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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 | |
|---|---|---|---|---|---|---|---|
51
Oracle
ORCL
$431B
| $118K | 0.08% |
800
| – | – |
2025 Q4
1 quarter
|
|
52
Blue Owl Capital
OBDC
$5.08B
| $116K | 0.07% |
10,500
| – | – |
2025 Q4
1 quarter
|
|
53
ActivePassive Core Bond ETF
APCB
$981M
| – | – |
-3,940
| Closed | -$117K | – |
|
54
iShares MSCI Brazil ETF
EWZ
$8.93B
| $107K | 0.07% |
2,800
| – | – |
2025 Q4
1 quarter
|
|
55
American Express
AXP
$204B
| $106K | 0.07% |
350
| – | – |
2025 Q4
1 quarter
|
|
|
56
iShares MSCI Europe Financials ETF
EUFN
$3.87B
| $103K | 0.07% |
2,960
-101,563
| -97% | -$3.71M |
2025 Q4
1 quarter
|
|
57
Direxion Daily Financial Bull 3x ETF
FAS
$1.85B
| $102K | 0.07% |
859
| – | – |
2025 Q4
1 quarter
|
|
58
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.57B
| – | – |
-4,741
| Closed | -$100K | – |
|
59
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.74B
| $96.6K | 0.06% |
2,105
| – | – |
2025 Q4
1 quarter
|
|
60
iShares Core MSCI EAFE ETF
IEFA
$191B
| $82K | 0.05% |
906
| – | – |
2025 Q4
1 quarter
|
|
|
SDHY
61
PGIM Short Duration High Yield Opportunities Fund
SDHY
$377M
| – | – |
-8,000
| Closed | -$131K | – |
|
62
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
| – | – |
-1,627
| Closed | -$76.8K | – |
|
63
Teva Pharmaceutical Industries Limited
TEVA
$46.1B
| $75.3K | 0.05% |
2,500
| – | – |
2025 Q4
1 quarter
|
|
64
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
| – | – |
-909
| Closed | -$70.8K | – |
|
65
Vanguard Long-Term Bond ETF
BLV
$5.42B
| – | – |
-996
| Closed | -$69.5K | – |
|
66
ActivePassive International Equity ETF
APIE
$1.14B
| $66.8K | 0.04% |
1,896
| – | – |
2025 Q4
1 quarter
|
|
67
Alerian MLP ETF
AMLP
$12.8B
| $63.5K | 0.04% |
1,206
| – | – |
2025 Q4
1 quarter
|
|
68
Vanguard Morningstar Small-Cap ETF
VB
$78B
| $58.1K | 0.04% |
222
| – | – |
2025 Q4
1 quarter
|
|
69
Petrobras Class A
PBR.A
$126B
| $56.3K | 0.04% |
3,000
| – | – |
2025 Q4
1 quarter
|
|
70
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $53.1K | 0.03% |
787
| – | – |
2025 Q4
1 quarter
|
|
71
Lockheed Martin
LMT
$117B
| $50.8K | 0.03% |
84
| – | – |
2025 Q4
1 quarter
|
|
72
Adobe
ADBE
$94.5B
| $48.6K | 0.03% |
200
| – | – |
2025 Q4
1 quarter
|
|
73
iShares 3-7 Year Treasury Bond ETF
IEI
$17.2B
| – | – |
-379
| Closed | -$45.2K | – |
|
74
ExxonMobil
XOM
$674B
| $44.1K | 0.03% |
260
| – | – |
2025 Q4
1 quarter
|
|
75
FedEx
FDX
$68.7B
| $42.7K | 0.03% |
120
| – | – |
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.