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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
XLP icon
101
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$19.8K 0.01%
241
+1
+0.4% +$84
SLV icon
102
iShares Silver Trust
SLV
$31.8B
$17K 0.01%
+250
New +$19K
ASTS icon
103
AST SpaceMobile
ASTS
$22.2B
$14.9K 0.01%
180
– –
IJR icon
104
iShares Core S&P Small-Cap ETF
IJR
$113B
$14.9K 0.01%
120
+1
+0.8% +$127
IWM icon
105
iShares Russell 2000 ETF
IWM
$82.3B
$13.6K 0.01%
55
-635
-92% -$164K
ALAB icon
106
Astera Labs
ALAB
$57B
$12.6K 0.01%
+115
New +$16.4K
ORMP icon
107
Oramed Pharmaceuticals
ORMP
$178M
$10.2K 0.01%
3,000
– –
XLU icon
108
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$9.45K 0.01%
206
– –
IBB icon
109
iShares Biotechnology ETF
IBB
$9.85B
$9.36K 0.01%
55
– –
XLY icon
110
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$8.62K 0.01%
79
+1
+1% +$117
IGM icon
111
iShares Expanded Tech Sector ETF
IGM
$10.8B
$8.49K 0.01%
72
+1
+1% +$126
ACWX icon
112
iShares MSCI ACWI ex US ETF
ACWX
$12B
$7.53K ﹤0.01%
+110
New +$7.76K
AVDV icon
113
Avantis International Small Cap Value ETF
AVDV
$19.9B
$7.49K ﹤0.01%
75
-70
-48% -$7.14K
AVUV icon
114
Avantis US Small Cap Value ETF
AVUV
$31B
$7.4K ﹤0.01%
67
-68
-50% -$7.49K
EEMA icon
115
iShares MSCI Emerging Markets Asia ETF
EEMA
$869M
$6.86K ﹤0.01%
72
-146
-67% -$14.6K
VPL icon
116
Vanguard FTSE Pacific ETF
VPL
$8.58B
$6.84K ﹤0.01%
70
-158
-69% -$15.8K
GPRO icon
117
GoPro
GPRO
$107M
$4.74K ﹤0.01%
6,150
– –
EFV icon
118
iShares MSCI EAFE Value ETF
EFV
$30B
$3.72K ﹤0.01%
50
– –
NIO icon
119
NIO
NIO
$11.4B
$2.11K ﹤0.01%
350
– –
PYPL icon
120
PayPal
PYPL
$50.3B
$1.81K ﹤0.01%
40
-316
-89% -$15.3K
INO icon
121
Inovio Pharmaceuticals
INO
$80M
$506 ﹤0.01%
291
– –
LCID icon
122
Lucid Motors
LCID
$2.55B
$476 ﹤0.01%
50
– –
BAC icon
123
Bank of America
BAC
$453B
– –
-2,170
Closed -$119K
BRK.B icon
124
Berkshire Hathaway Class B
BRK.B
$1.09T
– –
-485
Closed -$244K
C icon
125
Citigroup
C
$231B
– –
-300
Closed -$35K
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.