Pioneer Wealth Management Group holds a concentrated book of 55 stocks worth $413.9M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened Dimensional Short Duration and trimmed Vanguard Large-Cap ETF. Their largest long position is Dimensional US Core Equity M at 22% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Pioneer Wealth Management Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 55 / 55 | $54.8B |
| LPL Financial LLC | 55 / 55 | $49.1B |
| OSAIC HOLDINGS, INC. | 55 / 55 | $11.8B |
| MORGAN STANLEY | 54 / 55 | $323.5B |
| RAYMOND JAMES FINANCIAL INC | 54 / 55 | $70.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 54 / 55 | $13.4B |
| CWM, LLC | 54 / 55 | $3.9B |
| Farther Finance Advisors, LLC | 54 / 55 | $2.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Pioneer Wealth Management Group: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQT MKT | $89.0M | 1.72M | 21.5% | ▲+5.6% Added · +92K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQT MK | $62.6M | 1.52M | 15.1% | ▲+6.8% Added · +97K sh | |
| 3 | Schwab Strategic TR US AGGREGATE B | $52.0M | 2.25M | 12.6% | ▲+12% Added · +249K sh | |
| 4 | Vanguard Scottsdale FDS INT-TERM CORP | $32.3M | 391.4K | 7.8% | ▲+9.2% Added · +33K sh | |
| 5 | Dimensional ETF Trust CORE FIXE IN ETF | $28.0M | 663.1K | 6.8% | ▲+4.7% Added · +30K sh | |
| 6 | Dimensional ETF Trust EMGR CRE EQT MNG | $27.0M | 671.5K | 6.5% | ▲+1.3% Added · +9K sh | |
| 7 | Schwab Strategic TR US REIT ETF | $20.9M | 883.2K | 5.1% | ▲+8.3% Added · +67K sh | |
| 8 | Dimensional ETF Trust US SMALL CAP ETF | $14.4M | 174.6K | 3.5% | ▲+8.1% Added · +13K sh | |
| 9 | Dimensional ETF Trust US TARGETED VLU | $11.6M | 166.2K | 2.8% | ▲+8.1% Added · +12K sh | |
| 10 | Vanguard Index FDS LARGE CAP ETF | $7.0M | 20.5K | 1.7% | ▼−3.4% Reduced · −731 sh | |
| 11 | Ishares TR TRS FLT RT BD | $5.1M | 100.2K | 1.2% | ▼−17% Reduced · −21K sh | |
| 12 | Vanguard Index FDS VALUE ETF | $4.3M | 19.7K | 1.0% | ▼−2.0% Reduced · −415 sh | |
| 13 | Ishares TR ESG AWR MSCI USA | $4.1M | 25.2K | 1.0% | ▲+24% Added · +5K sh | |
| 14 | Dimensional ETF Trust US COR EQU 2 ETF | $3.9M | 88.1K | 0.9% | ▼−2.8% Reduced · −2K sh | |
| 15 | Apple Inc COM | $3.9M | 13.3K | 0.9% | ▲+99% Added · +7K sh | |
| 16 | Schwab Strategic TR INTL EQTY ETF | $3.8M | 138.3K | 0.9% | ▼−5.5% Reduced · −8K sh | |
| 17 | Schwab Strategic TR EMRG MKTEQ ETF | $3.8M | 105.2K | 0.9% | ▼−5.6% Reduced · −6K sh | |
| 18 | SPDR Series Trust ST STR BLO 1 ETF | $3.2M | 35.2K | 0.8% | ▼−21% Reduced · −9K sh | |
| 19 | Ishares TR ESG AW MSCI EAFE | $3.0M | 29.2K | 0.7% | ▲+24% Added · +6K sh | |
| 20 | Vanguard Index FDS REAL ESTATE ETF | $2.4M | 25.2K | 0.6% | ▲+4.5% Added · +1K sh | |
| 21 | Nushares ETF TR NUVEEN ESG EMRGN | $2.3M | 53.9K | 0.6% | ▲+3.4% Added · +2K sh | |
| 22 | Nushares ETF TR NUVEEN ESG SMLCP | $2.2M | 41.5K | 0.5% | ▲+28% Added · +9K sh | |
| 23 | Vanguard BD Index FDS TOTAL BND MRKT | $2.1M | 28.6K | 0.5% | ▲+8.7% Added · +2K sh | |
