13F Filings History of Pioneer Wealth Management Group

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$329,351,404
Signature - Title
Nicole Renaux - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Pioneer Wealth Management Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pioneer Wealth Management Group reported 53 stock holdings with total value $329,351,404 as of Q4 2025. Top holdings included DFAU, DFAI, SCHZ, VCIT, and DFCF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 53 $329,351,404 +$30,652,990 -$15,765,258 +$14,887,732 DFAU, DFAI, SCHZ, VCIT, DFCF 13F-HR 12 Jan 2026, 09:53
Q3 2025 52 $309,780,436 +$28,584,426 -$1,873,536 +$26,710,890 DFAU, SCHZ, DFAI, VCIT, DFAE 13F-HR 14 Oct 2025, 08:06
Q2 2025 45 $269,723,248 +$26,801,175 -$2,916,691 +$23,884,484 DFAU, SCHZ, DFAI, VCIT, DFAE 13F-HR 10 Jul 2025, 17:50
Q1 2025 38 $232,198,471 +$70,668,379 -$27,431,359 +$43,237,020 DFAU, SCHZ, DFAI, VCIT, DFAE 13F-HR 09 Apr 2025, 15:00
Q3 2024 42 $209,711,084 +$20,134,385 -$10,315,017 +$9,819,368 DFAU, DFAI, SCHZ, DFAE, SCHH 13F-HR 07 Oct 2024, 13:50
Q2 2024 40 $188,274,049 +$15,743,591 -$2,444,639 +$13,298,952 DFAU, DFAI, SCHZ, BSV, VCSH 13F-HR 12 Jul 2024, 14:11
Q1 2024 39 $174,938,846 +$27,378,230 -$18,933,862 +$8,444,368 DFAU, DFAI, SCHZ, BSV, VCSH 13F-HR 11 Apr 2024, 10:03
Q4 2023 37 $160,652,950 +$32,074,229 -$13,320,133 +$18,754,096 DFAU, SCHZ, DFAI, BSV, VCSH 13F-HR 09 Jan 2024, 17:51
Q3 2023 36 $131,290,995 +$15,419,904 -$5,567,669 +$9,852,235 BSV, SCHZ, DFAU, DFAI, VCSH 13F-HR 06 Nov 2023, 18:04
Q2 2023 37 $125,861,002 +$13,207,244 -$1,823,742 +$11,383,502 BSV, DFAU, SCHZ, DFAI, VCSH 13F-HR 11 Jul 2023, 21:05
Q1 2023 31 $112,380,394 +$8,413,888 -$6,117,657 +$2,296,231 BSV, SCHZ, DFAU, DFAI, VV 13F-HR 21 Apr 2023, 18:08
Q4 2022 33 $106,145,344 $0 $0 $0 SCHZ, BSV, DFAU, DFAI, VCIT 13F-HR 20 Apr 2023, 21:46