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Pioneer Wealth Management Group

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13F filer, CIK 1973339, AUSTIN, TX

Pioneer Wealth Management Group reported $356,532,100 across 50 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-08. Its ten largest share positions make up 83.91% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001973339-26-000002

Period
2026-03-31
Reported value
$357M
Holdings
50
Top 10 weight
83.91%
New
2
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAUadded+151,285$6.83M
TFLOadded+98,697$5M
SCHZadded+185,543$4.31M
DFAIadded+100,801$3.93M
SCHHadded+106,072$2.28M

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
DFIPexited-25,279-$1.05M
DFARexited-24,176-$554K
AAPLreduced-1,883-$478K
BRK-Bexited-893-$449K
DFSDexited-8,350-$400K

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, Q1 2026

Share positions as resolved from 13F-HR 0001973339-26-000002, largest first. % of portfolio is the value over $356,532,100, 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; 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; 2026Q1: 1,630,612 shares 1,630,612$73.6M20.64%+151,285Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,420,804 shares 1,420,804$55.4M15.53%+100,801Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,999,801 shares 1,999,801$46.4M13.02%+185,543Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 273,148 shares; 2025Q2: 289,235 shares; 2025Q3: 317,200 shares; 2025Q4: 334,618 shares; 2026Q1: 358,447 shares 358,447$29.7M8.32%+23,829Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 196,690 shares; 2025Q2: 178,256 shares; 2025Q3: 179,918 shares; 2025Q4: 596,465 shares; 2026Q1: 633,465 shares 633,465$26.7M7.5%+37,000Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 551,976 shares; 2025Q2: 569,117 shares; 2025Q3: 602,942 shares; 2025Q4: 611,819 shares; 2026Q1: 662,686 shares 662,686$22.4M6.29%+50,867Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 563,075 shares; 2025Q2: 612,777 shares; 2025Q3: 696,520 shares; 2025Q4: 709,659 shares; 2026Q1: 815,731 shares 815,731$17.5M4.92%+106,072Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 120,126 shares; 2025Q2: 128,262 shares; 2025Q3: 141,144 shares; 2025Q4: 150,163 shares; 2026Q1: 161,544 shares 161,544$11.5M3.22%+11,381Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 118,860 shares; 2025Q2: 121,123 shares; 2025Q3: 136,337 shares; 2025Q4: 144,039 shares; 2026Q1: 153,733 shares 153,733$9.6M2.69%+9,694Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 13,460 shares; 2025Q2: 21,911 shares; 2025Q3: 21,941 shares; 2025Q4: 21,729 shares; 2026Q1: 21,206 shares 21,206$6.34M1.78%-523Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 25,554 shares; 2025Q2: 25,513 shares; 2025Q3: 21,016 shares; 2025Q4: 22,331 shares; 2026Q1: 121,028 shares 121,028$6.13M1.72%+98,697Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,580 shares; 2025Q2: not reported; 2025Q3: 35,288 shares; 2025Q4: 39,145 shares; 2026Q1: 44,426 shares 44,426$4.07M1.14%+5,281Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 22,017 shares; 2025Q2: 20,321 shares; 2025Q3: 19,903 shares; 2025Q4: 20,125 shares; 2026Q1: 20,154 shares 20,154$3.95M1.11%+29Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 91,299 shares; 2025Q2: 104,790 shares; 2025Q3: 102,479 shares; 2025Q4: 111,045 shares; 2026Q1: 111,448 shares 111,448$3.67M1.03%+403Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 138,150 shares; 2025Q2: 137,086 shares; 2025Q3: 136,866 shares; 2025Q4: 147,516 shares; 2026Q1: 146,393 shares 146,393$3.62M1.02%-1,123Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 107,006 shares; 2025Q2: 83,354 shares; 2025Q3: 81,394 shares; 2025Q4: 81,467 shares; 2026Q1: 90,597 shares 90,597$3.52M0.99%+9,130Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 16,003 shares; 2025Q2: 17,414 shares; 2025Q3: 18,008 shares; 2025Q4: 18,993 shares; 2026Q1: 20,338 shares 20,338$2.88M0.81%+1,345Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 25,709 shares; 2025Q2: 24,932 shares; 2025Q3: 24,445 shares; 2025Q4: 25,862 shares; 2026Q1: 23,656 shares 23,656$2.26M0.63%-2,206Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 20,637 shares; 2025Q2: 22,344 shares; 2025Q3: 23,388 shares; 2025Q4: 24,021 shares; 2026Q1: 24,064 shares 24,064$2.13M0.6%+43Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 19,038 shares; 2025Q2: 20,945 shares; 2025Q3: 22,392 shares; 2025Q4: 24,411 shares; 2026Q1: 26,318 shares 26,318$1.94M0.54%+1,907Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,297 shares; 2025Q2: 10,325 shares; 2025Q3: 8,696 shares; 2025Q4: 