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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 %
101.23%
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
VOO icon
Vanguard S&P 500 ETF
VOO
+$49.5M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$21.9M
3
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$13.6M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$13.4M
5
VGT icon
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
IBB icon
126
iShares Biotechnology ETF
IBB
$10.5B
$9.29K 0.01%
+55
New +$8.93K
2025 Q4
0 quarters
IGM icon
127
iShares Expanded Tech Sector ETF
IGM
$11.6B
$9.13K 0.01%
+71
New +$9.2K
2025 Q4
0 quarters
XLU icon
128
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$8.79K 0.01%
+206
New +$9.12K
2025 Q4
0 quarters
GPRO icon
129
GoPro
GPRO
$279M
$8.67K 0.01%
+6,150
New +$11.2K
2025 Q4
0 quarters
ORMP icon
130
Oramed Pharmaceuticals
ORMP
$187M
$8.55K 0.01%
+3,000
New +$7.74K
2025 Q4
0 quarters
IEUR icon
131
iShares Core MSCI Europe ETF
IEUR
$8.98B
$7.24K ﹤0.01%
+102
New +$7.06K
2025 Q4
0 quarters
GEHC icon
132
GE HealthCare
GEHC
$29B
$5.74K ﹤0.01%
+70
New +$5.45K
2025 Q4
0 quarters
EFV icon
133
iShares MSCI EAFE Value ETF
EFV
$30.5B
$3.57K ﹤0.01%
+50
New +$3.47K
2025 Q4
0 quarters
NIO icon
134
NIO
NIO
$8.44B
$1.78K ﹤0.01%
+350
New +$2.16K
2025 Q4
0 quarters
LCID icon
135
Lucid Motors
LCID
$1.63B
$529 ﹤0.01%
+50
New +$799
2025 Q4
0 quarters
INO icon
136
Inovio Pharmaceuticals
INO
$120M
$506 ﹤0.01%
+291
New +$641
2025 Q4
0 quarters
2 3 4 5
6

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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.