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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 | |
|---|---|---|---|---|---|---|---|
26
Walmart Inc
WMT
$827B
| $351K | 0.18% |
3,097
| – | – |
2025 Q4
2 quarters
|
|
27
Vanguard FTSE Developed Markets ETF
VEA
$232B
| $349K | 0.18% |
4,892
-922
| -16% | -$64.2K |
2025 Q4
2 quarters
|
|
28
AbbVie
ABBV
$464B
| $307K | 0.16% |
+1,221
| New | +$263K |
2026 Q2
0 quarters
|
|
29
Microsoft
MSFT
$3.84T
| $301K | 0.15% |
806
| – | – |
2025 Q4
2 quarters
|
|
30
Petrobras
PBR
$140B
| $245K | 0.13% |
15,190
-3,333
| -18% | -$65.1K |
2025 Q4
2 quarters
|
|
31
Astera Labs
ALAB
$60.8B
| $237K | 0.12% |
490
+375
| +326% | +$99.5K |
2026 Q1
1 quarter
|
|
32
Mercado Libre
MELI
$86B
| $221K | 0.11% |
130
+60
| +86% | +$102K |
2025 Q4
2 quarters
|
|
33
VanEck Uranium + Nuclear Energy ETF
NLR
$3.55B
| $216K | 0.11% |
1,860
| – | – |
2025 Q4
2 quarters
|
|
34
Alphabet (Google) Class C
GOOG
$4.16T
| $212K | 0.11% |
600
| – | – |
2025 Q4
2 quarters
|
|
35
ActivePassive US Equity ETF
APUE
$2.5B
| $187K | 0.1% |
4,045
| – | – |
2025 Q4
2 quarters
|
|
36
iShares Latin America 40 ETF
ILF
$3.9B
| $184K | 0.09% |
5,450
-720
| -12% | -$25.5K |
2026 Q1
1 quarter
|
|
37
UnitedHealth
UNH
$334B
| $183K | 0.09% |
440
| – | – |
2025 Q4
2 quarters
|
|
38
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.4B
| $172K | 0.09% |
+2,086
| New | +$172K |
2026 Q2
0 quarters
|
|
39
NVIDIA
NVDA
$5.65T
| $172K | 0.09% |
860
| – | – |
2025 Q4
2 quarters
|
|
40
Costco
COST
$408B
| $159K | 0.08% |
170
| – | – |
2025 Q4
2 quarters
|
|
41
Vanguard Total International Bond ETF
BNDX
$82.3B
| $154K | 0.08% |
+3,177
| New | +$153K |
2026 Q2
0 quarters
|
|
|
NBIS
42
Nebius Group N.V.
NBIS
$66B
| $148K | 0.08% |
+535
| New | +$106K |
2026 Q2
0 quarters
|
|
43
Global X MSCI Argentina ETF
ARGT
$687M
| $146K | 0.08% |
1,600
| – | – |
2025 Q4
2 quarters
|
|
44
Eli Lilly
LLY
$1.02T
| $144K | 0.07% |
120
-120
| -50% | -$123K |
2025 Q4
2 quarters
|
|
45
Johnson & Johnson
JNJ
$617B
| $142K | 0.07% |
558
| – | – |
2025 Q4
2 quarters
|
|
46
VanEck Emerging Markets High Yield Bond ETF
HYEM
$507M
| $139K | 0.07% |
+1,000
| New | +$20.1K |
2026 Q2
0 quarters
|
|
47
Berkshire Hathaway Class B
BRK.B
$1.08T
| $138K | 0.07% |
+275
| New | +$132K |
2026 Q2
0 quarters
|
|
48
VanEck Bitcoin Trust
HODL
$1.41B
| $133K | 0.07% |
8,000
| – | – |
2025 Q4
2 quarters
|
|
49
iShares Core US Aggregate Bond ETF
AGG
$136B
| $130K | 0.07% |
+1,309
| New | +$130K |
2026 Q2
0 quarters
|
|
50
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17B
| $128K | 0.07% |
1,340
| – | – |
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.