Pioneer Wealth Management Group has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $270 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $55.1B, Schwab Us Aggregate Bond ETF with a value of $51.7B, Dimensional ETF Tr with a value of $39.5B, Vanguard Intermediate Term Cor with a value of $24B, and Dimensional ETF Tr with a value of $16.5B.

Examining the 13F form we can see an increase of $37.5B in the current position value, from $232B to 270B.

Pioneer Wealth Management Group is based out at Austin, TX

Below you can find more details about Pioneer Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $270 Billion
ETFs: $265 Billion
Technology: $1.8 Billion
Industrials: $852 Million
Financial Services: $563 Million
Consumer Cyclical: $230 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $270 Billion
  • Prior Value $232 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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