Institutional Manager · CIK 0001973339
Pioneer Wealth Management Group
AUSTIN, TX · File #028-23185
Latest AUM
$329.4M
Positions
53
Top-10 Concentration
84.0%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202553 pos · $329.4M
- 13F HOLDINGS REPORTQ/E Sep 202552 pos · $309.8M
- 13F HOLDINGS REPORTQ/E Jun 202545 pos · $269.7M
- 13F HOLDINGS REPORTQ/E Mar 202538 pos · $232.2M
- 13F HOLDINGS REPORTQ/E Sep 202442 pos · $209.7M
- 13F HOLDINGS REPORTQ/E Jun 202440 pos · $188.3M
- 13F HOLDINGS REPORTQ/E Mar 202439 pos · $174.9M
- 13F HOLDINGS REPORTQ/E Dec 202336 pos · $131.3M
- 13F HOLDINGS REPORTQ/E Sep 202337 pos · $125.9M
- 13F HOLDINGS REPORTQ/E Jun 202331 pos · $112.4M
- 13F HOLDINGS REPORTQ/E Jun 202333 pos · $106.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 1,479,327 | $69.2M | 21.07% |
| 2 | DIMENSIONAL ETF TRUST | 25434V203 | 1,320,003 | $50.3M | 15.31% |
| 3 | SCHWAB STRATEGIC TR | 808524839 | 1,814,258 | $42.4M | 12.90% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C870 | 334,618 | $28.0M | 8.53% |
| 5 | DIMENSIONAL ETF TRUST | 25434V872 | 596,465 | $25.4M | 7.73% |
| 6 | DIMENSIONAL ETF TRUST | 25434V302 | 611,819 | $19.9M | 6.06% |
| 7 | SCHWAB STRATEGIC TR | 808524847 | 709,659 | $14.8M | 4.51% |
| 8 | DIMENSIONAL ETF TRUST | 25434V500 | 150,163 | $10.5M | 3.18% |
| 9 | DIMENSIONAL ETF TRUST | 25434V609 | 144,039 | $8.6M | 2.61% |
| 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 | 1.11% |
| 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% |