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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
(+5.2%)
Cap. Flow
-$1.87M
Cap. Flow
% of AUM
-1.2%
Top 10 Holdings %
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 |
iShares MSCI Intl Value Factor ETF
IVLU
|
+$12.1M |
| 2 |
iShares MSCI Israel ETF
EIS
|
+$10.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$7.89M |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$6.38M |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$2.24M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$15.1M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$13.5M |
| 3 |
iShares MSCI Europe Financials ETF
EUFN
|
+$3.71M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$3.31M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard S&P 500 ETF
VOO
$1.05T
| $55.2M | 35.44% |
92,328
+12,610
| +16% | +$7.89M |
2025 Q4
1 quarter
|
|
2
Invesco QQQ Trust
QQQ
$506B
| $21.4M | 13.78% |
37,158
+1,426
| +4% | +$866K |
2025 Q4
1 quarter
|
|
|
3
Vanguard Information Technology ETF
VGT
$157B
| $17.4M | 11.17% |
199,400
+69,256
| +53% | +$6.38M |
2025 Q4
1 quarter
|
|
|
4
iShares MSCI Israel ETF
EIS
$888M
| $13.4M | 8.59% |
115,299
+84,789
| +278% | +$10.2M |
2025 Q4
1 quarter
|
|
|
5
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
| – | – |
-461,154
| Closed | -$13.5M | – |
|
|
6
iShares MSCI Intl Value Factor ETF
IVLU
$4.49B
| $11.9M | 7.67% |
+300,785
| New | +$12.1M |
2026 Q1
0 quarters
|
|
7
Invesco NASDAQ 100 ETF
QQQM
$111B
| $2.21M | 1.42% |
9,290
+145
| +2% | +$36.3K |
2025 Q4
1 quarter
|
|
|
8
Global X Defense Tech ETF
SHLD
$6.47B
| $2.13M | 1.37% |
+30,055
| New | +$2.24M |
2026 Q1
0 quarters
|
|
9
State Street SPDR S&P 500 ETF Trust
SPY
$824B
| $1.64M | 1.05% |
2,521
| – | – |
2025 Q4
1 quarter
|
|
10
VanEck Morningstar Wide Moat ETF
MOAT
$11.3B
| $1.3M | 0.84% |
13,475
| – | – |
2025 Q4
1 quarter
|
|
11
VanEck Merk Gold Trust
OUNZ
$2.68B
| $1.1M | 0.71% |
24,360
+10,870
| +81% | +$510K |
2025 Q4
1 quarter
|
|
12
Apple
AAPL
$4.87T
| $761K | 0.49% |
2,997
-1,560
| -34% | -$406K |
2025 Q4
1 quarter
|
|
|
SPYM
13
State Street SPDR Portfolio S&P 500 ETF
SPYM
$175B
| $706K | 0.45% |
9,225
+2,865
| +45% | +$229K |
2025 Q4
1 quarter
|
|
|
14
iShares Core Dividend Growth ETF
DGRO
$42B
| $641K | 0.41% |
9,130
-46,217
| -84% | -$3.31M |
2025 Q4
1 quarter
|
|
15
Vanguard Morningstar Growth ETF
VUG
$235B
| $623K | 0.4% |
8,556
| – | – |
2025 Q4
1 quarter
|
|
16
State Street Technology Select Sector SPDR ETF
XLK
$130B
| $612K | 0.39% |
4,603
+731
| +19% | +$103K |
2025 Q4
1 quarter
|
|
17
WisdomTree Bitcoin Fund
BTCW
$194M
| $556K | 0.36% |
34,800
| – | – |
2025 Q4
1 quarter
|
|
18
Amazon
AMZN
$2.71T
| $542K | 0.35% |
2,602
-300
| -10% | -$66.1K |
2025 Q4
1 quarter
|
|
19
VanEck Semiconductor ETF
SMH
$77.3B
| $473K | 0.3% |
1,235
+1,055
| +586% | +$419K |
2025 Q4
1 quarter
|
|
20
Vanguard Morningstar Value ETF
VTV
$186B
| $439K | 0.28% |
2,237
| – | – |
2025 Q4
1 quarter
|
|
21
Visa
V
$677B
| $438K | 0.28% |
1,450
| – | – |
2025 Q4
1 quarter
|
|
22
Walmart Inc
WMT
$827B
| $385K | 0.25% |
3,097
-10
| -0.3% | -$1.23K |
2025 Q4
1 quarter
|
|
23
Petrobras
PBR
$140B
| $384K | 0.25% |
18,523
| – | – |
2025 Q4
1 quarter
|
|
24
Goldman Sachs
GS
$263B
| $381K | 0.24% |
450
| – | – |
2025 Q4
1 quarter
|
|
25
iShares Core S&P 500 ETF
IVV
$888B
| $378K | 0.24% |
579
| – | – |
2025 Q4
1 quarter
|
|
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AIC
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.