Pioneer Wealth Management Group

Q4 2025 13F-HR Holdings

Location
Austin, TX
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$329,351
Net value change ($000)
+19,571 (6.3%)
New positions
4
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFCF 17,693 230.0%
DFAU 4,706 7.3%
DFAI 4,630 10.1%
VCIT 1,344 5.0%
DFIP 1,050 NEW
DFAE 916 4.8%
DFAS 799 8.3%
DFAT 640 8.1%
DFAR 554 NEW
DFSD 400 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHZ -13,828 -24.6%
VEU -393 -22.8%
AAPL -275 -10.5%
CHRW -265 -100.0%
ORCL -240 -100.0%
HD -234 -100.0%
SCHH -199 -1.3%
VTI -156 -14.3%
BRK-B -132 -22.7%
VB -59 -3.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type