Pioneer Family Office

Pioneer Family Office as of March 31, 2026

Portfolio Holdings for Pioneer Family Office

Pioneer Family Office holds 122 positions in its portfolio as reported in the March 2026 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) 35.4 $55M 92k 597.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 13.8 $21M 37k 577.18
Vanguard World Inf Tech Etf (VGT) 11.2 $17M 25k 697.72
Ishares Msci Israel Etf (EIS) 8.6 $13M 115k 116.03
Vaneck Etf Trust Fallen Angel Hg (Principal) (ANGL) 8.4 $13M 454k 28.71
Ishares Tr Msci Intl Vlu Ft (IVLU) 7.7 $12M 301k 39.68
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.4 $2.2M 9.3k 237.62
Global X Fds Defense Tech Etf (SHLD) 1.4 $2.1M 30k 70.84
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $1.6M 2.5k 650.34
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $1.3M 14k 96.70
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.7 $1.1M 24k 45.05
Apple (AAPL) 0.5 $761k 3.0k 253.79
Spdr Series Trust State Street Spd (SPYM) 0.5 $706k 9.2k 76.54
Ishares Tr Core Div Grwth (DGRO) 0.4 $641k 9.1k 70.18
Vanguard Index Fds Growth Etf (VUG) 0.4 $623k 1.4k 436.79
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $612k 4.6k 132.90
Wisdomtree Bitcoin Shs Ben Int (BTCW) 0.4 $557k 35k 15.99
Amazon (AMZN) 0.3 $542k 2.6k 208.27
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $474k 1.2k 383.40
Vanguard Index Fds Value Etf (VTV) 0.3 $439k 2.2k 196.20
Visa Com Cl A (V) 0.3 $438k 1.5k 302.24
Wal-Mart Stores (WMT) 0.2 $385k 3.1k 124.28
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.2 $384k 19k 20.75
Goldman Sachs (GS) 0.2 $381k 450.00 845.99
Ishares Tr Core S&p500 Etf (IVV) 0.2 $378k 579.00 653.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $373k 5.8k 64.08
Meta Platforms Cl A (META) 0.2 $359k 628.00 572.13
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $353k 3.2k 110.78
Microsoft Corporation (MSFT) 0.2 $298k 806.00 370.17
Vaneck Etf Trust Uranium And Nucl (NLR) 0.2 $248k 1.9k 133.19
Eli Lilly & Co. (LLY) 0.1 $221k 240.00 919.77
Ishares Tr Latn Amer 40 Etf (ILF) 0.1 $219k 6.2k 35.52
Vanguard Charlotte Fds Total Int Bd Etf (Principal) (BNDX) 0.1 $198k 4.1k 48.05
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV) 0.1 $173k 2.2k 78.41
Alphabet Cap Stk Cl C (GOOG) 0.1 $172k 600.00 286.86
Costco Wholesale Corporation (COST) 0.1 $169k 170.00 996.43
Trust For Professional Man Activepassive Us (APUE) 0.1 $162k 4.0k 40.08
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $155k 2.8k 54.55
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $153k 8.0k 19.16
NVIDIA Corporation (NVDA) 0.1 $150k 860.00 174.40
Global X Fds Gb Msci Ar Etf (ARGT) 0.1 $149k 1.6k 93.32
Spdr Gold Tr Gold Shs (GLD) 0.1 $143k 333.00 430.29
Johnson & Johnson (JNJ) 0.1 $136k 558.00 244.44
Vaneck Etf Trust Emerging Mrkt Hi (Principal) (HYEM) 0.1 $136k 1.0k 135.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $130k 2.4k 54.05
Ishares Tr Core Us Aggbd Et (Principal) (AGG) 0.1 $130k 1.3k 99.27
Vanguard Scottsdale Fds Int-term Corp (Principal) (VCIT) 0.1 $121k 1.5k 82.75
MercadoLibre (MELI) 0.1 $121k 70.00 1729.01
UnitedHealth (UNH) 0.1 $119k 440.00 270.59
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $118k 1.3k 87.84
Oracle Corporation (ORCL) 0.1 $118k 800.00 147.11
Owl Rock Capital Corporation (OBDC) 0.1 $116k 11k 11.06
Trust For Professional Man Activepassive Cr (Principal) (APCB) 0.1 $116k 3.9k 29.45
Ishares Msci Brazil Etf (EWZ) 0.1 $108k 2.8k 38.39
American Express Company (AXP) 0.1 $106k 350.00 302.48
Ishares Tr Msci Euro Fl Etf (EUFN) 0.1 $103k 3.0k 34.85
Direxion Shares Etf Trust Daily Financial (FAS) 0.1 $102k 859.00 118.50
Ishares Tr Ibonds Dec 2031 (Principal) (IBDW) 0.1 $99k 4.7k 20.93
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $97k 2.1k 45.87
Ishares Tr Core Msci Eafe (IEFA) 0.1 $82k 906.00 90.53
