Pioneer Family Office, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 91.7%; sector active share 75.9% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
129 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.4% | $148,424,821 |
| Financial Services | 12.6% | $22,119,489 |
| Technology | 1.2% | $2,064,776 |
| Healthcare | 0.5% | $888,625 |
| Consumer Cyclical | 0.5% | $862,121 |
| Consumer Defensive | 0.3% | $545,977 |
| Communication Services | 0.3% | $467,268 |
| Energy | 0.2% | $319,226 |
| Industrials | 0.1% | $186,981 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +187,558 | 212,483 | $25,395,968 | |
| VOO | VANGUARD 500 INDEX FUND | +6,464 | 98,792 | $67,851,333 | |
| VUG | VANGUARD GROWTH INDEX FUND | +6,452 | 7,878 | $678,610 | |
| XLG | Victory Portfolios II | +5,470 | 8,319 | $509,372 | |
| DGRO | iShares Core Dividend Growth ETF | +2,050 | 11,180 | $0 | |
| 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 | |
| SMH | VanEck Semiconductor ETF | +260 | 1,495 | $980,555 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +185 | 9,410 | $826,950 | |
| IEUR | iShares Core MSCI Europe ETF | +115 | 604 | $0 | |
| LMT | Lockheed Martin Corp | +84 | 168 | $85,589 | |
| QQQM | Invesco Ltd. | +60 | 9,350 | $2,832,769 | |
| MELI | Mercadolibre Inc | +60 | 130 | $220,660 | |
| XLF | State Street Corp | +40 | 730 | $39,135 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | +12 | 218 | $9,884 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +8 | 4,611 | $878,487 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | +6 | 85 | $9,968 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | +4 | 163 | $25,861 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EIS | iShares MSCI Israel ETF | −111,984 | 3,315 | $400,153 | |
| PBR | Petrobras - Petroleo Brasileiro SA | −3,333 | 15,190 | $245,470 | |
| IVLU | iShares MSCI Intl Value Factor ETF | −2,965 | 297,820 | $0 | |
| VEA | Vanguard FTSE Developed Markets ETF | −922 | 4,892 | $348,555 | |
| ILF | iShares Latin America 40 ETF | −720 | 5,450 | $0 | |
| META | Meta Platforms, Inc. | −492 | 136 | $76,607 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −398 | 2,007 | $119,797 | |
| VTV | VANGUARD VALUE INDEX FUND | −207 | 2,030 | $442,397 | |
| LLY | ELI LILLY & Co | −120 | 120 | $143,931 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | −58 | 184 | $19,711 | |
| VB | Vanguard Index Funds | −41 | 181 | $54,864 | |
| VEU | Vanguard International Equity Index Funds | −40 | 442 | $37,017 | |
| IJR | iShares Core S&P Small-Cap ETF | −14 | 106 | $0 | |
| IGM | iShares Expanded Tech Sector ETF | −12 | 60 | $0 | |
| VPL | VANGUARD PACIFIC STOCK INDEX FUND | −8 | 62 | $7,172 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPMO | Invesco Ltd. | 110,355 | $17,826,746 | |
| ANGL | VanEck Fallen Angel High Yield Bond ETF | 450,854 | $13,182,970 | |
| ABBV | AbbVie Inc. | 1,221 | $307,252 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 2,086 | $172,407 | |
| BNDX | Vanguard Total International Bond ETF | 3,177 | $153,862 | |
| NBIS | Nebius Group N.V. | 535 | $147,750 | |
| BRK-B | Berkshire Hathaway Inc | 275 | $137,607 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 1,637 | $127,538 | |
| APCB | Trust for Professional Managers | 3,940 | $115,942 | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | 1,140 | $53,363 | |
| SDHY | PGIM Short Duration High Yield Opportunities Fund | 3,045 | $49,907 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 617 | $48,761 | |
| BIV | Vanguard Bond Index Funds | 627 | $48,090 | |
| BLV | VANGUARD LONG-TERM BOND INDEX FUND | 689 | $47,492 | |
| 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 | |
| HYEM | VanEck Emerging Markets High Yield Bond ETF | 1,000 | $20,110 | |
| ABT | Abbott Laboratories | 133 | $12,068 | |
| SPCX | Space Exploration Technologies Corp | 70 | $11,960 | |
| — | 189 | $9,606 | ||
| FDXF | FedEx Freight Holding Company, Inc. | 60 | $9,060 | |
| ELOX | Eloxx Pharmaceuticals, Inc. | 96 | $1,332 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AIRR | First Trust Exchange-Traded Fund VI | 3,190 | $353,388 | |
| XOM | ExxonMobil Holdings Corp | 260 | $44,111 | |
| MU | Micron Technology Inc | 120 | $40,540 | |
| DIS | Walt Disney Co | 400 | $38,552 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | 375 | $30,911 | |
| — | 241 | $19,757 | ||
| AMLP | Alerian MLP ETF | 1,206 | $0 | |
| EEMA | iShares Trust | 72 | $0 | |
| FAS | Direxion Daily Financial Bull 3X Shares | 859 | $0 | |
| EUFN | iShares MSCI Europe Financials ETF | 2,960 | $0 | |
| SHLD | Global X Defense Tech ETF | 30,055 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 98,792 | $67,851,333 | 38.58% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 38,297 | $28,201,910 | 16.03% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 212,483 | $25,395,968 | 14.44% | |
| SPMO |
Invesco Ltd.
