Pioneer Wealth Management 13F annual report
Pioneer Wealth Management is an investment fund managing more than $188 billion ran by Nicole Renaux. There are currently 18 companies in Mrs. Renaux’s portfolio. The largest investments include Dimensional Etf Trust and Schwab Strategic Tr, together worth $131 billion.
$188 billion Assets Under Management (AUM)
As of 5th July 2024, Pioneer Wealth Management’s top holding is 2,838,547 shares of Dimensional Etf Trust currently worth over $99.9 billion and making up 53.1% of the portfolio value.
In addition, the fund holds 1,007,055 shares of Schwab Strategic Tr worth $30.8 billion.
The third-largest holding is Vanguard Bd Index Fds worth $13.6 billion and the next is Vanguard Scottsdale Fds worth $19.4 billion, with 247,786 shares owned.
Currently, Pioneer Wealth Management's portfolio is worth at least $188 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Pioneer Wealth Management
The Pioneer Wealth Management office and employees reside in Austin, Texas. According to the last 13-F report filed with the SEC, Nicole Renaux serves as the Chief Compliance Officer at Pioneer Wealth Management.
Recent trades
In the most recent 13F filing, Pioneer Wealth Management revealed that it had opened a new position in
Ishares Tr and bought 20,631 shares worth $1.05 billion.
The investment fund also strengthened its position in Dimensional Etf Trust by buying
204,256 additional shares.
This makes their stake in Dimensional Etf Trust total 2,838,547 shares worth $99.9 billion.
On the other hand, there are companies that Pioneer Wealth Management is getting rid of from its portfolio.
Pioneer Wealth Management closed its position in Vanguard Specialized Funds on 12th July 2024.
It sold the previously owned 1,540 shares for $281 million.
Nicole Renaux also disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $13.6 billion and 75,181 shares.
One of the smallest hedge funds
The two most similar investment funds to Pioneer Wealth Management are Birchcreek Wealth Management and Clarus Wealth Advisors. They manage $188 billion and $188 billion respectively.
Nicole Renaux investment strategy
Pioneer Wealth Management’s portfolio is diversified across 5 sectors.
Currently, their heaviest sector is Materials — making up 0.4% of
the total portfolio value.
The fund focuses on investments in the United States as
33.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
33% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $170 billion.
The complete list of Pioneer Wealth Management trades based on 13F SEC filings
These positions were updated on July 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Dimensional Etf Trust |
7.75%
2,838,547
|
$99,933,162,000 | 53.08% |
| Schwab Strategic Tr |
8.52%
1,007,055
|
$30,753,920,000 | 16.33% |
| Vanguard Bd Index Fds |
9.88%
177,485
|
$13,576,705,000 | 7.21% |
| Vanguard Scottsdale Fds |
11.05%
247,786
|
$19,411,769,000 | 10.31% |
| Vanguard Index Fds |
2.48%
75,181
|
$13,582,277,000 | 7.21% |
| Ishares Tr |
0.08%
42,248
|
$3,836,289,000 | 2.04% |
| Nushares Etf Tr |
6.22%
63,819
|
$2,106,588,000 | 1.12% |
| Ishares Tr |
Opened
20,631
|
$1,045,166,000 | 0.56% |
| Vanguard Intl Equity Index F |
3.32%
19,622
|
$1,021,406,000 | 0.54% |
| Spdr Ser Tr |
52.74%
5,913
|
$542,695,000 | 0.29% |
| Vanguard Tax-managed Fds |
8.50%
9,177
|
$453,534,000 | 0.24% |
| Salesforce Inc |
94.86%
1,668
|
$428,843,000 | 0.23% |
| Home Depot, Inc. |
67.32%
1,111
|
$382,451,000 | 0.20% |
| Vanguard Specialized Funds |
Closed
1,540
|
$281,160,000 | |
| DuPont de Nemours Inc |
No change
3,485
|
$280,508,000 | 0.15% |
| Ishares Tr |
Closed
2,346
|
$271,711,000 | |
| Corteva Inc |
No change
4,433
|
$239,116,000 | 0.13% |
| Dow Inc |
No change
4,495
|
$238,460,000 | 0.13% |
| Global X Fds |
Opened
3,479
|
$227,497,000 | 0.12% |
| Exxon Mobil Corp. |
Opened
1,856
|
$213,663,000 | 0.11% |
| No transactions found | |||
| Showing first 500 out of 20 holdings | |||
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