PIONEER WEALTH MANAGEMENT GROUP

Filed: 7/7/2026ACC: 0001973339-26-000004

📋 What this filing means

PIONEER WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $413.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$413.94M

Total AUM (reported)

9.44M

Total Shares

Allocation by class

US CORE EQT MKT$89.03M21.5%

INTL CORE EQT MK$62.60M15.1%

US AGGREGATE B$52.03M12.6%

INT-TERM CORP$32.35M7.8%

CORE FIXE IN ETF$27.99M6.8%

EMGR CRE EQT MNG$27.00M6.5%

US REIT ETF$20.91M5.1%

Portfolio Concentration

Top 3$203.65M49.2%

4–10$141.28M34.1%

11–25$48.20M11.6%

Rest$20.80M5.0%

Top 3 weight

49.2%

Top 10 weight

83.3%

Voting Authority Distribution

Total shares with voting rights: 9.44M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.44M

% of voting shares100.0%

Investment Discretion (by position count)

Sole55

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings55

Rows:

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares1.72M

TypeSH

Market value$89.03M

21.51%

Sole

0.00

Shared

0.00

None

1.72M

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares1.52M

TypeSH

Market value$62.60M

15.12%

Sole

0.00

Shared

0.00

None

1.52M

SCHWAB STRATEGIC TR

SOLE

US AGGREGATE B

Shares2.25M

TypeSH

Market value$52.03M

12.57%

Sole

0.00

Shared

0.00

None

2.25M

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares391.36K

TypeSH

Market value$32.35M

7.81%

Sole

0.00

Shared

0.00

None

391.36K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXE IN ETF

Shares663.08K

TypeSH

Market value$27.99M

6.76%

Sole

0.00

Shared

0.00

None

663.08K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares671.54K

TypeSH

Market value$27.00M

6.52%

Sole

0.00

Shared

0.00

None

671.54K

SCHWAB STRATEGIC TR

SOLE

US REIT ETF

Shares883.19K

TypeSH

Market value$20.91M

5.05%

Sole

0.00

Shared

0.00

None

883.19K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares174.60K

TypeSH

Market value$14.38M

3.47%

Sole

0.00

Shared

0.00

None

174.60K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares166.16K

TypeSH

Market value$11.61M

2.81%

Sole

0.00

Shared

0.00

None

166.16K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares20.48K

TypeSH

Market value$7.04M

1.70%

Sole

0.00

Shared

0.00

None

20.48K

ISHARES TR

SOLE

TRS FLT RT BD

Shares100.20K

TypeSH

Market value$5.07M

1.23%

Sole

0.00

Shared

0.00

None

100.20K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares19.74K

TypeSH

Market value$4.30M

1.04%

Sole

0.00

Shared

0.00

None

19.74K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares25.23K

TypeSH

Market value$4.13M

1.00%

Sole

0.00

Shared

0.00

None

25.23K

DIMENSIONAL ETF TRUST

SOLE

US COR EQU 2 ETF

Shares88.10K

TypeSH

Market value$3.91M

0.94%

Sole

0.00

Shared

0.00

None

88.10K

APPLE INC

SOLE

COM

Shares13.35K

TypeSH

Market value$3.86M

0.93%

Sole

0.00

Shared

0.00

None

13.35K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares138.35K

TypeSH

Market value$3.83M

0.93%

Sole

0.00

Shared

0.00

None

138.35K

SCHWAB STRATEGIC TR

SOLE

EMRG MKTEQ ETF

Shares105.17K

TypeSH

Market value$3.81M

0.92%

Sole

0.00

Shared

0.00

None

105.17K

SPDR SERIES TRUST

SOLE

ST STR BLO 1 ETF

Shares35.21K

TypeSH

Market value$3.23M

0.78%

Sole

0.00

Shared

0.00

None

35.21K

ISHARES TR

SOLE

ESG AW MSCI EAFE

Shares29.23K

TypeSH

Market value$3.01M

0.73%

Sole

0.00

Shared

0.00

None

29.23K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares25.15K

TypeSH

Market value$2.43M

0.59%

Sole

0.00

Shared

0.00

None

25.15K

NUSHARES ETF TR

SOLE

NUVEEN ESG EMRGN

Shares53.86K

TypeSH

Market value$2.29M

0.55%

Sole

0.00

Shared

0.00

None

53.86K

NUSHARES ETF TR

SOLE

NUVEEN ESG SMLCP

Shares41.54K

TypeSH

Market value$2.16M

0.52%

Sole

0.00

Shared

0.00

None

41.54K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares28.61K

TypeSH

Market value$2.10M

0.51%

Sole

0.00

Shared

0.00

None

28.61K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares8.59K

TypeSH

Market value$2.09M

0.50%

Sole

0.00

Shared

0.00

None

8.59K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares6.55K

TypeSH

Market value$1.99M

0.48%

Sole

0.00

Shared

0.00

None

6.55K

Issuer	Class	Shares	Type	Value / Portfolio %	None
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	1.72M	SH	$89.03M 21.51%	1.72M
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	1.52M	SH	$62.60M 15.12%	1.52M
SCHWAB STRATEGIC TRSOLE	US AGGREGATE B	2.25M	SH	$52.03M 12.57%	2.25M
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	391.36K	SH	$32.35M 7.81%	391.36K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXE IN ETF	663.08K	SH	$27.99M 6.76%	663.08K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	671.54K	SH	$27.00M 6.52%	671.54K
SCHWAB STRATEGIC TRSOLE	US REIT ETF	883.19K	SH	$20.91M 5.05%	883.19K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	174.60K	SH	$14.38M 3.47%	174.60K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	166.16K	SH	$11.61M 2.81%	166.16K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	20.48K	SH	$7.04M 1.70%	20.48K
ISHARES TRSOLE	TRS FLT RT BD	100.20K	SH	$5.07M 1.23%	100.20K
VANGUARD INDEX FDSSOLE	VALUE ETF	19.74K	SH	$4.30M 1.04%	19.74K
ISHARES TRSOLE	ESG AWR MSCI USA	25.23K	SH	$4.13M 1.00%	25.23K
DIMENSIONAL ETF TRUSTSOLE	US COR EQU 2 ETF	88.10K	SH	$3.91M 0.94%	88.10K
APPLE INCSOLE	COM	13.35K	SH	$3.86M 0.93%	13.35K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	138.35K	SH	$3.83M 0.93%	138.35K
SCHWAB STRATEGIC TRSOLE	EMRG MKTEQ ETF	105.17K	SH	$3.81M 0.92%	105.17K
SPDR SERIES TRUSTSOLE	ST STR BLO 1 ETF	35.21K	SH	$3.23M 0.78%	35.21K
ISHARES TRSOLE	ESG AW MSCI EAFE	29.23K	SH	$3.01M 0.73%	29.23K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	25.15K	SH	$2.43M 0.59%	25.15K
NUSHARES ETF TRSOLE	NUVEEN ESG EMRGN	53.86K	SH	$2.29M 0.55%	53.86K
NUSHARES ETF TRSOLE	NUVEEN ESG SMLCP	41.54K	SH	$2.16M 0.52%	41.54K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	28.61K	SH	$2.10M 0.51%	28.61K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	8.59K	SH	$2.09M 0.50%	8.59K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	6.55K	SH	$1.99M 0.48%	6.55K

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