Portfolio (Quarterly) Guide ↗

Pioneer Wealth Management Group

· CIK 0001973339

13F Portfolio $414M AUM 55 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 · All 55 New

Page 3 of 3 · 55 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	GOOG	ALPHABET INC	—	1,378.0	$487K	0.12%	NEW	—	$353.33	—
42	AGG	ISHARES TR	—	4,555.0	$451K	0.11%	NEW	—	$98.98	-1.1%
43	NSC	NORFOLK SOUTHN CORP	Industrials	1,429.0	$450K	0.11%	NEW	—	$314.59	+12.1%
44	TPSC	TIMOTHY PLAN	—	9,306.0	$447K	0.11%	NEW	—	$47.98	+0.5%
45	VOO	VANGUARD INDEX FDS	—	634.0	$435K	0.10%	NEW	—	$686.63	+2.6%
46	VGT	VANGUARD WORLD FD	—	2,934.0	$351K	0.09%	NEW	—	$119.52	-1.3%
47	MSFT	MICROSOFT CORP	Technology	930.0	$347K	0.08%	NEW	—	$373.10	+33.0%
48	LQD	ISHARES TR	—	2,772.0	$302K	0.07%	NEW	—	$109.06	-2.1%
49	VTEB	VANGUARD MUN BD FDS	—	5,614.0	$284K	0.07%	NEW	—	$50.58	-2.1%
50	VIG	VANGUARD SPECIALIZED FUNDS	—	1,089.0	$258K	0.06%	NEW	—	$236.56	+3.2%
51	DFLV	DIMENSIONAL ETF TRUST	—	6,276.0	$248K	0.06%	NEW	—	$39.54	+6.3%
52	CRM	SALESFORCE INC	Technology	1,544.0	$242K	0.06%	NEW	—	$156.66	+31.3%
53	—	BERKSHIRE HATHAWAY INC DEL	—	464.0	$232K	0.06%	NEW	—	$500.39	—
54	GOOGL	ALPHABET INC	Communication Services	589.0	$211K	0.05%	NEW	—	$357.63	-4.4%
55	HD	HOME DEPOT INC	Consumer Cyclical	593.0	$209K	0.05%	NEW	—	$352.68	-5.1%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 82.0%

Industrials 12.6%

Communication Services 2.7%

Consumer Cyclical 2.7%