Institutional Fund
Pioneer Wealth Management Group
Austin, TXCIK 19733395 filings on record
Portfolio Value
$356.53M
Q1 2026
Holdings
50
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+8.3%
from $329.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust20.6%
- Dimensional ETF Trust15.5%
- Schwab Strategic Tr13.0%
- Vanguard Scottsdale Fds8.3%
- Dimensional ETF Trust7.5%
- Dimensional ETF Trust6.3%
- Other28.7%
Portfolio Holdings
50 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.63M | $73.57M | 20.6% | +151.3K | Added |
| 2 | Dimensional ETF Trust | 1.42M | $55.35M | 15.5% | +100.8K | Added |
| 3 | Schwab Strategic Tr | 2.00M | $46.44M | 13.0% | +185.5K | Added |
| 4 | Vanguard Scottsdale Fds | 358.4K | $29.66M | 8.3% | +23.8K | Added |
| 5 | Dimensional ETF Trust | 633.5K | $26.74M | 7.5% | +37.0K | Added |
| 6 | Dimensional ETF Trust | 662.7K | $22.44M | 6.3% | +50.9K | Added |
| 7 | Schwab Strategic Tr | 815.7K | $17.53M | 4.9% | +106.1K | Added |
| 8 | Dimensional ETF Trust | 161.5K | $11.49M | 3.2% | +11.4K | Added |
| 9 | Dimensional ETF Trust | 153.7K | $9.60M | 2.7% | +9.7K | Added |
| 10 | Vanguard Index Fds | 21.2K | $6.34M | 1.8% | −523 | Reduced |
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