Pioneer Wealth Management Group Top Holdings and 13F Report (2025) About Pioneer Wealth Management GroupInvestment ActivityPioneer Wealth Management Group has $269.72 million in total holdings as of June 30, 2025.Pioneer Wealth Management Group owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.94% of the portfolio was purchased this quarter.About 1.08% of the portfolio was sold this quarter.This quarter, Pioneer Wealth Management Group has purchased 38 new stocks and bought additional shares in 25 stocks.Pioneer Wealth Management Group sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $55,130,508Schwab U.S. Aggregate Bond ETF $51,737,600Dimensional International Core Equity Market ETF $39,467,430Vanguard Intermediate-Term Corporate Bond ETF $23,983,377Dimensional Emerging Core Equity Market ETF $16,475,944 Largest New Holdings this Quarter 67066G104 - NVIDIA $817,579 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $803,395 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $536,784 Holding907818108 - Union Pacific $467,062 Holding655844108 - Norfolk Southern $384,723 Holding Largest Purchases this Quarter Schwab U.S. Aggregate Bond ETF 261,226 shares (about $6.07M)Dimensional US Core Equity Market ETF 96,912 shares (about $4.11M)Vanguard Large-Cap ETF 8,451 shares (about $2.41M)Vanguard Intermediate-Term Corporate Bond ETF 16,087 shares (about $1.33M)Dimensional International Core Equity Market ETF 36,607 shares (about $1.27M) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 23,652 shares (about $847.69K)Dimensional Core Fixed Income ETF 18,434 shares (about $779.02K)Vanguard Value ETF 1,696 shares (about $299.76K)iShares ESG Aware MSCI EAFE ETF 777 shares (about $69.32K)Schwab International Equity ETF 1,064 shares (about $23.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPioneer Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$55,130,508$4,105,191 ▲8.0%1,301,47620.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$51,737,600$6,070,891 ▲13.3%2,226,23119.2%ETFDFAIDimensional International Core Equity Market ETF$39,467,430$1,265,504 ▲3.3%1,141,66714.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$23,983,377$1,333,935 ▲5.9%289,2358.9%ETFDFAEDimensional Emerging Core Equity Market ETF$16,475,944$496,232 ▲3.1%569,1176.1%ETFSCHHSchwab U.S. REIT ETF$12,966,354$1,051,694 ▲8.8%612,7774.8%ETFDFASDimensional U.S. Small Cap ETF$8,171,571$518,344 ▲6.8%128,2623.0%ETFDFCFDimensional Core Fixed Income ETF$7,533,093$779,020 ▼-9.4%178,2562.8%ETFDFATDimensional U.S. Targeted Value ETF$6,535,794$122,111 ▲1.9%121,1232.4%ETFVVVanguard Large-Cap ETF$6,251,215$2,411,073 ▲62.8%21,9112.3%ETFVTVVanguard Value ETF$3,591,612$299,758 ▼-7.7%20,3211.3%ETFSCHESchwab Emerging Markets Equity ETF$3,158,361$406,618 ▲14.8%104,7901.2%ETFSCHFSchwab International Equity ETF$3,029,593$23,514 ▼-0.8%137,0861.1%ETFDFACDimensional U.S. Core Equity 2 ETF$2,987,422$847,692 ▼-22.1%83,3541.1%ETFESGUiShares ESG Aware MSCI USA ETF$2,356,171$190,913 ▲8.8%17,4140.9%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$2,224,438$69,324 ▼-3.0%24,9320.8%ManufacturingVBRVanguard Small-Cap Value ETF$2,013,450$785,489 ▲64.0%10,3250.7%ETFVNQVanguard Real Estate ETF$1,989,963$152,026 ▲8.3%22,3440.7%ETFVEUVanguard FTSE All-World ex-US ETF$1,980,760$713,603 ▲56.3%29,4670.7%ETFVBVanguard Small-Cap ETF$1,960,458$662,570 ▲51.0%8,2730.7%ETFNUEMNuveen ESG Emerging Markets Equity ETF$1,618,916$157,481 ▲10.8%48,7480.6%ETFBNDVanguard Total Bond Market ETF$1,542,197$140,414 ▲10.0%20,9450.6%ETFNUSCNuveen ESG Small-Cap ETF$1,316,799$108,613 ▲9.0%32,3220.5%ETFTFLOiShares Treasury Floating Rate Bond ETF$1,292,237$2,077 ▼-0.2%25,5130.5%ETFVEAVanguard FTSE Developed Markets ETF$1,016,265$467,598 ▲85.2%17,8260.4%ETFVTIVanguard Total Stock Market ETF$870,773$26,138 ▲3.1%2,8650.3%ETFNVDANVIDIA$817,579$817,579 ▲New Holding5,1750.3%Computer and TechnologyNORTHERN LTS FD TR IV$805,084$385,918 ▲92.1%3,5110.3%INSPIRE 500 ETFVGITVanguard Intermediate-Term Treasury ETF$803,395$803,395 ▲New Holding13,4320.3%ETFBRK.BBerkshire Hathaway$562,522$23,317 ▼-4.0%1,1580.2%FinanceCEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF$560,606$243,439 ▲76.8%16,3250.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$536,784$536,784 ▲New Holding3,9750.2%ETFUNPUnion Pacific$467,062$467,062 ▲New Holding2,0300.2%TransportationDFICDimensional International Core Equity 2 ETF$454,4740.0%14,6180.2%ETFVWOVanguard FTSE Emerging Markets ETF$437,332$148,382 ▲51.4%8,8420.2%ETFCRMSalesforce$418,5790.0%1,5350.2%Computer and TechnologyNSCNorfolk Southern$384,723$384,723 ▲New Holding1,5030.1%TransportationVOOVanguard S&P 500 ETF$356,081$127,780 ▲56.0%6270.1%ETFAAPLApple$315,855$315,855 ▲New Holding1,5390.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$315,460$315,460 ▲New Holding1,5410.1%ETFIBDInspire Corporate Bond ETF$277,960$277,960 ▲New Holding11,5770.1%ETFTPSCTimothy Plan US Small Cap Core ETF$269,761$269,761 ▲New Holding6,9740.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$260,173$260,173 ▲New Holding2,3740.1%FinanceMSFTMicrosoft$247,267$247,267 ▲New Holding4970.1%Computer and TechnologyHDHome Depot$230,250$13,199 ▲6.1%6280.1%Retail/WholesaleBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$236,663 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$228,406 ▼-100.0%00.0%FinanceCHRWC.H. Robinson Worldwide$0$204,800 ▼-100.0%00.0%TransportationDFSVDimensional US Small Cap Value ETF$0$202,120 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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