Pioneer Wealth Management Group

Q3 2025 13F-HR Holdings

Location
Austin, TX
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
52
Total value ($000)
$309,780
Net value change ($000)
+40,057 (14.9%)
New positions
7
Sold out positions
0
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAU 9,395 17.0%
DFAI 6,208 15.7%
SCHZ 4,489 8.7%
BIL 3,238 NEW
VCIT 2,697 11.2%
DFAE 2,535 15.4%
AAPL 2,295 726.3%
SCHH 2,058 15.9%
DFAS 1,491 18.2%
DFAT 1,400 21.4%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -267 -32.6%
VEU -258 -13.0%
TFLO -229 -17.7%
VBR -198 -9.8%
CRM -46 -11.0%
VB -38 -1.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type