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PFO

Pioneer Family Office Portfolio holdings

AUM $194M
This Fund
S&P 500
This Quarter Est. Return
-2.85%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$156M
AUM Growth
+$7.67M
Cap. Flow
-$1.87M
Cap. Flow %
-1.2%
Top 10 Hldgs %
89.7%
Holding
143
New
7
Increased
18
Reduced
19
Closed
38

Top Buys

Rank Stock Value
1
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$12.1M
2
EIS icon
iShares MSCI Israel ETF
EIS
+$10.2M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.89M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$6.38M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$2.24M

Top Sells

Rank Stock Value
1
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$15.1M
2
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$13.5M
3
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$3.71M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.31M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$2.23M

Sector Composition

Rank Sector Weight
1 Technology 0.98%
2 Financials 0.75%
3 Consumer Discretionary 0.44%
4 Consumer Staples 0.38%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
26
Vanguard FTSE Developed Markets ETF
VEA
$236B
$373K 0.24%
5,814
– –
META icon
27
Meta Platforms (Facebook)
META
$1.53T
$359K 0.23%
628
– –
AIRR icon
28
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$353K 0.23%
3,190
-133,430
-98% -$15.1M
MSFT icon
29
Microsoft
MSFT
$3.74T
$298K 0.19%
806
-150
-16% -$62.8K
NLR icon
30
VanEck Uranium + Nuclear Energy ETF
NLR
$4.22B
$248K 0.16%
1,860
– –
LLY icon
31
Eli Lilly
LLY
$1.08T
$221K 0.14%
240
-300
-56% -$304K
ILF icon
32
iShares Latin America 40 ETF
ILF
$3.73B
$219K 0.14%
+6,170
New +$214K
BNDX icon
33
Vanguard Total International Bond ETF
BNDX
$82.9B
– –
-4,120
Closed -$200K
BSV icon
34
Vanguard Short-Term Bond ETF
BSV
$45.6B
– –
-2,202
Closed -$173K
GOOG icon
35
Alphabet (Google) Class C
GOOG
$4.19T
$172K 0.11%
600
– –
COST icon
36
Costco
COST
$419B
$169K 0.11%
170
– –
APUE icon
37
ActivePassive US Equity ETF
APUE
$2.5B
$162K 0.1%
4,045
– –
XLG icon
38
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$155K 0.1%
2,849
-38,751
-93% -$2.23M
HODL icon
39
VanEck Bitcoin Trust
HODL
$1.06B
$153K 0.1%
8,000
-6,360
-44% -$137K
NVDA icon
40
NVIDIA
NVDA
$5.27T
$150K 0.1%
860
– –
ARGT icon
41
Global X MSCI Argentina ETF
ARGT
$823M
$149K 0.1%
1,600
– –
GLD icon
42
SPDR Gold Trust
GLD
$143B
$143K 0.09%
333
– –
JNJ icon
43
Johnson & Johnson
JNJ
$626B
$136K 0.09%
558
– –
HYEM icon
44
VanEck Emerging Markets High Yield Bond ETF
HYEM
$527M
– –
-1,000
Closed -$20K
VWO icon
45
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$130K 0.08%
2,405
– –
AGG icon
46
iShares Core US Aggregate Bond ETF
AGG
$137B
– –
-1,309
Closed -$131K
VCIT icon
47
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
– –
-686
Closed -$57.4K
MELI icon
48
Mercado Libre
MELI
$98.4B
$121K 0.08%
70
– –
UNH icon
49
UnitedHealth
UNH
$361B
$119K 0.08%
440
– –
DGRW icon
50
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$118K 0.08%
1,340
-14,693
-92% -$1.34M
1
2
3 4 5

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Pioneer Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Pioneer Family Office held 143 positions worth $156M, up 5.2% from $148M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Pioneer Family Office's Q1 2026 filing shows 7 new, 18 increased, 19 reduced and 38 closed positions. Its largest new stake was iShares MSCI Intl Value Factor ETF: 300,785 shares worth $11.9M. The largest sale was First Trust RBA American Industrial Renaissance ETF, an estimated $15.1M.

By sector, the portfolio is most concentrated in Technology at 0.98% of assets, down from 1.5% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Pioneer Family Office's largest Q1 2026 buy was iShares MSCI Intl Value Factor ETF: 300,785 shares worth $11.9M.
  • Pioneer Family Office added most to iShares MSCI Israel ETF in Q1 2026, an estimated $10.2M increase.
  • Pioneer Family Office's biggest Q1 2026 reduction was First Trust RBA American Industrial Renaissance ETF, cutting an estimated $15.1M.
  • Pioneer Family Office fully exited VanEck Fallen Angel High Yield Bond ETF in Q1 2026, selling an estimated $13.5M.
  • Pioneer Family Office's ten largest holdings make up 90% of its $156M portfolio in Q1 2026.
  • Pioneer Family Office opened 7 new positions and closed 38 in Q1 2026.
  • Pioneer Family Office's portfolio value rose 5.2% quarter-over-quarter to $156M.

Based on Pioneer Family Office's 13F filing for Q1 2026, filed 14 May 2026.