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Pioneer Wealth Management Group
hedge fundUpdated 10 days agoManaged by Pioneer Wealth Management Group • Latest filing Q3 2026
Portfolio value
$423.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
36.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $309.8M |
| Q4 2025 | $329.4M |
| Q1 2026 | $356.5M |
| Q2 2026 | $413.9M |
| Q3 2026 | $423.8M |
Top holdings
56 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $93.9M | 1.79M | 22.15% | Added(+4.1%) |
| 2 | $65.4M | 1.58M | 15.43% | Added(+4.0%) | |
| 3 | $55.8M | 2.53M | 13.18% | Added(+12.3%) | |
| 4 | $31.6M | 404.1K | 7.47% | Added(+3.3%) | |
| 5 | $27.6M | 702.3K | 6.51% | Added(+4.6%) | |
| 6 | $20.6M | 513.9K | 4.86% | Trimmed(-22.5%) | |
| 7 | $20.5M | 928.5K | 4.83% | Added(+5.1%) | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $13.9M | 179.6K | 3.28% | Added(+2.9%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $11.5M | 172.6K | 2.71% | Added(+3.9%) |
| 10 | $9.7M | 137.9K | 2.28% | Added(+382.1%) | |
| 11 | $6.8M | 19.3K | 1.61% | Trimmed(-5.5%) | |
| 12 | ? N/A ISHARES TR | $5.7M | 112.6K | 1.35% | Added(+12.4%) |
| 13 | $4.1M | 24.6K | 0.97% | Trimmed(-2.5%) | |
| 14 | $4.1M | 18.8K | 0.96% | Trimmed(-4.8%) | |
| 15 | $3.8M | 11.5K | 0.90% | Trimmed(-13.9%) | |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $3.8M | 85.5K | 0.90% | Trimmed(-3.0%) |
| 17 | $3.7M | 36.1K | 0.87% | Added(+1203.6%) | |
| 18 | $3.5M | 126.2K | 0.82% | Trimmed(-8.8%) | |
| 19 | $3.2M | 88.6K | 0.76% | Trimmed(-15.7%) | |
| 20 | $3.2M | 35.2K | 0.76% | Trimmed(-0.1%) |