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Nicole Renaux

Pioneer Wealth Management Group

Assets Managed
$413.936M
Holdings
55
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
16.11%(2Q avg: 12.18%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Pioneer Wealth Management Group's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Pioneer Wealth Management Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 413.936M in assets, with a quarterly growth rate of 16.11% and a 2-quarter average growth rate of 12.18%. The portfolio is managed by Nicole Renaux, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 5.63%
21.51%
$89.025M
1.722M shares@ $51.69 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 6.82%
15.13%
$62.601M
1.518M shares@ $41.25 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 12.48%
12.57%
$52.026M
2.249M shares@ $23.13 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 9.19%
7.82%
$32.346M
391,356 shares@ $82.66 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 4.68%
6.77%
$27.989M
663,083 shares@ $42.21 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 1.34%
6.53%
$27.003M
671,538 shares@ $40.21 avg price
SCHH
Schwab Us Reit Etf
Recent Activity
Increased 8.28%
5.06%
$20.914M
883,192 shares@ $23.68 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 8.09%
3.48%
$14.377M
174,600 shares@ $82.34 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 8.09%
2.81%
$11.615M
166,160 shares@ $69.91 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -3.44%
1.71%
$7.042M
20,475 shares@ $343.92 avg price

1-10 of 55