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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

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 Technology 1.06%
2 Financials 0.73%
3 Healthcare 0.46%
4 Consumer Discretionary 0.44%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELOX
126
Eloxx Pharmaceuticals
ELOX
$62.4M
$1.33K ﹤0.01%
+96
New +$1.22K
LCID icon
127
Lucid Motors
LCID
$2.33B
$335 ﹤0.01%
50
– –
INO icon
128
Inovio Pharmaceuticals
INO
$134M
$320 ﹤0.01%
291
– –
AAL icon
129
American Airlines Group
AAL
$9.17B
$289 ﹤0.01%
+16
New +$214
AIRR icon
130
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.3B
– –
-3,190
Closed -$353K
AMLP icon
131
Alerian MLP ETF
AMLP
$13.3B
– –
-1,206
Closed -$63.5K
DIS icon
132
Walt Disney
DIS
$185B
– –
-400
Closed -$38.6K
EEMA icon
133
iShares MSCI Emerging Markets Asia ETF
EEMA
$864M
– –
-72
Closed -$6.86K
EUFN icon
134
iShares MSCI Europe Financials ETF
EUFN
$4.25B
– –
-2,960
Closed -$103K
FAS icon
135
Direxion Daily Financial Bull 3x ETF
FAS
$2.33B
– –
-859
Closed -$102K
MU icon
136
Micron Technology
MU
$1.06T
– –
-120
Closed -$40.5K
SHLD icon
137
Global X Defense Tech ETF
SHLD
$7.66B
– –
-30,055
Closed -$2.13M
VGK icon
138
Vanguard FTSE Europe ETF
VGK
$31B
– –
-375
Closed -$30.9K
XLP icon
139
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15B
– –
-241
Closed -$19.8K
XOM icon
140
ExxonMobil
XOM
$678B
– –
-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 Technology at 1.1% of assets, up from 0.98% a quarter earlier, followed by Financials and Healthcare.

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.