Pioneer Wealth Management Group has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $310 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $64.5B, Schwab Us Aggregate Bond ETF with a value of $56.2B, Dimensional ETF Tr with a value of $45.7B, Vanguard Intermediate Term Cor with a value of $26.7B, and Dimensional ETF Tr with a value of $19B.

Examining the 13F form we can see an increase of $40.1B in the current position value, from $270B to 310B.

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 $310 Billion
ETFs: $301 Billion
Technology: $4.18 Billion
Industrials: $1.18 Billion
Financial Services: $581 Million
Communication Services: $256 Million
Consumer Cyclical: $234 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $310 Billion
  • Prior Value $270 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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