DOSSIER · 13F-HR · Q1 2026
Pioneer Wealth Management Group
Pioneer Wealth's family office based in New York, NY — $357M in tracked AUM across 50 positions as of Q1 2026.
PW
Pioneer Wealth·New York, NY·Family Office
CIK 0001973339 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Pioneer Wealth Management Group SEC 13F Filing
Portfolio Overview
Pioneer Wealth Management Group reported a significant expansion in assets under management, with the total portfolio value growing by 62.7% from approximately $202.47 million to $329.35 million during the quarter ended December 31, 2025. This substantial increase suggests a combination of strong market performance on existing holdings and significant net new inflows from clients. The portfolio cons...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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