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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 | |
|---|---|---|---|---|---|---|---|
51
Vanguard Short-Term Bond ETF
BSV
$45.9B
| $128K | 0.07% |
+1,637
| New | +$128K |
2026 Q2
0 quarters
|
|
52
SPDR Gold Trust
GLD
$141B
| $123K | 0.06% |
333
| – | – |
2025 Q4
2 quarters
|
|
53
Vanguard FTSE Emerging Markets ETF
VWO
$125B
| $120K | 0.06% |
2,007
-398
| -17% | -$23.4K |
2025 Q4
2 quarters
|
|
54
American Express
AXP
$204B
| $118K | 0.06% |
350
| – | – |
2025 Q4
2 quarters
|
|
55
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.74B
| $117K | 0.06% |
2,105
| – | – |
2025 Q4
2 quarters
|
|
56
Oracle
ORCL
$431B
| $117K | 0.06% |
800
| – | – |
2025 Q4
2 quarters
|
|
57
ActivePassive Core Bond ETF
APCB
$981M
| $116K | 0.06% |
+3,940
| New | +$116K |
2026 Q2
0 quarters
|
|
58
Blue Owl Capital
OBDC
$5.08B
| $114K | 0.06% |
10,500
| – | – |
2025 Q4
2 quarters
|
|
59
iShares Silver Trust
SLV
$29.5B
| $101K | 0.05% |
1,895
+1,645
| +658% | +$109K |
2026 Q1
1 quarter
|
|
60
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.57B
| $98.8K | 0.05% |
+4,741
| New | +$98.9K |
2026 Q2
0 quarters
|
|
61
iShares MSCI Brazil ETF
EWZ
$8.93B
| $96.6K | 0.05% |
2,800
| – | – |
2025 Q4
2 quarters
|
|
62
Advanced Micro Devices
AMD
$1.03T
| $92.9K | 0.05% |
160
| – | – |
2025 Q4
2 quarters
|
|
63
iShares Core MSCI EAFE ETF
IEFA
$191B
| $87.5K | 0.05% |
906
| – | – |
2025 Q4
2 quarters
|
|
64
Lockheed Martin
LMT
$117B
| $85.7K | 0.04% |
168
+84
| +100% | +$45.4K |
2025 Q4
2 quarters
|
|
65
Teva Pharmaceutical Industries Limited
TEVA
$46.1B
| $84.7K | 0.04% |
2,500
| – | – |
2025 Q4
2 quarters
|
|
|
66
Meta Platforms (Facebook)
META
$1.85T
| $76.6K | 0.04% |
136
-492
| -78% | -$301K |
2025 Q4
2 quarters
|
|
67
ActivePassive International Equity ETF
APIE
$1.14B
| $73.5K | 0.04% |
1,896
| – | – |
2025 Q4
2 quarters
|
|
68
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $60.7K | 0.03% |
787
| – | – |
2025 Q4
2 quarters
|
|
69
Vanguard Morningstar Small-Cap ETF
VB
$78B
| $54.9K | 0.03% |
181
-41
| -18% | -$11.8K |
2025 Q4
2 quarters
|
|
70
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
| $53.4K | 0.03% |
+1,140
| New | +$53.3K |
2026 Q2
0 quarters
|
|
71
Palo Alto Networks
PANW
$330B
| $51.2K | 0.03% |
150
| – | – |
2025 Q4
2 quarters
|
|
72
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$12.7B
| $50.6K | 0.03% |
+525
| New | +$50.3K |
2026 Q2
0 quarters
|
|
|
SDHY
73
PGIM Short Duration High Yield Opportunities Fund
SDHY
$377M
| $49.9K | 0.03% |
+3,045
| New | +$48.9K |
2026 Q2
0 quarters
|
|
74
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
| $48.8K | 0.03% |
+617
| New | +$48.8K |
2026 Q2
0 quarters
|
|
75
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
| $48.1K | 0.02% |
+627
| New | +$48.1K |
2026 Q2
0 quarters
|
|
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AIC
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.