13F HOLDINGS REPORT
Pioneer Wealth Management Group
Quarter ended Q4 2025 · Filed January 12, 2026 · Accession 0001973339-26-000001
Total Value
$329.4M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 1,479,327 | $69.2M | 21.02% |
| 2 | DIMENSIONAL ETF TRUST | 25434V203 | 1,320,003 | $50.3M | 15.27% |
| 3 | SCHWAB STRATEGIC TR | 808524839 | 1,814,258 | $42.4M | 12.87% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C870 | 334,618 | $28.0M | 8.51% |
| 5 | DIMENSIONAL ETF TRUST | 25434V872 | 596,465 | $25.4M | 7.71% |
| 6 | DIMENSIONAL ETF TRUST | 25434V302 | 611,819 | $19.9M | 6.05% |
| 7 | SCHWAB STRATEGIC TR | 808524847 | 709,659 | $14.8M | 4.50% |
| 8 | DIMENSIONAL ETF TRUST | 25434V500 | 150,163 | $10.5M | 3.18% |
| 9 | DIMENSIONAL ETF TRUST | 25434V609 | 144,039 | $8.6M | 2.60% |
| 10 | VANGUARD INDEX FDS | 922908637 | 21,729 | $6.8M | 2.08% |
| 11 | VANGUARD INDEX FDS | 922908744 | 20,125 | $3.8M | 1.17% |
| 12 | SCHWAB STRATEGIC TR | 808524706 | 111,045 | $3.6M | 1.10% |
| 13 | SPDR SERIES TRUST | 78468R663 | 39,145 | $3.6M | 1.09% |
| 14 | SCHWAB STRATEGIC TR | 808524805 | 147,516 | $3.5M | 1.08% |
| 15 | DIMENSIONAL ETF TRUST | 25434V708 | 81,467 | $3.2M | 0.98% |
| 16 | ISHARES TR | 46435G425 | 18,993 | $2.8M | 0.86% |
| 17 | ISHARES TR | 46435G516 | 25,862 | $2.5M | 0.75% |
| 18 | APPLE INC | AAPL | 8,591 | $2.3M | 0.71% |
| 19 | VANGUARD INDEX FDS | 922908553 | 24,021 | $2.1M | 0.65% |
| 20 | VANGUARD INDEX FDS | 922908611 | 8,890 | $1.9M | 0.57% |
| 21 | VANGUARD INDEX FDS | 922908751 | 7,224 | $1.9M | 0.57% |
| 22 | NUSHARES ETF TR | NU | 51,496 | $1.8M | 0.56% |
| 23 | VANGUARD BD INDEX FDS | 921937835 | 24,411 | $1.8M | 0.55% |
| 24 | NUSHARES ETF TR | NU | 33,679 | $1.5M | 0.46% |
| 25 | VANGUARD INTL EQUITY INDEX F | 922042775 | 18,085 | $1.3M | 0.40% |
| 26 | VANGUARD TAX-MANAGED FDS | 921943858 | 19,975 | $1.2M | 0.38% |
| 27 | ISHARES TR | 46434V860 | 22,331 | $1.1M | 0.34% |
| 28 | NORTHERN LTS FD TR IV | NTRSO | 4,460 | $1.1M | 0.34% |
| 29 | DIMENSIONAL ETF TRUST | 25434V856 | 25,279 | $1.1M | 0.32% |
| 30 | VANGUARD SCOTTSDALE FDS | 92206C706 | 16,099 | $964,839 | 0.29% |
| 31 | VANGUARD INDEX FDS | 922908769 | 2,784 | $933,431 | 0.28% |
| 32 | GLOBAL X FDS | 37954Y368 | 18,511 | $683,654 | 0.21% |
| 33 | ISHARES TR | 464287150 | 3,975 | $591,043 | 0.18% |
| 34 | NVIDIA CORPORATION | NVDA | 3,009 | $561,163 | 0.17% |
| 35 | DIMENSIONAL ETF TRUST | 25434V823 | 24,176 | $553,659 | 0.17% |
| 36 | VANGUARD INTL EQUITY INDEX F | 922042858 | 9,936 | $534,137 | 0.16% |
| 37 | DIMENSIONAL ETF TRUST | 25434V799 | 14,618 | $503,736 | 0.15% |
| 38 | UNION PAC CORP | UNP | 2,047 | $473,512 | 0.14% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 893 | $448,866 | 0.14% |
| 40 | VANGUARD INDEX FDS | 922908363 | 664 | $416,394 | 0.13% |
| 41 | NORFOLK SOUTHN CORP | 655844108 | 1,421 | $410,271 | 0.12% |
| 42 | ALPHABET INC | GOOG | 1,297 | $406,999 | 0.12% |
| 43 | SALESFORCE INC | CRM | 1,535 | $406,637 | 0.12% |
| 44 | DIMENSIONAL ETF TRUST | 25434V864 | 8,350 | $400,383 | 0.12% |
| 45 | MICROSOFT CORP | MSFT | 780 | $377,319 | 0.11% |
| 46 | NORTHERN LTS FD TR IV | NTRSO | 14,924 | $361,153 | 0.11% |
| 47 | DIMENSIONAL ETF TRUST | 25434V831 | 9,308 | $353,983 | 0.11% |
| 48 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,560 | $342,801 | 0.10% |
| 49 | TIMOTHY PLAN | 887432342 | 7,027 | $291,285 | 0.09% |
| 50 | VANGUARD MUN BD FDS | 922907746 | 5,614 | $282,341 | 0.09% |
| 51 | VANGUARD WORLD FD | 92204A702 | 359 | $270,563 | 0.08% |
| 52 | ISHARES TR | 464287242 | 2,360 | $260,079 | 0.08% |
| 53 | DIMENSIONAL ETF TRUST | 25434V666 | 6,276 | $214,702 | 0.07% |