Pioneer Wealth Management Group reported 11 positions worth $9.54M for the quarter ended Sep 30, 2026, up 12.2% on the prior quarter. It opened 3 new positions, added to 6, trimmed 2 and exited 2. Its largest holding is Apple Inc. at 40.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMZN Amazon Com Inc | +1,315 | – | $327.63K | 3.43% |
| LLY ELI LILLY & Co | +191 | – | $221.00K | 2.32% |
| NVDA Nvidia Corp | +961 | +10.0% | $219.47K | 25.39% |
| AVGO Broadcom Inc. | +570 | – | $200.32K | 2.1% |
| MSFT Microsoft Corp | +138 | +14.8% | $70.79K | 5.74% |
| GOOGL Alphabet Inc. | +104 | +17.7% | $35.81K | 2.5% |
| CRM Salesforce, Inc. | +20 | +1.3% | $4.59K | 3.76% |
| UNP Union Pacific Corp | +16 | +0.8% | $4.35K | 5.64% |
| NSC Norfolk Southern Corp | +3 | +0.2% | $927.00 | 4.64% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 11.5K | $3.83M | 40.07% | -1,862 | -13.9% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 10.6K | $2.42M | 25.39% | +961 | +10.0% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 1,068 | $547.88K | 5.74% | +138 | +14.8% | Added | 0% |
| 4 | UNP Union Pacific Corp | Industrials | 1,979 | $538.55K | 5.64% | +16 | +0.8% | Added | 0% |
| 5 | NSC Norfolk Southern Corp | Industrials | 1,432 | $442.49K | 4.64% | +3 | +0.2% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 1,236 | $421.16K | 4.41% | -142 | -10.3% | Reduced | 0% |
| 7 | CRM Salesforce, Inc. | Technology | 1,564 | $359.05K | 3.76% | +20 | +1.3% | Added | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 1,315 | $327.63K | 3.43% | +1,315 | – | New | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 693 | $238.59K | 2.5% | +104 | +17.7% | Added | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 191 | $221.00K | 2.32% | +191 | – | New | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 570 | $200.32K | 2.1% | +570 | – | New | 0% |
Tip. Select a row to see that position’s full history at Pioneer Wealth Management.
As of its Q3 2026 13F filing, Pioneer Wealth Management Group’s five largest positions were Apple Inc. (AAPL) at 40.1%, Nvidia Corp (NVDA) at 25.4%, Microsoft Corp (MSFT) at 5.7%, Union Pacific Corp (UNP) at 5.6%, Norfolk Southern Corp (NSC) at 4.6% of the reported portfolio.
Pioneer Wealth Management Group reported a 13F portfolio worth $9.54M across 11 positions for Q3 2026. That is up 12.2% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($327.63K), ELI LILLY & Co ($221.00K), Nvidia Corp ($219.47K). It opened 3 new positions.
Its largest sales by value were Apple Inc. ($620.07K), Berkshire Hathaway Inc ($232.18K), Home Depot, Inc. ($209.14K). It exited 2 positions entirely.
From the Form 13F-HR reports Pioneer Wealth Management Group files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.