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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
IBDU icon
101
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.1B
$21.1K 0.01%
+910
New +$21.1K
XLC icon
102
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$19.7K 0.01%
184
-58
-24% -$6.61K
BABA icon
103
Alibaba
BABA
$309B
$19.2K 0.01%
200
– –
IWM icon
104
iShares Russell 2000 ETF
IWM
$82.4B
$16.5K 0.01%
55
– –
ASTS icon
105
AST SpaceMobile
ASTS
$19.9B
$16K 0.01%
180
– –
IJR icon
106
iShares Core S&P Small-Cap ETF
IJR
$112B
$15.7K 0.01%
106
-14
-12% -$1.92K
ORMP icon
107
Oramed Pharmaceuticals
ORMP
$199M
$14.4K 0.01%
3,000
– –
ABT icon
108
Abbott
ABT
$198B
$12.1K 0.01%
+133
New +$12.1K
SPCX
109
SpaceX
SPCX
$1.84T
$12K 0.01%
+70
New +$11.9K
IBB icon
110
iShares Biotechnology ETF
IBB
$10.9B
$10.5K 0.01%
55
– –
IYT icon
111
iShares US Transportation ETF
IYT
$2.26B
$10.1K 0.01%
+116
New +$9.49K
XLY icon
112
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$9.99K 0.01%
85
+6
+8% +$700
XLU icon
113
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$9.88K 0.01%
218
+12
+6% +$544
IGM icon
114
iShares Expanded Tech Sector ETF
IGM
$10.5B
$9.76K 0.01%
60
-12
-17% -$1.8K
XLB icon
115
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$9.61K 0.01%
+189
New +$9.69K
SQQQ icon
116
ProShares UltraPro Short QQQ
SQQQ
$2.04B
$9.44K ﹤0.01%
260
– –
FDXF
117
FedEx Freight
FDXF
$20.7B
$9.06K ﹤0.01%
+60
New +$9.83K
ACWX icon
118
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$8.37K ﹤0.01%
110
– –
AVUV icon
119
Avantis US Small Cap Value ETF
AVUV
$31.3B
$8.36K ﹤0.01%
67
– –
AVDV icon
120
Avantis International Small Cap Value ETF
AVDV
$19.9B
$7.73K ﹤0.01%
75
– –
VPL icon
121
Vanguard FTSE Pacific ETF
VPL
$8.44B
$7.21K ﹤0.01%
62
-8
-11% -$884
GPRO icon
122
GoPro
GPRO
$117M
$4.79K ﹤0.01%
6,150
– –
EFV icon
123
iShares MSCI EAFE Value ETF
EFV
$31.1B
$3.83K ﹤0.01%
50
– –
NIO icon
124
NIO
NIO
$11.5B
$1.77K ﹤0.01%
350
– –
PYPL icon
125
PayPal
PYPL
$52.4B
$1.73K ﹤0.01%
40
– –
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.