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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
BSV icon
51
Vanguard Short-Term Bond ETF
BSV
$45.7B
$128K 0.07%
+1,637
New +$128K
GLD icon
52
SPDR Gold Trust
GLD
$148B
$123K 0.06%
333
– –
VWO icon
53
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$120K 0.06%
2,007
-398
-17% -$23.4K
AXP icon
54
American Express
AXP
$230B
$118K 0.06%
350
– –
PRFZ icon
55
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.88B
$117K 0.06%
2,105
– –
ORCL icon
56
Oracle
ORCL
$414B
$117K 0.06%
800
– –
APCB icon
57
ActivePassive Core Bond ETF
APCB
$1.01B
$116K 0.06%
+3,940
New +$116K
OBDC icon
58
Blue Owl Capital
OBDC
$5.59B
$114K 0.06%
10,500
– –
SLV icon
59
iShares Silver Trust
SLV
$32.3B
$101K 0.05%
1,895
+1,645
+658% +$109K
IBDW icon
60
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.56B
$98.8K 0.05%
+4,741
New +$98.9K
EWZ icon
61
iShares MSCI Brazil ETF
EWZ
$8.32B
$96.6K 0.05%
2,800
– –
AMD icon
62
Advanced Micro Devices
AMD
$761B
$92.9K 0.05%
160
– –
IEFA icon
63
iShares Core MSCI EAFE ETF
IEFA
$195B
$87.5K 0.05%
906
– –
LMT icon
64
Lockheed Martin
LMT
$136B
$85.7K 0.04%
168
+84
+100% +$45.4K
TEVA icon
65
Teva Pharmaceuticals
TEVA
$43.7B
$84.7K 0.04%
2,500
– –
META icon
66
Meta Platforms (Facebook)
META
$1.39T
$76.6K 0.04%
136
-492
-78% -$301K
APIE icon
67
ActivePassive International Equity ETF
APIE
$1.16B
$73.5K 0.04%
1,896
– –
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$126B
$60.7K 0.03%
787
– –
VB icon
69
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$54.9K 0.03%
181
-41
-18% -$11.8K
VMBS icon
70
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$53.4K 0.03%
+1,140
New +$53.3K
PANW icon
71
Palo Alto Networks
PANW
$293B
$51.2K 0.03%
150
– –
EMB icon
72
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.8B
$50.6K 0.03%
+525
New +$50.3K
SDHY
73
PGIM Short Duration High Yield Opportunities Fund
SDHY
$402M
$49.9K 0.03%
+3,045
New +$48.9K
VCSH icon
74
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$48.8K 0.03%
+617
New +$48.8K
BIV icon
75
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$48.1K 0.02%
+627
New +$48.1K
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.