Pioneer Wealth Management Group

Registered adviser

CIK

1973339

Location

AUSTIN, TX

Portfolio Value

Small $401,891,050

Diversification

Highly concentrated

Filing Date

Global Rank

#4,182 / 8,811 ▼ 111 · as of Jun 2026

Top Industry

Consumer Electronics 40.1%

Period ended 21 days ago

Filed Oct 9, 2026 · 12d

15 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 133429

Roster of Oct 1, 2026

Regulatory AUM

$399,224,017

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$399,224,017	Individuals and high net worth (100%)
Apr 2025 to Feb 2026	$273,652,645	Individuals and high net worth (100%)
Mar 2024 to Mar 2025	$214,811,994	Individuals and high net worth (100%)
May 2023 to Feb 2024	$160,812,162	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$160,812,162	Individuals and high net worth (100%)
May 2022 to Feb 2023	$155,000,000	Individuals and high net worth (100%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.0% of the book (60%+)

Turnover

Low turnover

7.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.0 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 93.7%; sector active share 88.6% against the combined 13F book's sector weights.

Over time 14 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

56 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

59.1%

+1.0 pts

Top 5

94.3%

+1.3 pts

Top 10

98.0%

+1.0 pts

HHI

4,008

Highly concentrated+162

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.6%	$392,346,602	45
Technology	1.8%	$7,355,180	5
Industrials	0.2%	$981,033	2
Communication Services	0.2%	$659,601	2
Consumer Cyclical	0.1%	$327,632	1
Healthcare	0.1%	$221,002	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHZ	Schwab U.S. Aggregate Bond ETF	+277,705	2,526,995	$55,846,589
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+109,328	137,943	$9,676,701
DFAU	Dimensional US Core Equity Market ETF	+70,385	1,792,680	$93,864,724
DFAI	Dimensional International Core Equity Market ETF	+60,483	1,578,083	$65,379,978
SCHH	Schwab U.S. REIT ETF	+45,350	928,542	$20,465,065
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+33,363	36,135	$0
DFAE	Dimensional Emerging Core Equity Market ETF	+30,754	702,292	$27,607,098
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+12,771	404,127	$31,647,185
TFLO	iShares Treasury Floating Rate Bond ETF	+12,400	112,603	$0
DFAT	Dimensional U.S. Targeted Value ETF	+6,442	172,602	$11,467,676
DFAS	Dimensional U.S. Small Cap ETF	+5,044	179,644	$13,908,038
CEFA	Global X S&P Catholic Values Developed ex-U.S. ETF	+1,632	24,934	$0
NVDA	Nvidia Corp	+961	10,610	$2,423,111
VEA	Vanguard FTSE Developed Markets ETF	+266	20,263	$1,430,770
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+178	3,112	$391,085
PTL	Inspire 500 ETF	+159	5,784	$1,574,057
MSFT	Microsoft Corp	+138	1,068	$547,777
GOOGL	Alphabet Inc.	+104	693	$238,447
VIG	Vanguard Specialized Funds	+89	1,178	$274,839
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+26	3,081	$0
CRM	Salesforce, Inc.	+20	1,564	$359,047
UNP	Union Pacific Corp	+16	1,979	$538,545
AGG	iShares Core U.S. Aggregate Bond ETF	+3	4,558	$0
NSC	Norfolk Southern Corp	+3	1,432	$442,488
VOO	VANGUARD 500 INDEX FUND	+1	635	$445,046
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
DFCF	Dimensional Core Fixed Income ETF	−149,230	513,853	$20,615,782
SCHE	Schwab Emerging Markets Equity ETF	−16,533	88,642	$3,231,000
SCHF	Schwab International Equity ETF	−12,191	126,159	$3,465,587
NUSC	Nuveen ESG Small-Cap ETF	−3,176	38,361	$1,861,467
ESGD	iShares ESG Aware MSCI EAFE ETF	−2,663	26,567	$0
DFAC	Dimensional U.S. Core Equity 2 ETF	−2,601	85,502	$3,800,563
NUEM	Nuveen ESG Emerging Markets Equity ETF	−2,506	51,355	$2,187,209
AAPL	Apple Inc.	−1,862	11,486	$3,825,067
DFIC	Dimensional International Core Equity 2 ETF	−1,368	13,250	$498,332
VV	VANGUARD LARGE-CAP INDEX FUND	−1,135	19,340	$6,804,779
VB	Vanguard Index Funds	−1,023	5,527	$1,572,376
VTV	VANGUARD VALUE INDEX FUND	−958	18,781	$4,058,198
VNQ	VANGUARD REAL ESTATE INDEX FUND	−811	24,343	$2,181,863
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−715	23,818	$1,349,527
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−643	7,950	$1,836,688
ESGU	iShares ESG Aware MSCI USA ETF	−631	24,601	$0
AVUS	Avantis U.S. Equity ETF	−231	4,146	$531,061
GOOG	Alphabet Inc.	−142	1,236	$421,154
—		−48	35,166	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−28	9,602	$569,494
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−22	2,779	$1,040,012
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	1,315	$327,632
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	4,174	$318,893
AVEM	Avantis Emerging Markets Equity ETF	2,991	$281,213
LLY	ELI LILLY & Co	191	$221,002
AVGO	Broadcom Inc.	570	$200,178
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
DFSD	Dimensional Short-Duration Fixed Income ETF	38,936	$1,859,194
DFNM	Dimensional National Municipal Bond ETF	22,599	$1,092,322
BRK-B	Berkshire Hathaway Inc	464	$232,180
HD	Home Depot, Inc.	593	$209,139
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $401,891,050 total · filing declares 56 positions · $423,841,478 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Healthcare Industrials Technology

