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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
–
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 | Technology | 1.54% |
| 2 | Financials | 1.24% |
| 3 | Consumer Discretionary | 0.67% |
| 4 | Healthcare | 0.64% |
| 5 | Communication Services | 0.49% |
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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 Technology at 1.5% of assets, followed by Financials and Consumer Discretionary.
- 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.