Pioneer Wealth Management Group Portfolio Holdings

Pioneer Wealth Management Group

$232 Billion
Q1 2025

Pioneer Wealth Management Group has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $232 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $46.3B, Schwab Us Aggregate Bond ETF with a value of $45.5B, Dimensional ETF Tr with a value of $34.5B, Vanguard Intermediate Term Cor with a value of $22.3B, and Dimensional ETF Tr with a value of $14.3B.

Examining the 13F form we can see an increase of $22.5B in the current position value, from $210B to 232B.

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 $232 Billion

ETFs: $230 Billion

Financial Services: $642 Million

Technology: $412 Million

Consumer Cyclical: $217 Million

Industrials: $205 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAU Dimensional ETF Tr ETFs	$0	$46.3 Billion 19.94% of portfolio	1,204,564	Q1 2025 Added 17.48%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$45.5 Billion 19.6% of portfolio	1,965,005	Q1 2025 Added 259.68%
DFAI Dimensional ETF Tr ETFs	$0	$34.5 Billion 14.86% of portfolio	1,105,060	Q1 2025 Added 20.03%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$22.3 Billion 9.62% of portfolio	273,148	Q1 2025 Added 100.67%
DFAE Dimensional ETF Tr ETFs	$0	$14.3 Billion 6.15% of portfolio	551,976	Q1 2025 Added 24.57%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$12.1 Billion 5.22% of portfolio	563,075	Q1 2025 Added 11.35%
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$8.27 Billion 3.56% of portfolio	196,690	Q1 2025 Reduced 7.68%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$7.18 Billion 3.09% of portfolio	120,126	Q1 2025 Added 15.4%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$6.12 Billion 2.64% of portfolio	118,860	Q1 2025 Added 21.15%
VTV Vanguard Value ETF ETFs	$0	$3.8 Billion 1.64% of portfolio	22,017	Q1 2025 Reduced 4.55%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$3.53 Billion 1.52% of portfolio	107,006	Q1 2025 Added 56.86%
VV Vanguard Large Cap ETF ETFs	$0	$3.46 Billion 1.49% of portfolio	13,460	Q1 2025 Reduced 11.86%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.73 Billion 1.18% of portfolio	138,150	Q1 2025 Added 94.06%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$2.52 Billion 1.08% of portfolio	91,299	Q1 2025 Reduced 10.53%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$2.1 Billion 0.9% of portfolio	25,709	Q1 2025 Added 12.56%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$1.95 Billion 0.84% of portfolio	16,003	Q1 2025 Added 15.45%
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.87 Billion 0.8% of portfolio	20,637	Q1 2025 Added 22.99%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.4 Billion 0.6% of portfolio	19,038	Q1 2025 Added 168.86%
TFLO Ishares Treasury Floating Rate ETFs	$0	$1.29 Billion 0.56% of portfolio	25,554	Q1 2025 Added 68.82%
NUEM Nuveen Esg Emerging Markets Eq ETFs	$0	$1.29 Billion 0.55% of portfolio	44,006	Q1 2025 Added 11.9%
VB Vanguard Small Cap ETF ETFs	$0	$1.21 Billion 0.52% of portfolio	5,477	Q1 2025 Reduced 9.5%
VBR Vanguard Small Cap Value ETF ETFs	$0	$1.17 Billion 0.51% of portfolio	6,297	Q1 2025 Reduced 8.65%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$1.14 Billion 0.49% of portfolio	18,851	Q1 2025 Added 20.78%
NUSC Nuveen Esg Small Cap ETF ETFs	$0	$1.14 Billion 0.49% of portfolio	29,656	Q1 2025 Added 21.09%
VTI Vanguard Total Stock Market Et ETFs	$0	$764 Million 0.33% of portfolio	2,779	Q1 2025 Added 19.42%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$683B	$642 Million 0.28% of portfolio	1,206	Q1 2025 New
VEA Vanguard Ftse Developed Market ETFs	$0	$489 Million 0.21% of portfolio	9,624	Q1 2025 Reduced 15.78%
CRM Salesforce, Inc. Technology	$268B	$412 Million 0.18% of portfolio	1,535	Q1 2025 Reduced 7.97%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$406 Million 0.17% of portfolio	14,618	Q1 2025 New
Northern Lts Fd Tr Iv	-	$376 Million 0.16% of portfolio	-	Q1 2025 New
CEFA Global X Fds	$0	$310 Million 0.13% of portfolio	9,236	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$264 Million 0.11% of portfolio	5,842	Q1 2025 Reduced 42.62%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$237 Million 0.1% of portfolio	2,580	Q1 2025 Reduced 19.53%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$228 Million 0.1% of portfolio	2,309	Q1 2025 New
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$202 Million 0.09% of portfolio	7,180	Q1 2025 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$207 Million 0.09% of portfolio	402	Q1 2025 Reduced 78.32%
CHRW C. H. Robinson Worldwide, Inc. Industrials	$12.7B	$205 Million 0.09% of portfolio	2,000	Q1 2025 New
HD Home Depot, Inc. Consumer Cyclical	$375B	$217 Million 0.09% of portfolio	592	Q1 2025 Reduced 10.98%

Summary

Portfolio
No. of Stocks 38
Current Value $232 Billion
Prior Value $210 Billion
Filing
Period Q1 2025
Filing Date April 09, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 7 stocks
Additional Purchases 19 stocks
Sold out of 0 stocks
Reduced holdings in 12 stocks

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Pioneer Wealth Management Group Portfolio Holdings