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Pioneer Family Office, LLC — 13F Holdings & Portfolio

CIK 2135110 · latest 13F-HR filed 2026-10-30

Backtest portfolio

Pioneer Family Office, LLC manages $198.0M in 13F-reported U.S. long-equity assets across 132 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VOO (35.95%), VGT (14.03%), QQQ (12.17%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 8 new positions and exited 5; 43 existing positions rose in reported value and 36 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$198.0M

Long-equity book

Holdings
132

Distinct positions

Period
2026-09-30

Filed 2026-10-30

Q/Q Activity
+8 / −5 / ↑43 / ↓36

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VOO36.0% · +3%VGT14.0% · +4%QQQ12.2% · -15%SPMO9.1% · +8%IVLU8.7% · +35%ANGL3.0% · -52%XLK2.5% · +452%AIRR1.9% · newQQQM1.4% · 0%SPY1.0% · 0%MOAT0.7% · 0%SOXX0.5% · -76%AAPL0.5% · 0%OUNZ0.5% · -4%SMH0.4% · -5%SPYM0.4% · 0%DGRO0.4% · 0%VUG0.4% · 0%BTCW0.4% · 0%AMZN0.3% · 0%XLG0.3% · 0%V0.3% · 0%IVV0.2% · 0%VTV0.2% · 0%MSFT0.2% · 0%GS0.2% · 0%EIS0.2% · 0%VEA0.2% · 0%ABBV0.2% · 0%PBR0.2% · 0%MELI0.1% · 0%WMT0.1% · -33%GOOG0.1% · 0%SPCX0.1% · +1827%NVDA0.1% · 0%APUE0.1% · 0%HODL0.1% · 0%ILF0.1% · 0%ALAB0.1% · 0%VCIT0.1% · +6%UNH0.1% · 0%COST0.1% · 0%BNDX0.1% · 0%JNJ0.1% · 0%HYEM0.1% · 0%ARGT0.1% · 0%BRK.B0.1% · 0%GLD0.1% · 0%NBIS0.1% · 0%BSV0.1% · 0%AGG0.1% · 0%VWO0.1% · 0%APCB0.1% · 0%PRFZ0.1% · 0%OBDC0.1% · 0%ORCL0.1% · 0%AXP0.1% · 0%NLR0.1% · -45%EWZ0.1% · 0%SLV0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 89.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 10, 2026.

Assets Under Management
$956.8M
Discretionary
$956.8M
Employees
5
Accounts
297
Address
3323 NE 163RD ST.
SUITE 604
NORTH MIAMI BEACH, FL 33160
Phone
(305) 935-5502
Website
Name Title / Status Ownership Type
Bacal, Ruth ControlCHIEF COMPLIANCE OFFICER;CHIEF OPERATIONS OFFICER;HEAD OF CLIENT SERVICES
since Jan 2019
Less than 5%Individual
Galin, Omer ControlMANAGER
since Mar 2020
Less than 5%Individual
NAHUM, AVIRAM ControlMANAGER; CHIEF EXECUTIVE OFFICER
since Jun 2005
Less than 5%Individual
PIONEER ADMINISTRATIVE SERVICES LTD ControlMEMBER
since Jan 2019
75% or moreForeign Entity
INDIGO INTERNATIONAL GROUP LIMITED Control
Indirect owner via PIONEER INTERNATIONAL LTD
OWNER
since Nov 1999
75% or moreForeign Entity
PIONEER INTERNATIONAL LTD Control
Indirect owner via PIONEER ADMINISTRATIVE SERVICES LTD
OWNER
since Nov 1992
75% or moreForeign Entity
Ownership & leadership changes · 3 filings with changes since May 1, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 25, 2026 filing
  • No longer listedGonen, Dafna · MANAGER · Less than 5% · control person · listed since Jan 2019
Mar 31, 2021 filing
  • ChangedBacal, Ruth · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER;CHIEF OPERATIONS OFFICER;HEAD OF CLIENT SERVICES
Mar 27, 2020 filing
  • AddedGalin, Omer · MANAGER · Less than 5% · control person
  • AddedGonen, Dafna · MANAGER · Less than 5% · control person
May 1, 2019 filing (earliest on record)
  • ListedBacal, Ruth · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedINDIGO INTERNATIONAL GROUP LIMITED · OWNER · 75% or more · indirect via PIONEER INTERNATIONAL LTD · control person
  • ListedNAHUM, AVIRAM · MANAGER; CHIEF EXECUTIVE OFFICER · Less than 5% · control person
  • ListedPIONEER ADMINISTRATIVE SERVICES LTD · MEMBER · 75% or more · control person
  • ListedPIONEER INTERNATIONAL LTD · OWNER · 75% or more · indirect via PIONEER ADMINISTRATIVE SERVICES LTD · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 43 →

