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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
(+5.2%)
Cap. Flow
-$1.87M
Cap. Flow
% of AUM
-1.2%
Top 10 Holdings %
Top 10 Hldgs %
89.7%
Holding
143
New
7
Increased
18
Reduced
19
Closed
38
Avg Time Held
0.9
quarters
Top 10 Avg Time Held
0.6
quarters
Top 20 Avg Time Held
0.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Intl Value Factor ETF
IVLU
|
+$12.1M |
| 2 |
iShares MSCI Israel ETF
EIS
|
+$10.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$7.89M |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$6.38M |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$2.24M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$15.1M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$13.5M |
| 3 |
iShares MSCI Europe Financials ETF
EUFN
|
+$3.71M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$3.31M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$2.23M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 96.3% |
| 2 | Technology | 0.98% |
| 3 | Financials | 0.75% |
| 4 | Consumer Discretionary | 0.44% |
| 5 | Consumer Staples | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
State Street Consumer Staples Select Sector SPDR ETF
XLP
$13.2B
| $19.8K | 0.01% |
241
+1
| +0.4% | +$84 |
2025 Q4
1 quarter
|
|
102
iShares Silver Trust
SLV
$29.5B
| $17K | 0.01% |
+250
| New | +$19K |
2026 Q1
0 quarters
|
|
103
AST SpaceMobile
ASTS
$17.5B
| $14.9K | 0.01% |
180
| – | – |
2025 Q4
1 quarter
|
|
104
iShares Core S&P Small-Cap ETF
IJR
$105B
| $14.9K | 0.01% |
120
+1
| +0.8% | +$127 |
2025 Q4
1 quarter
|
|
105
iShares Russell 2000 ETF
IWM
$78.2B
| $13.6K | 0.01% |
55
-635
| -92% | -$164K |
2025 Q4
1 quarter
|
|
106
Astera Labs
ALAB
$60.8B
| $12.6K | 0.01% |
+115
| New | +$16.4K |
2026 Q1
0 quarters
|
|
107
Oramed Pharmaceuticals
ORMP
$187M
| $10.2K | 0.01% |
3,000
| – | – |
2025 Q4
1 quarter
|
|
108
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
| $9.45K | 0.01% |
206
| – | – |
2025 Q4
1 quarter
|
|
109
iShares Biotechnology ETF
IBB
$10.5B
| $9.36K | 0.01% |
55
| – | – |
2025 Q4
1 quarter
|
|
110
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
| $8.62K | 0.01% |
79
+1
| +1% | +$117 |
2025 Q4
1 quarter
|
|
111
iShares Expanded Tech Sector ETF
IGM
$11.6B
| $8.49K | 0.01% |
72
+1
| +1% | +$126 |
2025 Q4
1 quarter
|
|
112
iShares MSCI ACWI ex US ETF
ACWX
$17.6B
| $7.53K | ﹤0.01% |
+110
| New | +$7.76K |
2026 Q1
0 quarters
|
|
113
Avantis International Small Cap Value ETF
AVDV
$20.1B
| $7.49K | ﹤0.01% |
75
-70
| -48% | -$7.14K |
2025 Q4
1 quarter
|
|
114
Avantis US Small Cap Value ETF
AVUV
$30.9B
| $7.4K | ﹤0.01% |
67
-68
| -50% | -$7.49K |
2025 Q4
1 quarter
|
|
115
iShares MSCI Emerging Markets Asia ETF
EEMA
$903M
| $6.86K | ﹤0.01% |
72
-146
| -67% | -$14.6K |
2025 Q4
1 quarter
|
|
116
Vanguard FTSE Pacific ETF
VPL
$8.78B
| $6.84K | ﹤0.01% |
70
-158
| -69% | -$15.8K |
2025 Q4
1 quarter
|
|
117
GoPro
GPRO
$279M
| $4.74K | ﹤0.01% |
6,150
| – | – |
2025 Q4
1 quarter
|
|
118
iShares MSCI EAFE Value ETF
EFV
$30.5B
| $3.72K | ﹤0.01% |
50
| – | – |
2025 Q4
1 quarter
|
|
119
NIO
NIO
$8.44B
| $2.11K | ﹤0.01% |
350
| – | – |
2025 Q4
1 quarter
|
|
120
PayPal
PYPL
$45.2B
| $1.81K | ﹤0.01% |
40
-316
| -89% | -$15.3K |
2025 Q4
1 quarter
|
|
121
Inovio Pharmaceuticals
INO
$120M
| $506 | ﹤0.01% |
291
| – | – |
2025 Q4
1 quarter
|
|
122
Lucid Motors
LCID
$1.63B
| $476 | ﹤0.01% |
50
| – | – |
2025 Q4
1 quarter
|
|
123
Bank of America
BAC
$376B
| – | – |
-2,170
| Closed | -$119K | – |
|
124
Berkshire Hathaway Class B
BRK.B
$1.08T
| – | – |
-485
| Closed | -$244K | – |
|
125
Citigroup
C
$216B
| – | – |
-300
| Closed | -$35K | – |
|
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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 Miscellaneous at 96% of assets, up from 95% a quarter earlier, followed by Technology and Financials.
- 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.