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CIK: 0002135110
Total reported value
$194.0M
$194.0M
122 檔
62.1%
According to the latest 13F quarterly dataset, Pioneer Family Office, LLC managed an equity portfolio of $194.0M at the end of Q1 2026, spanning 122 distinct U.S. exchange-listed positions.
In Q1 2026, Pioneer Family Office, LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 21 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 35.44% | -0.47% | +15.82% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.78% | +0.75% | +3.99% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 11.17% | +1.92% | +53.21% | |
| 4 | EIS | Ishares Msci Israel ETF | ETF-Other | 8.59% | -8.38% | +277.91% | |
| 5 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 8.38% | -1.59% | -1.53% | |
| 6 | IVLU | Ishares Msci International V | ETF-Other | 7.67% | -1.25% | — | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.42% | +0.04% | +1.59% | |
| 8 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.37% | -1.37% | EXIT | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.08% | — | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.84% | -0.12% | — | |
| 11 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.70% | -0.19% | +80.58% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.49% | -0.04% | -34.23% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | +45.05% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.41% | +0.03% | -83.50% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | -0.05% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.06% | +18.88% | |
| 17 | BTCW | Wisdomtree Bitcoin Fund | ETF-Crypto | 0.36% | -0.11% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.03% | -10.34% | |
| 19 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.30% | +0.21% | +586.11% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.28% | -0.05% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | -0.02% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.07% | -0.32% | |
| 23 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.25% | -0.12% | — | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.24% | -0.01% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.02% | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.24% | -0.06% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.19% | — | |
| 28 | AIRR | First Trust Rba American Ind | ETF-Other | 0.23% | -0.23% | EXIT | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.04% | -15.69% | |
| 30 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.16% | -0.05% | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | -0.07% | -55.56% | |
| 32 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.14% | -0.05% | — | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.13% | -0.05% | — | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.11% | -0.04% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | — | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.03% | — | |
| 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% | +0.16% | -93.15% | |
| 39 | HODL | Vaneck Bitcoin ETF | ETF-Crypto | 0.10% | -0.03% | -44.29% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | -0.01% | — | |
| 41 | ARGT | Global X Msci Argentina ETF | ETF-Other | 0.10% | -0.02% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.09% | -0.03% | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | -0.02% | — | |
| 44 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.09% | -0.02% | — | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | -0.02% | — | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.08% | -0.01% | — | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.08% | +0.01% | +113.85% | |
| 48 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.08% | +0.03% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.08% | +0.01% | — | |
| 50 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.08% | -0.01% | -91.64% |
According to official SEC Form 13F filings, Pioneer Family Office, LLC reported a total U.S. public equity portfolio value of $194.0M across 122 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, VGT) accounted for 62.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
IVLU
市值: $11.9M
Top Position Liquidated / Trimmed
ITEQ
前期市值: $255.4K
During Q1 2026, Pioneer Family Office, LLC's top holdings by market value included VOO (35.4%)、QQQ (13.8%)、VGT (11.2%). The largest single position, VOO, represented 35.4% of total portfolio value.
In Q1 2026, Pioneer Family Office, LLC made 72 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 21 holdings, and fully liquidating 21 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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