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The Analysis of Pioneer Wealth Management Group's Holdings & P&L

Currently, Pioneer Wealth Management Group holds 50 types of securities in its portfolio with a total value $356.5M. In the most recent quarter, they have increased their positions in DFAU (+151.3K shares, valued at $6.8M), TFLO (+98.7K shares, valued at $5.0M), SCHZ (+185.5K shares, valued at $4.3M); decreased their positions in AAPL (-1.9K shares, valued at $477.9K), VEU (-3.3K shares, valued at $245.1K), ESGD (-2.2K shares, valued at $210.9K); initiated new positions in AVUS (+5.0K shares, valued at $552.6K), HD (+634 shares, valued at $208.5K).

1M P&L

+7.6M+2.04%

3M P&L

+4.7M+1.26%

HY P&L

+27.7M+7.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A351.6M

98.8%

2Consumer Electronics1.7M

0.5%

3Railroads885.5K

0.2%

Top Industries by Stock Count

1N/A41 stocks

85.4%

2Railroads2 stocks

4.2%

3Consumer Electronics1 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST1.6M shares10.23%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST1.4M shares7.64%2026-03-312026-04-08

SCHZ SCHWAB STRATEGIC TR2.0M shares10.23%2026-03-312026-04-08

VCIT VANGUARD SCOTTSDALE FDS358.4K shares7.12%2026-03-312026-04-08

DFCF DIMENSIONAL ETF TRUST633.5K shares6.20%2026-03-312026-04-08

DFAE DIMENSIONAL ETF TRUST662.7K shares8.31%2026-03-312026-04-08

SCHH SCHWAB STRATEGIC TR815.7K shares14.95%2026-03-312026-04-08

DFAS DIMENSIONAL ETF TRUST161.5K shares7.58%2026-03-312026-04-08

Sponsored

DFAT DIMENSIONAL ETF TRUST153.7K shares6.73%2026-03-312026-04-08

VV VANGUARD INDEX FDS21.2K shares-2.41%2026-03-312026-04-08

TFLO ISHARES TR121.0K shares441.97%2026-03-312026-04-08

BIL SPDR SERIES TRUST44.4K shares13.49%2026-03-312026-04-08

VTV VANGUARD INDEX FDS20.2K shares0.14%2026-03-312026-04-08

SCHE SCHWAB STRATEGIC TR111.4K shares0.36%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR146.4K shares-0.76%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST90.6K shares11.21%2026-03-312026-04-08

Sponsored

ESGU ISHARES TR20.3K shares7.08%2026-03-312026-04-08

ESGD ISHARES TR23.7K shares-8.53%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS24.1K shares0.18%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS26.3K shares7.81%2026-03-312026-04-08

VBR VANGUARD INDEX FDS8.9K shares-0.44%2026-03-312026-04-08

NUEM NUSHARES ETF TR52.1K shares1.13%2026-03-312026-04-08

VB VANGUARD INDEX FDS6.9K shares-4.91%2026-03-312026-04-08

AAPL APPLE INC6.7K shares-21.92%2026-03-312026-04-08

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NUSC NUSHARES ETF TR32.4K shares-3.66%2026-03-312026-04-08

PTL NORTHERN LTS FD TR IV5.3K shares19.55%2026-03-312026-04-08

VGIT VANGUARD SCOTTSDALE FDS21.8K shares35.27%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS20.1K shares0.66%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F14.8K shares-18.05%2026-03-312026-04-08

VTI VANGUARD INDEX FDS2.8K shares0.61%2026-03-312026-04-08

CEFA GLOBAL X FDS23.0K shares24.42%2026-03-312026-04-08

NVDA NVIDIA CORPORATION4.8K shares60.58%2026-03-312026-04-08

Sponsored

ITOT ISHARES TR4.0K shares0.00%2026-03-312026-04-08

AVUS AMERICAN CENTY ETF TR5.0K sharesnew addition2026-03-312026-04-08

DFIC DIMENSIONAL ETF TRUST14.6K shares0.00%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F9.5K shares-4.12%2026-03-312026-04-08

IBD NORTHERN LTS FD TR IV20.8K shares39.55%2026-03-312026-04-08

UNP UNION PAC CORP2.0K shares-4.05%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP1.4K shares0.28%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS634 shares-4.52%2026-03-312026-04-08

