Pioneer Family Office, LLC
Family OfficeCIK
2135110
Location
NORTH MIAMI BEACH, FL
Portfolio Value
Micro
$40,125,777
Diversification
Highly concentrated
Filing Date
Global Rank
#2,294
/ 2,968
▲ 5051
Top Industry
Consumer Electronics
13.4%
3Y Alpha vs SPY
+0.1%
Period ended 30 days ago
Filed Jul 28, 2026 · 2d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+7.5%
SPY
+9.0%
Annualised alpha
-3.6%
Max drawdown
−8.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
59 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
70.3%
+4.4 pts
Top 5
85.0%
+0.7 pts
Top 10
90.5%
−0.3 pts
HHI
5,012
Highly concentrated+559
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 83.8% | $33,625,882 |
| Technology | 5.1% | $2,064,776 |
| Financial Services | 3.5% | $1,420,839 |
| Healthcare | 2.2% | $888,625 |
| Consumer Cyclical | 2.1% | $862,121 |
| Consumer Defensive | 1.4% | $545,977 |
| Energy | 0.7% | $275,306 |
| Communication Services | 0.6% | $255,270 |
| Industrials | 0.5% | $186,981 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SOUN | Soundhound Ai, Inc. | +2,000 | 6,000 | $38,820 | |
| SLV | iShares Silver Trust | +1,645 | 1,895 | $101,325 | |
| OUNZ | VanEck Merk Gold ETF | +1,235 | 25,595 | $987,711 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,139 | 38,297 | $28,201,910 | |
| ALAB | Astera Labs, Inc. | +375 | 490 | $236,679 | |
| LMT | Lockheed Martin Corp | +84 | 168 | $85,589 | |
| MELI | Mercadolibre Inc | +60 | 130 | $220,660 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABBV | AbbVie Inc. | 1,221 | $307,252 | |
| NBIS | Nebius Group N.V. | 535 | $147,750 | |
| BRK-B | Berkshire Hathaway Inc | 275 | $137,607 | |
| TOST | Toast, Inc. | 1,500 | $41,730 | |
| ANET | Arista Networks, Inc. | 200 | $33,976 | |
| APP | AppLovin Corp | 60 | $30,913 | |
| PATH | UiPath, Inc. | 2,500 | $27,175 | |
| PLTR | Palantir Technologies Inc. | 200 | $23,334 | |
| ABT | Abbott Laboratories | 133 | $12,068 | |
| SPCX | Space Exploration Technologies Corp | 70 | $11,960 | |
| FDXF | FedEx Freight Holding Company, Inc. | 60 | $9,060 | |
| ELOX | Eloxx Pharmaceuticals, Inc. | 96 | $1,332 | |
| AAL | American Airlines Group Inc. | 16 | $289 | |
| No positions match the current search. | ||||
59 tracked positions ·
$40,125,777 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 59 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 38,297 | $28,201,910 | 70.28% | |
| BTCW |
WisdomTree Bitcoin Fund
|
Held | 34,800 | $2,157,600 | 5.38% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,521 | $1,882,607 | 4.69% | |
| OUNZ |
VanEck Merk Gold ETF
|
Added | 25,595 | $987,711 | 2.46% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,997 | $867,211 | 2.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,602 | $620,160 | 1.55% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,450 | $497,480 | 1.24% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 450 | $455,116 | 1.13% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,097 | $350,766 | 0.87% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 1,221 | $307,252 | 0.77% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 806 | $300,654 | 0.75% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
Reduced | 15,190 | $245,470 | 0.61% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Added | 490 | $236,679 | 0.59% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 130 | $220,660 | 0.55% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 440 | $182,877 | 0.46% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 860 | $172,077 | 0.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 170 | $159,029 | 0.40% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
NEW | 535 | $147,750 | 0.37% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 120 | $143,931 | 0.36% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 558 | $141,715 | 0.35% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 275 | $137,607 | 0.34% | |
| HODL |
VanEck Bitcoin ETF
|
Held | 8,000 | $132,880 | 0.33% | |
| GLD |
Spdr Gold Trust
|
Held | 333 | $122,670 | 0.31% | |
| AXP |
American Express Co
Financial Services
|
Held | 350 | $118,387 | 0.30% | |
| ORCL |
Oracle Corp
Technology
|
Held | 800 | $117,240 | 0.29% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
Held | 10,500 | $114,135 | 0.28% | |
| SLV |
iShares Silver Trust
|
Added | 1,895 | $101,325 | 0.25% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 160 | $92,945 | 0.23% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 168 | $85,589 | 0.21% | |
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
Held | 2,500 | $84,700 | 0.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 136 | $76,607 | 0.19% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 150 | $51,153 | 0.13% | |
| SDHY |
PGIM Short Duration High Yield Opportunities Fund
Financial Services
|
Reduced | 3,045 | $49,907 | 0.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 142 | $46,480 | 0.12% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 120 | $42,508 | 0.11% | |
| TOST |
Toast, Inc.
Technology
|
NEW | 1,500 | $41,730 | 0.10% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 200 | $41,004 | 0.10% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 75 | $39,179 | 0.10% | |
| SOUN |
Soundhound Ai, Inc.
Technology
|
Added | 6,000 | $38,820 | 0.10% | |
| FDX |
Fedex Corp
Industrials
|
Held | 120 | $37,575 | 0.09% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 200 | $36,182 | 0.09% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 200 | $33,976 | 0.08% | |
| APP |
AppLovin Corp
Communication Services
|
NEW | 60 | $30,913 | 0.08% | |
| CVX |
Chevron Corp
Energy
|
Held | 180 | $29,836 | 0.07% | |
| PATH |
UiPath, Inc.
Technology
|
NEW | 2,500 | $27,175 | 0.07% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 200 | $23,334 | 0.06% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Held | 200 | $19,196 | 0.05% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
Held | 180 | $15,994 | 0.04% | |
| ORMP |
Oramed Pharmaceuticals Inc.
Healthcare
|
Held | 3,000 | $14,430 | 0.04% | |
| ABT |
Abbott Laboratories
Healthcare
|
NEW | 133 | $12,068 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.