| 24 | Vanguard Index FDS SM CP VAL ETF | $2.1M | 8.6K | 0.5% | ▼−2.9% Reduced · −258 sh | |
| 25 | Vanguard Index FDS SMALL CP ETF | $2.0M | 6.5K | 0.5% | ▼−4.6% Reduced · −319 sh | |
| 26 | Nvidia Corporation COM | $1.9M | 9.6K | 0.5% | ▲+100% Added · +5K sh | |
| 27 | Dimensional ETF Trust SHOR DUR FIX ETF | $1.9M | 38.9K | 0.4% | ▲New New position | |
| 28 | Northern LTS FD TR IV INSPIRE 500 ETF | $1.6M | 5.6K | 0.4% | ▲+5.5% Added · +293 sh | |
| 29 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.4M | 24.5K | 0.3% | ▲+13% Added · +3K sh | |
| 30 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.4M | 20.0K | 0.3% | ▼−0.5% Reduced · −110 sh | |
| 31 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.2M | 14.8K | 0.3% | —Held | |
| 32 | Dimensional ETF Trust NATL MUN BD ETF | $1.1M | 22.6K | 0.3% | ▲New New position | |
| 33 | Vanguard Index FDS TOTAL STK MKT | $1.0M | 2.8K | 0.3% | —Held | |
| 34 | Global X FDS S&P EX US ETF | $925K | 23.3K | 0.2% | ▲+1.2% Added · +270 sh | |
| 35 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $575K | 9.6K | 0.1% | ▲+1.1% Added · +103 sh | |
| 36 | Northern LTS FD TR IV INSPIRE CORP BD | $561K | 23.6K | 0.1% | ▲+13% Added · +3K sh | |
| 37 | American Centy ETF TR US EQT ETF | $561K | 4.4K | 0.1% | ▼−12% Reduced · −593 sh | |
| 38 | Dimensional ETF Trust INTL CORE EQUITY | $545K | 14.6K | 0.1% | —Held | |
| 39 | Union Pac Corp COM | $534K | 2.0K | 0.1% | ▼−0.1% Reduced · −1 sh | |
| 40 | Ishares TR CORE S&P TTL STK | $502K | 3.1K | 0.1% | ▼−23% Reduced · −920 sh | |
| 41 | Alphabet Inc CAP STK CL C | $487K | 1.4K | 0.1% | ▲+21% Added · +243 sh | |
| 42 | Ishares TR CORE US AGGBD ET | $451K | 4.6K | 0.1% | ▲New New position | |
| 43 | Norfolk Southn Corp COM | $450K | 1.4K | 0.1% | ▲+0.3% Added · +4 sh | |
| 44 | Timothy Plan U S SM CP CORE | $447K | 9.3K | 0.1% | ▲+17% Added · +1K sh | |
| 45 | Vanguard Index FDS S&P 500 ETF SHS | $435K | 634 | 0.1% | —Held | |
| 46 | Vanguard World FD INF TECH ETF | $351K | 2.9K | 0.1% | ▲+699% Added · +3K sh | |
| 47 | Microsoft Corp COM | $347K | 930 | 0.1% | ▲+5.8% Added · +51 sh | |
| 48 | Ishares TR IBOXX INV CP ETF | $302K | 2.8K | 0.1% | ▲~0% Added · +1 sh | |
| 49 | Vanguard Mun BD FDS TAX EXEMPT BD | $284K | 5.6K | 0.1% | —Held | |
| 50 | Vanguard Specialized Funds DIV APP ETF | $258K | 1.1K | 0.1% | ▼−22% Reduced · −300 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1973339/holdings"
Use Arkolith to show Pioneer Wealth Management Group's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 55 | $413.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 50 | $356.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 53 | $329.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 52 | $309.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 45 | $269.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 38 | $232.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 42 | $209.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 12, 2024 | 40 | $188.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.