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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
JPM icon
76
JPMorgan Chase
JPM
$971B
$41.8K 0.03%
142
– –
GD icon
77
General Dynamics
GD
$107B
$41.2K 0.03%
120
– –
MU icon
78
Micron Technology
MU
$1.03T
$40.5K 0.03%
120
-40
-25% -$15.7K
DIS icon
79
Walt Disney
DIS
$178B
$38.6K 0.02%
400
-633
-61% -$66.9K
DXJ icon
80
WisdomTree Japan Hedged Equity Fund
DXJ
$7.53B
$38.1K 0.02%
240
– –
CVX icon
81
Chevron
CVX
$386B
$37.2K 0.02%
180
– –
VCSH icon
82
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
-458
Closed -$36.5K
VEU icon
83
Vanguard FTSE All-World ex-US ETF
VEU
$70.5B
$36.2K 0.02%
482
+1
+0.2% +$77
DIA icon
84
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$34.7K 0.02%
75
– –
IEUR icon
85
iShares Core MSCI Europe ETF
IEUR
$9.14B
$34.4K 0.02%
489
+387
+379% +$28.2K
XLF icon
86
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$34.1K 0.02%
690
+2
+0.3% +$104
PM icon
87
Philip Morris
PM
$290B
$33.1K 0.02%
200
– –
AMD icon
88
Advanced Micro Devices
AMD
$788B
$32.5K 0.02%
160
– –
VGK icon
89
Vanguard FTSE Europe ETF
VGK
$31B
$30.9K 0.02%
+375
New +$32.2K
SOUN icon
90
SoundHound AI
SOUN
$3.29B
$27.5K 0.02%
4,000
+1,500
+60% +$12.9K
XLC icon
91
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$26.8K 0.02%
242
+1
+0.4% +$116
TLT icon
92
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
– –
-297
Closed -$26.1K
BABA icon
93
Alibaba
BABA
$300B
$25.1K 0.02%
200
– –
IVES
94
Dan IVES Wedbush AI Revolution ETF
IVES
$1.08B
$24.1K 0.02%
850
– –
PANW icon
95
Palo Alto Networks
PANW
$315B
$24K 0.02%
150
– –
IEF icon
96
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
– –
-244
Closed -$23.5K
XLV icon
97
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$23.3K 0.02%
159
– –
IBDU icon
98
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
– –
-910
Closed -$21.3K
SQQQ icon
99
ProShares UltraPro Short QQQ
SQQQ
$1.73B
$20.9K 0.01%
260
– –
SMOG icon
100
VanEck Low Carbon Energy ETF
SMOG
$136M
$20.1K 0.01%
145
– –
2 3
4
5 6

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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.