Pioneer Wealth Management Group
- SEC CIK
- 0001973339
- Latest filing
- Jul 7, 2026
The latest 13F from Pioneer Wealth Management Group covers Q2 2026 (filed Jul 7, 2026): 55 long positions worth $413.9M. The top 10 holdings make up 83.3% of the portfolio, and the largest is Dimensional ETF Trust at 21.5%. Livermore has 14 filings on Form 13F from this institution, going back to Q4 2022.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 5
- Est. +$3.85M
- Added
- 28
- Est. +$28.0M
- Reduced
- 15
- Est. −$3.28M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Dimensional ETF Trust25434V10421.5%$89.0M
- Dimensional ETF Trust25434V20315.1%$62.6M
- Schwab US Aggregate Bond ETF80852483912.6%$52.0M
- Vanguard Intermediate-Term Corporate Bond ETF92206C8707.8%$32.3M
- Dimensional ETF Trust25434V8726.8%$28.0M
Share of portfolio
Top 5 holdings and the other 50 positions, by share of portfolio value
- Dimensional ETF Trust21.5%
- Dimensional ETF Trust15.1%
- Schwab US Aggregate Bond ETF12.6%
- Vanguard Intermediate-Term Corporate Bond ETF7.8%
- Dimensional ETF Trust6.8%
- Other 50 positions36.2%
Biggest buys
New and added positions, by estimated amount bought
- Schwab US Aggregate Bond ETF808524839+$5.77MAdded
- Dimensional ETF Trust25434V104+$4.74MAdded
- Dimensional ETF Trust25434V203+$3.99MAdded
- Vanguard Intermediate-Term Corporate Bond ETF92206C870+$2.72MAdded
- AAPLApple Inc.
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Dimensional ETF Trust25434V104+0.87 pp20.6% → 21.5%
- AAPLApple Inc.
- Dimensional ETF Trust25434V864+0.45 pp0.0% → 0.4%
- Dimensional ETF Trust25434V849+0.26 pp0.0% → 0.3%
- Dimensional U.S. Small Cap ETF25434V500+0.25 pp3.2% → 3.5%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Tr46434V860−$1.05MReduced
- State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663−$844.2KReduced
- Vanguard Morningstar Large-Cap ETF922908637−$251.4KReduced
- Schwab Emerging Markets Equity ETF808524706−$227.5KReduced
- Schwab International Equity ETF808524805−$222.8KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- iShares Tr46434V860−0.49 pp1.7% → 1.2%
- State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663−0.36 pp1.1% → 0.8%
- Schwab Emerging Markets Equity ETF808524706−0.11 pp1.0% → 0.9%
- Schwab International Equity ETF808524805−0.09 pp1.0% → 0.9%
- Vanguard Morningstar Large-Cap ETF922908637−0.08 pp1.8% → 1.7%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $413.9M
- +$57.4M (+16.1%) vs. prior quarter
- Positions
- 55
- +5 vs. prior quarter
- Top 10 concentration
- 83.3%
- Top 10 as share of value
- Turnover
- 0.9%
- Q2 2026, one quarter
- Average holding period
- 5.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.
13F filings by quarter
14 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $413.9M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 7, 2026 | 55 | $413.9M | Dimensional ETF TrustDimensional ETF TrustSchwab US Aggregate Bond ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 8, 2026 | 50 | $356.5M | Dimensional ETF TrustDimensional ETF TrustSchwab US Aggregate Bond ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 12, 2026 | 53 | $329.4M | Dimensional ETF TrustDimensional ETF TrustSchwab US Aggregate Bond ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 14, 2025 | 52 | $309.8M | Dimensional ETF TrustSchwab US Aggregate Bond ETFDimensional ETF Trust | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 11, 2025 | 45 | $269.7M | Dimensional ETF TrustSchwab US Aggregate Bond ETFDimensional ETF Trust | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 9, 2025 | 38 | $232.2M | Dimensional ETF TrustSchwab US Aggregate Bond ETFDimensional ETF Trust | – | SEC |
| Q3 2024 | Oct 7, 2024 | 42 | $209.7M | Dimensional ETF TrustDimensional ETF TrustSchwab US Aggregate Bond ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 12, 2024 | 40 | $188.3M | Dimensional ETF TrustDimensional ETF TrustSchwab US Aggregate Bond ETF | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 11, 2024 | 39 | $174.9M | Dimensional ETF TrustDimensional ETF TrustSchwab US Aggregate Bond ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 10, 2024 | 37 | $160.7M | Dimensional ETF TrustSchwab US Aggregate Bond ETFDimensional ETF Trust | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 7, 2023 | 36 | $131.3M | Vanguard Short-Term Bond ETFSchwab US Aggregate Bond ETFDimensional ETF Trust | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 12, 2023 | 37 | $125.9M | Vanguard Short-Term Bond ETFDimensional ETF TrustSchwab US Aggregate Bond ETF | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 24, 2023 | 31 | $112.4M | Vanguard Short-Term Bond ETFSchwab US Aggregate Bond ETFDimensional ETF Trust | vs. Q4 2022 | SEC |
| Q4 2022 | Apr 21, 2023 | 33 | $106.1M | Schwab US Aggregate Bond ETFVanguard Short-Term Bond ETFDimensional ETF Trust | – | SEC |