Pioneer Wealth Management Group

Q1 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$356,532
Net value change ($000)
+27,181 (8.3%)
New positions
2
Sold out positions
5
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFAI 5,050 10.0%
TFLO 5,001 443.7%
DFAU 4,341 6.3%
SCHZ 4,036 9.5%
SCHH 2,705 18.2%
DFAE 2,512 12.6%
VCIT 1,637 5.8%
DFCF 1,359 5.4%
DFAS 1,029 9.8%
DFAT 1,025 12.0%
Top Reduces (Value $000, Stocks/ETFs)
DFIP -1,050 -100.0%
AAPL -634 -27.1%
DFAR -554 -100.0%
VV -503 -7.4%
BRK-B -449 -100.0%
DFSD -400 -100.0%
DUHP -354 -100.0%
VEU -217 -16.3%
ESGD -197 -8.0%
CRM -120 -29.5%
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