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Pioneer Wealth Management Group

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13F filer, CIK 1973339, AUSTIN, TX

Pioneer Wealth Management Group reported $329,351,404 across 53 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-12. Its ten largest share positions make up 83.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001973339-26-000001

Period
2025-12-31
Reported value
$329M
Holdings
53
Top 10 weight
83.79%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFCFadded+416,547$17.7M
DFAUadded+69,240$3.24M
DFAIadded+63,481$2.42M
VCITadded+17,418$1.46M
DFIPnew+25,279$1.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHZreduced-581,419-$13.6M
AAPLreduced-1,663-$452K
VEUreduced-6,062-$446K
CHRWexited-2,000-$265K
ORCLexited-854-$240K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001973339-26-000001, largest first. % of portfolio is the value over $329,351,404, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,204,564 shares; 2025Q2: 1,301,476 shares; 2025Q3: 1,410,087 shares; 2025Q4: 1,479,327 shares 1,479,327$69.2M21.02%+69,240Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,105,060 shares; 2025Q2: 1,141,667 shares; 2025Q3: 1,256,522 shares; 2025Q4: 1,320,003 shares 1,320,003$50.3M15.27%+63,481Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,965,005 shares; 2025Q2: 2,226,231 shares; 2025Q3: 2,395,677 shares; 2025Q4: 1,814,258 shares 1,814,258$42.4M12.87%-581,419Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 273,148 shares; 2025Q2: 289,235 shares; 2025Q3: 317,200 shares; 2025Q4: 334,618 shares 334,618$28M8.51%+17,418Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 196,690 shares; 2025Q2: 178,256 shares; 2025Q3: 179,918 shares; 2025Q4: 596,465 shares 596,465$25.4M7.71%+416,547Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 551,976 shares; 2025Q2: 569,117 shares; 2025Q3: 602,942 shares; 2025Q4: 611,819 shares 611,819$19.9M6.05%+8,877Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 563,075 shares; 2025Q2: 612,777 shares; 2025Q3: 696,520 shares; 2025Q4: 709,659 shares 709,659$14.8M4.5%+13,139Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 120,126 shares; 2025Q2: 128,262 shares; 2025Q3: 141,144 shares; 2025Q4: 150,163 shares 150,163$10.5M3.18%+9,019Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 118,860 shares; 2025Q2: 121,123 shares; 2025Q3: 136,337 shares; 2025Q4: 144,039 shares 144,039$8.58M2.6%+7,702Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 13,460 shares; 2025Q2: 21,911 shares; 2025Q3: 21,941 shares; 2025Q4: 21,729 shares 21,729$6.84M2.08%-212Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 22,017 shares; 2025Q2: 20,321 shares; 2025Q3: 19,903 shares; 2025Q4: 20,125 shares 20,125$3.84M1.17%+222Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 91,299 shares; 2025Q2: 104,790 shares; 2025Q3: 102,479 shares; 2025Q4: 111,045 shares 111,045$3.64M1.1%+8,566Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,580 shares; 2025Q2: not reported; 2025Q3: 35,288 shares; 2025Q4: 39,145 shares 39,145$3.58M1.09%+3,857Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 138,150 shares; 2025Q2: 137,086 shares; 2025Q3: 136,866 shares; 2025Q4: 147,516 shares 147,516$3.55M1.08%+10,650Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 107,006 shares; 2025Q2: 83,354 shares; 2025Q3: 81,394 shares; 2025Q4: 81,467 shares 81,467$3.23M0.98%+73Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 16,003 shares; 2025Q2: 17,414 shares; 2025Q3: 18,008 shares; 2025Q4: 18,993 shares 18,993$2.83M0.86%+985Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 25,709 shares; 2025Q2: 24,932 shares; 2025Q3: 24,445 shares; 2025Q4: 25,862 shares 25,862$2.46M0.75%+1,417Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,539 shares; 2025Q3: 10,254 shares; 2025Q4: 8,591 shares 8,591$2.34M0.71%-1,663Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 20,637 shares; 2025Q2: 22,344 shares; 2025Q3: 23,388 shares; 2025Q4: 24,021 shares 24,021$2.13M0.65%+633Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,297 shares; 2025Q2: 10,325 shares; 2025Q3: 8,696 shares; 2025Q4: 8,890 shares 8,890$1.88M0.57%+194Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,477 shares; 2025Q2: 8,273 