Pioneer Wealth Management Group
CIK 1973339
13F filing for Q2 2026・No. 4,392
- Holdings
- US$413.94M
- Quarter change
- +US$57.4M
- Entries
- 55
- Net bought (estimate)
- +US$28.52M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 0
- Cut 16
- Added 28
- Corporate actions 0
- Unchanged 6
Largest holdings
55 stocks worth US$413.94M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Added | 1,722,295 | US$89.03M | 21.51% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 1,517,600 | US$62.6M | 15.12% |
| SCHWAB STRATEGIC TRUS AGGREGATE B | Added | 2,249,290 | US$52.03M | 12.57% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 391,356 | US$32.35M | 7.81% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 663,083 | US$27.99M | 6.76% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Added | 671,538 | US$27M | 6.52% |
| SCHWAB STRATEGIC TRUS REIT ETF | Added | 883,192 | US$20.91M | 5.05% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 174,600 | US$14.38M | 3.47% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Added | 166,160 | US$11.61M | 2.81% |
| VANGUARD INDEX FDSLARGE CAP ETF | Cut | 20,475 | US$7.04M | 1.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.