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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
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
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 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
ELOX
126
Eloxx Pharmaceuticals
ELOX
$53.3M
$1.33K ﹤0.01%
+96
New +$1.22K
2026 Q2
0 quarters
LCID icon
127
Lucid Motors
LCID
$1.63B
$335 ﹤0.01%
50
– –
2025 Q4
2 quarters
INO icon
128
Inovio Pharmaceuticals
INO
$120M
$320 ﹤0.01%
291
– –
2025 Q4
2 quarters
AAL icon
129
American Airlines Group
AAL
$8.57B
$289 ﹤0.01%
+16
New +$214
2026 Q2
0 quarters
AIRR icon
130
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.26B
– –
-3,190
Closed -$353K –
AMLP icon
131
Alerian MLP ETF
AMLP
$12.8B
– –
-1,206
Closed -$63.5K –
DIS icon
132
Walt Disney
DIS
$176B
– –
-400
Closed -$38.6K –
EEMA icon
133
iShares MSCI Emerging Markets Asia ETF
EEMA
$903M
– –
-72
Closed -$6.86K –
EUFN icon
134
iShares MSCI Europe Financials ETF
EUFN
$3.87B
– –
-2,960
Closed -$103K –
FAS icon
135
Direxion Daily Financial Bull 3x ETF
FAS
$1.85B
– –
-859
Closed -$102K –
MU icon
136
Micron Technology
MU
$1.21T
– –
-120
Closed -$40.5K –
SHLD icon
137
Global X Defense Tech ETF
SHLD
$6.47B
– –
-30,055
Closed -$2.13M –
VGK icon
138
Vanguard FTSE Europe ETF
VGK
$29.3B
– –
-375
Closed -$30.9K –
XLP icon
139
State Street Consumer Staples Select Sector SPDR ETF
XLP
$13.7B
– –
-241
Closed -$19.8K –
XOM icon
140
ExxonMobil
XOM
$674B
– –
-260
Closed -$44.1K –
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 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.