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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
Cap. Flow
-$1.87M
Cap. Flow %
-1.2%
Top 10 Hldgs %
89.7%
Holding
143
New
7
Increased
18
Reduced
19
Closed
38

Top Buys

Rank Stock Value
1
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$12.1M
2
EIS icon
iShares MSCI Israel ETF
EIS
+$10.2M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.89M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$6.38M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$2.24M

Top Sells

Rank Stock Value
1
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$15.1M
2
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$13.5M
3
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$3.71M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.31M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$2.23M

Sector Composition

Rank Sector Weight
1 Technology 0.98%
2 Financials 0.75%
3 Consumer Discretionary 0.44%
4 Consumer Staples 0.38%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
51
Oracle
ORCL
$445B
$118K 0.08%
800
– –
OBDC icon
52
Blue Owl Capital
OBDC
$5.75B
$116K 0.07%
10,500
– –
APCB icon
53
ActivePassive Core Bond ETF
APCB
$1.01B
– –
-3,940
Closed -$117K
EWZ icon
54
iShares MSCI Brazil ETF
EWZ
$8.58B
$107K 0.07%
2,800
– –
AXP icon
55
American Express
AXP
$231B
$106K 0.07%
350
– –
EUFN icon
56
iShares MSCI Europe Financials ETF
EUFN
$4.28B
$103K 0.07%
2,960
-101,563
-97% -$3.71M
FAS icon
57
Direxion Daily Financial Bull 3x ETF
FAS
$2.45B
$102K 0.07%
859
– –
IBDW icon
58
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.54B
– –
-4,741
Closed -$100K
PRFZ icon
59
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.89B
$96.6K 0.06%
2,105
– –
IEFA icon
60
iShares Core MSCI EAFE ETF
IEFA
$196B
$82K 0.05%
906
– –
SDHY
61
PGIM Short Duration High Yield Opportunities Fund
SDHY
$402M
– –
-8,000
Closed -$131K
VMBS icon
62
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
– –
-1,627
Closed -$76.8K
TEVA icon
63
Teva Pharmaceuticals
TEVA
$42.7B
$75.3K 0.05%
2,500
– –
BIV icon
64
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
– –
-909
Closed -$70.8K
BLV icon
65
Vanguard Long-Term Bond ETF
BLV
$5.7B
– –
-996
Closed -$69.5K
APIE icon
66
ActivePassive International Equity ETF
APIE
$1.16B
$66.8K 0.04%
1,896
– –
AMLP icon
67
Alerian MLP ETF
AMLP
$13.2B
$63.5K 0.04%
1,206
– –
VB icon
68
Vanguard Morningstar Small-Cap ETF
VB
$83.1B
$58.1K 0.04%
222
– –
PBR.A icon
69
Petrobras Class A
PBR.A
$104B
$56.3K 0.04%
3,000
– –
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$128B
$53.1K 0.03%
787
– –
LMT icon
71
Lockheed Martin
LMT
$140B
$50.8K 0.03%
84
– –
ADBE icon
72
Adobe
ADBE
$102B
$48.6K 0.03%
200
– –
IEI icon
73
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-379
Closed -$45.2K
XOM icon
74
ExxonMobil
XOM
$658B
$44.1K 0.03%
260
– –
FDX icon
75
FedEx
FDX
$77.1B
$42.7K 0.03%
120
– –
1 2
3
4 5

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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 Technology at 0.98% of assets, down from 1.5% a quarter earlier, followed by Financials and Consumer Discretionary.

  • 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.