Pioneer Family Office, LLC
CIK 2135110 · View on SEC EDGAR ↗
- Portfolio value
- $194.0M
- Positions
- 129
- As of
- June 30, 2026
#6,553 of 9,443 by 13F value · top 69.4%
Portfolio value QoQ: +24.7% 13F does not disclose cash
- Top 10 holdings weight
- 90.64%
- Top 25 holdings weight
- 95.75%
- Positions above 1%
- 8
- Effective number of positions
- 5.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 10.02% Est. buys $53,060,145 · sells $17,518,427
- New positions
- 18
- Increased
- 25
- Decreased
- 23
- Closed
- 11
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
1.1%
Retail
0.7%
Financial Services
0.6%
Consumer Discretionary
0.5%
Healthcare
0.5%
Energy
0.1%
Communication Services
0.1%
Industrials
0.1%
Financials
0.0%
Logistics & Transportation
0.0%
Consumer Staples
0.0%
Communications
0.0%
Telecommunication
0.0%
Consumer products
0.0%
Other/Unmapped
96.1%
Full portfolio 129 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $67,849,756 | 34.97% | 98,792 | $12,678,916 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $28,201,911 | 14.53% | 38,297 | $6,755,063 | Up ×2 | ||
| VGT | $25,395,812 | 13.09% | 212,483 | $8,005,149 | Up ×2 | ||
| SPMO | $17,822,728 | 9.18% | 110,355 | Up ×1 | |||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $13,182,971 | 6.79% | 450,854 | $143,787 | Down ×2 | ||
| IVLU | $12,454,730 | 6.42% | 297,820 | $519,466 | Down ×1 | ||
| SOXX SOXX | $4,860,165 | 2.50% | 7,585 | Up ×1 | |||
| QQQM Invesco NASDAQ 100 ETF | $2,832,769 | 1.46% | 9,350 | $625,279 | Up ×2 | ||
| SPY SPY | $1,882,606 | 0.97% | 2,521 | $243,104 | |||
| MOAT | $1,400,861 | 0.72% | 13,475 | $97,829 | |||
| OUNZ | $987,711 | 0.51% | 25,595 | $-109,706 | Up ×2 | ||
| SMH SMH | $980,556 | 0.51% | 1,495 | $507,057 | Up ×2 | ||
| XLK XLK | $878,488 | 0.45% | 4,611 | $266,749 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $867,212 | 0.45% | 2,997 | $106,604 | |||
| DGRO | $847,332 | 0.44% | 11,180 | $206,588 | Up ×1 | ||
| SPYM | $826,951 | 0.43% | 9,410 | $120,870 | Up ×2 | ||
| VUG | $678,611 | 0.35% | 7,878 | $55,749 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $620,161 | 0.32% | 2,602 | $78,242 | |||
| XLG | $509,372 | 0.26% | 8,319 | $353,959 | Up ×1 | ||
| V Visa Inc. | $497,481 | 0.26% | 1,450 | $59,233 | |||
| BTCW | $485,199 | 0.25% | 34,800 | $-71,282 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $455,117 | 0.23% | 450 | $74,421 | |||
| VTV | $442,398 | 0.23% | 2,030 | $3,499 | Down ×1 | ||
| IVV | $433,607 | 0.22% | 579 | $55,399 | |||
| EIS | $400,154 | 0.21% | 3,315 | $-12,978,430 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $350,766 | 0.18% | 3,097 | $-34,129 | |||
| VEA | $348,555 | 0.18% | 4,892 | $-24,006 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $307,252 | 0.16% | 1,221 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $300,654 | 0.15% | 806 | $2,297 | |||
| PBR Petroleo Brasileiro S.A. Petrobras ADS | $245,470 | 0.13% | 15,190 | $-138,883 | Down ×1 | ||
| ALAB Astera Labs, Inc. - Common Stock | $236,680 | 0.12% | 490 | $224,076 | Up ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $220,661 | 0.11% | 130 | $99,630 | Up ×1 | ||
| NLR | $215,723 | 0.11% | 1,860 | $-32,010 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $211,998 | 0.11% | 600 | $39,882 | |||
| APUE | $186,879 | 0.10% | 4,045 | $24,755 | |||
| ILF | $183,938 | 0.09% | 5,450 | $-35,220 | Down ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $182,877 | 0.09% | 440 | $63,817 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $172,408 | 0.09% | 2,086 | $51,013 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $172,077 | 0.09% | 860 | $22,093 | |||
