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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 | |
|---|---|---|---|---|---|---|---|
101
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.95B
| $21.1K | 0.01% |
+910
| New | +$21.1K |
2026 Q2
0 quarters
|
|
102
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
| $19.7K | 0.01% |
184
-58
| -24% | -$6.61K |
2025 Q4
2 quarters
|
|
103
Alibaba
BABA
$263B
| $19.2K | 0.01% |
200
| – | – |
2025 Q4
2 quarters
|
|
104
iShares Russell 2000 ETF
IWM
$78.2B
| $16.5K | 0.01% |
55
| – | – |
2025 Q4
2 quarters
|
|
105
AST SpaceMobile
ASTS
$17.5B
| $16K | 0.01% |
180
| – | – |
2025 Q4
2 quarters
|
|
106
iShares Core S&P Small-Cap ETF
IJR
$105B
| $15.7K | 0.01% |
106
-14
| -12% | -$1.92K |
2025 Q4
2 quarters
|
|
107
Oramed Pharmaceuticals
ORMP
$187M
| $14.4K | 0.01% |
3,000
| – | – |
2025 Q4
2 quarters
|
|
108
Abbott
ABT
$169B
| $12.1K | 0.01% |
+133
| New | +$12.1K |
2026 Q2
0 quarters
|
|
|
SPCX
109
SpaceX
SPCX
$2.1T
| $12K | 0.01% |
+70
| New | +$11.9K |
2026 Q2
0 quarters
|
|
110
iShares Biotechnology ETF
IBB
$10.5B
| $10.5K | 0.01% |
55
| – | – |
2025 Q4
2 quarters
|
|
111
iShares US Transportation ETF
IYT
$2.07B
| $10.1K | 0.01% |
+116
| New | +$9.49K |
2026 Q2
0 quarters
|
|
112
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
| $9.99K | 0.01% |
85
+6
| +8% | +$700 |
2025 Q4
2 quarters
|
|
113
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
| $9.88K | 0.01% |
218
+12
| +6% | +$544 |
2025 Q4
2 quarters
|
|
114
iShares Expanded Tech Sector ETF
IGM
$11.6B
| $9.76K | 0.01% |
60
-12
| -17% | -$1.8K |
2025 Q4
2 quarters
|
|
115
State Street Materials Select Sector SPDR ETF
XLB
$7.77B
| $9.61K | 0.01% |
+189
| New | +$9.69K |
2026 Q2
0 quarters
|
|
116
ProShares UltraPro Short QQQ
SQQQ
$2.02B
| $9.44K | ﹤0.01% |
260
| – | – |
2025 Q4
2 quarters
|
|
|
FDXF
117
FedEx Freight
FDXF
$16.9B
| $9.06K | ﹤0.01% |
+60
| New | +$9.83K |
2026 Q2
0 quarters
|
|
118
iShares MSCI ACWI ex US ETF
ACWX
$17.6B
| $8.37K | ﹤0.01% |
110
| – | – |
2026 Q1
1 quarter
|
|
119
Avantis US Small Cap Value ETF
AVUV
$30.9B
| $8.36K | ﹤0.01% |
67
| – | – |
2025 Q4
2 quarters
|
|
120
Avantis International Small Cap Value ETF
AVDV
$20.1B
| $7.73K | ﹤0.01% |
75
| – | – |
2025 Q4
2 quarters
|
|
121
Vanguard FTSE Pacific ETF
VPL
$8.78B
| $7.21K | ﹤0.01% |
62
-8
| -11% | -$884 |
2025 Q4
2 quarters
|
|
122
GoPro
GPRO
$279M
| $4.79K | ﹤0.01% |
6,150
| – | – |
2025 Q4
2 quarters
|
|
123
iShares MSCI EAFE Value ETF
EFV
$30.5B
| $3.83K | ﹤0.01% |
50
| – | – |
2025 Q4
2 quarters
|
|
124
NIO
NIO
$8.44B
| $1.77K | ﹤0.01% |
350
| – | – |
2025 Q4
2 quarters
|
|
125
PayPal
PYPL
$45.2B
| $1.73K | ﹤0.01% |
40
| – | – |
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.