Pioneer Wealth Management Group - Portfolio overview

Pioneer Wealth Management Group has 53 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 20.57%
2. DFAI - DIMENSIONAL ETF TRUST, 15.48%
3. SCHZ - SCHWAB STRATEGIC TR, 12.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.