| COST Costco Wholesale Corporation - Common Stock | $159,030 | 0.08% | 170 | $-10,363 | |||
| BNDX Vanguard Total International Bond ETF | $153,862 | 0.08% | 3,177 | $-44,104 | Down ×1 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $147,751 | 0.08% | 535 | Up ×1 | |||
| ARGT | $146,080 | 0.08% | 1,600 | $-3,232 | |||
| LLY Eli Lilly and Company Common Stock | $143,932 | 0.07% | 120 | $-76,814 | Down ×2 | ||
| JNJ Johnson & Johnson Common Stock | $141,715 | 0.07% | 558 | $5,317 | |||
| HYEM | $138,874 | 0.07% | 1,000 | $3,369 | |||
| BRKB | $137,607 | 0.07% | 275 | ||||
| HODL | $132,880 | 0.07% | 8,000 | $-20,400 | |||
| AGG | $129,565 | 0.07% | 1,309 | $-379 | |||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $128,131 | 0.07% | 1,340 | $10,425 | |||
| BSV | $127,539 | 0.07% | 1,637 | $-45,120 | Down ×1 | ||
| GLD | $122,671 | 0.06% | 333 | $-20,616 | |||
| VWO | $119,798 | 0.06% | 2,007 | $-10,193 | Down ×1 | ||
| AXP American Express Company Common Stock | $118,388 | 0.06% | 350 | $12,520 | |||
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | $117,396 | 0.06% | 2,105 | $20,840 | |||
| ORCL Oracle Corporation Common Stock | $117,240 | 0.06% | 800 | $-448 | |||
| APCB | $115,943 | 0.06% | 3,940 | $-89 | |||
| OBDC Blue Owl Capital Corporation Common Stock | $114,135 | 0.06% | 10,500 | $-1,995 | |||
| SLV | $101,326 | 0.05% | 1,895 | $84,291 | Up ×1 | ||
| IBDW | $98,802 | 0.05% | 4,741 | $-427 | |||
| EWZ | $96,600 | 0.05% | 2,800 | $-10,892 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $92,946 | 0.05% | 160 | $60,397 | |||
| IEFA | $87,501 | 0.05% | 906 | $5,481 | |||
| LMT Lockheed Martin Corporation Common Stock | $85,718 | 0.04% | 168 | $34,949 | Up ×1 | ||
| TEVA Teva Pharmaceutical Industries Limited American Depositary Shares | $84,700 | 0.04% | 2,500 | $9,400 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $76,607 | 0.04% | 136 | $-282,691 | Down ×1 | ||
| APIE | $73,489 | 0.04% | 1,896 | $6,654 | |||
| IJH | $60,686 | 0.03% | 787 | $7,540 | |||
| VB | $54,865 | 0.03% | 181 | $-3,282 | Down ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $53,363 | 0.03% | 1,140 | $-23,025 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $51,153 | 0.03% | 150 | $27,105 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $50,631 | 0.03% | 525 | Up ×1 | |||
| SDHY PGIM Short Duration High Yield Opportunities Fund Common Shares | $49,908 | 0.03% | 3,045 | $-28,590 | Down ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $48,762 | 0.03% | 617 | $12,298 | Up ×2 | ||
| BIV | $48,091 | 0.02% | 627 | $-22,065 | Down ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $47,704 | 0.02% | 552 | $21,870 | Up ×2 | ||
| BLV | $47,493 | 0.02% | 689 | $-21,012 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $46,481 | 0.02% | 142 | $4,710 | |||
| IEUR | $45,403 | 0.02% | 604 | $11,041 | Up ×2 | ||
| PBRA | $43,920 | 0.02% | 3,000 | $-12,330 | |||
| GD General Dynamics Corporation Common Stock | $42,509 | 0.02% | 120 | $1,323 | |||
| TOST Toast, Inc. Class A Common Stock | $41,730 | 0.02% | 1,500 | Up ×1 | |||
| DXJ | $41,645 | 0.02% | 240 | $3,586 | |||
| ADBE Adobe Inc. - Common Stock | $41,004 | 0.02% | 200 | $-7,612 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $40,755 | 0.02% | 347 | $-4,313 | Down ×1 | ||
| DIA | $39,179 | 0.02% | 75 | $4,440 | |||
| XLF XLF | $39,135 | 0.02% | 730 | $5,070 | Up ×2 | ||
| SOUN SoundHound AI, Inc. - Class A Common Stock | $38,820 | 0.02% | 6,000 | $11,340 | Up ×2 | ||
