Pioneer Wealth Management Group

Q3 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$423,841
Net value change ($000)
+9,905 (2.4%)
New positions
4
Sold out positions
4
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
BND 7,576 360.6%
DFAU 4,840 5.4%
SCHZ 3,821 7.3%
LQD 3,390 1122.5%
DFAI 2,779 4.4%
TFLO 633 12.5%
DFAE 604 2.2%
NVDA 492 25.5%
AMZN 328 NEW
AVEM 281 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFCF -7,373 -26.3%
DFSD -1,859 -100.0%
DFNM -1,092 -100.0%
VCIT -699 -2.2%
SCHE -583 -15.3%
DFAS -469 -3.3%
SCHH -449 -2.1%
VB -413 -20.8%
SCHWAB STRATEGIC TRUST -366 -9.6%
NUSC -304 -14.0%
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