Pioneer Wealth Management Group Portfolio Holdings - 13F Filings | 13F Fund Database
Pioneer Wealth Management Group 13F Holdings
CIK 0001973339 · AUSTIN, TX
As of Sep 30, 2025, Pioneer Wealth Management Group reported
52 positions worth $309.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 1,410,087 | $64.5M | 20.83% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 2,395,677 | $56.2M | 18.15% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 1,256,522 | $45.7M | 14.74% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 317,200 | $26.7M | 8.61% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 602,942 |
|
9.0M6.14% |
| SCHWAB US REIT ETF | SCHH | — | 696,520 |
5.0M | 4.85% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 141,144 | $9.7M | 3.12% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 136,337 | $7.9M | 2.56% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 179,918 | $7.7M | 2.48% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 21,941 | $6.8M | 2.18% |
| VANGUARD VALUE INDEX FUND | VTV | — | 19,903 | $3.7M | 1.20% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 102,479 | $3.4M | 1.10% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 35,288 | $3.2M | 1.05% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 136,866 | $3.2M | 1.03% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 81,394 | $3.1M | 1.01% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 18,008 | $2.6M | 0.85% |
| APPLE INC | AAPL | Technology | 10,254 | $2.6M | 0.84% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 24,445 | $2.3M | 0.73% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 23,388 | $2.1M | 0.69% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 7,560 |
.9M | 0.62% |
| NUVEEN ESG EMERGING MARKETS EQUITY ETF | NUEM | — | 51,257 |
.8M | 0.59% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 8,696 |
.8M | 0.59% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 24,147 |
.7M | 0.56% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 22,392 |
.7M | 0.54% |
| NUVEEN ESG SMALL-CAP ETF | NUSC | — | 32,242 |
.4M | 0.46% |