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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
-0.18%
1 Year Est. Return
+15.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$357M
AUM Growth
+$27.2M
Cap. Flow
+$28.7M
Cap. Flow %
8.06%
Top 10 Hldgs %
83.91%
Holding
55
New
2
Increased
31
Reduced
13
Closed
5

Top Buys

Rank Stock Value
1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$7.11M
2
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$4.99M
3
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.34M
4
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$4.03M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.33M

Top Sells

Rank Stock Value
1
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.05M
2
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$554K
3
AAPL icon
Apple
AAPL
+$490K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$449K
5
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$400K

Sector Composition

Rank Sector Weight
1 Technology 0.89%
2 Industrials 0.25%
3 Communication Services 0.09%
4 Consumer Discretionary 0.06%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.13T
– –
-893
Closed -$449K
DFAR icon
52
Dimensional US Real Estate ETF
DFAR
$1.79B
– –
-24,176
Closed -$554K
DFIP icon
53
Dimensional Inflation-Protected Securities ETF
DFIP
$1.14B
– –
-25,279
Closed -$1.05M
DFSD
54
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.16B
– –
-8,350
Closed -$400K
DUHP icon
55
Dimensional US High Profitability ETF
DUHP
$12.7B
– –
-9,308
Closed -$354K
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 Q1 2026 Portfolio in Review

As of Q1 2026, Pioneer Wealth Management Group held 55 positions worth $357M, up 8.3% from $329M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Pioneer Wealth Management Group deployed $28.7M of net new capital in Q1 2026, opening 2 new positions and adding to 31 existing holdings. Its largest new stake was Avantis US Equity ETF: 4,970 shares worth $553K.

By sector, the portfolio is most concentrated in Technology at 0.89% of assets, down from 1.1% a quarter earlier, followed by Industrials and Communication Services.

On the sell side, the largest reduction was Apple, an estimated $490K trimmed.

  • Pioneer Wealth Management Group's largest Q1 2026 buy was Avantis US Equity ETF: 4,970 shares worth $553K.
  • Pioneer Wealth Management Group added most to Dimensional US Core Equity Market ETF in Q1 2026, an estimated $7.11M increase.
  • Pioneer Wealth Management Group's biggest Q1 2026 reduction was Apple, cutting an estimated $490K.
  • Pioneer Wealth Management Group fully exited Dimensional Inflation-Protected Securities ETF in Q1 2026, selling an estimated $1.05M.
  • Pioneer Wealth Management Group's ten largest holdings make up 84% of its $357M portfolio in Q1 2026.
  • Pioneer Wealth Management Group opened 2 new positions and closed 5 in Q1 2026.
  • Pioneer Wealth Management Group's portfolio value rose 8.3% quarter-over-quarter to $357M.

Based on Pioneer Wealth Management Group's 13F filing for Q1 2026, filed 8 Apr 2026.