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

Currently, Pioneer Wealth Management Group holds 55 types of securities in its portfolio with a total value $413.9M. In the most recent quarter, they have increased their positions in SCHZ (+249.5K shares, valued at $5.8M), DFAU (+91.7K shares, valued at $4.7M), DFAI (+96.8K shares, valued at $4.0M); decreased their positions in TFLO (-20.8K shares, valued at $1.1M), BIL (-9.2K shares, valued at $844.2K), VV (-731 shares, valued at $251.4K); initiated new positions in DFSD (+38.9K shares, valued at $1.9M), DFNM (+22.6K shares, valued at $1.1M), N/A (+4.6K shares, valued at $450.9K).

1M P&L

-5.2M-1.25%

3M P&L

+6.8M+1.70%

HY P&L

+14.7M+3.74%

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/A403.9M

97.9%

2Consumer Electronics3.9M

0.9%

3Semiconductors1.9M

0.5%

Top Industries by Stock Count

1N/A43 stocks

81.1%

2Internet Content & Information2 stocks

3.8%

3Railroads2 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST1.7M shares5.62%2026-06-302026-07-07

DFAI DIMENSIONAL ETF TRUST1.5M shares6.81%2026-06-302026-07-07

SCHZ SCHWAB STRATEGIC TR2.2M shares12.48%2026-06-302026-07-07

VCIT VANGUARD SCOTTSDALE FDS391.4K shares9.18%2026-06-302026-07-07

DFCF DIMENSIONAL ETF TRUST663.1K shares4.68%2026-06-302026-07-07

DFAE DIMENSIONAL ETF TRUST671.5K shares1.34%2026-06-302026-07-07

SCHH SCHWAB STRATEGIC TR883.2K shares8.27%2026-06-302026-07-07

DFAS DIMENSIONAL ETF TRUST174.6K shares8.08%2026-06-302026-07-07

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DFAT DIMENSIONAL ETF TRUST166.2K shares8.08%2026-06-302026-07-07

VV VANGUARD INDEX FDS20.5K shares-3.45%2026-06-302026-07-07

TFLO ISHARES TR100.2K shares-17.21%2026-06-302026-07-07

VTV VANGUARD INDEX FDS19.7K shares-2.06%2026-06-302026-07-07

ESGU ISHARES TR25.2K shares24.06%2026-06-302026-07-07

DFAC DIMENSIONAL ETF TRUST88.1K shares-2.75%2026-06-302026-07-07

AAPL APPLE INC13.3K shares98.99%2026-06-302026-07-07

SCHF SCHWAB STRATEGIC TR138.3K shares-5.49%2026-06-302026-07-07

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SCHE SCHWAB STRATEGIC TR105.2K shares-5.63%2026-06-302026-07-07

BIL SPDR SERIES TRUST35.2K shares-20.74%2026-06-302026-07-07

ESGD ISHARES TR29.2K shares23.56%2026-06-302026-07-07

VNQ VANGUARD INDEX FDS25.2K shares4.53%2026-06-302026-07-07

NUEM NUSHARES ETF TR53.9K shares3.43%2026-06-302026-07-07

NUSC NUSHARES ETF TR41.5K shares28.02%2026-06-302026-07-07

BND VANGUARD BD INDEX FDS28.6K shares8.73%2026-06-302026-07-07

VBR VANGUARD INDEX FDS8.6K shares-2.91%2026-06-302026-07-07

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VB VANGUARD INDEX FDS6.5K shares-4.64%2026-06-302026-07-07

