Pioneer Family Office, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2135110
Institutional-grade research for retail investors

13F Reported Value

$155.7M

Holdings

122

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Pioneer Family Office, LLC disclosed 122 positions worth $155.7M in its Form 13F-HR for Q1 2026, followed by $QQQ. During the quarter the fund opened 7 new positions and exited 20. The portfolio is most concentrated in Other (93.5% of disclosed assets). All figures are sourced directly from Pioneer Family Office, LLC’s Form 13F-HR filing with the SEC under CIK 2135110.

Sector Allocation

OtherFinancialsTechnologyConsumer DiscretionaryHealthcareEnergy

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • VANGUARD INDEX FDS

    Quality

    $55.2M92,328 sh
  • $21.4M37,158 sh
  • VANGUARD WORLD FD

    Quality

    $17.4M24,925 sh
  • ISHARES INC

    Quality

    $13.4M115,299 sh
  • VANECK ETF TRUST

    Quality

    $13.0M454,099 sh
  • ISHARES TR

    Quality

    $11.9M300,785 sh
  • $2.2M9,290 sh
  • GLOBAL X FDS

    Quality

    $2.1M30,055 sh
  • $1.6M2,521 sh
  • VANECK ETF TRUST

    Quality

    $1.3M13,475 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Pioneer Family Office, LLC's 122 positions.

Showing top 10 of 122 holdings.

Sector Allocation

Other

$145.5M

Financials

$5.5M

Technology

$2.2M

Consumer Discretionary

$1.2M

Healthcare

$562,210

Energy

$465,707

Industrials

$162,375

Communication Services

$53,469

Full Holdings — Pioneer Family Office, LLC (Q1 2026)

