Pioneer Wealth Management Group
Long book
$356.5M
Q1 2026
Positions
50
Top-10 weight
84%
concentration
Last quarter
+8.6%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsPioneer Wealth Management Group is a wealth-management firm allocating client money, specialised in technology (76% of the long book), running a $356.5M US long book across 50 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY M, DIMENSIONAL INTERNATIONAL CO, SCHWAB US AGGREGATE BOND ETF, VANGUARD INT-TERM CORPORATE, DIMENSIONAL CORE FIXED INC.
Over the last 8 quarters its long book ran on average 2pp per quarter behind the S&P 500, beating the index in 2 of 8 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.8%
Q2 2024
+6.8%
Q3 2024
-2.5%
Q1 2025
+6.7%
Q2 2025
+5.6%
Q3 2025
+2.4%
Q4 2025
+0.1%
Q1 2026
+8.6%
Sector allocation
Technology 76%
Industrials 19%
Consumer discretionary 5%
Long book by quarter
What does Pioneer Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 6.7K | $1.7M | 0.5% | -21.9% |
| NVDA NVIDIA CORP | Technology | 4.8K | $843K | 0.2% | +60.6% |
| UNP UNION PACIFIC CORP | Industrials | 2.0K | $477K | 0.1% | -4.1% |
| NSC NORFOLK SOUTHERN CORP | Industrials | 1.4K | $409K | 0.1% | +0.3% |
| GOOG ALPHABET INC-CL C | Technology | 1.1K | $326K | 0.1% | -12.5% |
| MSFT MICROSOFT CORP | Technology | 879 | $325K | 0.1% | +12.7% |
| CRM SALESFORCE INC | Technology | 1.5K | $287K | 0.1% | +0.3% |
| HD HOME DEPOT INC | Consumer discretionary | 634 | $209K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 8, 2026 | 50 | $356.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 53 | $329.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 52 | $309.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 45 | $269.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 9, 2025 | 38 | $232.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 7, 2024 | 42 | $209.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 12, 2024 | 40 | $188.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 11, 2024 | 39 | $174.9M | canonical | SEC ↗ |