Pioneer Family Office, LLC — 13F Holdings & Portfolio
CIK 2135110 · latest 13F-HR filed 2026-05-14
Pioneer Family Office, LLC manages $155.7M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (35.44%), QQQ (13.78%), VGT (11.17%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 21, added to 31, and trimmed 45.
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.
$155.7M
Long-equity book
122
Distinct positions
2026-03-31
Filed 2026-05-14
+7 / −21 / ↑31 / ↓45
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES INC$10.0M +298.5%
- VANGUARD INDEX FDS$5.2M +10.4%
- VANGUARD WORLD FD$5.1M +41.8%
- VANECK MERK GOLD ETF$537.9K +96.1%
- VANECK ETF TRUST$408.7K +630.4%
Top Trims
- FIRST TR EXCHANGE TRADED FD-$13.1M -97.4%
- ISHARES TR-$3.8M -97.3%
- ISHARES TR-$3.2M -83.3%
- INVESCO EXCHANGE TRADED FD T-$2.3M -93.7%
- WISDOMTREE TR-$1.3M -91.8%
New Positions
- ISHARES TR$11.9M
- GLOBAL X FDS$2.1M
- ISHARES TR$219.2K
- VANGUARD INTL EQUITY INDEX F$30.9K
- ISHARES SILVER TR$17.0K
Exited Positions
- AMPLIFY ETF TR$255.4K
- BERKSHIRE HATHAWAY INC DEL$243.8K
- WISDOMTREE TR$138.0K
- BANK AMERICA CORP$119.3K
- TESLA INC$89.9K
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 | $55.2M | 35.44% | 92,328 | SH |
| 2 | INVESCO QQQ TR | QQQ | 46090E103 | $21.4M | 13.78% | 37,158 | SH |
| 3 | VANGUARD WORLD FD | VGT | 92204A702 | $17.4M | 11.17% | 24,925 | SH |
| 4 | ISHARES INC | EIS | 464286632 | $13.4M | 8.59% | 115,299 | SH |
| 5 | VANECK ETF TRUST | ANGL | 92189F437 | $13.0M | 8.38% | 454,099 | PRN |
| 6 | ISHARES TR | IVLU | 46435G409 | $11.9M | 7.67% | 300,785 | SH |
| 7 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $2.2M | 1.42% | 9,290 | SH |
| 8 | GLOBAL X FDS | SHLD | 37960A529 | $2.1M | 1.37% | 30,055 | SH |
| 9 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.6M | 1.05% | 2,521 | SH |
| 10 | VANECK ETF TRUST | MOAT | 92189F643 | $1.3M | 0.84% | 13,475 | SH |
| 11 | VANECK MERK GOLD ETF | OUNZ | 921078101 | $1.1M | 0.70% | 24,360 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $760.6K | 0.49% | 2,997 | SH |
| 13 | SPDR SERIES TRUST | SPYM | 78464A854 | $706.1K | 0.45% | 9,225 | SH |
| 14 | ISHARES TR | DGRO | 46434V621 | $640.7K | 0.41% | 9,130 | SH |
| 15 | VANGUARD INDEX FDS | VUG | 922908736 | $622.9K | 0.40% | 1,426 | SH |
| 16 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $611.7K | 0.39% | 4,603 | SH |
| 17 | WISDOMTREE BITCOIN FD | BTCW | 97720F101 | $556.5K | 0.36% | 34,800 | SH |
| 18 | AMAZON COM INC | AMZN | 023135106 | $541.9K | 0.35% | 2,602 | SH |
| 19 | VANECK ETF TRUST | SMH | 92189F676 | $473.5K | 0.30% | 1,235 | SH |
| 20 | VANGUARD INDEX FDS | VTV | 922908744 | $438.9K | 0.28% | 2,237 | SH |
| 21 | VISA INC | V | 92826C839 | $438.2K | 0.28% | 1,450 | SH |
| 22 | WALMART INC | WMT | 931142103 | $384.9K | 0.25% | 3,097 | SH |
| 23 | PETROLEO BRASILEIRO S A | PBR | 71654V408 | $384.4K | 0.25% | 18,523 | SH |
| 24 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $380.7K | 0.24% | 450 | SH |
| 25 | ISHARES TR | IVV | 464287200 | $378.2K | 0.24% | 579 | SH |
| 26 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $372.6K | 0.24% | 5,814 | SH |
| 27 | META PLATFORMS INC | META | 30303M102 | $359.3K | 0.23% | 628 | SH |
| 28 | FIRST TR EXCHANGE TRADED FD | AIRR | 33738R704 | $353.4K | 0.23% | 3,190 | SH |
| 29 | MICROSOFT CORP | MSFT | 594918104 | $298.4K | 0.19% | 806 | SH |
| 30 | VANECK ETF TRUST | NLR | 92189F601 | $247.7K | 0.16% | 1,860 | SH |
| 31 | ELI LILLY & CO | LLY | 532457108 | $220.7K | 0.14% | 240 | SH |
| 32 | ISHARES TR | ILF | 464287390 | $219.2K | 0.14% | 6,170 | SH |
| 33 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $198.0K | 0.13% | 4,120 | PRN |
| 34 | VANGUARD BD INDEX FDS | BSV | 921937827 | $172.7K | 0.11% | 2,202 | PRN |
| 35 | ALPHABET INC | GOOG | 02079K107 | $172.1K | 0.11% | 600 | SH |
| 36 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $169.4K | 0.11% | 170 | SH |
| 37 | TRUST FOR PROFESSIONAL MANAG | APUE | 89834G729 | $162.1K | 0.10% | 4,045 | SH |
| 38 | INVESCO EXCHANGE TRADED FD T | XLG | 46137V233 | $155.4K | 0.10% | 2,849 | SH |
| 39 | VANECK BITCOIN ETF | HODL | 92189K105 | $153.3K | 0.10% | 8,000 | SH |
| 40 | NVIDIA CORPORATION | NVDA | 67066G104 | $150.0K | 0.10% | 860 | SH |
| 41 | GLOBAL X FDS | ARGT | 37950E259 | $149.3K | 0.10% | 1,600 | SH |
| 42 | SPDR GOLD TR | GLD | 78463V107 | $143.3K | 0.09% | 333 | SH |
| 43 | JOHNSON & JOHNSON | JNJ | 478160104 | $136.4K | 0.09% | 558 | SH |
| 44 | VANECK ETF TRUST | HYEM | 92189F353 | $135.5K | 0.09% | 1,000 | PRN |
| 45 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $130.0K | 0.08% | 2,405 | SH |
| 46 | ISHARES TR | AGG | 464287226 | $129.9K | 0.08% | 1,309 | PRN |
| 47 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $121.4K | 0.08% | 1,467 | PRN |
| 48 | MERCADOLIBRE INC | MELI | 58733R102 | $121.0K | 0.08% | 70 | SH |
| 49 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $119.1K | 0.08% | 440 | SH |
| 50 | WISDOMTREE TR | DGRW | 97717X669 | $117.7K | 0.08% | 1,340 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $155.7M | 122 | 0002135110-26-000002 |
| 2025-12-31 | 2026-05-14 | $148.0M | 136 | 0002135110-26-000001 |