SEC Form 13F

Pioneer Wealth Management Group 13F Holdings

Report period2026-06-30
Publicly available2026-07-08
Reported value$413,935,618
Positions55

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$89,025,4251,722,295
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$62,600,9981,517,600
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$52,026,0772,249,290
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$32,345,589391,356
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$27,988,733663,083
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$27,002,534671,538
SCHWAB STRATEGIC TRSCHHUS REIT ETF$20,913,984883,192
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$14,376,555174,600
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$11,614,591166,160
VANGUARD INDEX FDSVVLARGE CAP ETF$7,041,67720,475

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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