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PWMG

Pioneer Wealth Management Group Portfolio holdings

AUM $414M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
+0.46%
1 Year Est. Return
+15.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$232M
AUM Growth
–
Cap. Flow
+$235M
Cap. Flow %
101.32%
Top 10 Hldgs %
86.32%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$48.9M
2
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$45M
3
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$34.1M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$22.1M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$14.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 0.28%
2 Technology 0.18%
3 Consumer Discretionary 0.09%
4 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.13T
$642K 0.28%
+1,206
New +$586K
VEA icon
27
Vanguard FTSE Developed Markets ETF
VEA
$236B
$489K 0.21%
+9,624
New +$487K
CRM icon
28
Salesforce
CRM
$158B
$412K 0.18%
+1,535
New +$477K
DFIC icon
29
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
$406K 0.17%
+14,618
New +$399K
PTL icon
30
Inspire 500 ETF
PTL
$902M
$376K 0.16%
+1,828
New +$396K
CEFA icon
31
Global X S&P Catholic Values Developed ex-US ETF
CEFA
$57.9M
$310K 0.13%
+9,236
New +$292K
VWO icon
32
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$264K 0.11%
+5,842
New +$263K
BIL icon
33
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$237K 0.1%
+2,580
New +$236K
AGG icon
34
iShares Core US Aggregate Bond ETF
AGG
$138B
$228K 0.1%
+2,309
New +$226K
HD icon
35
Home Depot
HD
$355B
$217K 0.09%
+592
New +$231K
VOO icon
36
Vanguard S&P 500 ETF
VOO
$1.01T
$207K 0.09%
+402
New +$217K
CHRW icon
37
C.H. Robinson
CHRW
$17.5B
$205K 0.09%
+2,000
New +$202K
DFSV
38
Dimensional US Small Cap Value ETF
DFSV
$8.34B
$202K 0.09%
+7,180
New +$217K
1
2

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MIA
Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return
SP
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SCMS
Serenity Capital Management (Singapore) Singapore $414M AUM 16.41% 1-Year Est. Return
SWC
Square Wave Capital Brooklyn, New York $413M AUM 15.36% 1-Year Est. Return
VCP
Varenne Capital Partners Paris, France $413M AUM 52.65% 1-Year Est. Return
LCM
Lionstone Capital Management New York $413M AUM 30.15% 1-Year Est. Return
I
InceptionR Lafayette, California $415M AUM 17.85% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Pioneer Wealth Management Group's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for Pioneer Wealth Management Group, which disclosed 38 positions worth $232M. Its ten largest holdings account for 86% of the portfolio.

Its largest position is Dimensional US Core Equity Market ETF: 1,204,564 shares worth $46.3M.

By sector, the portfolio is most concentrated in Financials at 0.28% of assets, followed by Technology and Consumer Discretionary.

  • Pioneer Wealth Management Group's largest Q1 2025 buy was Dimensional US Core Equity Market ETF: 1,204,564 shares worth $46.3M.
  • Pioneer Wealth Management Group's ten largest holdings make up 86% of its $232M portfolio in Q1 2025.
  • Pioneer Wealth Management Group disclosed 38 positions in Q1 2025, its first 13F filing on record.

Based on Pioneer Wealth Management Group's 13F filing for Q1 2025, filed 9 Apr 2025.