CIK: 0002135110
Total reported value
$155.7M
Reporting period: 2026-03-31 · Number of holdings: 122
Pioneer Family Office, LLC disclosed 122 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $155.7M and a quarterly turnover rate of 42.9%.
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Pioneer Family Office, LLC's disclosed holdings carry a Herfindahl concentration index of 0.178 — mathematically equivalent to about 6 equally-sized positions, well below its 122 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.57), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim AIRR
-97.7% -$13.1M
Add EIS
+277.9% $10.0M
Add VGT
+53.2% $5.1M
Trim EUFN
-97.2% -$3.8M
Trim DGRO
-83.5% -$3.2M
Add VOO
+15.8% $5.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 35.44% | +1.66% | +15.82% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.78% | -1.05% | +3.99% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 11.17% | +2.88% | +53.21% | |
| 4 | EIS | Ishares Msci Israel ETF | ETF-Other | 8.59% | +6.32% | +277.91% | |
| 5 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 8.38% | -0.77% | -1.53% | |
| 6 | IVLU | Ishares Msci International V | ETF-Other | 7.67% | +7.67% | NEW | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.42% | -0.14% | +1.59% | |
| 8 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.37% | +1.37% | NEW | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.11% | — | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.84% | -0.10% | — | |
| 11 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.70% | +0.32% | +80.58% | |
| 12 | AAPL | Apple INC | Stock-Tech | 0.49% | -0.35% | -34.23% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.11% | +45.05% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.41% | -2.19% | -83.50% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | -0.07% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.01% | +18.88% | |
| 17 | BTCW | Wisdomtree Bitcoin Fund | ETF-Crypto | 0.36% | -0.14% | — | |
| 18 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.35% | -0.10% | -10.34% | |
| 19 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.30% | +0.26% | +586.11% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.28% | — | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | -0.06% | — | |
| 22 | WMT | Walmart INC | Stock-Consumer Staples | 0.25% | +0.02% | -0.32% | |
| 23 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.25% | +0.10% | — | |
| 24 | GS | Goldman Sachs Group INC | Stock-Financials | 0.24% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | — | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.24% | — | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.05% | — | |
| 28 | AIRR | First Trust Rba American Ind | ETF-Other | 0.23% | -8.85% | -97.67% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.12% | -15.69% | |
| 30 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.16% | — | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | -0.25% | -55.56% | |
| 32 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.14% | +0.14% | NEW | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.13% | — | — | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.11% | — | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | — | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | — | — | |
| 37 | APUE | Activepassive US Equity ETF | ETF-Other | 0.10% | — | — | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.10% | -1.57% | -93.15% | |
| 39 | HODL | Vaneck Bitcoin ETF | ETF-Crypto | 0.10% | -0.14% | -44.29% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | — | — | |
| 41 | ARGT | Global X Msci Argentina ETF | ETF-Other | 0.10% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.09% | — | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | — | — | |
| 44 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.09% | — | — | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | — | — | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.08% | — | — | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.08% | +0.04% | +113.85% | |
| 48 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.08% | — | — | |
| 49 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.08% | — | — | |
| 50 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.08% | -0.89% | -91.64% |
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+7.8%
Based on 5 months of available history
Based on 68% of reported portfolio value with available pricing
Pioneer Family Office, LLC's most significant position changes for 2026-03-31: New buy: Ishares Msci International V (IVLU); New buy: Global X Defense Tech ETF (SHLD); Sold out: Amplify Bluestar Israel Tech (ITEQ); Sold out: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Ishares Latin America 40 ETF (ILF).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EIS | Ishares Msci Israel ETF | +6.3% | +277.91% | Add |
| 2 | VGT | Vanguard Info Tech ETF | +2.9% | +53.21% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +1.7% | +15.82% | Add |
| 4 | OUNZ | Vaneck Merk Gold ETF | +0.3% | +80.58% | Add |
| 5 | SMH | Vaneck Semiconductor ETF | +0.3% | +586.11% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +45.05% | Add |
| 7 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | — | Unchanged |
| 8 | VCIT | Vanguard Int-term Corporate | 0% | +113.85% | Add |
| 9 | WMT | Walmart INC | 0% | -0.32% | Trim |
| 10 | XLK | Ss Technology Select Sector | 0% | +18.88% | Add |
| 11 | FAS | Dirx Dly Finacial B3x Etf-ui | 0% | — | Unchanged |
| 12 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 13 | SDHY | Pgim Shrt Durat Hi Yld | 0% | -38.75% | Trim |
| 14 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 15 | DIS | Walt Disney Co/the | -0.1% | -61.28% | Trim |
| 16 | V | Visa Inc-class A Shares | -0.1% | — | Unchanged |
| 17 | VUG | Vanguard Growth ETF | -0.1% | — | Unchanged |
| 18 | IWM | Ishares Russell 2000 ETF | -0.1% | -92.03% | Trim |
| 19 | AMZN | Amazon.com INC | -0.1% | -10.34% | Trim |
| 20 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | — | Unchanged |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 22 | MSFT | Microsoft CORP | -0.1% | -15.69% | Trim |
| 23 | HODL | Vaneck Bitcoin ETF | -0.1% | -44.29% | Trim |
| 24 | BTCW | Wisdomtree Bitcoin Fund | -0.1% | — | Unchanged |
| 25 | QQQM | Invesco Nasdaq 100 ETF | -0.1% | +1.59% | Add |
| 26 | LLY | Eli Lilly & Co | -0.3% | -55.56% | Trim |
| 27 | AAPL | Apple INC | -0.4% | -34.23% | Trim |
| 28 | ANGL | Vaneck Fallen Angel High Yld | -0.8% | -1.53% | Trim |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | -0.9% | -91.64% | Trim |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -1.1% | +3.99% | Add |
| 31 | XLG | Invesco S&p 500 Top 50 ETF | -1.6% | -93.15% | Trim |
| 32 | DGRO | Ishares Core Dividend Growth | -2.2% | -83.50% | Trim |
| 33 | EUFN | Ishares Msci Europe Financia | -2.6% | -97.17% | Trim |
| 34 | AIRR | First Trust Rba American Ind | -8.9% | -97.67% | Trim |
| 35 | IVLU | Ishares Msci International V | — | NEW | New buy |
| 36 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 37 | ITEQ | Amplify Bluestar Israel Tech | — | EXIT | Sold out |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 39 | ILF | Ishares Latin America 40 ETF | — | NEW | New buy |
| 40 | HEDJ | Wisdomtree Europe Hedged Equ | — | EXIT | Sold out |
| 41 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 42 | TSLA | Tesla INC | — | EXIT | Sold out |
| 43 | RWX | State Street Spdr Dow Jones | — | EXIT | Sold out |
| 44 | RKT | Rocket Cos Inc-class A | — | EXIT | Sold out |
| 45 | GE | General Electric | — | EXIT | Sold out |
| 46 | CHWY | Chewy INC - Class A | — | EXIT | Sold out |
| 47 | KWEB | Kranesh Csi China Internet | — | EXIT | Sold out |
| 48 | C | Citigroup INC | — | EXIT | Sold out |
| 49 | GEV | GE Vernova INC | — | EXIT | Sold out |
| 50 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-05-14 | 13F-HR | View on EDGAR |
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