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PFO
Pioneer Family Office Portfolio holdings
AUM
$194M
This Fund
S&P 500
This Quarter
Est. Return
+2.19%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
101.23%
Top 10 Holdings %
Top 10 Hldgs %
85.83%
Holding
136
New
136
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$49.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$21.9M |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$13.6M |
| 4 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$13.4M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$12.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 94.64% |
| 2 | Technology | 1.54% |
| 3 | Financials | 1.24% |
| 4 | Consumer Discretionary | 0.67% |
| 5 | Healthcare | 0.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
| $28.4K | 0.02% |
+241
| New | +$27.7K |
2025 Q4
0 quarters
|
|
102
Palo Alto Networks
PANW
$330B
| $27.6K | 0.02% |
+150
| New | +$30.3K |
2025 Q4
0 quarters
|
|
103
Chevron
CVX
$405B
| $27.4K | 0.02% |
+180
| New | +$27.4K |
2025 Q4
0 quarters
|
|
|
IVES
104
Dan IVES Wedbush AI Revolution ETF
IVES
$1.12B
| $26.9K | 0.02% |
+850
| New | +$27.8K |
2025 Q4
0 quarters
|
|
105
iShares 20+ Year Treasury Bond ETF
TLT
$46.4B
| $25.9K | 0.02% |
+297
| New | +$26.6K |
2025 Q4
0 quarters
|
|
106
SoundHound AI
SOUN
$2.59B
| $24.9K | 0.02% |
+2,500
| New | +$36K |
2025 Q4
0 quarters
|
|
107
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
| $24.6K | 0.02% |
+159
| New | +$23.8K |
2025 Q4
0 quarters
|
|
108
iShares 7-10 Year Treasury Bond ETF
IEF
$41.4B
| $23.5K | 0.02% |
+244
| New | +$23.6K |
2025 Q4
0 quarters
|
|
109
Target
TGT
$70.9B
| $23.3K | 0.02% |
+238
| New | +$21.9K |
2025 Q4
0 quarters
|
|
110
Gerdau
GGB
$9.83B
| $22.8K | 0.02% |
+6,174
| New | +$21.6K |
2025 Q4
0 quarters
|
|
111
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.95B
| $21.3K | 0.01% |
+910
| New | +$21.3K |
2025 Q4
0 quarters
|
|
112
PayPal
PYPL
$45.2B
| $20.8K | 0.01% |
+356
| New | +$23.1K |
2025 Q4
0 quarters
|
|
113
Vanguard FTSE Pacific ETF
VPL
$8.78B
| $20.6K | 0.01% |
+228
| New | +$20.6K |
2025 Q4
0 quarters
|
|
114
iShares MSCI Emerging Markets Asia ETF
EEMA
$903M
| $20.5K | 0.01% |
+218
| New | +$20.4K |
2025 Q4
0 quarters
|
|
115
VanEck Low Carbon Energy ETF
SMOG
$129M
| $18.8K | 0.01% |
+145
| New | +$19.2K |
2025 Q4
0 quarters
|
|
116
State Street Consumer Staples Select Sector SPDR ETF
XLP
$13.2B
| $18.6K | 0.01% |
+240
| New | +$18.7K |
2025 Q4
0 quarters
|
|
117
ProShares UltraPro Short QQQ
SQQQ
$2.02B
| $17.8K | 0.01% |
+260
| New | +$18.4K |
2025 Q4
0 quarters
|
|
118
lululemon athletica
LULU
$10.5B
| $16.6K | 0.01% |
+80
| New | +$14.5K |
2025 Q4
0 quarters
|
|
119
iShares Core S&P Small-Cap ETF
IJR
$105B
| $14.3K | 0.01% |
+119
| New | +$14.2K |
2025 Q4
0 quarters
|
|
120
Avantis US Small Cap Value ETF
AVUV
$30.9B
| $13.8K | 0.01% |
+135
| New | +$13.5K |
2025 Q4
0 quarters
|
|
121
Avantis International Small Cap Value ETF
AVDV
$20.1B
| $13.6K | 0.01% |
+145
| New | +$13.2K |
2025 Q4
0 quarters
|
|
122
Humana
HUM
$46.6B
| $13.6K | 0.01% |
+53
| New | +$13.9K |
2025 Q4
0 quarters
|
|
123
AST SpaceMobile
ASTS
$17.5B
| $13.1K | 0.01% |
+180
| New | +$12.8K |
2025 Q4
0 quarters
|
|
124
Roku
ROKU
$22.6B
| $10.8K | 0.01% |
+100
| New | +$10.1K |
2025 Q4
0 quarters
|
|
125
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
| $9.33K | 0.01% |
+78
| New | +$9.25K |
2025 Q4
0 quarters
|
|
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Pioneer Family Office's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Pioneer Family Office, which disclosed 136 positions worth $148M. Its ten largest holdings account for 86% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 79,718 shares worth $50M.
By sector, the portfolio is most concentrated in Miscellaneous at 95% of assets, followed by Technology and Financials.
- Pioneer Family Office's largest Q4 2025 buy was Vanguard S&P 500 ETF: 79,718 shares worth $50M.
- Pioneer Family Office's ten largest holdings make up 86% of its $148M portfolio in Q4 2025.
- Pioneer Family Office disclosed 136 positions in Q4 2025, its first 13F filing on record.
Based on Pioneer Family Office's 13F filing for Q4 2025, filed 14 May 2026.