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAU	Dimensional US Core Equity Market ETF	Added	1,792,680	+70,385	$93,864,724	+5.4%	23.36%
DFAI	Dimensional International Core Equity Market ETF	Added	1,578,083	+60,483	$65,379,978	+4.4%	16.27%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	2,526,995	+277,705	$55,846,589	+7.3%	13.90%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	404,127	+12,771	$31,647,185	−2.2%	7.87%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	702,292	+30,754	$27,607,098	+2.2%	6.87%
DFCF	Dimensional Core Fixed Income ETF	Reduced	513,853	-149,230	$20,615,782	−26.3%	5.13%
SCHH	Schwab U.S. REIT ETF	Added	928,542	+45,350	$20,465,065	−2.1%	5.09%
DFAS	Dimensional U.S. Small Cap ETF	Added	179,644	+5,044	$13,908,038	−3.3%	3.46%
DFAT	Dimensional U.S. Targeted Value ETF	Added	172,602	+6,442	$11,467,676	−1.3%	2.85%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	137,943	+109,328	$9,676,701	+360.7%	2.41%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	19,340	-1,135	$6,804,779	−3.4%	1.69%
VTV	VANGUARD VALUE INDEX FUND	Reduced	18,781	-958	$4,058,198	−5.7%	1.01%
AAPL	Apple Inc. Technology	Reduced	11,486	-1,862	$3,825,067	−1.0%	0.95%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	85,502	-2,601	$3,800,563	−2.8%	0.95%
SCHF	Schwab International Equity ETF	Reduced	126,159	-12,191	$3,465,587	−9.6%	0.86%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	88,642	-16,533	$3,231,000	−15.3%	0.80%
NVDA	Nvidia Corp Technology	Added	10,610	+961	$2,423,111	+25.5%	0.60%
NUEM	Nuveen ESG Emerging Markets Equity ETF	Reduced	51,355	-2,506	$2,187,209	−4.3%	0.54%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	24,343	-811	$2,181,863	−10.0%	0.54%
NUSC	Nuveen ESG Small-Cap ETF	Reduced	38,361	-3,176	$1,861,467	−14.0%	0.46%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	7,950	-643	$1,836,688	−12.0%	0.46%
PTL	Inspire 500 ETF	Added	5,784	+159	$1,574,057	−2.2%	0.39%
VB	Vanguard Index Funds	Reduced	5,527	-1,023	$1,572,376	−20.8%	0.39%
VEA	Vanguard FTSE Developed Markets ETF	Added	20,263	+266	$1,430,770	+0.4%	0.36%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Reduced	23,818	-715	$1,349,527	−6.7%	0.34%
VEU	Vanguard International Equity Index Funds	Held	14,821	0	$1,229,698	−0.9%	0.31%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	2,779	-22	$1,040,012	+0.3%	0.26%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	9,602	-28	$569,494	−0.9%	0.14%
MSFT	Microsoft Corp Technology	Added	1,068	+138	$547,777	+57.9%	0.14%
UNP	Union Pacific Corp Industrials	Added	1,979	+16	$538,545	+0.9%	0.13%
AVUS	Avantis U.S. Equity ETF	Reduced	4,146	-231	$531,061	−5.3%	0.13%
DFIC	Dimensional International Core Equity 2 ETF	Reduced	13,250	-1,368	$498,332	−8.5%	0.12%
VOO	VANGUARD 500 INDEX FUND	Added	635	+1	$445,046	+2.2%	0.11%
NSC	Norfolk Southern Corp Industrials	Added	1,432	+3	$442,488	−1.6%	0.11%
GOOG	Alphabet Inc. Communication Services	Reduced	1,236	-142	$421,154	−13.5%	0.10%
TPSC	Timothy Plan US Small Cap Core ETF	Held	9,306	0	$416,024	−6.8%	0.10%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	3,112	+178	$391,085	+11.5%	0.10%
CRM	Salesforce, Inc. Technology	Added	1,564	+20	$359,047	+48.4%	0.09%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	1,315	NEW	$327,632	NEW	0.08%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	NEW	4,174	NEW	$318,893	NEW	0.08%
AVEM	Avantis Emerging Markets Equity ETF	NEW	2,991	NEW	$281,213	NEW	0.07%
VIG	Vanguard Specialized Funds	Added	1,178	+89	$274,839	+6.7%	0.07%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Held	5,614	0	$265,879	−6.4%	0.07%
DFLV	Dimensional US Large Cap Value ETF	Held	6,276	0	$252,106	+1.6%	0.06%
GOOGL	Alphabet Inc. Communication Services	Added	693	+104	$238,447	+13.3%	0.06%
LLY	ELI LILLY & Co Healthcare	NEW	191	NEW	$221,002	NEW	0.05%
AVGO	Broadcom Inc. Technology	NEW	570	NEW	$200,178	NEW	0.05%
		Reduced	35,166	-48	$0	−100.0%	0.00%
		Held	23,605	0	$0	−100.0%	0.00%
CEFA	Global X S&P Catholic Values Developed ex-U.S. ETF	Added	24,934	+1,632	$0	−100.0%	0.00%

Showing the top 50 of 56 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.