 | 0.00 | 150.16K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 144.04K | SH | $8.58M 2.60% | 0.00 | 0.00 | 144.04K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 21.73K | SH | $6.84M 2.08% | 0.00 | 0.00 | 21.73K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 20.13K | SH | $3.84M 1.17% | 0.00 | 0.00 | 20.13K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 111.05K | SH | $3.64M 1.10% | 0.00 | 0.00 | 111.05K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 39.15K | SH | $3.58M 1.09% | 0.00 | 0.00 | 39.15K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 147.52K | SH | $3.55M 1.08% | 0.00 | 0.00 | 147.52K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 81.47K | SH | $3.23M 0.98% | 0.00 | 0.00 | 81.47K |
ISHARES TRSOLE | ESG AWR MSCI USA | 18.99K | SH | $2.83M 0.86% | 0.00 | 0.00 | 18.99K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 25.86K | SH | $2.46M 0.75% | 0.00 | 0.00 | 25.86K |
APPLE INCSOLE | COM | 8.59K | SH | $2.34M 0.71% | 0.00 | 0.00 | 8.59K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 24.02K | SH | $2.13M 0.65% | 0.00 | 0.00 | 24.02K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 8.89K | SH | $1.88M 0.57% | 0.00 | 0.00 | 8.89K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 7.22K | SH | $1.86M 0.57% | 0.00 | 0.00 | 7.22K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 51.50K | SH | $1.83M 0.56% | 0.00 | 0.00 | 51.50K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 24.41K | SH | $1.81M 0.55% | 0.00 | 0.00 | 24.41K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 33.68K | SH | $1.50M 0.46% | 0.00 | 0.00 | 33.68K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 18.09K | SH | $1.33M 0.40% | 0.00 | 0.00 | 18.09K |
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