Pioneer Family Office

Pioneer Family Office as of Dec. 31, 2025

Portfolio Holdings for Pioneer Family Office

Pioneer Family Office holds 136 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 33.8 $50M 80k 627.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 14.8 $22M 36k 614.31
Vaneck Etf Trust Fallen Angel Hg (ANGL) 9.1 $14M 461k 29.36
First Tr Exchange Traded Rba Indl Etf (AIRR) 9.1 $13M 137k 98.34
Vanguard World Inf Tech Etf (VGT) 8.3 $12M 16k 753.78
Ishares Tr Msci Euro Fl Etf (EUFN) 2.6 $3.9M 105k 37.09
Ishares Tr Core Div Grwth (DGRO) 2.6 $3.8M 55k 69.42
Ishares Msci Israel Etf (EIS) 2.3 $3.4M 31k 110.03
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.7 $2.5M 42k 59.28
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.6 $2.3M 9.1k 252.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.7M 2.5k 681.92
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.0 $1.4M 16k 89.43
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.9 $1.4M 14k 103.56
Apple (AAPL) 0.8 $1.2M 4.6k 271.97
Wisdomtree Bitcoin Shs Ben Int (BTCW) 0.5 $740k 35k 21.25
Vanguard Index Fds Growth Etf (VUG) 0.5 $696k 1.4k 487.86
Amazon (AMZN) 0.5 $670k 2.9k 230.82
Eli Lilly & Co. (LLY) 0.4 $580k 540.00 1074.68
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.4 $560k 14k 41.48
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $558k 3.9k 143.97
Spdr Series Trust State Street Spd (SPYM) 0.3 $510k 6.4k 80.22
Visa Com Cl A (V) 0.3 $509k 1.5k 350.71
Microsoft Corporation (MSFT) 0.3 $462k 956.00 483.62
Vanguard Index Fds Value Etf (VTV) 0.3 $427k 2.2k 190.99
Meta Platforms Cl A (META) 0.3 $415k 628.00 660.09
Ishares Tr Core S&p500 Etf (IVV) 0.3 $397k 579.00 684.94
Goldman Sachs (GS) 0.3 $396k 450.00 879.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $363k 5.8k 62.47
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.2 $356k 14k 24.76
Wal-Mart Stores (WMT) 0.2 $346k 3.1k 111.41
Amplify Etf Tr Amplify Bluestar (ITEQ) 0.2 $255k 4.4k 58.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $244k 485.00 502.65
Vaneck Etf Trust Uranium And Nucl (NLR) 0.2 $231k 1.9k 124.20
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $220k 19k 11.85
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $199k 4.1k 48.32
Alphabet Cap Stk Cl C (GOOG) 0.1 $188k 600.00 313.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $174k 2.2k 78.81
Ishares Tr Russell 2000 Etf (IWM) 0.1 $170k 690.00 246.16
Trust For Professional Man Activepassive Us (APUE) 0.1 $169k 4.0k 41.67
NVIDIA Corporation (NVDA) 0.1 $160k 860.00 186.50
Oracle Corporation (ORCL) 0.1 $156k 800.00 194.91
Costco Wholesale Corporation (COST) 0.1 $147k 170.00 862.34
Global X Fds Gb Msci Ar Etf (ARGT) 0.1 $146k 1.6k 91.41
UnitedHealth (UNH) 0.1 $145k 440.00 330.11
Direxion Shs Etf Tr Dly Fin Bull New (FAS) 0.1 $145k 859.00 168.33
MercadoLibre (MELI) 0.1 $141k 70.00 2014.26
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $138k 2.6k 53.06
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.1 $133k 1.0k 133.39
Spdr Gold Tr Gold Shs (GLD) 0.1 $132k 333.00 396.31
Pgim Short Dur Hig Yld Opp F (SDHY) 0.1 $132k 8.0k 16.45
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $131k 1.3k 99.88
Owl Rock Capital Corporation (OBDC) 0.1 $131k 11k 12.43
American Express Company (AXP) 0.1 $130k 350.00 369.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $129k 2.4k 53.76
Bank of America Corporation (BAC) 0.1 $119k 2.2k 55.00
Walt Disney Company (DIS) 0.1 $118k 1.0k 113.77
Trust For Professional Man Activepassive Cr (APCB) 0.1 $117k 3.9k 29.65
Johnson & Johnson (JNJ) 0.1 $116k 558.00 206.95
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $100k 4.7k 21.15
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $97k 2.1k 45.89
Tesla Motors (TSLA) 0.1 $90k 200.00 449.72
Ishares Msci Brazil Etf (EWZ) 0.1 $89k 2.8k 31.77
Ishares Tr Core Msci Eafe (IEFA) 0.1 $81k 906.00 89.46
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $78k 2.5k 31.21
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $77k 1.6k 47.08
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $72k 2.6k 28.00
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $71k 909.00 77.88
