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PFO
Pioneer Family Office Portfolio holdings
AUM
$194M
This Fund
S&P 500
This Quarter
Est. Return
+23.28%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
+$38.4M
(+25%)
Cap. Flow
+$24M
Cap. Flow
% of AUM
12.37%
Top 10 Holdings %
Top 10 Hldgs %
90.64%
Holding
140
New
35
Increased
20
Reduced
16
Closed
11
Avg Time Held
1.4
quarters
Top 10 Avg Time Held
1.1
quarters
Top 20 Avg Time Held
1.4
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$15.6M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$13.1M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$4.31M |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$3.85M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$1.43M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Israel ETF
EIS
|
+$14.3M |
| 2 |
Global X Defense Tech ETF
SHLD
|
+$2.13M |
| 3 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$353K |
| 4 |
Meta Platforms (Facebook)
META
|
+$301K |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
+$124K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 96.52% |
| 2 | Technology | 1.06% |
| 3 | Financials | 0.73% |
| 4 | Healthcare | 0.46% |
| 5 | Consumer Discretionary | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard S&P 500 ETF
VOO
$1.05T
| $67.8M | 34.97% |
98,792
+6,464
| +7% | +$4.31M |
2025 Q4
2 quarters
|
|
2
Invesco QQQ Trust
QQQ
$506B
| $28.2M | 14.53% |
38,297
+1,139
| +3% | +$784K |
2025 Q4
2 quarters
|
|
|
3
Vanguard Information Technology ETF
VGT
$157B
| $25.4M | 13.09% |
212,483
+13,083
| +7% | +$1.43M |
2025 Q4
2 quarters
|
|
|
4
Invesco S&P 500 Momentum ETF
SPMO
$23.3B
| $17.8M | 9.18% |
+110,355
| New | +$15.6M |
2026 Q2
0 quarters
|
|
|
5
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
| $13.2M | 6.79% |
+450,854
| New | +$13.1M |
2026 Q2
0 quarters
|
|
|
6
iShares MSCI Intl Value Factor ETF
IVLU
$4.49B
| $12.5M | 6.42% |
297,820
-2,965
| -1% | -$124K |
2026 Q1
1 quarter
|
|
|
7
iShares Semiconductor ETF
SOXX
$49.7B
| $4.86M | 2.5% |
+7,585
| New | +$3.85M |
2026 Q2
0 quarters
|
|
8
Invesco NASDAQ 100 ETF
QQQM
$111B
| $2.83M | 1.46% |
9,350
+60
| +0.6% | +$17K |
2025 Q4
2 quarters
|
|
9
State Street SPDR S&P 500 ETF Trust
SPY
$824B
| $1.88M | 0.97% |
2,521
| – | – |
2025 Q4
2 quarters
|
|
10
VanEck Morningstar Wide Moat ETF
MOAT
$11.3B
| $1.4M | 0.72% |
13,475
| – | – |
2025 Q4
2 quarters
|
|
11
VanEck Merk Gold Trust
OUNZ
$2.68B
| $988K | 0.51% |
25,595
+1,235
| +5% | +$53.6K |
2025 Q4
2 quarters
|
|
12
VanEck Semiconductor ETF
SMH
$77.3B
| $981K | 0.51% |
1,495
+260
| +21% | +$142K |
2025 Q4
2 quarters
|
|
13
State Street Technology Select Sector SPDR ETF
XLK
$130B
| $878K | 0.45% |
4,611
+8
| +0.2% | +$1.37K |
2025 Q4
2 quarters
|
|
14
Apple
AAPL
$4.87T
| $867K | 0.45% |
2,997
| – | – |
2025 Q4
2 quarters
|
|
15
iShares Core Dividend Growth ETF
DGRO
$42B
| $847K | 0.44% |
11,180
+2,050
| +22% | +$151K |
2025 Q4
2 quarters
|
|
|
SPYM
16
State Street SPDR Portfolio S&P 500 ETF
SPYM
$175B
| $827K | 0.43% |
9,410
+185
| +2% | +$15.8K |
2025 Q4
2 quarters
|
|
17
Vanguard Morningstar Growth ETF
VUG
$235B
| $679K | 0.35% |
7,878
-678
| -8% | -$57K |
2025 Q4
2 quarters
|
|
18
Amazon
AMZN
$2.71T
| $620K | 0.32% |
2,602
| – | – |
2025 Q4
2 quarters
|
|
19
Invesco S&P 500 Top 50 ETF
XLG
$11.8B
| $509K | 0.26% |
8,319
+5,470
| +192% | +$334K |
2025 Q4
2 quarters
|
|
20
Visa
V
$677B
| $497K | 0.26% |
1,450
| – | – |
2025 Q4
2 quarters
|
|
21
WisdomTree Bitcoin Fund
BTCW
$194M
| $485K | 0.25% |
34,800
| – | – |
2025 Q4
2 quarters
|
|
22
Goldman Sachs
GS
$263B
| $455K | 0.23% |
450
| – | – |
2025 Q4
2 quarters
|
|
23
Vanguard Morningstar Value ETF
VTV
$186B
| $442K | 0.23% |
2,030
-207
| -9% | -$43.2K |
2025 Q4
2 quarters
|
|
24
iShares Core S&P 500 ETF
IVV
$888B
| $434K | 0.22% |
579
| – | – |
2025 Q4
2 quarters
|
|
|
25
iShares MSCI Israel ETF
EIS
$888M
| $400K | 0.21% |
3,315
-111,984
| -97% | -$14.3M |
2025 Q4
2 quarters
|
|
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Pioneer Family Office's Q2 2026 Portfolio in Review
As of Q2 2026, Pioneer Family Office held 140 positions worth $194M, up 25% from $156M the previous quarter. Its ten largest holdings account for 91% of the portfolio.
Pioneer Family Office deployed $24M of net new capital in Q2 2026, opening 35 new positions and adding to 20 existing holdings. Its largest new stake was Invesco S&P 500 Momentum ETF: 110,355 shares worth $17.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, up from 96% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares MSCI Israel ETF, an estimated $14.3M trimmed.
- Pioneer Family Office's largest Q2 2026 buy was Invesco S&P 500 Momentum ETF: 110,355 shares worth $17.8M.
- Pioneer Family Office added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $4.31M increase.
- Pioneer Family Office's biggest Q2 2026 reduction was iShares MSCI Israel ETF, cutting an estimated $14.3M.
- Pioneer Family Office fully exited Global X Defense Tech ETF in Q2 2026, selling an estimated $2.13M.
- Pioneer Family Office's ten largest holdings make up 91% of its $194M portfolio in Q2 2026.
- Pioneer Family Office opened 35 new positions and closed 11 in Q2 2026.
- Pioneer Family Office's portfolio value rose 25% quarter-over-quarter to $194M.
Based on Pioneer Family Office's 13F filing for Q2 2026, filed 28 Jul 2026.