Pgim Short Dur Hig Yld Opp F (Principal) (SDHY) 0.1 $79k 4.9k 16.02
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (Principal) (VMBS) 0.0 $76k 1.6k 46.95
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $75k 2.5k 30.12
Vanguard Bd Index Fds Intermed Term (Principal) (BIV) 0.0 $70k 909.00 77.18
Vanguard Bd Index Fds Long Term Bond (Principal) (BLV) 0.0 $69k 996.00 68.78
Trust For Professional Man Activepassive Eq (APIE) 0.0 $67k 1.9k 35.25
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $64k 1.2k 52.64
Vanguard Index Fds Small Cp Etf (VB) 0.0 $58k 222.00 261.92
Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A) 0.0 $56k 3.0k 18.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $53k 787.00 67.53
Lockheed Martin Corporation (LMT) 0.0 $51k 84.00 604.39
Adobe Systems Incorporated (ADBE) 0.0 $49k 200.00 243.08
Ishares Tr 3 7 Yr Treas Bd (Principal) (IEI) 0.0 $45k 380.00 118.60
Exxon Mobil Corporation (XOM) 0.0 $44k 260.00 169.66
FedEx Corporation (FDX) 0.0 $43k 120.00 356.18
JPMorgan Chase & Co. (JPM) 0.0 $42k 142.00 294.16
General Dynamics Corporation (GD) 0.0 $41k 120.00 343.22
Micron Technology (MU) 0.0 $41k 120.00 337.84
Walt Disney Company (DIS) 0.0 $39k 400.00 96.38
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $38k 240.00 158.58
Chevron Corporation (CVX) 0.0 $37k 180.00 206.90
Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH) 0.0 $37k 460.00 79.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $36k 482.00 75.10
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $35k 75.00 463.19
Ishares Tr Core Msci Euro (IEUR) 0.0 $34k 489.00 70.27
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $34k 690.00 49.37
Philip Morris International (PM) 0.0 $33k 200.00 165.34
Advanced Micro Devices (AMD) 0.0 $33k 160.00 203.43
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $31k 375.00 82.43
Soundhound Ai Class A Com (SOUN) 0.0 $28k 4.0k 6.87
Select Sector Spdr Tr State Street Com (XLC) 0.0 $27k 242.00 110.86
Ishares Tr 20 Yr Tr Bd Etf (Principal) (TLT) 0.0 $26k 298.00 86.69
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $25k 200.00 125.46
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.0 $24k 850.00 28.37
Palo Alto Networks (PANW) 0.0 $24k 150.00 160.32
Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF) 0.0 $23k 245.00 95.44
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $23k 159.00 146.61
Ishares Tr Ibonds Dec 29 (Principal) (IBDU) 0.0 $21k 910.00 23.26
Proshares Tr Ultrapro Short (SQQQ) 0.0 $21k 260.00 80.49
Vaneck Etf Trust Low Carbn Energy (SMOG) 0.0 $20k 145.00 138.76
Select Sector Spdr Tr State Street Con (XLP) 0.0 $20k 241.00 81.98
Ishares Silver Tr Ishares (SLV) 0.0 $17k 250.00 68.14
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $15k 120.00 124.31
Ast Spacemobile Com Cl A (ASTS) 0.0 $15k 180.00 82.87
Ishares Tr Russell 2000 Etf (IWM) 0.0 $14k 55.00 248.00
Astera Labs (ALAB) 0.0 $13k 115.00 109.60
Oramed Pharmaceuticals Com New (ORMP) 0.0 $10k 3.0k 3.40
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $9.5k 206.00 45.89
Ishares Tr Ishares Biotech (IBB) 0.0 $9.4k 55.00 170.15
Select Sector Spdr Tr State Street Con (XLY) 0.0 $8.6k 79.00 109.11
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $8.5k 72.00 117.90
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $7.5k 110.00 68.47
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $7.5k 75.00 99.85
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $7.4k 67.00 110.46
Ishares Msci Em Asia Etf (EEMA) 0.0 $6.9k 72.00 95.29
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $6.8k 70.00 97.70
Gopro Cl A (GPRO) 0.0 $4.7k 6.2k 0.77
Ishares Tr Eafe Value Etf (EFV) 0.0 $3.7k 50.00 74.36
Nio Spon Ads (NIO) 0.0 $2.1k 350.00 6.03
Paypal Holdings (PYPL) 0.0 $1.8k 40.00 45.23
Inovio Pharmaceuticals Com Shs (INO) 0.0 $505.990800 291.00 1.74
Lucid Group Com New (LCID) 0.0 $476.000000 50.00 9.52