Pioneer Wealth Management Group
Q3 2026 13F filing
Updated 10 days ago56 disclosed positions worth $423.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $93.9M | 1.79M | 22.15% | Added(+4.1%) |
| 2 | C DIMENSIONAL ETF TRUST | $65.4M | 1.58M | 15.43% | Added(+4.0%) |
| 3 | S SCHWAB STRATEGIC TR | $55.8M | 2.53M | 13.18% | Added(+12.3%) |
| 4 | V VANGUARD SCOTTSDALE FDS | $31.6M | 404.1K | 7.47% | Added(+3.3%) |
| 5 | N DIMENSIONAL ETF TRUST | $27.6M | 702.3K | 6.51% | Added(+4.6%) |
| 6 | H DIMENSIONAL ETF TRUST | $20.6M | 513.9K | 4.86% | Trimmed(-22.5%) |
| 7 | S SCHWAB STRATEGIC TR | $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 | V VANGUARD BD INDEX FDS | $9.7M | 137.9K | 2.28% | Added(+382.1%) |
| 11 | V VANGUARD INDEX FDS | $6.8M | 19.3K | 1.61% | Trimmed(-5.5%) |
| 12 | ? N/A ISHARES TR | $5.7M | 112.6K | 1.35% | Added(+12.4%) |
| 13 | E ISHARES TR | $4.1M | 24.6K | 0.97% | Trimmed(-2.5%) |
| 14 | V VANGUARD INDEX FDS | $4.1M | 18.8K | 0.96% | Trimmed(-4.8%) |
| 15 | A APPLE INC | $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 | B ISHARES TR | $3.7M | 36.1K | 0.87% | Added(+1203.6%) |
| 18 | S SCHWAB STRATEGIC TR | $3.5M | 126.2K | 0.82% | Trimmed(-8.8%) |
| 19 | S SCHWAB STRATEGIC TR | $3.2M | 88.6K | 0.76% | Trimmed(-15.7%) |
| 20 | S SPDR SERIES TRUST | $3.2M | 35.2K | 0.76% | Trimmed(-0.1%) |
| 21 | E ISHARES TR | $2.7M | 26.6K | 0.65% | Trimmed(-9.1%) |
| 22 | N NVIDIA CORPORATION | $2.4M | 10.6K | 0.57% | Added(+10.0%) |
| 23 | ? N/A NUSHARES ETF TR | $2.2M | 51.4K | 0.52% | Trimmed(-4.7%) |
| 24 | V VANGUARD INDEX FDS | $2.2M | 24.3K | 0.51% | Trimmed(-3.2%) |
| 25 | ? N/A NUSHARES ETF TR | $1.9M | 38.4K | 0.44% | Trimmed(-7.7%) |
| 26 | V VANGUARD INDEX FDS | $1.8M | 8.0K | 0.43% | Trimmed(-7.5%) |
| 27 | N NORTHERN LTS FD TR IV | $1.6M | 5.8K | 0.37% | Added(+2.8%) |
| 28 | V VANGUARD INDEX FDS | $1.6M | 5.5K | 0.37% | Trimmed(-15.6%) |
| 29 | V VANGUARD TAX-MANAGED FDS | $1.4M | 20.3K | 0.34% | Added(+1.3%) |
| 30 | V VANGUARD SCOTTSDALE FDS | $1.3M | 23.8K | 0.32% | Trimmed(-2.9%) |
| 31 | V VANGUARD INTL EQUITY INDEX F | $1.2M | 14.8K | 0.29% | Unchanged |
| 32 | V VANGUARD INDEX FDS | $1M | 2.8K | 0.25% | Trimmed(-0.8%) |
| 33 | ? N/A GLOBAL X FDS | $1M | 24.9K | 0.24% | Added(+7.0%) |
| 34 | V VANGUARD INTL EQUITY INDEX F | $569K | 9.6K | 0.13% | Trimmed(-0.3%) |
| 35 | M MICROSOFT CORP | $548K | 1.1K | 0.13% | Added(+14.8%) |
| 36 | I NORTHERN LTS FD TR IV | $543K | 23.6K | 0.13% | Unchanged |
| 37 | U UNION PAC CORP | $539K | 2.0K | 0.13% | Added(+0.8%) |
| 38 | ? N/A AMERICAN CENTY ETF TR | $531K | 4.1K | 0.13% | Trimmed(-5.3%) |
| 39 | E ISHARES TR | $512K | 3.1K | 0.12% | Added(+0.8%) |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $498K | 13.3K | 0.12% | Trimmed(-9.4%) |
| 41 | V VANGUARD INDEX FDS | $445K | 635 | 0.10% | Added(+0.2%) |
| 42 | N NORFOLK SOUTHN CORP | $442K | 1.4K | 0.10% | Added(+0.2%) |
| 43 | E ISHARES TR | $431K | 4.6K | 0.10% | Added(+0.1%) |
| 44 | G ALPHABET INC | $421K | 1.2K | 0.10% | Trimmed(-10.3%) |
| 45 | ? N/A TIMOTHY PLAN | $416K | 9.3K | 0.10% | Unchanged |
| 46 | V VANGUARD WORLD FD | $391K | 3.1K | 0.09% | Added(+6.1%) |
| 47 | C SALESFORCE INC | $359K | 1.6K | 0.08% | Added(+1.3%) |
| 48 | A AMAZON COM INC | $328K | 1.3K | 0.08% | — |
| 49 | V VANGUARD BD INDEX FDS | $319K | 4.2K | 0.08% | — |
| 50 | ? N/A AMERICAN CENTY ETF TR | $281K | 3.0K | 0.07% | — |