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PFO

Pioneer Family Office Portfolio holdings

AUM $194M
This Fund
S&P 500
This Quarter Est. Return
+2.19%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow %
101.23%
Top 10 Hldgs %
85.83%
Holding
136
New
136
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$49.5M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$21.9M
3
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$13.6M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$13.4M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$12.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 1.54%
2 Financials 1.24%
3 Consumer Discretionary 0.67%
4 Healthcare 0.64%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
26
iShares Core S&P 500 ETF
IVV
$897B
$397K 0.27%
+579
New +$393K
GS icon
27
Goldman Sachs
GS
$297B
$396K 0.27%
+450
New +$367K
VEA icon
28
Vanguard FTSE Developed Markets ETF
VEA
$237B
$363K 0.25%
+5,814
New +$356K
HODL icon
29
VanEck Bitcoin Trust
HODL
$1.14B
$355K 0.24%
+14,360
New +$406K
WMT icon
30
Walmart Inc
WMT
$910B
$346K 0.23%
+3,107
New +$334K
ITEQ icon
31
Amplify BlueStar Israel Technology ETF
ITEQ
$115M
$255K 0.17%
+4,400
New +$254K
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.07T
$244K 0.16%
+485
New +$241K
NLR icon
33
VanEck Uranium + Nuclear Energy ETF
NLR
$4.14B
$231K 0.16%
+1,860
New +$256K
PBR icon
34
Petrobras
PBR
$119B
$219K 0.15%
+18,523
New +$226K
BNDX icon
35
Vanguard Total International Bond ETF
BNDX
$82.7B
$199K 0.13%
+4,120
New +$203K
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.18T
$188K 0.13%
+600
New +$172K
BSV icon
37
Vanguard Short-Term Bond ETF
BSV
$45.7B
$174K 0.12%
+2,202
New +$174K
IWM icon
38
iShares Russell 2000 ETF
IWM
$82.4B
$170K 0.11%
+690
New +$170K
APUE icon
39
ActivePassive US Equity ETF
APUE
$2.49B
$169K 0.11%
+4,045
New +$167K
NVDA icon
40
NVIDIA
NVDA
$5.27T
$160K 0.11%
+860
New +$160K
ORCL icon
41
Oracle
ORCL
$414B
$156K 0.11%
+800
New +$190K
COST icon
42
Costco
COST
$424B
$147K 0.1%
+170
New +$154K
ARGT icon
43
Global X MSCI Argentina ETF
ARGT
$801M
$146K 0.1%
+1,600
New +$137K
UNH icon
44
UnitedHealth
UNH
$349B
$145K 0.1%
+440
New +$149K
FAS icon
45
Direxion Daily Financial Bull 3x ETF
FAS
$2.33B
$145K 0.1%
+859
New +$143K
MELI icon
46
Mercado Libre
MELI
$96.8B
$141K 0.1%
+70
New +$147K
HEDJ icon
47
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
$138K 0.09%
+2,600
New +$135K
HYEM icon
48
VanEck Emerging Markets High Yield Bond ETF
HYEM
$521M
$133K 0.09%
+1,000
New +$19.9K
GLD icon
49
SPDR Gold Trust
GLD
$148B
$132K 0.09%
+333
New +$127K
SDHY
50
PGIM Short Duration High Yield Opportunities Fund
SDHY
$402M
$132K 0.09%
+8,000
New +$132K
1
2
3 4 5

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Pioneer Family Office's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Pioneer Family Office, which disclosed 136 positions worth $148M. Its ten largest holdings account for 86% of the portfolio.

Its largest position is Vanguard S&P 500 ETF: 79,718 shares worth $50M.

By sector, the portfolio is most concentrated in Technology at 1.5% of assets, followed by Financials and Consumer Discretionary.

  • Pioneer Family Office's largest Q4 2025 buy was Vanguard S&P 500 ETF: 79,718 shares worth $50M.
  • Pioneer Family Office's ten largest holdings make up 86% of its $148M portfolio in Q4 2025.
  • Pioneer Family Office disclosed 136 positions in Q4 2025, its first 13F filing on record.

Based on Pioneer Family Office's 13F filing for Q4 2025, filed 14 May 2026.