Pioneer Wealth Management Group

CIK

1973339

Location

AUSTIN, TX

Portfolio Value

Micro $8,017,130

Diversification

Highly concentrated

Filing Date

Global Rank

#282 / 295 ▲ 8102

Top Industry

Consumer Electronics 48.2%

3Y Alpha vs SPY

-15.9%

Period ended 9 days ago

Filed Jul 7, 2026 · 2d

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+15.9%

SPY

+76.5%

Annualised alpha

-15.8%

Max drawdown

−28.0%

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

9 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

48.2%

+8.1 pts

Top 5

88.9%

+0.5 pts

Top 10

100.0%

0.0 pts

HHI

3,027

Highly concentrated+684

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	79.6%	$6,381,836	4
Industrials	12.3%	$983,485	2
Financial Services	2.9%	$232,180	1
Communication Services	2.6%	$210,490	1
Consumer Cyclical	2.6%	$209,139	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+6,640	13,348	$3,862,377
NVDA	Nvidia Corp	+4,817	9,649	$1,930,668
MSFT	Microsoft Corp	+51	930	$346,908
CRM	Salesforce, Inc.	+4	1,544	$241,883
NSC	Norfolk Southern Corp	+4	1,429	$449,549
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
HD	Home Depot, Inc.	−41	593	$209,139
UNP	Union Pacific Corp	−1	1,963	$533,936
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	464	$232,180
GOOGL	Alphabet Inc.	589	$210,490
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $8,017,130 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	13,348	+6,640	$3,862,377	+126.9%	48.18%
NVDA	Nvidia Corp Technology	Added	9,649	+4,817	$1,930,668	+129.1%	24.08%
UNP	Union Pacific Corp Industrials	Reduced	1,963	-1	$533,936	+12.1%	6.66%
NSC	Norfolk Southern Corp Industrials	Added	1,429	+4	$449,549	+9.9%	5.61%
MSFT	Microsoft Corp Technology	Added	930	+51	$346,908	+6.6%	4.33%
CRM	Salesforce, Inc. Technology	Added	1,544	+4	$241,883	−15.9%	3.02%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	464	NEW	$232,180	NEW	2.90%
GOOGL	Alphabet Inc. Communication Services	NEW	589	NEW	$210,490	NEW	2.63%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	593	-41	$209,139	+0.3%	2.61%