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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
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
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 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
CHWY icon
126
Chewy
CHWY
$7.3B
– –
-1,200
Closed -$39.7K –
GE icon
127
GE Aerospace
GE
$321B
– –
-212
Closed -$65.3K –
GEHC icon
128
GE HealthCare
GEHC
$29B
– –
-70
Closed -$5.74K –
GGB icon
129
Gerdau
GGB
$9.83B
– –
-6,174
Closed -$22.8K –
HEDJ icon
130
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.75B
– –
-2,600
Closed -$138K –
HUM icon
131
Humana
HUM
$46.6B
– –
-53
Closed -$13.6K –
INTC icon
132
Intel
INTC
$631B
– –
-850
Closed -$31.4K –
ITEQ icon
133
Amplify BlueStar Israel Technology ETF
ITEQ
$110M
– –
-4,400
Closed -$255K –
KO icon
134
Coca-Cola
KO
$369B
– –
-450
Closed -$31.5K –
KWEB icon
135
KraneShares CSI China Internet ETF
KWEB
$4.35B
– –
-1,160
Closed -$39.5K –
LOMA
136
Loma Negra
LOMA
$1.07B
– –
-2,350
Closed -$30.4K –
LULU icon
137
lululemon athletica
LULU
$10.5B
– –
-80
Closed -$16.6K –
RKT icon
138
Rocket Companies
RKT
$33.1B
– –
-3,630
Closed -$70.3K –
ROKU icon
139
Roku
ROKU
$22.6B
– –
-100
Closed -$10.8K –
RWX icon
140
State Street SPDR Dow Jones International Real Estate ETF
RWX
$240M
– –
-2,575
Closed -$72.1K –
TGT icon
141
Target
TGT
$70.9B
– –
-238
Closed -$23.3K –
TSLA icon
142
Tesla
TSLA
$1.46T
– –
-200
Closed -$89.9K –
GEV icon
143
GE Vernova
GEV
$263B
– –
-53
Closed -$34.6K –
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 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.