Pioneer Wealth Management Group has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $329 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $69.2B, Dimensional ETF Tr with a value of $50.3B, Schwab Us Aggregate Bond ETF with a value of $42.4B, Vanguard Intermediate Term Cor with a value of $28B, and Dimensional ETF Tr Core Fxd In with a value of $25.4B.

Examining the 13F form we can see an increase of $19.6B in the current position value, from $310B to 329B.

Pioneer Wealth Management Group is based out at Austin, TX

Below you can find more details about Pioneer Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $329 Billion
ETFs: $322 Billion
Technology: $3.68 Billion
Industrials: $884 Million
Financial Services: $449 Million
Communication Services: $407 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $329 Billion
  • Prior Value $310 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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