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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 | |
|---|---|---|---|---|---|---|---|
76
JPMorgan Chase
JPM
$884B
| $41.8K | 0.03% |
142
| – | – |
2025 Q4
1 quarter
|
|
77
General Dynamics
GD
$89.3B
| $41.2K | 0.03% |
120
| – | – |
2025 Q4
1 quarter
|
|
78
Micron Technology
MU
$1.21T
| $40.5K | 0.03% |
120
-40
| -25% | -$15.7K |
2025 Q4
1 quarter
|
|
79
Walt Disney
DIS
$176B
| $38.6K | 0.02% |
400
-633
| -61% | -$66.9K |
2025 Q4
1 quarter
|
|
80
WisdomTree Japan Hedged Equity Fund
DXJ
$7.14B
| $38.1K | 0.02% |
240
| – | – |
2025 Q4
1 quarter
|
|
81
Chevron
CVX
$405B
| $37.2K | 0.02% |
180
| – | – |
2025 Q4
1 quarter
|
|
82
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
| – | – |
-458
| Closed | -$36.5K | – |
|
83
Vanguard FTSE All-World ex-US ETF
VEU
$68.8B
| $36.2K | 0.02% |
482
+1
| +0.2% | +$77 |
2025 Q4
1 quarter
|
|
84
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.9B
| $34.7K | 0.02% |
75
| – | – |
2025 Q4
1 quarter
|
|
85
iShares Core MSCI Europe ETF
IEUR
$8.98B
| $34.4K | 0.02% |
489
+387
| +379% | +$28.2K |
2025 Q4
1 quarter
|
|
86
State Street Financial Select Sector SPDR ETF
XLF
$50B
| $34.1K | 0.02% |
690
+2
| +0.3% | +$104 |
2025 Q4
1 quarter
|
|
87
Philip Morris
PM
$292B
| $33.1K | 0.02% |
200
| – | – |
2025 Q4
1 quarter
|
|
88
Advanced Micro Devices
AMD
$1.03T
| $32.5K | 0.02% |
160
| – | – |
2025 Q4
1 quarter
|
|
89
Vanguard FTSE Europe ETF
VGK
$29.3B
| $30.9K | 0.02% |
+375
| New | +$32.2K |
2026 Q1
0 quarters
|
|
90
SoundHound AI
SOUN
$2.59B
| $27.5K | 0.02% |
4,000
+1,500
| +60% | +$12.9K |
2025 Q4
1 quarter
|
|
91
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
| $26.8K | 0.02% |
242
+1
| +0.4% | +$116 |
2025 Q4
1 quarter
|
|
92
iShares 20+ Year Treasury Bond ETF
TLT
$46.4B
| – | – |
-297
| Closed | -$26.1K | – |
|
93
Alibaba
BABA
$263B
| $25.1K | 0.02% |
200
| – | – |
2025 Q4
1 quarter
|
|
|
IVES
94
Dan IVES Wedbush AI Revolution ETF
IVES
$1.12B
| $24.1K | 0.02% |
850
| – | – |
2025 Q4
1 quarter
|
|
95
Palo Alto Networks
PANW
$330B
| $24K | 0.02% |
150
| – | – |
2025 Q4
1 quarter
|
|
96
iShares 7-10 Year Treasury Bond ETF
IEF
$41.4B
| – | – |
-244
| Closed | -$23.5K | – |
|
97
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
| $23.3K | 0.02% |
159
| – | – |
2025 Q4
1 quarter
|
|
98
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.95B
| – | – |
-910
| Closed | -$21.3K | – |
|
99
ProShares UltraPro Short QQQ
SQQQ
$2.02B
| $20.9K | 0.01% |
260
| – | – |
2025 Q4
1 quarter
|
|
100
VanEck Low Carbon Energy ETF
SMOG
$129M
| $20.1K | 0.01% |
145
| – | – |
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.