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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
% of AUM
101.23%
Top 10 Holdings %
Top 10 Hldgs %
85.83%
Holding
136
New
136
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$49.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$21.9M |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$13.6M |
| 4 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$13.4M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$12.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 94.64% |
| 2 | Technology | 1.54% |
| 3 | Financials | 1.24% |
| 4 | Consumer Discretionary | 0.67% |
| 5 | Healthcare | 0.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
iShares Core US Aggregate Bond ETF
AGG
$136B
| $131K | 0.09% |
+1,309
| New | +$131K |
2025 Q4
0 quarters
|
|
52
Blue Owl Capital
OBDC
$5.08B
| $131K | 0.09% |
+10,500
| New | +$133K |
2025 Q4
0 quarters
|
|
53
American Express
AXP
$204B
| $129K | 0.09% |
+350
| New | +$125K |
2025 Q4
0 quarters
|
|
54
Vanguard FTSE Emerging Markets ETF
VWO
$125B
| $129K | 0.09% |
+2,405
| New | +$131K |
2025 Q4
0 quarters
|
|
55
Bank of America
BAC
$376B
| $119K | 0.08% |
+2,170
| New | +$115K |
2025 Q4
0 quarters
|
|
56
Walt Disney
DIS
$176B
| $118K | 0.08% |
+1,033
| New | +$114K |
2025 Q4
0 quarters
|
|
57
ActivePassive Core Bond ETF
APCB
$981M
| $117K | 0.08% |
+3,940
| New | +$118K |
2025 Q4
0 quarters
|
|
58
Johnson & Johnson
JNJ
$617B
| $115K | 0.08% |
+558
| New | +$110K |
2025 Q4
0 quarters
|
|
59
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.57B
| $100K | 0.07% |
+4,741
| New | +$100K |
2025 Q4
0 quarters
|
|
60
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.74B
| $96.6K | 0.07% |
+2,105
| New | +$96.2K |
2025 Q4
0 quarters
|
|
61
Tesla
TSLA
$1.46T
| $89.9K | 0.06% |
+200
| New | +$88.7K |
2025 Q4
0 quarters
|
|
62
iShares MSCI Brazil ETF
EWZ
$8.93B
| $89K | 0.06% |
+2,800
| New | +$88.5K |
2025 Q4
0 quarters
|
|
63
iShares Core MSCI EAFE ETF
IEFA
$191B
| $81.1K | 0.05% |
+906
| New | +$80.1K |
2025 Q4
0 quarters
|
|
64
Teva Pharmaceutical Industries Limited
TEVA
$46.1B
| $78K | 0.05% |
+2,500
| New | +$61.6K |
2025 Q4
0 quarters
|
|
65
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
| $76.6K | 0.05% |
+1,627
| New | +$76.6K |
2025 Q4
0 quarters
|
|
66
State Street SPDR Dow Jones International Real Estate ETF
RWX
$240M
| $72.1K | 0.05% |
+2,575
| New | +$71.6K |
2025 Q4
0 quarters
|
|
67
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
| $70.8K | 0.05% |
+909
| New | +$71.1K |
2025 Q4
0 quarters
|
|
68
Rocket Companies
RKT
$33.1B
| $70.3K | 0.05% |
+3,630
| New | +$64.9K |
2025 Q4
0 quarters
|
|
69
Adobe
ADBE
$94.5B
| $70K | 0.05% |
+200
| New | +$68K |
2025 Q4
0 quarters
|
|
70
Vanguard Long-Term Bond ETF
BLV
$5.42B
| $69.2K | 0.05% |
+996
| New | +$70.5K |
2025 Q4
0 quarters
|
|
71
ActivePassive International Equity ETF
APIE
$1.14B
| $67.3K | 0.05% |
+1,896
| New | +$68.2K |
2025 Q4
0 quarters
|
|
72
GE Aerospace
GE
$321B
| $65.3K | 0.04% |
+212
| New | +$63.8K |
2025 Q4
0 quarters
|
|
73
VanEck Semiconductor ETF
SMH
$77.3B
| $64.8K | 0.04% |
+180
| New | +$63.2K |
2025 Q4
0 quarters
|
|
74
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.4B
| $57.5K | 0.04% |
+686
| New | +$57.6K |
2025 Q4
0 quarters
|
|
75
Vanguard Morningstar Small-Cap ETF
VB
$78B
| $57.3K | 0.04% |
+222
| New | +$56.9K |
2025 Q4
0 quarters
|
|
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AIC
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 Miscellaneous at 95% of assets, followed by Technology and Financials.
- 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.