Filed: 4/8/2026ACC: 0001973339-26-000002
📋 What this filing means
PIONEER WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $356.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$356.53M
Total AUM (reported)
8.77M
Total Shares
Allocation by class
US CORE EQT MKT$73.57M20.6%
INTL CORE EQT MK$55.35M15.5%
US AGGREGATE B$46.44M13.0%
INT-TERM CORP$29.66M8.3%
CORE FIXED INCOM$26.74M7.5%
EMGR CRE EQT MNG$22.44M6.3%
US REIT ETF$17.53M4.9%
Portfolio Concentration
Top 3$175.36M49.2%
4–10$123.80M34.7%
11–25$42.98M12.1%
Rest$14.39M4.0%
Top 3 weight
49.2%
Top 10 weight
83.9%
Voting Authority Distribution
Total shares with voting rights: 8.77M
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
8.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings50
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.63M
TypeSH
Market value$73.57M
20.64%
Sole
0.00
Shared
0.00
None
1.63M
DIMENSIONAL ETF TRUST
SOLEShares1.42M
TypeSH
Market value$55.35M
15.53%
Sole
0.00
Shared
0.00
None
1.42M
SCHWAB STRATEGIC TR
SOLEShares2M
TypeSH
Market value$46.44M
13.02%
Sole
0.00
Shared
0.00
None
2M
VANGUARD SCOTTSDALE FDS
SOLEShares358.45K
TypeSH
Market value$29.66M
8.32%
Sole
0.00
Shared
0.00
None
358.45K
DIMENSIONAL ETF TRUST
SOLEShares633.47K
TypeSH
Market value$26.74M
7.50%
Sole
0.00
Shared
0.00
None
633.47K
DIMENSIONAL ETF TRUST
SOLEShares662.69K
TypeSH
Market value$22.44M
6.29%
Sole
0.00
Shared
0.00
None
662.69K
SCHWAB STRATEGIC TR
SOLEShares815.73K
TypeSH
Market value$17.53M
4.92%
Sole
0.00
Shared
0.00
None
815.73K
DIMENSIONAL ETF TRUST
SOLEShares161.54K
TypeSH
Market value$11.49M
3.22%
Sole
0.00
Shared
0.00
None
161.54K
DIMENSIONAL ETF TRUST
SOLEShares153.73K
TypeSH
Market value$9.60M
2.69%
Sole
0.00
Shared
0.00
None
153.73K
VANGUARD INDEX FDS
SOLEShares21.21K
TypeSH
Market value$6.34M
1.78%
Sole
0.00
Shared
0.00
None
21.21K
ISHARES TR
SOLEShares121.03K
TypeSH
Market value$6.13M
1.72%
Sole
0.00
Shared
0.00
None
121.03K
SPDR SERIES TRUST
SOLEShares44.43K
TypeSH
Market value$4.07M
1.14%
Sole
0.00
Shared
0.00
None
44.43K
VANGUARD INDEX FDS
SOLEShares20.15K
TypeSH
Market value$3.95M
1.11%
Sole
0.00
Shared
0.00
None
20.15K
SCHWAB STRATEGIC TR
SOLEShares111.45K
TypeSH
Market value$3.67M
1.03%
Sole
0.00
Shared
0.00
None
111.45K
SCHWAB STRATEGIC TR
SOLEShares146.39K
TypeSH
Market value$3.62M
1.02%
Sole
0.00
Shared
0.00
None
146.39K
DIMENSIONAL ETF TRUST
SOLEShares90.60K
TypeSH
Market value$3.52M
0.99%
Sole
0.00
Shared
0.00
None
90.60K
ISHARES TR
SOLEShares20.34K
TypeSH
Market value$2.88M
0.81%
Sole
0.00
Shared
0.00
None
20.34K
ISHARES TR
SOLEShares23.66K
TypeSH
Market value$2.26M
0.63%
Sole
0.00
Shared
0.00
None
23.66K
VANGUARD INDEX FDS
SOLEShares24.06K
TypeSH
Market value$2.13M
0.60%
Sole
0.00
Shared
0.00
None
24.06K
VANGUARD BD INDEX FDS
SOLEShares26.32K
TypeSH
Market value$1.94M
0.54%
Sole
0.00
Shared
0.00
None
26.32K
VANGUARD INDEX FDS
SOLEShares8.85K
TypeSH
Market value$1.92M
0.54%
Sole
0.00
Shared
0.00
None
8.85K
NUSHARES ETF TR
SOLEShares52.08K
TypeSH
Market value$1.91M
0.54%
Sole
0.00
Shared
0.00
None
52.08K
VANGUARD INDEX FDS
SOLEShares6.87K
TypeSH
Market value$1.80M
0.50%
Sole
0.00
Shared
0.00
None
6.87K
APPLE INC
SOLEShares6.71K
TypeSH
Market value$1.70M
0.48%
Sole
0.00
Shared
0.00
None
6.71K
NUSHARES ETF TR
SOLEShares32.45K
TypeSH
Market value$1.46M
0.41%
Sole
0.00
Shared
0.00
None
32.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.63M | SH | $73.57M 20.64% | 0.00 | 0.00 | 1.63M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.42M | SH | $55.35M 15.53% | 0.00 | 0.00 | 1.42M |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 2M | SH | $46.44M 13.02% | 0.00 | 0.00 | 2M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 358.45K | SH | $29.66M 8.32% | 0.00 | 0.00 | 358.45K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 633.47K | SH | $26.74M 7.50% | 0.00 | 0.00 | 633.47K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 662.69K | SH | $22.44M 6.29% | 0.00 | 0.00 | 662.69K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 815.73K | SH | $17.53M 4.92% | 0.00 | 0.00 | 815.73K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 161.54K | SH | $11.49M 3.22% | 0.00 | 0.00 | 161.54K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 153.73K | SH | $9.60M 2.69% | 0.00 | 0.00 | 153.73K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 21.21K | SH | $6.34M 1.78% | 0.00 | 0.00 | 21.21K |
ISHARES TRSOLE | TRS FLT RT BD | 121.03K | SH | $6.13M 1.72% | 0.00 | 0.00 | 121.03K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 44.43K | SH | $4.07M 1.14% | 0.00 | 0.00 | 44.43K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 20.15K | SH | $3.95M 1.11% | 0.00 | 0.00 | 20.15K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 111.45K | SH | $3.67M 1.03% | 0.00 | 0.00 | 111.45K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 146.39K | SH | $3.62M 1.02% | 0.00 | 0.00 | 146.39K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 90.60K | SH | $3.52M 0.99% | 0.00 | 0.00 | 90.60K |
ISHARES TRSOLE | ESG AWR MSCI USA | 20.34K | SH | $2.88M 0.81% | 0.00 | 0.00 | 20.34K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 23.66K | SH | $2.26M 0.63% | 0.00 | 0.00 | 23.66K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 24.06K | SH | $2.13M 0.60% | 0.00 | 0.00 | 24.06K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 26.32K | SH | $1.94M 0.54% | 0.00 | 0.00 | 26.32K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 8.85K | SH | $1.92M 0.54% | 0.00 | 0.00 | 8.85K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 52.08K | SH | $1.91M 0.54% | 0.00 | 0.00 | 52.08K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.87K | SH | $1.80M 0.50% | 0.00 | 0.00 | 6.87K |
APPLE INCSOLE | COM | 6.71K | SH | $1.70M 0.48% | 0.00 | 0.00 | 6.71K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 32.45K | SH | $1.46M 0.41% | 0.00 | 0.00 | 32.45K |
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