Financial Services
|
NEW | 110,355 | $17,826,746 | 10.14% | |
| ANGL |
VanEck Fallen Angel High Yield Bond ETF
|
Reduced | 450,854 | $13,182,970 | 7.50% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Added | 9,350 | $2,832,769 | 1.61% | |
| BTCW |
WisdomTree Bitcoin Fund
|
Held | 34,800 | $2,157,600 | 1.23% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,521 | $1,882,607 | 1.07% | |
| MOAT |
VanEck Morningstar Wide Moat ETF
|
Held | 13,475 | $1,400,861 | 0.80% | |
| OUNZ |
VanEck Merk Gold ETF
|
Added | 25,595 | $987,711 | 0.56% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 1,495 | $980,555 | 0.56% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 4,611 | $878,487 | 0.50% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,997 | $867,211 | 0.49% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 9,410 | $826,950 | 0.47% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 7,878 | $678,610 | 0.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,602 | $620,160 | 0.35% | |
| XLG |
Victory Portfolios II
|
Added | 8,319 | $509,372 | 0.29% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,450 | $497,480 | 0.28% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 450 | $455,116 | 0.26% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Reduced | 2,030 | $442,397 | 0.25% | |
| EIS |
iShares MSCI Israel ETF
|
Reduced | 3,315 | $400,153 | 0.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,097 | $350,766 | 0.20% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 4,892 | $348,555 | 0.20% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 1,221 | $307,252 | 0.17% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 806 | $300,654 | 0.17% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
Reduced | 15,190 | $245,470 | 0.14% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Added | 490 | $236,679 | 0.13% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 130 | $220,660 | 0.13% | |
| NLR |
VanEck Uranium and Nuclear ETF
|
Held | 1,860 | $215,722 | 0.12% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 600 | $211,998 | 0.12% | |
| APUE |
ActivePassive U.S. Equity ETF
|
Held | 4,045 | $186,879 | 0.11% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 440 | $182,877 | 0.10% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 2,086 | $172,407 | 0.10% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 860 | $172,077 | 0.10% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 170 | $159,029 | 0.09% | |
| BNDX |
Vanguard Total International Bond ETF
|
Reduced | 3,177 | $153,862 | 0.09% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
NEW | 535 | $147,750 | 0.08% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 120 | $143,931 | 0.08% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 558 | $141,715 | 0.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 275 | $137,607 | 0.08% | |
| HODL |
VanEck Bitcoin ETF
|
Held | 8,000 | $132,880 | 0.08% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Reduced | 1,637 | $127,538 | 0.07% | |
| GLD |
Spdr Gold Trust
|
Held | 333 | $122,670 | 0.07% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 2,007 | $119,797 | 0.07% | |
| AXP |
American Express Co
Financial Services
|
Held | 350 | $118,387 | 0.07% | |
| PRFZ |
Invesco RAFI US 1500 Small-Mid ETF
|
Held | 2,105 | $117,395 | 0.07% | |
| ORCL |
Oracle Corp
Technology
|
Held | 800 | $117,240 | 0.07% | |
| APCB |
Trust for Professional Managers
|
Held | 3,940 | $115,942 | 0.07% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
Held | 10,500 | $114,135 | 0.06% | |
| SLV |
iShares Silver Trust
|
Added | 1,895 | $101,325 | 0.06% |
Showing the top 50 of 129 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.