Pioneer Wealth Management Group

CIK

1973339

Location

AUSTIN, TX

Portfolio Value

Micro $4,251,969

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,011 / 8,232 ▲ 178

Top Industry

Consumer Electronics 40.0%

3Y Alpha vs SPY

-16.4%

Period ended 2 months ago

Filed Apr 8, 2026 · 2mo

13 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.8%

SPY

+76.3%

Annualised alpha

-16.4%

Max drawdown

−24.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

40.0%

−6.5 pts

Top 5

88.3%

+4.0 pts

Top 10

100.0%

0.0 pts

HHI

2,342

Moderately concentrated−312

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	74.3%	$3,157,973	4
Industrials	20.8%	$885,480	2
Consumer Cyclical	4.9%	$208,516	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,823	4,832	$842,700
MSFT	Microsoft Corp	+99	879	$325,379
CRM	Salesforce, Inc.	+5	1,540	$287,471
NSC	Norfolk Southern Corp	+4	1,425	$408,975
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−1,883	6,708	$1,702,423
UNP	Union Pacific Corp	−83	1,964	$476,505
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
HD	Home Depot, Inc.	634	$208,516
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BRK-B	Berkshire Hathaway Inc	893	$448,866
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $4,251,969 total · as of Mar 31, 2026

All sectors Consumer Cyclical Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	6,708	-1,883	$1,702,423	−27.1%	40.04%
NVDA	Nvidia Corp Technology	Added	4,832	+1,823	$842,700	+50.2%	19.82%
UNP	Union Pacific Corp Industrials	Reduced	1,964	-83	$476,505	+0.6%	11.21%
NSC	Norfolk Southern Corp Industrials	Added	1,425	+4	$408,975	−0.3%	9.62%
MSFT	Microsoft Corp Technology	Added	879	+99	$325,379	−13.7%	7.65%
CRM	Salesforce, Inc. Technology	Added	1,540	+5	$287,471	−29.3%	6.76%
HD	Home Depot, Inc. Consumer Cyclical	NEW	634	NEW	$208,516	NEW	4.90%