8,890 shares; 2026Q1: 8,851 shares 8,851$1.92M0.54%-39Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 44,006 shares; 2025Q2: 48,748 shares; 2025Q3: 51,257 shares; 2025Q4: 51,496 shares; 2026Q1: 52,076 shares 52,076$1.91M0.54%+580Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,477 shares; 2025Q2: 8,273 shares; 2025Q3: 7,560 shares; 2025Q4: 7,224 shares; 2026Q1: 6,869 shares 6,869$1.8M0.5%-355Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,539 shares; 2025Q3: 10,254 shares; 2025Q4: 8,591 shares; 2026Q1: 6,708 shares 6,708$1.7M0.48%-1,883Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 29,656 shares; 2025Q2: 32,322 shares; 2025Q3: 32,242 shares; 2025Q4: 33,679 shares; 2026Q1: 32,445 shares 32,445$1.46M0.41%-1,234Timeline
PTLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,828 shares; 2025Q2: 3,511 shares; 2025Q3: 4,478 shares; 2025Q4: 4,460 shares; 2026Q1: 5,332 shares 5,332$1.34M0.37%+872Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 13,432 shares; 2025Q3: 15,396 shares; 2025Q4: 16,099 shares; 2026Q1: 21,777 shares 21,777$1.3M0.36%+5,678Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,624 shares; 2025Q2: 17,826 shares; 2025Q3: 19,845 shares; 2025Q4: 19,975 shares; 2026Q1: 20,107 shares 20,107$1.29M0.36%+132Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 18,851 shares; 2025Q2: 29,467 shares; 2025Q3: 24,147 shares; 2025Q4: 18,085 shares; 2026Q1: 14,821 shares 14,821$1.11M0.31%-3,264Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,779 shares; 2025Q2: 2,865 shares; 2025Q3: 3,318 shares; 2025Q4: 2,784 shares; 2026Q1: 2,801 shares 2,801$899K0.25%+17Timeline
CEFAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,236 shares; 2025Q2: 16,325 shares; 2025Q3: 18,627 shares; 2025Q4: 18,511 shares; 2026Q1: 23,032 shares 23,032$850K0.24%+4,521Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,175 shares; 2025Q3: 2,953 shares; 2025Q4: 3,009 shares; 2026Q1: 4,832 shares 4,832$843K0.24%+1,823Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 3,975 shares; 2026Q1: 3,975 shares 3,975$566K0.16%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,970 shares 4,970$553K0.15%newTimeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 14,618 shares; 2025Q2: 14,618 shares; 2025Q3: 14,618 shares; 2025Q4: 14,618 shares; 2026Q1: 14,618 shares 14,618$519K0.15%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,842 shares; 2025Q2: 8,842 shares; 2025Q3: 9,925 shares; 2025Q4: 9,936 shares; 2026Q1: 9,527 shares 9,527$515K0.14%-409Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 11,577 shares; 2025Q3: 14,390 shares; 2025Q4: 14,924 shares; 2026Q1: 20,826 shares 20,826$497K0.14%+5,902Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 1,964 shares 1,964$477K0.13%-83Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 1,425 shares 1,425$409K0.11%+4Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 402 shares; 2025Q2: 627 shares; 2025Q3: 634 shares; 2025Q4: 664 shares; 2026Q1: 634 shares 634$379K0.11%-30Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,974 shares; 2025Q3: 7,249 shares; 2025Q4: 7,027 shares; 2026Q1: 7,987 shares 7,987$339K0.1%+960Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 1,297 shares; 2026Q1: 1,135 shares 1,135$326K0.09%-162Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 879 shares 879$325K0.09%+99Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,374 shares; 2025Q3: 2,407 shares; 2025Q4: 2,360 shares; 2026Q1: 2,771 shares 2,771$302K0.08%+411Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,541 shares; 2025Q3: 1,752 shares; 2025Q4: 1,560 shares; 2026Q1: 1,389 shares 1,389$299K0.08%-171Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,574 shares; 2025Q4: 1,535 shares; 2026Q1: 1,540 shares 1,540$287K0.08%+5Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 5,614 shares; 2026Q1: 5,614 shares 5,614$280K0.08%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 367 shares 367$256K0.07%+8Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,276 shares; 2025Q4: 6,276 shares; 2026Q1: 6,276 shares 6,276$224K0.06%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 592 shares; 2025Q2: 628 shares; 2025Q3: 578 shares; 2025Q4: not reported; 2026Q1: 634 shares 634$209K0.06%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
DFIPDIMENSIONAL ETF TRUST25,279$1.05Mshares
DFARDIMENSIONAL ETF TRUST24,176$554Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL893$449Kshares
DFSDDIMENSIONAL ETF TRUST8,350$400Kshares
DUHPDIMENSIONAL ETF TRUST9,308$354Kshares

How Q1 2026 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 0001973339-26-000002 base2026-04-08acceptance time not in the bulk data set