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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
(+5.2%)
Cap. Flow
-$1.87M
Cap. Flow
% of AUM
-1.2%
Top 10 Holdings %
Top 10 Hldgs %
89.7%
Holding
143
New
7
Increased
18
Reduced
19
Closed
38
Avg Time Held
0.9
quarters
Top 10 Avg Time Held
0.6
quarters
Top 20 Avg Time Held
0.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Intl Value Factor ETF
IVLU
|
+$12.1M |
| 2 |
iShares MSCI Israel ETF
EIS
|
+$10.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$7.89M |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$6.38M |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$2.24M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$15.1M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$13.5M |
| 3 |
iShares MSCI Europe Financials ETF
EUFN
|
+$3.71M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$3.31M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$2.23M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 96.3% |
| 2 | Technology | 0.98% |
| 3 | Financials | 0.75% |
| 4 | Consumer Discretionary | 0.44% |
| 5 | Consumer Staples | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Vanguard FTSE Developed Markets ETF
VEA
$232B
| $373K | 0.24% |
5,814
| – | – |
2025 Q4
1 quarter
|
|
27
Meta Platforms (Facebook)
META
$1.85T
| $359K | 0.23% |
628
| – | – |
2025 Q4
1 quarter
|
|
|
28
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.26B
| $353K | 0.23% |
3,190
-133,430
| -98% | -$15.1M |
2025 Q4
1 quarter
|
|
29
Microsoft
MSFT
$3.84T
| $298K | 0.19% |
806
-150
| -16% | -$62.8K |
2025 Q4
1 quarter
|
|
30
VanEck Uranium + Nuclear Energy ETF
NLR
$3.55B
| $248K | 0.16% |
1,860
| – | – |
2025 Q4
1 quarter
|
|
31
Eli Lilly
LLY
$1.02T
| $221K | 0.14% |
240
-300
| -56% | -$304K |
2025 Q4
1 quarter
|
|
32
iShares Latin America 40 ETF
ILF
$3.9B
| $219K | 0.14% |
+6,170
| New | +$214K |
2026 Q1
0 quarters
|
|
33
Vanguard Total International Bond ETF
BNDX
$82.3B
| – | – |
-4,120
| Closed | -$200K | – |
|
34
Vanguard Short-Term Bond ETF
BSV
$45.9B
| – | – |
-2,202
| Closed | -$173K | – |
|
35
Alphabet (Google) Class C
GOOG
$4.16T
| $172K | 0.11% |
600
| – | – |
2025 Q4
1 quarter
|
|
36
Costco
COST
$408B
| $169K | 0.11% |
170
| – | – |
2025 Q4
1 quarter
|
|
37
ActivePassive US Equity ETF
APUE
$2.5B
| $162K | 0.1% |
4,045
| – | – |
2025 Q4
1 quarter
|
|
|
38
Invesco S&P 500 Top 50 ETF
XLG
$11.8B
| $155K | 0.1% |
2,849
-38,751
| -93% | -$2.23M |
2025 Q4
1 quarter
|
|
39
VanEck Bitcoin Trust
HODL
$1.41B
| $153K | 0.1% |
8,000
-6,360
| -44% | -$137K |
2025 Q4
1 quarter
|
|
40
NVIDIA
NVDA
$5.65T
| $150K | 0.1% |
860
| – | – |
2025 Q4
1 quarter
|
|
41
Global X MSCI Argentina ETF
ARGT
$687M
| $149K | 0.1% |
1,600
| – | – |
2025 Q4
1 quarter
|
|
42
SPDR Gold Trust
GLD
$141B
| $143K | 0.09% |
333
| – | – |
2025 Q4
1 quarter
|
|
43
Johnson & Johnson
JNJ
$617B
| $136K | 0.09% |
558
| – | – |
2025 Q4
1 quarter
|
|
44
VanEck Emerging Markets High Yield Bond ETF
HYEM
$507M
| – | – |
-1,000
| Closed | -$20K | – |
|
45
Vanguard FTSE Emerging Markets ETF
VWO
$125B
| $130K | 0.08% |
2,405
| – | – |
2025 Q4
1 quarter
|
|
46
iShares Core US Aggregate Bond ETF
AGG
$136B
| – | – |
-1,309
| Closed | -$131K | – |
|
47
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.4B
| – | – |
-686
| Closed | -$57.4K | – |
|
48
Mercado Libre
MELI
$86B
| $121K | 0.08% |
70
| – | – |
2025 Q4
1 quarter
|
|
49
UnitedHealth
UNH
$334B
| $119K | 0.08% |
440
| – | – |
2025 Q4
1 quarter
|
|
50
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17B
| $118K | 0.08% |
1,340
-14,693
| -92% | -$1.34M |
2025 Q4
1 quarter
|
|
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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 Miscellaneous at 96% of assets, up from 95% a quarter earlier, followed by Technology and Financials.
- 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.