Pioneer Wealth Management Group
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 413,936
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 55 | 413,936 | 13F-HR | Pioneer Wealth Management Group |
| Q1 2026 | 4/8/2026 | 50 | 356,532 | 13F-HR | Pioneer Wealth Management Group |
| Q4 2025 | 1/12/2026 | 53 | 329,351 | 13F-HR | Pioneer Wealth Management Group |
| Q3 2025 | 10/14/2025 | 52 | 309,780 | 13F-HR | Pioneer Wealth Management Group |
| Q2 2025 | 7/11/2025 | 45 | 269,723 | 13F-HR | Pioneer Wealth Management Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.513 K | 2.3% | 4.099 K | 0 | 4.099 K |
| ETFs | 399.4 K | 97.7% | 54.36 K | 0 | 54.36 K |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
413,936
Holdings
55
QoQ value change ($000)
57,404
(16.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.