NVDA NVIDIA CORPORATION9.6K shares99.69%2026-06-302026-07-07

DFSD DIMENSIONAL ETF TRUST38.9K sharesnew addition2026-06-302026-07-07

PTL NORTHERN LTS FD TR IV5.6K shares5.50%2026-06-302026-07-07

VGIT VANGUARD SCOTTSDALE FDS24.5K shares12.66%2026-06-302026-07-07

VEA VANGUARD TAX-MANAGED FDS20.0K shares-0.55%2026-06-302026-07-07

VEU VANGUARD INTL EQUITY INDEX F14.8K shares0.00%2026-06-302026-07-07

DFNM DIMENSIONAL ETF TRUST22.6K sharesnew addition2026-06-302026-07-07

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VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares0.00%2026-06-302026-07-07

CEFA GLOBAL X FDS23.3K shares1.17%2026-06-302026-07-07

VWO VANGUARD INTL EQUITY INDEX F9.6K shares1.08%2026-06-302026-07-07

IBD NORTHERN LTS FD TR IV23.6K shares13.34%2026-06-302026-07-07

AVUS AMERICAN CENTY ETF TR4.4K shares-11.93%2026-06-302026-07-07

DFIC DIMENSIONAL ETF TRUST14.6K shares0.00%2026-06-302026-07-07

UNP UNION PAC CORP2.0K shares-0.05%2026-06-302026-07-07

ITOT ISHARES TR3.1K shares-23.14%2026-06-302026-07-07

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GOOG ALPHABET INC1.4K shares21.41%2026-06-302026-07-07

ISHARES TR ISHARES TR4.6K sharesnew addition2026-06-302026-07-07

NSC NORFOLK SOUTHN CORP1.4K shares0.28%2026-06-302026-07-07

TPSC TIMOTHY PLAN9.3K shares16.51%2026-06-302026-07-07

VOO VANGUARD INDEX FDS634 shares0.00%2026-06-302026-07-07

VGT VANGUARD WORLD FD2.9K shares699.46%2026-06-302026-07-07

MSFT MICROSOFT CORP930 shares5.80%2026-06-302026-07-07

LQD ISHARES TR2.8K shares0.04%2026-06-302026-07-07

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VTEB VANGUARD MUN BD FDS5.6K shares0.00%2026-06-302026-07-07

VIG VANGUARD SPECIALIZED FUNDS1.1K shares-21.60%2026-06-302026-07-07

DFLV DIMENSIONAL ETF TRUST6.3K shares0.00%2026-06-302026-07-07

CRM SALESFORCE INC1.5K shares0.26%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC DEL464 sharesnew addition2026-06-302026-07-07

