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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
–

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 Technology 1.54%
2 Financials 1.24%
3 Consumer Discretionary 0.67%
4 Healthcare 0.64%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$50M 33.78%
+79,718
New +$49.5M
QQQ icon
2
Invesco QQQ Trust
QQQ
$487B
$22M 14.83%
+35,732
New +$21.9M
ANGL icon
3
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.14B
$13.5M 9.15%
+461,154
New +$13.6M
AIRR icon
4
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.3B
$13.4M 9.08%
+136,620
New +$13.4M
VGT icon
5
Vanguard Information Technology ETF
VGT
$146B
$12.3M 8.29%
+130,144
New +$12.4M
EUFN icon
6
iShares MSCI Europe Financials ETF
EUFN
$4.25B
$3.88M 2.62%
+104,523
New +$3.63M
DGRO icon
7
iShares Core Dividend Growth ETF
DGRO
$43.9B
$3.84M 2.6%
+55,347
New +$3.81M
EIS icon
8
iShares MSCI Israel ETF
EIS
$898M
$3.36M 2.27%
+30,510
New +$3.18M
XLG icon
9
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$2.47M 1.67%
+41,600
New +$2.45M
QQQM icon
10
Invesco NASDAQ 100 ETF
QQQM
$103B
$2.31M 1.56%
+9,145
New +$2.31M
SPY icon
11
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$1.72M 1.16%
+2,521
New +$1.7M
DGRW icon
12
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$1.43M 0.97%
+16,033
New +$1.43M
MOAT icon
13
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$1.4M 0.94%
+13,475
New +$1.38M
AAPL icon
14
Apple
AAPL
$4.62T
$1.24M 0.84%
+4,557
New +$1.22M
BTCW icon
15
WisdomTree Bitcoin Fund
BTCW
$148M
$740K 0.5%
+34,800
New +$3.69M
VUG icon
16
Vanguard Morningstar Growth ETF
VUG
$227B
$696K 0.47%
+8,556
New +$694K
AMZN icon
17
Amazon
AMZN
$2.87T
$670K 0.45%
+2,902
New +$664K
LLY icon
18
Eli Lilly
LLY
$1.14T
$580K 0.39%
+540
New +$516K
OUNZ icon
19
VanEck Merk Gold Trust
OUNZ
$2.79B
$560K 0.38%
+13,490
New +$539K
XLK icon
20
State Street Technology Select Sector SPDR ETF
XLK
$120B
$557K 0.38%
+3,872
New +$559K
SPYM
21
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$510K 0.34%
+6,360
New +$506K
V icon
22
Visa
V
$682B
$509K 0.34%
+1,450
New +$494K
MSFT icon
23
Microsoft
MSFT
$3.6T
$462K 0.31%
+956
New +$479K
VTV icon
24
Vanguard Morningstar Value ETF
VTV
$194B
$427K 0.29%
+2,237
New +$421K
META icon
25
Meta Platforms (Facebook)
META
$1.39T
$415K 0.28%
+628
New +$419K
1
2 3 4 5

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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 Technology at 1.5% of assets, followed by Financials and Consumer Discretionary.

  • 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.