Pioneer Wealth Management Group
RIA/Wealth
Pioneer Wealth Management Group is a RIA/Wealth based in Rochester, NY led by Milad Taghehchian, managing $309.8M across 52 long positions as of Q3 2025 with 98% ETF concentration, 84% concentrated in top 10 holdings, and 21% allocation to DFAU.
CEOMilad Taghehchian
- Portfolio Value
- $309.8M
- Positions
- 52
- Top Holding
- DFAU at 20.83%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pioneer Wealth Management Group's portfolio (83.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $64.5M | 20.83% | +$5.0M Bought | — 1.4M shares | |
ETF ETF | $56.2M | 18.15% | +$4.0M Bought | — 2.4M shares | |
ETF ETF | $45.7M | 14.74% | +$4.2M Bought | — 1.3M shares | |
ETF ETF | $26.7M | 8.61% | +$2.4M Bought | — 317.2K shares | |
ETF ETF | $19.0M | 6.14% | +$1.1M Bought | — 602.9K shares | |
ETF ETF | $15.0M | 4.85% | +$1.8M Bought | — 696.5K shares | |
ETF ETF | $9.7M | 3.12% | +$881.9K Bought | — 141.1K shares | |
ETF ETF | $7.9M | 2.56% | +$885.6K Bought | — 136.3K shares | |
ETF ETF | $7.7M | 2.48% | +$71.1K Bought | — 179.9K shares | |
ETF ETF | $6.8M | 2.18% | +$9.2K Bought | — 21.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pioneer Wealth Management Group's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-42.94% | |
-18.05% | |
-17.63% | |
-15.78% | |
-8.62% |
Analytics
Portfolio insights and performance metrics for Pioneer Wealth Management Group
GthenA