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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
WMT icon
26
Walmart Inc
WMT
$910B
$351K 0.18%
3,097
– –
VEA icon
27
Vanguard FTSE Developed Markets ETF
VEA
$237B
$349K 0.18%
4,892
-922
-16% -$64.2K
ABBV icon
28
AbbVie
ABBV
$470B
$307K 0.16%
+1,221
New +$263K
MSFT icon
29
Microsoft
MSFT
$3.6T
$301K 0.15%
806
– –
PBR icon
30
Petrobras
PBR
$119B
$245K 0.13%
15,190
-3,333
-18% -$65.1K
ALAB icon
31
Astera Labs
ALAB
$50.1B
$237K 0.12%
490
+375
+326% +$99.5K
MELI icon
32
Mercado Libre
MELI
$96.8B
$221K 0.11%
130
+60
+86% +$102K
NLR icon
33
VanEck Uranium + Nuclear Energy ETF
NLR
$4.14B
$216K 0.11%
1,860
– –
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.18T
$212K 0.11%
600
– –
APUE icon
35
ActivePassive US Equity ETF
APUE
$2.49B
$187K 0.1%
4,045
– –
ILF icon
36
iShares Latin America 40 ETF
ILF
$3.79B
$184K 0.09%
5,450
-720
-12% -$25.5K
UNH icon
37
UnitedHealth
UNH
$349B
$183K 0.09%
440
– –
VCIT icon
38
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$172K 0.09%
+2,086
New +$172K
NVDA icon
39
NVIDIA
NVDA
$5.27T
$172K 0.09%
860
– –
COST icon
40
Costco
COST
$424B
$159K 0.08%
170
– –
BNDX icon
41
Vanguard Total International Bond ETF
BNDX
$82.7B
$154K 0.08%
+3,177
New +$153K
NBIS
42
Nebius Group N.V.
NBIS
$60.9B
$148K 0.08%
+535
New +$106K
ARGT icon
43
Global X MSCI Argentina ETF
ARGT
$801M
$146K 0.08%
1,600
– –
LLY icon
44
Eli Lilly
LLY
$1.14T
$144K 0.07%
120
-120
-50% -$123K
JNJ icon
45
Johnson & Johnson
JNJ
$659B
$142K 0.07%
558
– –
HYEM icon
46
VanEck Emerging Markets High Yield Bond ETF
HYEM
$521M
$139K 0.07%
+1,000
New +$20.1K
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.07T
$138K 0.07%
+275
New +$132K
HODL icon
48
VanEck Bitcoin Trust
HODL
$1.14B
$133K 0.07%
8,000
– –
AGG icon
49
iShares Core US Aggregate Bond ETF
AGG
$139B
$130K 0.07%
+1,309
New +$130K
DGRW icon
50
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$128K 0.07%
1,340
– –
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.