Pioneer Wealth Management Group
Net buyer this quarter
$414M
10
+$3.42M
2.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $3.86M | 0.93% | 0.00% | +99.0% | Q2 2025 |
 NVDA | $1.93M | 0.47% | 0.00% | +99.7% | Q2 2025 |
 UNP | $534K | 0.13% | 0.00% | -0.1% | Q2 2025 |
 GOOG | $487K | 0.12% | Not reported | +21.4% | Q3 2025 |
 NSC | $450K | 0.11% | 0.00% | +0.3% | Q2 2025 |
 MSFT | $347K | 0.08% | 0.00% | +5.8% | Q2 2025 |
 CRM | $242K | 0.06% | 0.00% | +0.3% | Q4 2023 |
 BRK.B | $232K | 0.06% | Not reported | Not reported | Q1 2025 |
| GOOGL | $211K | 0.05% | 0.00% | New | Q2 2026 |
 HD | $209K | 0.05% | 0.00% | -6.5% | Q4 2022 |
| Q1 2026 | |||||
| AAPL | $1.7M | 0.48% | 0.00% | -21.9% | Q2 2025 |
| NVDA | $843K | 0.24% | 0.00% | +60.6% | Q2 2025 |
| UNP | $477K | 0.13% | 0.00% | -4.1% | Q2 2025 |
| NSC | $409K | 0.11% | 0.00% | +0.3% | Q2 2025 |
| GOOG | $326K | 0.09% | Not reported | -12.5% | Q3 2025 |
| MSFT | $325K | 0.09% | 0.00% | +12.7% | Q2 2025 |
| CRM | $287K | 0.08% | 0.00% | +0.3% | Q4 2023 |
| HD | $209K | 0.06% | 0.00% | Not reported | Q4 2022 |
| Q4 2025 | |||||
| AAPL | $2.34M | 0.71% | 0.00% | -16.2% | Q2 2025 |
| NVDA | $561K | 0.17% | 0.00% | +1.9% | Q2 2025 |
| UNP | $474K | 0.14% | 0.00% | Not reported | Q2 2025 |
| BRK.B | $449K | 0.14% | Not reported | -22.8% | Q1 2025 |
| NSC | $410K | 0.12% | 0.00% | Not reported | Q2 2025 |
| GOOG | $407K | 0.12% | Not reported | +23.4% | Q3 2025 |
| CRM | $407K | 0.12% | 0.00% | -2.5% | Q4 2023 |
| MSFT | $377K | 0.11% | 0.00% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| AAPL | $2.61M | 0.84% | 0.00% | +566.3% | Q2 2025 |
| BRK.B | $581K | 0.19% | Not reported | -0.2% | Q1 2025 |
| NVDA | $551K | 0.18% | 0.00% | -42.9% | Q2 2025 |
| UNP | $484K | 0.16% | 0.00% | +0.8% | Q2 2025 |
| NSC | $427K | 0.14% | 0.00% | -5.5% | Q2 2025 |
| MSFT | $404K | 0.13% | 0.00% | +56.9% | Q2 2025 |
| CRM | $373K | 0.12% | 0.00% | +2.5% | Q4 2023 |
 CHRW | $265K | 0.09% | 0.00% | Not reported | Q1 2025 |
| GOOG | $256K | 0.08% | Not reported | New | Q3 2025 |
 ORCL | $240K | 0.08% | 0.00% | New | Q3 2025 |
| HD | $234K | 0.08% | 0.00% | -8.0% | Q4 2022 |