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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
(+25%)
Cap. Flow
+$24M
Cap. Flow
% of AUM
12.37%
Top 10 Holdings %
Top 10 Hldgs %
90.64%
Holding
140
New
35
Increased
20
Reduced
16
Closed
11
Avg Time Held
1.4
quarters
Top 10 Avg Time Held
1.1
quarters
Top 20 Avg Time Held
1.4
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$15.6M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$13.1M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$4.31M |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$3.85M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$1.43M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Israel ETF
EIS
|
+$14.3M |
| 2 |
Global X Defense Tech ETF
SHLD
|
+$2.13M |
| 3 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$353K |
| 4 |
Meta Platforms (Facebook)
META
|
+$301K |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
+$124K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 96.52% |
| 2 | Technology | 1.06% |
| 3 | Financials | 0.73% |
| 4 | Healthcare | 0.46% |
| 5 | Consumer Discretionary | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
iShares 20+ Year Treasury Bond ETF
TLT
$46.4B
| $47.7K | 0.02% |
+552
| New | +$47.4K |
2026 Q2
0 quarters
|
|
77
Vanguard Long-Term Bond ETF
BLV
$5.42B
| $47.5K | 0.02% |
+689
| New | +$47.3K |
2026 Q2
0 quarters
|
|
78
JPMorgan Chase
JPM
$884B
| $46.5K | 0.02% |
142
| – | – |
2025 Q4
2 quarters
|
|
79
iShares Core MSCI Europe ETF
IEUR
$8.98B
| $45.4K | 0.02% |
604
+115
| +24% | +$8.57K |
2025 Q4
2 quarters
|
|
80
Petrobras Class A
PBR.A
$126B
| $43.9K | 0.02% |
3,000
| – | – |
2025 Q4
2 quarters
|
|
81
General Dynamics
GD
$89.3B
| $42.5K | 0.02% |
120
| – | – |
2025 Q4
2 quarters
|
|
82
Toast
TOST
$17.2B
| $41.7K | 0.02% |
+1,500
| New | +$39.1K |
2026 Q2
0 quarters
|
|
83
WisdomTree Japan Hedged Equity Fund
DXJ
$7.14B
| $41.6K | 0.02% |
240
| – | – |
2025 Q4
2 quarters
|
|
84
Adobe
ADBE
$94.5B
| $41K | 0.02% |
200
| – | – |
2025 Q4
2 quarters
|
|
85
iShares 3-7 Year Treasury Bond ETF
IEI
$17.2B
| $40.8K | 0.02% |
+347
| New | +$40.9K |
2026 Q2
0 quarters
|
|
86
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.9B
| $39.2K | 0.02% |
75
| – | – |
2025 Q4
2 quarters
|
|
87
State Street Financial Select Sector SPDR ETF
XLF
$50B
| $39.1K | 0.02% |
730
+40
| +6% | +$2.08K |
2025 Q4
2 quarters
|
|
88
SoundHound AI
SOUN
$2.59B
| $38.8K | 0.02% |
6,000
+2,000
| +50% | +$15.5K |
2025 Q4
2 quarters
|
|
89
FedEx
FDX
$68.7B
| $37.6K | 0.02% |
120
| – | – |
2025 Q4
2 quarters
|
|
90
Vanguard FTSE All-World ex-US ETF
VEU
$68.8B
| $37K | 0.02% |
442
-40
| -8% | -$3.27K |
2025 Q4
2 quarters
|
|
91
Philip Morris
PM
$292B
| $36.2K | 0.02% |
200
| – | – |
2025 Q4
2 quarters
|
|
92
Arista Networks
ANET
$262B
| $34K | 0.02% |
+200
| New | +$31.4K |
2026 Q2
0 quarters
|
|
|
IVES
93
Dan IVES Wedbush AI Revolution ETF
IVES
$1.12B
| $32.4K | 0.02% |
850
| – | – |
2025 Q4
2 quarters
|
|
94
Applovin
APP
$89.8B
| $30.9K | 0.02% |
+60
| New | +$29K |
2026 Q2
0 quarters
|
|
95
Chevron
CVX
$405B
| $29.8K | 0.02% |
180
| – | – |
2025 Q4
2 quarters
|
|
96
UiPath
PATH
$6.84B
| $27.2K | 0.01% |
+2,500
| New | +$26.7K |
2026 Q2
0 quarters
|
|
97
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
| $25.9K | 0.01% |
163
+4
| +3% | +$595 |
2025 Q4
2 quarters
|
|
98
iShares 7-10 Year Treasury Bond ETF
IEF
$41.4B
| $25.5K | 0.01% |
+270
| New | +$25.6K |
2026 Q2
0 quarters
|
|
99
Palantir
PLTR
$454B
| $23.3K | 0.01% |
+200
| New | +$27.3K |
2026 Q2
0 quarters
|
|
100
VanEck Low Carbon Energy ETF
SMOG
$129M
| $21.2K | 0.01% |
145
| – | – |
2025 Q4
2 quarters
|
|
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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 Miscellaneous at 97% of assets, up from 96% a quarter earlier, followed by Technology and Financials.
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.