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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
Cap. Flow
+$24M
Cap. Flow %
12.37%
Top 10 Hldgs %
90.64%
Holding
140
New
35
Increased
20
Reduced
16
Closed
11

Top Buys

Rank Stock Value
1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$15.6M
2
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$13.1M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.31M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.43M

Top Sells

Rank Stock Value
1
EIS icon
iShares MSCI Israel ETF
EIS
+$14.3M
2
SHLD icon
Global X Defense Tech ETF
SHLD
+$2.13M
3
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$353K
4
META icon
Meta Platforms (Facebook)
META
+$301K
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$124K

Sector Composition

Rank Sector Weight
1 Technology 1.06%
2 Financials 0.73%
3 Healthcare 0.46%
4 Consumer Discretionary 0.44%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$67.8M 34.97%
98,792
+6,464
+7% +$4.31M
QQQ icon
2
Invesco QQQ Trust
QQQ
$487B
$28.2M 14.53%
38,297
+1,139
+3% +$784K
VGT icon
3
Vanguard Information Technology ETF
VGT
$146B
$25.4M 13.09%
212,483
+13,083
+7% +$1.43M
SPMO icon
4
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
$17.8M 9.18%
+110,355
New +$15.6M
ANGL icon
5
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.14B
$13.2M 6.79%
+450,854
New +$13.1M
IVLU icon
6
iShares MSCI Intl Value Factor ETF
IVLU
$4.52B
$12.5M 6.42%
297,820
-2,965
-1% -$124K
SOXX icon
7
iShares Semiconductor ETF
SOXX
$41.2B
$4.86M 2.5%
+7,585
New +$3.85M
QQQM icon
8
Invesco NASDAQ 100 ETF
QQQM
$103B
$2.83M 1.46%
9,350
+60
+0.6% +$17K
SPY icon
9
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$1.88M 0.97%
2,521
– –
MOAT icon
10
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$1.4M 0.72%
13,475
– –
OUNZ icon
11
VanEck Merk Gold Trust
OUNZ
$2.79B
$988K 0.51%
25,595
+1,235
+5% +$53.6K
SMH icon
12
VanEck Semiconductor ETF
SMH
$68.7B
$981K 0.51%
1,495
+260
+21% +$142K
XLK icon
13
State Street Technology Select Sector SPDR ETF
XLK
$120B
$878K 0.45%
4,611
+8
+0.2% +$1.37K
AAPL icon
14
Apple
AAPL
$4.62T
$867K 0.45%
2,997
– –
DGRO icon
15
iShares Core Dividend Growth ETF
DGRO
$43.9B
$847K 0.44%
11,180
+2,050
+22% +$151K
SPYM
16
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$827K 0.43%
9,410
+185
+2% +$15.8K
VUG icon
17
Vanguard Morningstar Growth ETF
VUG
$227B
$679K 0.35%
7,878
-678
-8% -$57K
AMZN icon
18
Amazon
AMZN
$2.87T
$620K 0.32%
2,602
– –
XLG icon
19
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$509K 0.26%
8,319
+5,470
+192% +$334K
V icon
20
Visa
V
$682B
$497K 0.26%
1,450
– –
BTCW icon
21
WisdomTree Bitcoin Fund
BTCW
$148M
$485K 0.25%
34,800
– –
GS icon
22
Goldman Sachs
GS
$297B
$455K 0.23%
450
– –
VTV icon
23
Vanguard Morningstar Value ETF
VTV
$194B
$442K 0.23%
2,030
-207
-9% -$43.2K
IVV icon
24
iShares Core S&P 500 ETF
IVV
$897B
$434K 0.22%
579
– –
EIS icon
25
iShares MSCI Israel ETF
EIS
$898M
$400K 0.21%
3,315
-111,984
-97% -$14.3M
1
2 3 4 5

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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 Technology at 1.1% of assets, up from 0.98% a quarter earlier, followed by Financials and Healthcare.

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.