Pioneer Wealth Management Group

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CIK 1973339

13F portfolio (2026-Q1)

$357M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

65.0%

Top 10

83.9%

Effective N

9.4

HHI

0.106

This quarter

2 new · 0 exit →

By sector

Unclassified98.7%

Information Technology0.9%

Industrials0.2%

Communication Services0.1%

Consumer Discretionary0.1%

By market cap

Unknown98.7%

Mega (>$200B)1.0%

Large ($10–200B)0.3%

By region

Other98.7%

North America1.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	98.72%	42
Technology Hardware & Equipment	0.48%	1
Road & Rail	0.25%	2
Semiconductors & Semiconductor Equipment	0.24%	1
Software	0.17%	2
Software & IT Services	0.09%	1
Specialty Retail	0.06%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DFAU	DIMENSIONAL ETF TRUST	Unclassified	20.64%
2	DFAI	DIMENSIONAL ETF TRUST	Unclassified	15.53%
3	SCHZ	SCHWAB STRATEGIC TR	Unclassified	13.02%
4	VCIT	VANGUARD SCOTTSDALE FDS	Unclassified	8.32%
5	DFCF	DIMENSIONAL ETF TRUST	Unclassified	7.50%
6	DFAE	DIMENSIONAL ETF TRUST	Unclassified	6.29%
7	SCHH	SCHWAB STRATEGIC TR	Unclassified	4.92%
8	DFAS	DIMENSIONAL ETF TRUST	Unclassified	3.22%
9	DFAT	DIMENSIONAL ETF TRUST	Unclassified	2.69%
10	VV	VANGUARD INDEX FDS	Unclassified	1.78%

8/50 names classified · sector 1.3% of weight · industry 1.3% · mkt cap 1.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 13 quarters

Information TechnologyAAPL, CRM, NVDA, MSFT, ORCL

MaterialsDD, DOW, CC

Consumer Discretionary

IndustrialsUNP, NSC, CHRW

Consumer Staples

Financials

Communication Services

Energy

UnclassifiedDFAU, SCHZ, DFAI, VCIT, BSV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 1.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 1% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (8 classified)Pioneer Wealth Management Group centroid (Large Growth)

Information TechnologyIndustrialsCommunication ServicesConsumer Discretionary

Style box summary for Pioneer Wealth Management Group: centroid Large Growth. Heaviest cells: Large Growth 1.0%, Large Value 0.2%, Large Core 0.1%.