All 122 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1VANGUARD INDEX FDS$55.2M35.4%+16%
2QQQ$QQQINVESCO QQQ TRUST, SERIES 1$21.4M13.8%+4%
3VANGUARD WORLD FD$17.4M11.2%+53%
4ISHARES INC$13.4M8.6%+278%
5VANECK ETF TRUST$13.0M8.4%-2%
6ISHARES TR$11.9M7.7%NEW
7IVZ$IVZInvesco Ltd.$2.2M1.4%+2%
8GLOBAL X FDS$2.1M1.4%NEW
9SPY$SPYSPDR S&P 500 ETF TRUST$1.6M1.1%+0%
10VANECK ETF TRUST$1.3M0.8%+0%
11OUNZ$OUNZVanEck Merk Gold ETF$1.1M0.7%+81%
12AAPL$AAPLApple Inc.$760,6080.5%-34%76.1
13SPDR SERIES TRUST$706,0810.5%+45%
14ISHARES TR$640,7440.4%-84%
15VANGUARD INDEX FDS$622,8620.4%+0%
16SELECT SECTOR SPDR TR$611,7390.4%+19%
17BTCW$BTCWWisdomTree Bitcoin Fund$556,4810.4%+0%
18AMZN$AMZNAMAZON COM INC$541,9190.3%-10%74.6
19VANECK ETF TRUST$473,4990.3%+586%
20VANGUARD INDEX FDS$438,8990.3%+0%
21V$VVISA INC.$438,2480.3%+0%83.5
22WMT$WMTWalmart Inc.$384,8950.3%-0%63.2
23PBR$PBRPETROBRAS - PETROLEO BRASILEIRO SA$384,3530.3%+0%
24GS$GSGOLDMAN SACHS GROUP INC$380,6960.2%+0%
25ISHARES TR$378,2080.2%+0%
26VANGUARD TAX-MANAGED FDS$372,5610.2%+0%
27META$METAMeta Platforms, Inc.$359,2980.2%+0%80.9
28FIRST TR EXCHANGE TRADED FD$353,3880.2%-98%
29MSFT$MSFTMICROSOFT CORP$298,3570.2%-16%83.7
30VANECK ETF TRUST$247,7330.2%+0%
31LLY$LLYELI LILLY & Co$220,7460.1%-56%89.3
32ISHARES TR$219,1580.1%NEW
33VANGUARD CHARLOTTE FDS$197,9660.1%+0%
34META$METAMeta Platforms, Inc.$172,6590.1%+0%80.9
35GOOGL$GOOGLAlphabet Inc.$172,1160.1%+0%80.2
36COST$COSTCOSTCO WHOLESALE CORP /NEW$169,3930.1%+0%67
37TRUST FOR PROFESSIONAL MANAG$162,1240.1%+0%
38IVZ$IVZInvesco Ltd.$155,4130.1%-93%
39HODL$HODLVanEck Bitcoin ETF$153,2800.1%-44%
40NVDA$NVDANVIDIA CORP$149,9840.1%+0%90.2
41GLOBAL X FDS$149,3120.1%+0%
42GLD$GLDSPDR GOLD TRUST$143,2870.1%+0%
43JNJ$JNJJOHNSON & JOHNSON$136,3980.1%+0%72.8
44VANECK ETF TRUST$135,5050.1%+0%
45VANGUARD INTL EQUITY INDEX F$129,9910.1%+0%
46ISHARES TR$129,9440.1%+0%
47VANGUARD SCOTTSDALE FDS$121,3950.1%+114%
48MELI$MELIMERCADOLIBRE INC$121,0310.1%+0%77.5
49UNH$UNHUNITEDHEALTH GROUP INC$119,0600.1%+0%66.8
50WT$WTWisdomTree, Inc.$117,7060.1%-92%62.9
51ORCL$ORCLORACLE CORP$117,6880.1%+0%67.2
52OBDC$OBDCBlue Owl Capital Corp$116,1300.1%+0%
53TRUST FOR PROFESSIONAL MANAG$116,0320.1%+0%
54ISHARES INC$107,4920.1%+0%
55AXP$AXPAMERICAN EXPRESS CO$105,8680.1%+0%73.2
56ISHARES TR$103,1560.1%-97%
57DIREXION SHARES ETF TRUST$101,7920.1%+0%
58ISHARES TR$99,2290.1%+0%
59INVESCO EXCHANGE TRADED FD T$96,5560.1%+0%
60ISHARES TR$82,0200.1%+0%
61SDHY$SDHYPGIM Short Duration High Yield Opportunities Fund$78,4980.1%-39%
62VANGUARD SCOTTSDALE FDS$76,3880.1%+0%
63TEVA$TEVATEVA PHARMACEUTICAL INDUSTRIES LTD$75,3000.1%+0%
64VANGUARD BD INDEX FDS$70,1560.1%+0%
65VANGUARD BD INDEX FDS$68,5050.0%+0%
66TRUST FOR PROFESSIONAL MANAG$66,8350.0%+0%
67ALPS ETF TR$63,4840.0%+0%
68VANGUARD INDEX FDS$58,1470.0%+0%
69PETROLEO BRASILEIRO S A$56,2500.0%+0%
70ISHARES TR$53,1460.0%+0%
71LMT$LMTLOCKHEED MARTIN CORP$50,7690.0%+0%65
72ADBE$ADBEADOBE INC.$48,6160.0%+0%80.4
73ISHARES TR$45,0680.0%+0%
74XOM$XOMEXXON MOBIL CORP$44,1120.0%+0%61.8
75FDX$FDXFEDEX CORP$42,7420.0%+0%60.3
76JPM$JPMJPMORGAN CHASE & CO$41,7710.0%+0%35.6
77GD$GDGENERAL DYNAMICS CORP$41,1860.0%+0%73
78MU$MUMICRON TECHNOLOGY INC$40,5410.0%-25%88.4
79DIS$DISWalt Disney Co$38,5520.0%-61%68.9
80WT$WTWisdomTree, Inc.$38,0590.0%+0%62.9
81CVX$CVXCHEVRON CORP$37,2420.0%+0%54.7
82VANGUARD SCOTTSDALE FDS$36,4640.0%+0%
83VANGUARD INTL EQUITY INDEX F$36,1980.0%+0%
84STATE STR SPDR DOW JONES IND$34,7390.0%+0%
85ISHARES TR$34,3620.0%+379%
86SELECT SECTOR SPDR TR$34,0650.0%+0%
87PM$PMPhilip Morris International Inc.$33,0680.0%+0%80.5
88AMD$AMDADVANCED MICRO DEVICES INC$32,5490.0%+0%78.8
89VANGUARD INTL EQUITY INDEX F$30,9110.0%NEW
90SOUN$SOUNSOUNDHOUND AI, INC.$27,4800.0%+60%32.3
91SELECT SECTOR SPDR TR$26,8280.0%+0%
92ISHARES TR$25,8340.0%+0%
93BABA$BABAAlibaba Group Holding Ltd$25,0920.0%+0%
94WEDBUSH SER TR$24,1140.0%+0%
95PANW$PANWPalo Alto Networks Inc$24,0480.0%+0%66.5
96ISHARES TR$23,3830.0%+0%
97SELECT SECTOR SPDR TR$23,3110.0%+0%
98ISHARES TR$21,1670.0%+0%
99PROSHARES TR$20,9270.0%+0%
100VANECK ETF TRUST$20,1200.0%+0%
101SELECT SECTOR SPDR TR$19,7570.0%+0%
102SLV$SLViShares Silver Trust$17,0350.0%NEW
103ASTS$ASTSAST SpaceMobile, Inc.$14,9170.0%+0%29.6
104ISHARES TR$14,9170.0%+1%
105ISHARES TR$13,6400.0%-92%
106ALAB$ALABAstera Labs, Inc.$12,6040.0%NEW77.7
107ORMP$ORMPORAMED PHARMACEUTICALS INC.$10,2000.0%+0%56.3
108SELECT SECTOR SPDR TR$9,4530.0%+0%
109ISHARES TR$9,3580.0%+0%
110SELECT SECTOR SPDR TR$8,6200.0%+1%
111ISHARES TR$8,4890.0%+1%
112ISHARES TR$7,5320.0%NEW
113AMERICAN CENTY ETF TR$7,4890.0%-48%
114AMERICAN CENTY ETF TR$7,4010.0%-50%
115ISHARES INC$6,8610.0%-67%
116VANGUARD INTL EQUITY INDEX F$6,8390.0%-69%
117GPRO$GPROGoPro, Inc.$4,7360.0%+0%16.5
118ISHARES TR$3,7180.0%+0%
119NIO$NIONIO Inc.$2,1100.0%+0%
120PYPL$PYPLPayPal Holdings, Inc.$1,8090.0%-89%70.5
121INO$INOINOVIO PHARMACEUTICALS, INC.$5060.0%+0%
122LCID$LCIDLucid Group, Inc.$4760.0%+0%30.1

