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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
+1.54%
1 Year Est. Return
+15.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$329M
AUM Growth
+$19.6M
Cap. Flow
+$14.9M
Cap. Flow %
4.51%
Top 10 Hldgs %
83.79%
Holding
56
New
4
Increased
29
Reduced
13
Closed
3

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$17.8M
2
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.21M
3
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$2.35M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.46M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.06M

Top Sells

Rank Stock Value
1
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$13.7M
2
AAPL icon
Apple
AAPL
+$446K
3
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$441K
4
CHRW icon
C.H. Robinson
CHRW
+$265K
5
ORCL icon
Oracle
ORCL
+$240K

Sector Composition

Rank Sector Weight
1 Technology 1.12%
2 Industrials 0.27%
3 Financials 0.14%
4 Communication Services 0.12%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
51
Vanguard Information Technology ETF
VGT
$149B
$271K 0.08%
2,872
– –
LQD icon
52
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$260K 0.08%
2,360
-47
-2% -$5.22K
DFLV icon
53
Dimensional US Large Cap Value ETF
DFLV
$6.9B
$215K 0.07%
6,276
– –
CHRW icon
54
C.H. Robinson
CHRW
$17.5B
– –
-2,000
Closed -$265K
HD icon
55
Home Depot
HD
$355B
– –
-578
Closed -$234K
ORCL icon
56
Oracle
ORCL
$423B
– –
-854
Closed -$240K
1 2
3

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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
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Pioneer Wealth Management Group's Q4 2025 Portfolio in Review

As of Q4 2025, Pioneer Wealth Management Group held 56 positions worth $329M, up 6.3% from $310M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Pioneer Wealth Management Group deployed $14.9M of net new capital in Q4 2025, opening 4 new positions and adding to 29 existing holdings. Its largest new stake was Dimensional Inflation-Protected Securities ETF: 25,279 shares worth $1.05M.

By sector, the portfolio is most concentrated in Technology at 1.1% of assets, down from 1.3% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Schwab US Aggregate Bond ETF, an estimated $13.7M trimmed.

  • Pioneer Wealth Management Group's largest Q4 2025 buy was Dimensional Inflation-Protected Securities ETF: 25,279 shares worth $1.05M.
  • Pioneer Wealth Management Group added most to Dimensional Core Fixed Income ETF in Q4 2025, an estimated $17.8M increase.
  • Pioneer Wealth Management Group's biggest Q4 2025 reduction was Schwab US Aggregate Bond ETF, cutting an estimated $13.7M.
  • Pioneer Wealth Management Group fully exited C.H. Robinson in Q4 2025, selling an estimated $265K.
  • Pioneer Wealth Management Group's ten largest holdings make up 84% of its $329M portfolio in Q4 2025.
  • Pioneer Wealth Management Group opened 4 new positions and closed 3 in Q4 2025.
  • Pioneer Wealth Management Group's portfolio value rose 6.3% quarter-over-quarter to $329M.

Based on Pioneer Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.