GOOGL ALPHABET INC589 sharesnew addition2026-06-302026-07-07

HD HOME DEPOT INC593 shares-6.47%2026-06-302026-07-07

DFAU

DIMENSIONAL ETF TRUST

5.62%

Shares1.7M

Event2026-06-30

Filed2026-07-07

DFAI

DIMENSIONAL ETF TRUST

6.81%

Shares1.5M

Event2026-06-30

Filed2026-07-07

SCHZ

SCHWAB STRATEGIC TR

12.48%

Shares2.2M

Event2026-06-30

Filed2026-07-07

VCIT

VANGUARD SCOTTSDALE FDS

9.18%

Shares391.4K

Event2026-06-30

Filed2026-07-07

DFCF

DIMENSIONAL ETF TRUST

4.68%

Shares663.1K

Event2026-06-30

Filed2026-07-07

DFAE

DIMENSIONAL ETF TRUST

1.34%

Shares671.5K

Event2026-06-30

Filed2026-07-07

SCHH

SCHWAB STRATEGIC TR

8.27%

Shares883.2K

Event2026-06-30

Filed2026-07-07

DFAS

DIMENSIONAL ETF TRUST

8.08%

Shares174.6K

Event2026-06-30

Filed2026-07-07

DFAT

DIMENSIONAL ETF TRUST

8.08%

Shares166.2K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-3.45%

Shares20.5K

Event2026-06-30

Filed2026-07-07

TFLO

ISHARES TR

-17.21%

Shares100.2K

Event2026-06-30

Filed2026-07-07

VTV

VANGUARD INDEX FDS

-2.06%

Shares19.7K

Event2026-06-30

Filed2026-07-07

ESGU

ISHARES TR

24.06%

Shares25.2K

Event2026-06-30

Filed2026-07-07

DFAC

DIMENSIONAL ETF TRUST

-2.75%

Shares88.1K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

98.99%

Shares13.3K

Event2026-06-30

Filed2026-07-07

SCHF

SCHWAB STRATEGIC TR

-5.49%

Shares138.3K

Event2026-06-30

Filed2026-07-07

SCHE

SCHWAB STRATEGIC TR

-5.63%

Shares105.2K

Event2026-06-30

Filed2026-07-07

BIL

SPDR SERIES TRUST

-20.74%

Shares35.2K

Event2026-06-30

Filed2026-07-07

ESGD

ISHARES TR

23.56%

Shares29.2K

Event2026-06-30

Filed2026-07-07

VNQ

VANGUARD INDEX FDS

4.53%

Shares25.2K

Event2026-06-30

Filed2026-07-07

NUEM

NUSHARES ETF TR

3.43%

Shares53.9K

Event2026-06-30

Filed2026-07-07

NUSC

NUSHARES ETF TR

28.02%

Shares41.5K

Event2026-06-30

Filed2026-07-07

BND

VANGUARD BD INDEX FDS

8.73%

Shares28.6K

Event2026-06-30

Filed2026-07-07

VBR

VANGUARD INDEX FDS

-2.91%

Shares8.6K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-4.64%

Shares6.5K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

99.69%

Shares9.6K

Event2026-06-30

Filed2026-07-07

DFSD

DIMENSIONAL ETF TRUST

New

Shares38.9K

Event2026-06-30

Filed2026-07-07

PTL

NORTHERN LTS FD TR IV

5.50%

Shares5.6K

Event2026-06-30

Filed2026-07-07

VGIT

VANGUARD SCOTTSDALE FDS

12.66%

Shares24.5K

Event2026-06-30

Filed2026-07-07

VEA

VANGUARD TAX-MANAGED FDS

-0.55%

Shares20.0K

Event2026-06-30

Filed2026-07-07

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares14.8K

Event2026-06-30

Filed2026-07-07

DFNM

DIMENSIONAL ETF TRUST

New

Shares22.6K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-07

CEFA

GLOBAL X FDS

1.17%

Shares23.3K

Event2026-06-30

Filed2026-07-07

VWO

VANGUARD INTL EQUITY INDEX F

1.08%

Shares9.6K

Event2026-06-30

Filed2026-07-07

IBD

NORTHERN LTS FD TR IV

13.34%

Shares23.6K

Event2026-06-30

Filed2026-07-07

AVUS

AMERICAN CENTY ETF TR

-11.93%

Shares4.4K

Event2026-06-30

Filed2026-07-07

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

-0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-07

ITOT

ISHARES TR

-23.14%

Shares3.1K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

21.41%

Shares1.4K

Event2026-06-30

Filed2026-07-07

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-07-07

NSC

NORFOLK SOUTHN CORP

0.28%

Shares1.4K

Event2026-06-30

Filed2026-07-07

TPSC

TIMOTHY PLAN

16.51%

Shares9.3K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

0.00%

Shares634

Event2026-06-30

Filed2026-07-07

VGT

VANGUARD WORLD FD

699.46%

Shares2.9K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

5.80%

Shares930

Event2026-06-30

Filed2026-07-07

LQD

ISHARES TR

0.04%

Shares2.8K

Event2026-06-30

Filed2026-07-07

VTEB

VANGUARD MUN BD FDS

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-07

VIG

VANGUARD SPECIALIZED FUNDS

-21.60%

Shares1.1K

Event2026-06-30

Filed2026-07-07

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-07

CRM

SALESFORCE INC

0.26%

Shares1.5K

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares464

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

New

Shares589

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

-6.47%

Shares593

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available