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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
Cap. Flow
+$24M
Cap. Flow %
12.37%
Top 10 Hldgs %
90.64%
Holding
140
New
35
Increased
20
Reduced
16
Closed
11

Top Buys

Rank Stock Value
1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$15.6M
2
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$13.1M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.31M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.43M

Top Sells

Rank Stock Value
1
EIS icon
iShares MSCI Israel ETF
EIS
+$14.3M
2
SHLD icon
Global X Defense Tech ETF
SHLD
+$2.13M
3
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$353K
4
META icon
Meta Platforms (Facebook)
META
+$301K
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$124K

Sector Composition

Rank Sector Weight
1 Technology 1.06%
2 Financials 0.73%
3 Healthcare 0.46%
4 Consumer Discretionary 0.44%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TLT icon
76
iShares 20+ Year Treasury Bond ETF
TLT
$46B
$47.7K 0.02%
+552
New +$47.4K
BLV icon
77
Vanguard Long-Term Bond ETF
BLV
$5.75B
$47.5K 0.02%
+689
New +$47.3K
JPM icon
78
JPMorgan Chase
JPM
$950B
$46.5K 0.02%
142
– –
IEUR icon
79
iShares Core MSCI Europe ETF
IEUR
$9.38B
$45.4K 0.02%
604
+115
+24% +$8.57K
PBR.A icon
80
Petrobras Class A
PBR.A
$107B
$43.9K 0.02%
3,000
– –
GD icon
81
General Dynamics
GD
$106B
$42.5K 0.02%
120
– –
TOST icon
82
Toast
TOST
$20.3B
$41.7K 0.02%
+1,500
New +$39.1K
DXJ icon
83
WisdomTree Japan Hedged Equity Fund
DXJ
$7.12B
$41.6K 0.02%
240
– –
ADBE icon
84
Adobe
ADBE
$108B
$41K 0.02%
200
– –
IEI icon
85
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$40.8K 0.02%
+347
New +$40.9K
DIA icon
86
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.6B
$39.2K 0.02%
75
– –
XLF icon
87
State Street Financial Select Sector SPDR ETF
XLF
$57.8B
$39.1K 0.02%
730
+40
+6% +$2.08K
SOUN icon
88
SoundHound AI
SOUN
$3.18B
$38.8K 0.02%
6,000
+2,000
+50% +$15.5K
FDX icon
89
FedEx
FDX
$77.7B
$37.6K 0.02%
120
– –
VEU icon
90
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$37K 0.02%
442
-40
-8% -$3.27K
PM icon
91
Philip Morris
PM
$296B
$36.2K 0.02%
200
– –
ANET icon
92
Arista Networks
ANET
$235B
$34K 0.02%
+200
New +$31.4K
IVES
93
Dan IVES Wedbush AI Revolution ETF
IVES
$1.05B
$32.4K 0.02%
850
– –
APP icon
94
Applovin
APP
$104B
$30.9K 0.02%
+60
New +$29K
CVX icon
95
Chevron
CVX
$404B
$29.8K 0.02%
180
– –
PATH icon
96
UiPath
PATH
$8.18B
$27.2K 0.01%
+2,500
New +$26.7K
XLV icon
97
State Street Health Care Select Sector SPDR ETF
XLV
$45.8B
$25.9K 0.01%
163
+4
+3% +$595
IEF icon
98
iShares 7-10 Year Treasury Bond ETF
IEF
$43.3B
$25.5K 0.01%
+270
New +$25.6K
PLTR icon
99
Palantir
PLTR
$421B
$23.3K 0.01%
+200
New +$27.3K
SMOG icon
100
VanEck Low Carbon Energy ETF
SMOG
$134M
$21.2K 0.01%
145
– –
2 3
4
5 6

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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 Technology at 1.1% of assets, up from 0.98% a quarter earlier, followed by Financials and Healthcare.

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.