Top Trims

Show all 36 →

New Positions

Show all 8 →

Exited Positions

Show all 5 →

Pioneer Family Office, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $71.2M 35.95% 101,569 SH
2 VANGUARD WORLD FD VGT 92204A702 $27.8M 14.03% 221,087 SH
3 INVESCO QQQ TR QQQ 46090E103 $24.1M 12.17% 32,577 SH
4 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $18.1M 9.13% 119,320 SH
5 ISHARES TR IVLU 46435G409 $17.3M 8.72% 402,734 SH
6 VANECK ETF TRUST ANGL 92189F437 $6.0M 3.03% 215,534 SH
7 SELECT SECTOR SPDR TR XLK 81369Y803 $5.0M 2.52% 25,463 SH
8 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $3.8M 1.94% 37,190 SH
9 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $2.8M 1.44% 9,350 SH
10 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.9M 0.97% 2,521 SH
11 VANECK ETF TRUST MOAT 92189F643 $1.4M 0.72% 13,475 SH
12 ISHARES TR SOXX 464287523 $1.0M 0.52% 1,815 SH
13 APPLE INC AAPL 037833100 $998.1K 0.50% 2,997 SH
14 VANECK MERK GOLD ETF OUNZ 921078101 $976.2K 0.49% 24,465 SH
15 VANECK ETF TRUST SMH 92189F676 $864.6K 0.44% 1,420 SH
16 SPDR SERIES TRUST SPYM 78464A854 $844.6K 0.43% 9,410 SH
17 ISHARES TR DGRO 46434V621 $842.9K 0.43% 11,180 SH
18 VANGUARD INDEX FDS VUG 922908736 $709.9K 0.36% 7,878 SH
19 WISDOMTREE BITCOIN FD BTCW 97720F101 $696.8K 0.35% 34,800 SH
20 AMAZON COM INC AMZN 023135106 $648.3K 0.33% 2,602 SH
21 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $529.2K 0.27% 8,319 SH
22 VISA INC V 92826C839 $521.0K 0.26% 1,450 SH
23 ISHARES TR IVV 464287200 $443.4K 0.22% 579 SH
24 VANGUARD INDEX FDS VTV 922908744 $438.6K 0.22% 2,030 SH
25 MICROSOFT CORP MSFT 594918104 $413.4K 0.21% 806 SH
26 GOLDMAN SACHS GROUP INC GS 38141G104 $405.2K 0.20% 450 SH
27 ISHARES INC EIS 464286632 $402.5K 0.20% 3,315 SH
28 VANGUARD TAX-MANAGED FDS VEA 921943858 $345.4K 0.17% 4,892 SH
29 ABBVIE INC ABBV 00287Y109 $319.4K 0.16% 1,221 SH
30 PETROLEO BRASILEIRO S A PBR 71654V408 $317.0K 0.16% 15,190 SH
31 MERCADOLIBRE INC MELI 58733R102 $224.7K 0.11% 130 SH
32 WALMART INC WMT 931142103 $216.2K 0.11% 2,080 SH
33 ALPHABET INC GOOG 02079K107 $204.4K 0.10% 600 SH
34 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $203.6K 0.10% 1,349 SH
35 NVIDIA CORPORATION NVDA 67066G104 $196.4K 0.10% 860 SH
36 TRUST FOR PROFESSIONAL MANAG APUE 89834G729 $190.0K 0.10% 4,045 SH
37 VANECK BITCOIN ETF HODL 92189K105 $189.0K 0.10% 8,000 SH
38 ISHARES TR ILF 464287390 $188.0K 0.09% 5,450 SH
39 ASTERA LABS INC ALAB 04626A103 $174.4K 0.09% 490 SH
40 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $173.1K 0.09% 2,211 SH
41 UNITEDHEALTH GROUP INC UNH 91324P102 $161.5K 0.08% 440 SH
42 COSTCO WHOLESALE CORPORATION COST 22160K105 $154.8K 0.08% 170 SH
43 VANGUARD CHARLOTTE FDS BNDX 92203J407 $148.9K 0.08% 3,177 SH
44 JOHNSON & JOHNSON JNJ 478160104 $147.7K 0.07% 558 SH
45 VANECK ETF TRUST HYEM 92189F353 $139.8K 0.07% 1,000 SH
46 GLOBAL X FDS ARGT 37950E259 $137.9K 0.07% 1,600 SH
47 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $136.9K 0.07% 275 SH
48 SPDR GOLD TR GLD 78463V107 $126.8K 0.06% 333 SH
49 NEBIUS GROUP N.V. NBIS N97284108 $126.2K 0.06% 535 SH
50 VANGUARD BD INDEX FDS BSV 921937827 $125.1K 0.06% 1,637 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-30 $198.0M 132 0002135110-26-000004
2026-06-30 2026-07-28 $194.0M 129 0002135110-26-000003
2026-03-31 2026-05-14 $155.7M 122 0002135110-26-000002
2025-12-31 2026-05-14 $148.0M 136 0002135110-26-000001
Filer Information
Address
3323 NE 163RD STREET
SUITE 604
NORTH MIAMI BEACH, FL 33160
Phone
(305) 935-5502
Filing Manager
Pioneer Family Office, LLC
NORTH MIAMI BEACH, FL
Signatory
LEILA SHAVER
COUNSEL