Pioneer Wealth Management Group
Pioneer Wealth Management Group reported 56 stocks worth $424M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are DFAU (22.1%), DFAI (15.4%) and SCHZ (13.2%). Compared with Q2 2026, the fund opened new positions in AMZN, BSV and AVEM, added to DFAU, DFAI and SCHZ, trimmed DFCF, VV and ESGU and sold out of DFSD, DFNM and BRK.B.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAU Dimensional ETF Trust | $93.9M | 22.1% | 1.8M | +70K (+4%) | 8 of 8 | |
| 2 |  DFAI Dimensional Intern Core | $65.4M | 15.4% | 1.6M | +60K (+4%) | 8 of 8 | |
| 3 |  SCHZ Schwab US Aggregate Bond | $55.8M | 13.2% | 2.5M | +278K (+12%) | 8 of 8 | |
| 4 |  VCIT Vanguard Scottsdale Fds | $31.6M | 7.5% | 404K | +13K (+3%) | 8 of 8 | |
| 5 |  DFAE Dimensional Emerg Core | $27.6M | 6.5% | 702K | +31K (+5%) | 8 of 8 | |
| 6 |  DFCF Dimensional Core Fixed | $20.6M | 4.9% | 514K | −149K (−23%) | 8 of 8 | |
| 7 |  SCHH Charles Schwab US REIT | $20.5M | 4.8% | 929K | +45K (+5%) | 8 of 8 | |
| 8 | DIMENSIONAL U S SMALL CAP ETF | $13.9M | 3.3% | 180K | +5,044 (+3%) | 8 of 8 | |
| 9 | DIMENSIONAL U S TARGETED | $11.5M | 2.7% | 173K | +6,442 (+4%) | 8 of 8 | |
| 10 |  BND Vanguard BD Index Fds | $9.7M | 2.3% | 138K | +109K (+382%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pioneer Wealth Management Group 13F FAQ
What does Pioneer Wealth Management Group own?
Pioneer Wealth Management Group reported 56 stocks worth $424M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are DFAU (22.1%), DFAI (15.4%) and SCHZ (13.2%). The table above lists every position in the filing (the top 10 without an account).
What did Pioneer Wealth Management Group buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 24 added to, 21 trimmed and 4 sold out. New positions include AMZN, BSV and AVEM. It sold all of DFSD, DFNM and BRK.B.
When will Pioneer Wealth Management Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Pioneer Wealth Management Group's portfolio worth?
The Q3 2026 filing reports $424M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.