Pioneer Wealth Management Group Top Holdings and 13F Report (2025) About Pioneer Wealth Management GroupInvestment ActivityPioneer Wealth Management Group has $232.20 million in total holdings as of March 31, 2025.Pioneer Wealth Management Group owns shares of 38 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 30.43% of the portfolio was purchased this quarter.About 11.81% of the portfolio was sold this quarter.This quarter, Pioneer Wealth Management Group has purchased 42 new stocks and bought additional shares in 19 stocks.Pioneer Wealth Management Group sold shares of 12 stocks and completely divested from 11 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $46,303,423Schwab U.S. Aggregate Bond ETF $45,509,519Dimensional International Core Equity Market ETF $34,511,029Vanguard Intermediate-Term Corporate Bond ETF $22,332,564Dimensional Emerging Core Equity Market ETF $14,290,666 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $642,291 Holding25434V799 - Dimensional International Core Equity 2 ETF $405,942 Holding66537J796 - NORTHERN LTS FD TR IV $375,659 Holding37954Y368 - Global X S&P Catholic Values Developed ex-U.S. ETF $309,866 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $228,406 Holding Largest Purchases this Quarter Schwab U.S. Aggregate Bond ETF 1,418,684 shares (about $32.86M)Vanguard Intermediate-Term Corporate Bond ETF 137,030 shares (about $11.20M)Dimensional US Core Equity Market ETF 179,256 shares (about $6.89M)Dimensional International Core Equity Market ETF 184,397 shares (about $5.76M)Dimensional Emerging Core Equity Market ETF 108,856 shares (about $2.82M) Largest Sales this Quarter Vanguard S&P 500 ETF 1,452 shares (about $746.43K)Dimensional Core Fixed Income ETF 16,366 shares (about $688.35K)Vanguard Large-Cap ETF 1,811 shares (about $465.47K)Schwab Emerging Markets Equity ETF 10,742 shares (about $296.16K)Vanguard FTSE Emerging Markets ETF 4,340 shares (about $196.44K) 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$46,303,423$6,890,598 ▲17.5%1,204,56419.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$45,509,519$32,856,724 ▲259.7%1,965,00519.6%ETFDFAIDimensional International Core Equity Market ETF$34,511,029$5,758,719 ▲20.0%1,105,06014.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$22,332,564$11,203,565 ▲100.7%273,1489.6%ETFDFAEDimensional Emerging Core Equity Market ETF$14,290,666$2,818,283 ▲24.6%551,9766.2%ETFSCHHSchwab U.S. REIT ETF$12,111,735$1,234,437 ▲11.3%563,0755.2%ETFDFCFDimensional Core Fixed Income ETF$8,272,777$688,354 ▼-7.7%196,6903.6%ETFDFASDimensional U.S. Small Cap ETF$7,177,553$957,736 ▲15.4%120,1263.1%ETFDFATDimensional U.S. Targeted Value ETF$6,120,095$1,068,622 ▲21.2%118,8602.6%ETFVTVVanguard Value ETF$3,803,273$181,380 ▼-4.6%22,0171.6%ETFDFACDimensional U.S. Core Equity 2 ETF$3,530,112$1,279,610 ▲56.9%107,0061.5%ETFVVVanguard Large-Cap ETF$3,459,519$465,467 ▼-11.9%13,4601.5%ETFSCHFSchwab International Equity ETF$2,732,602$1,324,447 ▲94.1%138,1501.2%ETFSCHESchwab Emerging Markets Equity ETF$2,517,107$296,156 ▼-10.5%91,2991.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,100,170$234,369 ▲12.6%25,7090.9%ManufacturingESGUiShares ESG Aware MSCI USA ETF$1,950,877$261,003 ▲15.4%16,0030.8%ManufacturingVNQVanguard Real Estate ETF$1,868,487$349,306 ▲23.0%20,6370.8%ETFBNDVanguard Total Bond Market ETF$1,398,354$878,250 ▲168.9%19,0380.6%ETFTFLOiShares Treasury Floating Rate Bond ETF$1,294,566$527,725 ▲68.8%25,5540.6%ETFNUEMNuveen ESG Emerging Markets Equity ETF$1,287,175$136,919 ▲11.9%44,0060.6%ETFVBVanguard Small-Cap ETF$1,214,485$127,502 ▼-9.5%5,4770.5%ETFVBRVanguard Small-Cap Value ETF$1,173,116$111,033 ▼-8.6%6,2970.5%ETFVEUVanguard FTSE All-World ex-US ETF$1,143,491$196,719 ▲20.8%18,8510.5%ETFNUSCNuveen ESG Small-Cap ETF$1,137,012$198,026 ▲21.1%29,6560.5%ETFVTIVanguard Total Stock Market ETF$763,838$124,237 ▲19.4%2,7790.3%ETFBRK.BBerkshire Hathaway$642,291$642,291 ▲New Holding1,2060.3%FinanceVEAVanguard FTSE Developed Markets ETF$489,197$91,648 ▼-15.8%9,6240.2%ETFCRMSalesforce$411,933$35,692 ▼-8.0%1,5350.2%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$405,942$405,942 ▲New Holding14,6180.2%ETFNORTHERN LTS FD TR IV$375,659$375,659 ▲New Holding1,8280.2%INSPIRE 500 ETFCEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF$309,866$309,866 ▲New Holding9,2360.1%ETFVWOVanguard FTSE Emerging Markets ETF$264,431$196,445 ▼-42.6%5,8420.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$236,663$57,423 ▼-19.5%2,5800.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$228,406$228,406 ▲New Holding2,3090.1%FinanceHDHome Depot$216,962$26,754 ▼-11.0%5920.1%Retail/WholesaleVOOVanguard S&P 500 ETF$206,656$746,429 ▼-78.3%4020.1%ETFCHRWC.H. Robinson Worldwide$204,800$204,800 ▲New Holding2,0000.1%TransportationDFSVDimensional US Small Cap Value ETF$202,120$202,120 ▲New Holding7,1800.1%ETFBSVVanguard Short-Term Bond ETF$0$10,068,694 ▼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$8,534,841 ▼-100.0%00.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$0$3,867,540 ▼-100.0%00.0%ETFDDDuPont de Nemours$0$310,548 ▼-100.0%00.0%Basic MaterialsCTVACorteva$0$260,616 ▼-100.0%00.0%Consumer StaplesXOMExxon Mobil$0$256,243 ▼-100.0%00.0%EnergyDOWDOW$0$245,562 ▼-100.0%00.0%Basic MaterialsCATHGlobal X S&P 500 Catholic Values ETF$0$243,878 ▼-100.0%00.0%ManufacturingSCZiShares MSCI EAFE Small-Cap ETF$0$217,282 ▼-100.0%00.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$0$200,979 ▼-100.0%00.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$200,893 ▼-100.0%00.0%FinanceShowing 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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