Classified: 1.3% of book weight (8/50 names) · unclassified 98.7%: DFAU, DFAI, SCHZ, VCIT, DFCF, DFAE, SCHH, DFAS, DFAT, VV +32 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 50 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	DFAUDIMENSIONAL ETF TRUST	1,630,612	$74M	20.6%	ADD 10%
2	DFAIDIMENSIONAL ETF TRUST	1,420,804	$55M	15.5%	ADD 8%
3	SCHZSCHWAB STRATEGIC TR	1,999,801	$46M	13.0%	ADD 10%
4	VCITVANGUARD SCOTTSDALE FDS	358,447	$30M	8.3%	ADD 7%
5	DFCFDIMENSIONAL ETF TRUST	633,465	$27M	7.5%	ADD 6%
6	DFAEDIMENSIONAL ETF TRUST	662,686	$22M	6.3%	ADD 8%
7	SCHHSCHWAB STRATEGIC TR	815,731	$18M	4.9%	ADD 15%
8	DFASDIMENSIONAL ETF TRUST	161,544	$11M	3.2%	ADD 8%
9	DFATDIMENSIONAL ETF TRUST	153,733	$10M	2.7%	ADD 7%
10	VVVANGUARD INDEX FDS	21,206	$6M	1.8%	TRIM −2%
11	TFLOISHARES TR	121,028	$6M	1.7%	ADD 442%
12	BILSPDR SERIES TRUST	44,426	$4M	1.1%	ADD 13%
13	VTVVANGUARD INDEX FDS	20,154	$4M	1.1%	HOLD
14	SCHESCHWAB STRATEGIC TR	111,448	$4M	1.0%	HOLD
15	SCHFSCHWAB STRATEGIC TR	146,393	$4M	1.0%	HOLD
16	DFACDIMENSIONAL ETF TRUST	90,597	$4M	1.0%	ADD 11%
17	ESGUISHARES TR	20,338	$3M	0.8%	ADD 7%
18	ESGDISHARES TR	23,656	$2M	0.6%	TRIM −9%
19	VNQVANGUARD INDEX FDS	24,064	$2M	0.6%	HOLD
20	BNDVANGUARD BD INDEX FDS	26,318	$2M	0.5%	ADD 8%
21	VBRVANGUARD INDEX FDS	8,851	$2M	0.5%	HOLD
22	NUEMNUSHARES ETF TR	52,076	$2M	0.5%	HOLD
23	VBVANGUARD INDEX FDS	6,869	$2M	0.5%	TRIM −5%
24	AAPLAPPLE INC	6,708	$2M	0.5%	TRIM −22%
25	NUSCNUSHARES ETF TR	32,445	$1M	0.4%	TRIM −4%
26	PTLNORTHERN LTS FD TR IV	5,332	$1M	0.4%	ADD 20%
27	VGITVANGUARD SCOTTSDALE FDS	21,777	$1M	0.4%	ADD 35%
28	VEAVANGUARD TAX-MANAGED FDS	20,107	$1M	0.4%	HOLD
29	VEUVANGUARD INTL EQUITY INDEX F	14,821	$1M	0.3%	TRIM −18%
30	VTIVANGUARD INDEX FDS	2,801	$898,649	0.3%	HOLD
31	CEFAGLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF	23,032	$849,593	0.2%	ADD 24%
32	NVDANVIDIA CORPORATION	4,832	$842,682	0.2%	ADD 61%
33	ITOTISHARES TR	3,975	$566,159	0.2%	HOLD
34	AVUSAMERICAN CENTY ETF TR	4,970	$552,565	0.2%	NEW
35	DFICDIMENSIONAL ETF TRUST	14,618	$519,378	0.1%	HOLD
36	VWOVANGUARD INTL EQUITY INDEX F	9,527	$514,911	0.1%	TRIM −4%
37	IBDNORTHERN LTS FD TR IV	20,826	$496,838	0.1%	ADD 40%
38	UNPUNION PAC CORP	1,964	$476,506	0.1%	TRIM −4%
39	NSCNORFOLK SOUTHN CORP	1,425	$408,975	0.1%	HOLD
40	VOOVANGUARD INDEX FDS	634	$378,746	0.1%	TRIM −5%
41	TPSCTIMOTHY PLAN	7,987	$339,027	0.1%	ADD 14%
42	GOOGALPHABET INC	1,135	$325,586	0.1%	TRIM −12%
43	MSFTMICROSOFT CORP	879	$325,452	0.1%	ADD 13%
44	LQDISHARES TR	2,771	$302,056	0.1%	ADD 17%
45	VIGVANGUARD SPECIALIZED FUNDS	1,389	$298,664	0.1%	TRIM −11%
46	CRMSALESFORCE INC	1,540	$287,472	0.1%	HOLD
47	VTEBVANGUARD MUN BD FDS	5,614	$280,095	0.1%	HOLD
48	VGTVANGUARD WORLD FD	367	$256,054	0.1%	ADD 2%
49	DFLVDIMENSIONAL ETF TRUST	6,276	$224,116	0.1%	HOLD
50	HDHOME DEPOT INC	634	$208,511	0.1%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

DFAUDIMENSIONAL ETF TRUST

—

1.2M

1.3M

1.4M

1.5M

1.6M

$74M

DFAIDIMENSIONAL ETF TRUST

—

1.1M

1.3M

1.4M

$55M

SCHZSCHWAB STRATEGIC TR

—

2.0M

2.2M

2.4M

1.8M

2.0M

$46M

VCITVANGUARD SCOTTSDALE FDS

—

273K

289K

317K

335K

358K

$30M

DFCFDIMENSIONAL ETF TRUST

—

197K

178K

180K

596K

633K

$27M

DFAEDIMENSIONAL ETF TRUST

—

552K

569K

603K

612K

663K

$22M

SCHHSCHWAB STRATEGIC TR

—

563K

613K

697K

710K

816K

$18M

DFASDIMENSIONAL ETF TRUST

—

120K

128K

141K

150K

162K

$11M

DFATDIMENSIONAL ETF TRUST

—

119K

121K

136K

144K

154K

$10M

VVVANGUARD INDEX FDS

—

13K

22K

21K

$6M

TFLOISHARES TR

—

26K

21K

22K

121K

$6M

BILSPDR SERIES TRUST

—

35K

39K

44K

$4M

VTVVANGUARD INDEX FDS

—

22K

20K

$4M

SCHESCHWAB STRATEGIC TR

—

91K

105K

102K

111K

$4M

SCHFSCHWAB STRATEGIC TR

—

138K

137K

148K

146K

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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Firm lineageForm ADV + cited

Where this firm's principals came from and which firms its alumni went on to found.

family tree & personnel →

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1

Similar managers — filers whose largest reported GICS sector is the same as this book's (Information Technology), ranked by closeness of reported 13F portfolio value (|log AUM ratio|), self excluded. Two things it is NOT: a style/strategy match, and a performance ranking. Sector weights come from the filed long book only, so a filer whose real business is elsewhere (shorts, private, non-13F assets) can still surface.
Also hold DFAU — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it. % of shares outstanding is not shown for DFAU: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Filers outside the free plan's window are shown locked rather than hidden, so the list is never silently short.

☆Pioneer Wealth Management Group