| FDX FedEx Corporation Common Stock | $37,576 | 0.02% | 120 | $-5,166 | |||
| VEU | $37,018 | 0.02% | 442 | $820 | Down ×1 | ||
| PM Philip Morris International Inc Common Stock | $36,182 | 0.02% | 200 | $3,114 | |||
| ANET Arista Networks, Inc. Common Stock | $33,976 | 0.02% | 200 | Up ×1 | |||
| IVES | $32,385 | 0.02% | 850 | $8,271 | |||
| APP Applovin Corporation - Class A Common Stock | $30,914 | 0.02% | 60 | Up ×1 | |||
| CVX Chevron Corporation Common Stock | $29,837 | 0.02% | 180 | $-7,405 | |||
| PATH UiPath, Inc. Class A Common Stock | $27,175 | 0.01% | 2,500 | Up ×1 | |||
| XLV XLV | $25,862 | 0.01% | 163 | $2,551 | Up ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $25,534 | 0.01% | 270 | $2,151 | Up ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $23,334 | 0.01% | 200 | Up ×1 | |||
| SMOG | $21,184 | 0.01% | 145 | $1,064 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SPMO | $17,822,728 | 110,355 | 9.18% |
| SOXX | $4,860,165 | 7,585 | 2.50% |
| ABBV | $307,252 | 1,221 | 0.16% |
| NBIS | $147,751 | 535 | 0.08% |
| BRKB | $137,607 | 275 | 0.07% |
| EMB | $50,631 | 525 | 0.03% |
| TOST | $41,730 | 1,500 | 0.02% |
| ANET | $33,976 | 200 | 0.02% |
| APP | $30,914 | 60 | 0.02% |
| PATH | $27,175 | 2,500 | 0.01% |
| PLTR | $23,334 | 200 | 0.01% |
| ABT | $12,068 | 133 | 0.01% |
| Unknown issuer (CUSIP: 84615Q103) | $11,960 | 70 | 0.01% |
| IYT | $10,063 | 116 | 0.01% |
| XLB | $9,607 | 189 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOO | Bought more | +6K | +$12.7M |
| VGT | Bought more | +188K | +$8.0M |
| QQQ | Bought more | +1K | +$6.8M |
| QQQM | Bought more | +60 | +$625K |
| IVLU | Trimmed | -3K | +$519K |
| SMH | Bought more | +260 | +$507K |
| XLG | Bought more | +5K | +$354K |
| META | Trimmed | -492 | -$283K |
| XLK | Bought more | +8 | +$267K |
| SPY | Price move only | +0 | +$243K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SHLD | June 30, 2026 | 30,055 | $2,129,097 | No longer tracked |
| AIRR | June 30, 2026 | 3,190 | $353,388 | |
| ITEQ | March 31, 2026 | 4,400 | $255,400 | No longer tracked |
| BRKB | March 31, 2026 | 485 | $243,785 | No longer tracked |
| HEDJ | March 31, 2026 | 2,600 | $137,956 | No longer tracked |
| BAC | March 31, 2026 | 2,170 | $119,350 | 28.1% |
| EUFN | June 30, 2026 | 2,960 | $103,156 | |
| FAS | June 30, 2026 | 859 | $101,792 | No longer tracked |
| TSLA | March 31, 2026 | 200 | $89,944 | -6.2% |
| RWX | March 31, 2026 | 2,575 | $72,100 | No longer tracked |
| RKT | March 31, 2026 | 3,630 | $70,277 | -1.0% |
| GE | March 31, 2026 | 212 | $65,302 | 22.8% |
| AMLP | June 30, 2026 | 1,206 | $63,484 | No longer tracked |
| XOM | June 30, 2026 | 260 | $44,112 | 21.7% |
| MU | June 30, 2026 | 120 | $40,541 | -14.7% |
| CHWY | March 31, 2026 | 1,200 | $39,660 | -12.3% |
| KWEB | March 31, 2026 | 1,160 | $39,498 | No longer tracked |
| DIS | June 30, 2026 | 400 | $38,552 | 11.3% |
| C | March 31, 2026 | 300 | $35,007 | 16.2% |
| GEV | March 31, 2026 | 53 | $34,639 | 11.2% |
| KO | March 31, 2026 | 450 | $31,460 | 19.2% |
| INTC | March 31, 2026 | 850 | $31,365 | 108.3% |
| VGK | June 30, 2026 | 375 | $30,911 | No longer tracked |
| LOMA | March 31, 2026 | 2,350 | $30,433 | -15.4% |
| TGT | March 31, 2026 | 238 | $23,265 | 34.0% |
| GGB | March 31, 2026 | 6,174 | $22,782 | 21.9% |
| XLP | June 30, 2026 | 241 | $19,757 | No longer tracked |
| LULU | March 31, 2026 | 80 | $16,625 | -23.1% |
| HUM | March 31, 2026 | 53 | $13,575 | 121.5% |
| ROKU | March 31, 2026 | 100 | $10,849 | 66.5% |
| EEMA | June 30, 2026 | 72 | $6,861 | |
| GEHC | March 31, 2026 | 70 | $5,741 | 4.0% |