Pioneer Wealth Management Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Nicole Renaux, the firm's Chief Compliance Officer, lists a total of 56 equity securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and index funds. The top holding by number of shares is the Dimensional ETF Trust US Core Equity Market ETF, which the firm holds 17,926,800 shares. This is followed by the Schwab Strategic US Aggregate Bond ETF, with 25,269,950 shares, and the Schwab Strategic US REIT ETF, with 928,542 shares.
Among individual stocks, Pioneer Wealth Management holds significant positions in NVIDIA Corporation, with 10,610 shares, and Apple Inc., with 11,486 shares. Other notable individual stock holdings include Microsoft Corporation (1,068 shares), Alphabet Inc. Class C (1,236 shares), and Amazon.com Inc. (1,315 shares). The filing also lists positions in Eli Lilly & Co., Salesforce Inc., Broadcom Inc., and Union Pacific Corp.
The portfolio includes a diverse mix of asset classes managed through various fund families. These include Dimensional ETF Trust funds covering international core equity, emerging markets, and small-cap strategies, as well as Vanguard Index Funds covering large-cap, small-cap, and total stock markets. The firm also holds ETFs focused on ESG (Environmental, Social, and Governance) criteria, such as the iShares ESG Aware MSCI USA ETF and the Nuveen ESG Emerging Markets ETF.
