PF
Pioneer Family Office, LLC
Momentum followerConcentrated strategy
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%.
Personality snowflake
- Concentration
- 71.27
- Portfolio Stability
- 42.87
- Momentum/Contrarian
- 100
- Sector conviction
- 49.49
- Diversification
- 100
- Sizing Uniformity
- 54.27
Recent moves
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
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | 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% |
1–50 of 122
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
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 |
FAQ
What is Pioneer Family Office, LLC and what type of investor is it?
Pioneer Family Office, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $155.7M, spread across 122 disclosed positions.
What are Pioneer Family Office, LLC's largest equity positions?
Based on the latest 13F filing, Pioneer Family Office, LLC's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $55.2M (35.4%)
2. Invesco Qqq Trust Series 1 (QQQ) — $21.4M (13.8%)
3. Vanguard Info Tech ETF (VGT) — $17.4M (11.2%)
4. Ishares Msci Israel ETF (EIS) — $13.4M (8.6%)
5. Vaneck Fallen Angel High Yld (ANGL) — $13.0M (8.4%)
What changes did Pioneer Family Office, LLC make in its most recent portfolio filing?
In the latest reported quarter, Pioneer Family Office, LLC made 41 notable position adjustments: 3 new positions were initiated, 10 existing holdings were added to, 15 positions were partially reduced, and 13 were completely exited. The largest of these moves: 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)
What sectors does Pioneer Family Office, LLC focus on?
Pioneer Family Office, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 27.2%
• Financials: 19.3%
• Consumer Discretionary: 12.3%
• Consumer Staples: 10.5%
• Communication Services: 10.2%
• Health Care: 9.8%