ETF Holders

Pioneer Wealth Management Group ETF holdings

Austin, TX

Reported $405.4M in 45 ETFs in its Form 13F for June 30, 2026.

ETF value
$405.4M
ETFs held
45
Change from prior quarter
+15.2%
With price moves
ETFs as a share of its 13F
97.9%
of $413.9M

Top 10 of 45 ETF holdings

TickerFundValueSharesChange
DFAUDimensional US Core Equity Market ETF$89.0M1,722,295+91,683 shares
DFAIDimensional International Core Equity Market ETF$62.6M1,517,600+96,796 shares
SCHZSchwab U.S. Aggregate Bond ETF$52.0M2,249,290+249,489 shares
VCITVanguard Intermediate-Term Corporate Bond ETF$32.3M391,356+32,909 shares
DFCFDimensional Core Fixed Income ETF$28.0M663,083+29,618 shares
DFAEDimensional Emerging Core Equity Market ETF$27.0M671,538+8,852 shares
SCHHSchwab U.S. REIT ETF$20.9M883,192+67,461 shares
DFASDimensional U.S. Small Cap ETF$14.4M174,600+13,056 shares
DFATDimensional U.S. Targeted Value ETF$11.6M166,160+12,427 shares
VVVanguard Morningstar Large-Cap ETF$7.0M20,475−731 shares
35 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001973339. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Pioneer Wealth Management Group own?

Pioneer Wealth Management Group reported 45 ETF positions worth $405.4M in its Form 13F for June 30, 2026. The largest was DFAU, at $89.0M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.