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Pioneer Wealth Management Group
Pioneer Wealth Management Group is a fee-only investment adviser and wealth management firm headquartered in Austin, Texas. Founded in 2004, the firm provides financial planning, investment management, tax planning, estate planning, college and insurance planning, and cash flow management. Pioneer serves busy professionals, retirees, business owners, and families, striving to simplify financial lives through unbiased and comprehensive advice. The team consists of more than 20 employees, including CFPs, CPAs, CFA, and other credentialed professionals. Pioneer focuses on client trust and operates as a boutique firm dedicated to long-term financial guidance.
Investment Strategy
Pioneer Wealth Management Group offers fee-only, high-touch wealth management services that include comprehensive financial planning, tax optimization, equity compensation planning, legacy/estate planning, and disciplined investment management. Their approach is grounded in unbiased advice tailored for each client’s financial situation, emphasizing long-term growth, simplicity, and the full potential of wealth. Pioneer primarily serves individuals and families, including both high net worth and non-high net worth clients, with investment decisions made through discretionary and non-discretionary accounts. Their philosophy centers on building financial confidence and charting personalized roadmaps for financial success, not product sales.
Latest 13F Filing Activity
Pioneer Wealth Management Group filed their most recent 13F report on Sep 30, 2025 disclosing 52 equity positions with a total 13F market value of $310B. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Schwab Strategic TR among other positions. Pioneer Wealth Management Group reduced exposure to Nvidia Corporation, Vanguard Intl Equity Index F, Ishares TR among others.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 20.83% | $64.53B | 1,410,087 | $39.27 | $45.76 | +$9.40B |
S SCHZ | SCHWAB STRATEGIC TR | 18.15% | $56.23B | 2,395,677 | $23.19 | $23.47 | +$4.49B |
D DFAI | DIMENSIONAL ETF TRUST | 14.74% | $45.67B | 1,256,522 | $31.80 | $36.35 | +$6.21B |
V VCIT | VANGUARD SCOTTSDALE FDS | 8.61% | $26.68B | 317,200 | $82.03 | $84.11 | +$2.70B |
D DFAE | DIMENSIONAL ETF TRUST | 6.14% | $19.01B | 602,942 | $26.29 | $31.53 | +$2.53B |
Industry Allocation
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