Pioneer Wealth Management Group

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001973339

Type: FundHoldings: 38Value: $232.2MLatest: 2025Q1

Pioneer Wealth Management Group is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 38 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SCHH",
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "VNQ",
  "VV",
  "VWO",
  null,
  "VCIT",
  null,
  null,
  null,
  "ESGD",
  "VEU",
  "VEA",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  null,
  "SCHF",
  "CRM",
  "ESGU",
  "BRK-B",
  "CHRW",
  null,
  null,
  "DFAC",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 38
Total Value: 232198471
Accession Number: 0001085146-25-001978
Form Type: 13F-HR
CIK: pioneer-wealth-management-group
Manager Name: Pioneer-Wealth-Management-Group

Data Enrichment

55% identified

21 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

38 positions • $232.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V104

Shares:1.2M

Value:$46.3M

% of Portfolio:19.9% ($46.3M/$232.2M)

808524839

Shares:2.0M

Value:$45.5M

% of Portfolio:19.6% ($45.5M/$232.2M)

25434V203

Shares:1.1M

Value:$34.5M

% of Portfolio:14.9% ($34.5M/$232.2M)

92206C870

VCIT|92206C870

Shares:273.1K

Value:$22.3M

% of Portfolio:9.6% ($22.3M/$232.2M)

25434V302

Shares:552.0K

Value:$14.3M

% of Portfolio:6.2% ($14.3M/$232.2M)

808524847

SCHH|808524847

Shares:563.1K

Value:$12.1M

% of Portfolio:5.2% ($12.1M/$232.2M)

25434V872

Shares:196.7K

Value:$8.3M

% of Portfolio:3.6% ($8.3M/$232.2M)

25434V500

Shares:120.1K

Value:$7.2M

% of Portfolio:3.1% ($7.2M/$232.2M)

25434V609

Shares:118.9K

Value:$6.1M

% of Portfolio:2.6% ($6.1M/$232.2M)

922908744

VTV|922908744

Shares:22.0K

Value:$3.8M

% of Portfolio:1.6% ($3.8M/$232.2M)

25434V708

DFAC|25434V708

Shares:107.0K

Value:$3.5M

% of Portfolio:1.5% ($3.5M/$232.2M)

922908637

VV|922908637

Shares:13.5K

Value:$3.5M

% of Portfolio:1.5% ($3.5M/$232.2M)

808524805

SCHF|808524805

Shares:138.2K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$232.2M)

808524706

Shares:91.3K

Value:$2.5M

% of Portfolio:1.1% ($2.5M/$232.2M)

46435G516

ESGD|46435G516

Shares:25.7K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$232.2M)

46435G425

ESGU|46435G425

Shares:16.0K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$232.2M)

922908553

VNQ|922908553

Shares:20.6K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$232.2M)

921937835

BND|921937835

Shares:19.0K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$232.2M)

46434V860

Shares:25.6K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$232.2M)

67092P888

Shares:44.0K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$232.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V104)✕	1.2M	QoQ- YoY +31.66% (+289.7K)	All Managers (Combined)	$46.3M	19.9% ($46.3M/$232.2M)	QoQ- YoY +38.51% (+$12.9M)
(cusip808524839)✕	2.0M	QoQ- YoY +582.24% (+1.7M)	All Managers (Combined)	$45.5M	19.6% ($45.5M/$232.2M)	QoQ- YoY +243.49% (+$32.3M)
(cusip25434V203)✕	1.1M	QoQ- YoY +37.24% (+299.9K)	All Managers (Combined)	$34.5M	14.9% ($34.5M/$232.2M)	QoQ- YoY +41.82% (+$10.2M)
(VCITcusip92206C870)	273.1K	QoQ- YoY +196.97% (+181.2K)	All Managers (Combined)	$22.3M	9.6% ($22.3M/$232.2M)	QoQ- YoY +201.58% (+$14.9M)
(cusip25434V302)✕	552.0K	QoQ- YoY +49.99% (+184.0K)	All Managers (Combined)	$14.3M	6.2% ($14.3M/$232.2M)	QoQ- YoY +57.09% (+$5.2M)
(SCHHcusip808524847)	563.1K	QoQ- YoY +26.79% (+119.0K)	All Managers (Combined)	$12.1M	5.2% ($12.1M/$232.2M)	QoQ- YoY +34.35% (+$3.1M)
(cusip25434V872)✕	196.7K	QoQ- YoY -8.93% (-19.3K)	All Managers (Combined)	$8.3M	3.6% ($8.3M/$232.2M)	QoQ- YoY -8.69% (-$787.6K)
(cusip25434V500)✕	120.1K	QoQ- YoY +46.82% (+38.3K)	All Managers (Combined)	$7.2M	3.1% ($7.2M/$232.2M)	QoQ- YoY +40.72% (+$2.1M)
(cusip25434V609)✕	118.9K	QoQ- YoY +43.64% (+36.1K)	All Managers (Combined)	$6.1M	2.6% ($6.1M/$232.2M)	QoQ- YoY +35.88% (+$1.6M)
(VTVcusip922908744)	22.0K	QoQ- YoY -13.82% (-3.5K)	All Managers (Combined)	$3.8M	1.6% ($3.8M/$232.2M)	QoQ- YoY -8.59% (-$357.8K)
(DFACcusip25434V708)	107.0K	QoQ- YoY +88.06% (+50.1K)	All Managers (Combined)	$3.5M	1.5% ($3.5M/$232.2M)	QoQ- YoY +94.18% (+$1.7M)
(VVcusip922908637)	13.5K	QoQ- YoY -19.06% (-3.2K)	All Managers (Combined)	$3.5M	1.5% ($3.5M/$232.2M)	QoQ- YoY -13.24% (-$528.0K)
(SCHFcusip808524805)	138.2K	QoQ- YoY +73.03% (-58.3K)	All Managers (Combined)	$2.7M	1.2% ($2.7M/$232.2M)	QoQ- YoY -12.28% (-$382.7K)
(cusip808524706)✕	91.3K	QoQ- YoY -21.32% (-24.8K)	All Managers (Combined)	$2.5M	1.1% ($2.5M/$232.2M)	QoQ- YoY -14.09% (-$413.1K)
(ESGDcusip46435G516)	25.7K	QoQ- YoY +15.51% (+3.5K)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$232.2M)	QoQ- YoY +18.08% (+$321.7K)
(ESGUcusip46435G425)	16.0K	QoQ- YoY +17.17% (+2.3K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$232.2M)	QoQ- YoY +24.25% (+$380.8K)
(VNQcusip922908553)	20.6K	QoQ- YoY +26.95% (+4.4K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$232.2M)	QoQ- YoY +32.91% (+$462.7K)
(BNDcusip921937835)	19.0K	QoQ- YoY +145.36% (+11.3K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$232.2M)	QoQ- YoY +148.14% (+$834.8K)
(cusip46434V860)✕	25.6K	QoQ- YoY NEW(+25.6K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$232.2M)	QoQ- YoY NEW(+$1.3M)
(cusip67092P888)✕	44.0K	QoQ- YoY +23.73% (+8.4K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$232.2M)	QoQ- YoY +31.60% (+$309.1K)