Sponsored

TPSC TIMOTHY PLAN8.0K shares13.66%2026-03-312026-04-08

ALPHABET INC ALPHABET INC1.1K shares-12.49%2026-03-312026-04-08

MSFT MICROSOFT CORP879 shares12.69%2026-03-312026-04-08

LQD ISHARES TR2.8K shares17.42%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS1.4K shares-10.96%2026-03-312026-04-08

CRM SALESFORCE INC1.5K shares0.33%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS5.6K shares0.00%2026-03-312026-04-08

VGT VANGUARD WORLD FD367 shares2.23%2026-03-312026-04-08

Sponsored

DFLV DIMENSIONAL ETF TRUST6.3K shares0.00%2026-03-312026-04-08

HD HOME DEPOT INC634 sharesnew addition2026-03-312026-04-08

DFAU

DIMENSIONAL ETF TRUST

10.23%

Shares1.6M

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

7.64%

Shares1.4M

Event2026-03-31

Filed2026-04-08

SCHZ

SCHWAB STRATEGIC TR

10.23%

Shares2.0M

Event2026-03-31

Filed2026-04-08

VCIT

VANGUARD SCOTTSDALE FDS

7.12%

Shares358.4K

Event2026-03-31

Filed2026-04-08

DFCF

DIMENSIONAL ETF TRUST

6.20%

Shares633.5K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

8.31%

Shares662.7K

Event2026-03-31

Filed2026-04-08

SCHH

SCHWAB STRATEGIC TR

14.95%

Shares815.7K

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

7.58%

Shares161.5K

Event2026-03-31

Filed2026-04-08

DFAT

DIMENSIONAL ETF TRUST

6.73%

Shares153.7K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-2.41%

Shares21.2K

Event2026-03-31

Filed2026-04-08

TFLO

ISHARES TR

441.97%

Shares121.0K

Event2026-03-31

Filed2026-04-08

BIL

SPDR SERIES TRUST

13.49%

Shares44.4K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

0.14%

Shares20.2K

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

0.36%

Shares111.4K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

-0.76%

Shares146.4K

Event2026-03-31

Filed2026-04-08

DFAC

DIMENSIONAL ETF TRUST

11.21%

Shares90.6K

Event2026-03-31

Filed2026-04-08

ESGU

ISHARES TR

7.08%

Shares20.3K

Event2026-03-31

Filed2026-04-08

ESGD

ISHARES TR

-8.53%

Shares23.7K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

0.18%

Shares24.1K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

7.81%

Shares26.3K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

-0.44%

Shares8.9K

Event2026-03-31

Filed2026-04-08

NUEM

NUSHARES ETF TR

1.13%

Shares52.1K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-4.91%

Shares6.9K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-21.92%

Shares6.7K

Event2026-03-31

Filed2026-04-08

NUSC

NUSHARES ETF TR

-3.66%

Shares32.4K

Event2026-03-31

Filed2026-04-08

PTL

NORTHERN LTS FD TR IV

19.55%

Shares5.3K

Event2026-03-31

Filed2026-04-08

VGIT

VANGUARD SCOTTSDALE FDS

35.27%

Shares21.8K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

0.66%

Shares20.1K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

-18.05%

Shares14.8K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

0.61%

Shares2.8K

Event2026-03-31

Filed2026-04-08

CEFA

GLOBAL X FDS

24.42%

Shares23.0K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

60.58%

Shares4.8K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTY ETF TR

New

Shares5.0K

Event2026-03-31

Filed2026-04-08

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares14.6K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

-4.12%

Shares9.5K

Event2026-03-31

Filed2026-04-08

IBD

NORTHERN LTS FD TR IV

39.55%

Shares20.8K

Event2026-03-31

Filed2026-04-08

UNP

UNION PAC CORP

-4.05%

Shares2.0K

Event2026-03-31

Filed2026-04-08

NSC

NORFOLK SOUTHN CORP

0.28%

Shares1.4K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-4.52%

Shares634

Event2026-03-31

Filed2026-04-08

TPSC

TIMOTHY PLAN

13.66%

Shares8.0K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-12.49%

Shares1.1K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

12.69%

Shares879

Event2026-03-31

Filed2026-04-08

LQD

ISHARES TR

17.42%

Shares2.8K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-10.96%

Shares1.4K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

0.33%

Shares1.5K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

2.23%

Shares367

Event2026-03-31

Filed2026-04-08

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

New

Shares634

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available