Pioneer Family Office, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$155.7M
Q ending 2026-03-31
Prior quarter
$148.0M
Q ending 2025-12-31
Change
+5.2% QoQ
Positions
122
reported holdings
Largest positions
Top 100 of 122 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $55.2M | 92K |
| Invesco Qqq Tr | QQQ | Shares | $21.4M | 37K |
| Vanguard World Fd | VGT | Shares | $17.4M | 25K |
| Ishares Inc | EIS | Shares | $13.4M | 115K |
| Vaneck Etf Trust | ANGL | Principal | $13.0M | 454K |
| Ishares Tr | IVLU | Shares | $11.9M | 301K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $2.2M | 9K |
| Global X Fds | SHLD | Shares | $2.1M | 30K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.6M | 3K |
| Vaneck Etf Trust | MOAT | Shares | $1.3M | 13K |
| Vaneck Merk Gold Etf | OUNZ | Shares | $1.1M | 24K |
| Apple Inc | AAPL | Shares | $761K | 3K |
| Spdr Series Trust | SPYM | Shares | $706K | 9K |
| Ishares Tr | DGRO | Shares | $641K | 9K |
| Vanguard Index Fds | VUG | Shares | $623K | 1K |
| Select Sector Spdr Tr | XLK | Shares | $612K | 5K |
| Wisdomtree Bitcoin Fd | BTCW | Shares | $556K | 35K |
| Amazon Com Inc | AMZN | Shares | $542K | 3K |
| Vaneck Etf Trust | SMH | Shares | $473K | 1K |
| Vanguard Index Fds | VTV | Shares | $439K | 2K |
| Visa Inc | V | Shares | $438K | 1K |
| Walmart Inc | WMT | Shares | $385K | 3K |
| Petroleo Brasileiro S A | PBR | Shares | $384K | 19K |
| Goldman Sachs Group Inc | GS | Shares | $381K | 450 |
| Ishares Tr | IVV | Shares | $378K | 579 |
| Vanguard Tax-Managed Fds | VEA | Shares | $373K | 6K |
| Meta Platforms Inc | META | Shares | $359K | 628 |
| First Tr Exchange Traded Fd | AIRR | Shares | $353K | 3K |
| Microsoft Corp | MSFT | Shares | $298K | 806 |
| Vaneck Etf Trust | NLR | Shares | $248K | 2K |
| Eli Lilly & Co | LLY | Shares | $221K | 240 |
| Ishares Tr | ILF | Shares | $219K | 6K |
| Vanguard Charlotte Fds | BNDX | Principal | $198K | 4K |
| Vanguard Bd Index Fds | BSV | Principal | $173K | 2K |
| Alphabet Inc | GOOG | Shares | $172K | 600 |
| Costco Wholesale Corporation | COST | Shares | $169K | 170 |
| Trust For Professional Manag | APUE | Shares | $162K | 4K |
| Invesco Exchange Traded Fd T | XLG | Shares | $155K | 3K |
| Vaneck Bitcoin Etf | HODL | Shares | $153K | 8K |
| Nvidia Corporation | NVDA | Shares | $150K | 860 |
| Global X Fds | ARGT | Shares | $149K | 2K |
| Spdr Gold Tr | GLD | Shares | $143K | 333 |
| Johnson & Johnson | JNJ | Shares | $136K | 558 |
| Vaneck Etf Trust | HYEM | Principal | $136K | 1K |
| Vanguard Intl Equity Index F | VWO | Shares | $130K | 2K |
| Ishares Tr | AGG | Principal | $130K | 1K |
| Vanguard Scottsdale Fds | VCIT | Principal | $121K | 1K |
| Mercadolibre Inc | MELI | Shares | $121K | 70 |
| Unitedhealth Group Inc | UNH | Shares | $119K | 440 |
| Wisdomtree Tr | DGRW | Shares | $118K | 1K |
| Oracle Corp | ORCL | Shares | $118K | 800 |
| Blue Owl Capital Corporation | OBDC | Shares | $116K | 11K |
| Trust For Professional Manag | APCB | Principal | $116K | 4K |
| Ishares Inc | EWZ | Shares | $107K | 3K |
| American Express Co | AXP | Shares | $106K | 350 |
| Ishares Tr | EUFN | Shares | $103K | 3K |
| Direxion Shares Etf Trust | FAS | Shares | $102K | 859 |
| Ishares Tr | IBDW | Principal | $99K | 5K |
| Invesco Exchange Traded Fd T | PRFZ | Shares | $97K | 2K |
| Ishares Tr | IEFA | Shares | $82K | 906 |
| Pgim Short Dur Hig Yld Opp F | SDHY | Principal | $78K | 5K |
| Vanguard Scottsdale Fds | VMBS | Principal | $76K | 2K |
| Teva Pharmaceutical Inds Ltd | TEVA | Shares | $75K | 3K |
| Vanguard Bd Index Fds | BIV | Principal | $70K | 909 |
| Vanguard Bd Index Fds | BLV | Principal | $69K | 996 |
| Trust For Professional Manag | APIE | Shares | $67K | 2K |
| Alps Etf Tr | AMLP | Shares | $63K | 1K |
| Vanguard Index Fds | VB | Shares | $58K | 222 |
| Petroleo Brasileiro S A | PBR/A | Shares | $56K | 3K |
| Ishares Tr | IJH | Shares | $53K | 787 |
| Lockheed Martin Corp | LMT | Shares | $51K | 84 |
| Adobe Inc | ADBE | Shares | $49K | 200 |
| Ishares Tr | IEI | Principal | $45K | 380 |
| Exxon Mobil Corp | XOM | Shares | $44K | 260 |
| Fedex Corp | FDX | Shares | $43K | 120 |
| Jpmorgan Chase & Co | JPM | Shares | $42K | 142 |
| General Dynamics Corp | GD | Shares | $41K | 120 |
| Micron Technology Inc | MU | Shares | $41K | 120 |
| Disney Walt Co | DIS | Shares | $39K | 400 |
| Wisdomtree Tr | DXJ | Shares | $38K | 240 |
| Chevron Corporation | CVX | Shares | $37K | 180 |
| Vanguard Scottsdale Fds | VCSH | Principal | $36K | 460 |
| Vanguard Intl Equity Index F | VEU | Shares | $36K | 482 |
| State Str Spdr Dow Jones Ind | DIA | Shares | $35K | 75 |
| Ishares Tr | IEUR | Shares | $34K | 489 |
| Select Sector Spdr Tr | XLF | Shares | $34K | 690 |
| Philip Morris Intl Inc | PM | Shares | $33K | 200 |
| Advanced Micro Devices Inc | AMD | Shares | $33K | 160 |
| Vanguard Intl Equity Index F | VGK | Shares | $31K | 375 |
| Soundhound Ai Inc | SOUN | Shares | $27K | 4K |
| Select Sector Spdr Tr | XLC | Shares | $27K | 242 |
| Ishares Tr | TLT | Principal | $26K | 298 |
| Alibaba Group Hldg Ltd | BABA | Shares | $25K | 200 |
| Wedbush Ser Tr | IVES | Shares | $24K | 850 |
| Palo Alto Networks Inc | PANW | Shares | $24K | 150 |
| Ishares Tr | IEF | Principal | $23K | 245 |
| Select Sector Spdr Tr | XLV | Shares | $23K | 159 |
| Ishares Tr | IBDU | Principal | $21K | 910 |
| Proshares Tr | SQQQ | Shares | $21K | 260 |
| Vaneck Etf Trust | SMOG | Shares | $20K | 145 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.