shares; 2025Q3: 7,560 shares; 2025Q4: 7,224 shares 7,224$1.86M0.57%-336Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 44,006 shares; 2025Q2: 48,748 shares; 2025Q3: 51,257 shares; 2025Q4: 51,496 shares 51,496$1.83M0.56%+239Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 19,038 shares; 2025Q2: 20,945 shares; 2025Q3: 22,392 shares; 2025Q4: 24,411 shares 24,411$1.81M0.55%+2,019Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 29,656 shares; 2025Q2: 32,322 shares; 2025Q3: 32,242 shares; 2025Q4: 33,679 shares 33,679$1.5M0.46%+1,437Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 18,851 shares; 2025Q2: 29,467 shares; 2025Q3: 24,147 shares; 2025Q4: 18,085 shares 18,085$1.33M0.4%-6,062Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,624 shares; 2025Q2: 17,826 shares; 2025Q3: 19,845 shares; 2025Q4: 19,975 shares 19,975$1.25M0.38%+130Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 25,554 shares; 2025Q2: 25,513 shares; 2025Q3: 21,016 shares; 2025Q4: 22,331 shares 22,331$1.13M0.34%+1,315Timeline
PTLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,828 shares; 2025Q2: 3,511 shares; 2025Q3: 4,478 shares; 2025Q4: 4,460 shares 4,460$1.11M0.34%-18Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,279 shares 25,279$1.05M0.32%newTimeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 13,432 shares; 2025Q3: 15,396 shares; 2025Q4: 16,099 shares 16,099$965K0.29%+703Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,779 shares; 2025Q2: 2,865 shares; 2025Q3: 3,318 shares; 2025Q4: 2,784 shares 2,784$933K0.28%-534Timeline
CEFAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,236 shares; 2025Q2: 16,325 shares; 2025Q3: 18,627 shares; 2025Q4: 18,511 shares 18,511$684K0.21%-116Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 3,975 shares 3,975$591K0.18%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,175 shares; 2025Q3: 2,953 shares; 2025Q4: 3,009 shares 3,009$561K0.17%+56Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,176 shares 24,176$554K0.17%newTimeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,842 shares; 2025Q2: 8,842 shares; 2025Q3: 9,925 shares; 2025Q4: 9,936 shares 9,936$534K0.16%+11Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 14,618 shares; 2025Q2: 14,618 shares; 2025Q3: 14,618 shares; 2025Q4: 14,618 shares 14,618$504K0.15%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares 2,047$474K0.14%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,206 shares; 2025Q2: 1,158 shares; 2025Q3: 1,156 shares; 2025Q4: 893 shares 893$449K0.14%-263Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 402 shares; 2025Q2: 627 shares; 2025Q3: 634 shares; 2025Q4: 664 shares 664$416K0.13%+30Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares 1,421$410K0.12%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 1,297 shares 1,297$407K0.12%+246Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,574 shares; 2025Q4: 1,535 shares 1,535$407K0.12%-39Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,350 shares 8,350$400K0.12%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780$377K0.11%0Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 11,577 shares; 2025Q3: 14,390 shares; 2025Q4: 14,924 shares 14,924$361K0.11%+534Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,308 shares 9,308$354K0.11%newTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,541 shares; 2025Q3: 1,752 shares; 2025Q4: 1,560 shares 1,560$343K0.1%-192Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,974 shares; 2025Q3: 7,249 shares; 2025Q4: 7,027 shares 7,027$291K0.09%-222Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 5,614 shares 5,614$282K0.09%+509Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 359 shares; 2025Q4: 359 shares 359$271K0.08%0Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,374 shares; 2025Q3: 2,407 shares; 2025Q4: 2,360 shares 2,360$260K0.08%-47Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,276 shares; 2025Q4: 6,276 shares 6,276$215K0.07%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CHRWC H ROBINSON WORLDWIDE IN2,000$265Kshares
ORCLORACLE CORP854$240Kshares
HDHOME DEPOT INC578$234Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001973339-26-000001 base2026-01-12acceptance time not in the bulk data set