Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pioneer Wealth Management Group (CIK 1973339) reported $413.9M across 55 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAU ($89.0M, 21.51%), DFAI ($62.6M, 15.12%), SCHZ ($52.0M, 12.57%), VCIT ($32.3M, 7.81%), DFCF ($28.0M, 6.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $89.0M | 21.51% | 1.7M | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $62.6M | 15.12% | 1.5M | Added |
| 3 | SCHZ | SCHWAB STRATEGIC TR | $52.0M | 12.57% | 2.2M | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $32.3M | 7.81% | 391,356 | Added |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $28.0M | 6.76% | 663,083 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $27.0M | 6.52% | 671,538 | Added |
| 7 | SCHH | SCHWAB STRATEGIC TR | $20.9M | 5.05% | 883,192 | Added |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $14.4M | 3.47% | 174,600 | Added |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $11.6M | 2.81% | 166,160 | Added |
| 10 | VV | VANGUARD INDEX FDS | $7.0M | 1.70% | 20,475 | Trimmed |
| 11 | TFLO | ISHARES TR | $5.1M | 1.23% | 100,203 | Trimmed |
| 12 | VTV | VANGUARD INDEX FDS | $4.3M | 1.04% | 19,739 | Trimmed |
| 13 | ESGU | ISHARES TR | $4.1M | 1.00% | 25,232 | Added |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $3.9M | 0.94% | 88,103 | Trimmed |
| 15 | SCHF | SCHWAB STRATEGIC TR | $3.8M | 0.93% | 138,350 | Trimmed |
| 16 | AAPL | APPLE INC | $3.9M | 0.93% | 13,348 | Added |
| 17 | SCHE | SCHWAB STRATEGIC TR | $3.8M | 0.92% | 105,175 | Trimmed |
| 18 | BIL | SPDR SERIES TRUST | $3.2M | 0.78% | 35,214 | Trimmed |
| 19 | ESGD | ISHARES TR | $3.0M | 0.73% | 29,230 | Added |
| 20 | VNQ | VANGUARD INDEX FDS | $2.4M | 0.59% | 25,154 | Added |
| 21 | NUEM | NUSHARES ETF TR | $2.3M | 0.55% | 53,861 | Added |
| 22 | NUSC | NUSHARES ETF TR | $2.2M | 0.52% | 41,537 | Added |
| 23 | BND | VANGUARD BD INDEX FDS | $2.1M | 0.51% | 28,615 | Added |
| 24 | VBR | VANGUARD INDEX FDS | $2.1M | 0.50% | 8,593 | Trimmed |
| 25 | VB | VANGUARD INDEX FDS | $2.0M | 0.48% | 6,550 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30