SEC Form 13F · Q2 2026

Pioneer Wealth Management Group

Institutional Holdings Report

13F-HRTX
$413.9M
Portfolio Value
55
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Pioneer Wealth Management Group
CIK
1973339
Accession No.
0001973339-26-000004
Location
AUSTIN, TX
Form Type
13F-HR
Portfolio Value
$413.9M
Holdings Reported
55
Reporting Period
Q2 2026
Filed
July 7, 2026

About this Filing

Pioneer Wealth Management Group is an institutional investment manager based in AUSTIN, TX reporting approximately $413.9M in 13(f) securities across 55 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.