New Positions (7)

ISHARES TR$11.9M
GLOBAL X FDS$2.1M
ISHARES TR$219,158
VANGUARD INTL EQUITY INDEX F$30,911
SLV$SLV iShares Silver Trust$17,035
ALAB$ALAB Astera Labs, Inc.$12,604
ISHARES TR$7,532

Exited Positions (20)

AMPLIFY ETF TR - AMPLIFY BLUESTAR
BRK-A$BRK-A BERKSHIRE HATHAWAY INC
BAC$BAC BANK OF AMERICA CORP /DE/
TSLA$TSLA Tesla, Inc.
SPDR INDEX SHS FDS - DJ INTL RL ETF
RKT$RKT Rocket Companies, Inc.
GE$GE GENERAL ELECTRIC CO
CHWY$CHWY Chewy, Inc.
KRANESHARES TRUST - CSI CHI INTERNET
C$C CITIGROUP INC
GEV$GEV GE Vernova Inc.
KO$KO COCA COLA CO
INTC$INTC INTEL CORP
LOMA$LOMA Loma Negra Compania Industrial Argentina Sociedad Anonima
TGT$TGT TARGET CORP

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AI-Powered Hedge Fund Analysis: Pioneer Family Office, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Pioneer Family Office, LLC (SEC CIK: 2135110), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Pioneer Family Office, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.