Rocket Cos Com Cl A (RKT) 0.0 $70k 3.6k 19.36
Adobe Systems Incorporated (ADBE) 0.0 $70k 200.00 349.99
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $69k 996.00 69.52
Trust For Professional Man Activepassive Eq (APIE) 0.0 $67k 1.9k 35.51
Ge Aerospace Com New (GE) 0.0 $65k 212.00 308.03
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $65k 180.00 360.13
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $58k 686.00 83.75
Vanguard Index Fds Small Cp Etf (VB) 0.0 $57k 222.00 257.95
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $57k 1.2k 47.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $52k 787.00 66.00
JPMorgan Chase & Co. (JPM) 0.0 $46k 142.00 322.22
Micron Technology (MU) 0.0 $46k 160.00 285.41
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $45k 379.00 119.35
Lockheed Martin Corporation (LMT) 0.0 $41k 84.00 483.67
General Dynamics Corporation (GD) 0.0 $40k 120.00 336.66
Chewy Cl A (CHWY) 0.0 $40k 1.2k 33.05
Kraneshares Trust Csi Chi Internet (KWEB) 0.0 $40k 1.2k 34.05
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $38k 688.00 54.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $37k 458.00 79.73
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $36k 75.00 480.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $35k 481.00 73.56
Citigroup Com New (C) 0.0 $35k 300.00 116.69
FedEx Corporation (FDX) 0.0 $35k 120.00 288.86
Ge Vernova (GEV) 0.0 $35k 53.00 653.57
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $35k 240.00 144.16
Advanced Micro Devices (AMD) 0.0 $34k 160.00 214.16
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) 0.0 $34k 3.0k 11.27
Philip Morris International (PM) 0.0 $32k 200.00 160.40
Coca-Cola Company (KO) 0.0 $32k 450.00 69.91
Intel Corporation (INTC) 0.0 $31k 850.00 36.90
Exxon Mobil Corporation (XOM) 0.0 $31k 260.00 120.34
Loma Negra C I A S A Mtn 14 Sponsored Ads (LOMA) 0.0 $30k 2.4k 12.95
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $29k 200.00 146.58
Select Sector Spdr Tr State Street Com (XLC) 0.0 $28k 241.00 117.72
Palo Alto Networks (PANW) 0.0 $28k 150.00 184.20
Chevron Corporation (CVX) 0.0 $27k 180.00 152.41
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.0 $27k 850.00 31.61
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $26k 297.00 87.16
Soundhound Ai Class A Com (SOUN) 0.0 $25k 2.5k 9.97
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $25k 159.00 154.80
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $24k 244.00 96.16
Target Corporation (TGT) 0.0 $23k 238.00 97.75
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.0 $23k 6.2k 3.69
Ishares Tr Ibonds Dec 29 (IBDU) 0.0 $21k 910.00 23.41
Paypal Holdings (PYPL) 0.0 $21k 356.00 58.38
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $21k 228.00 90.40
Ishares Msci Em Asia Etf (EEMA) 0.0 $21k 218.00 94.02
Vaneck Etf Trust Low Carbn Energy (SMOG) 0.0 $19k 145.00 129.63
Select Sector Spdr Tr State Street Con (XLP) 0.0 $19k 240.00 77.68
Proshares Tr Ultrapro Short (SQQQ) 0.0 $18k 260.00 68.50
Lululemon Athletica (LULU) 0.0 $17k 80.00 207.81
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $14k 119.00 120.18
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $14k 135.00 101.98
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $14k 145.00 93.97
Humana (HUM) 0.0 $14k 53.00 256.13
Ast Spacemobile Com Cl A (ASTS) 0.0 $13k 180.00 72.63
Roku Com Cl A (ROKU) 0.0 $11k 100.00 108.49
Select Sector Spdr Tr State Street Con (XLY) 0.0 $9.3k 78.00 119.60
Ishares Tr Ishares Biotech (IBB) 0.0 $9.3k 55.00 168.82
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $9.1k 71.00 128.58
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $8.8k 206.00 42.69
Gopro Cl A (GPRO) 0.0 $8.7k 6.2k 1.41
Oramed Pharmaceuticals Com New (ORMP) 0.0 $8.6k 3.0k 2.85
Ishares Tr Core Msci Euro (IEUR) 0.0 $7.2k 102.00 70.98
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $5.7k 70.00 82.01
Ishares Tr Eafe Value Etf (EFV) 0.0 $3.6k 50.00 71.42
Nio Spon Ads (NIO) 0.0 $1.8k 350.00 5.10
Lucid Group Com New (LCID) 0.0 $529.000000 50.00 10.58
Inovio Pharmaceuticals Com Shs (INO) 0.0 $505.990800 291.00 1.74