Pioneer Family Office, LLC
Family OfficeCIK
2135110
Location
NORTH MIAMI BEACH, FL
Portfolio Value
Micro
$32,561,207
Diversification
Highly concentrated
Filing Date
Global Rank
#6,969
/ 8,232
▲ 137
Top Industry
Consumer Electronics
13.8%
3Y Alpha vs SPY
+16.6%
Period ended 2 months ago
Filed May 14, 2026 · 31d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+13.5%
SPY
+9.1%
Annualised alpha
+16.6%
Max drawdown
−8.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
65.9%
+4.4 pts
Top 5
84.3%
+3.6 pts
Top 10
90.8%
+3.0 pts
HHI
4,453
Highly concentrated+532
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 83.0% | $27,027,627 |
| Technology | 4.7% | $1,532,124 |
| Financial Services | 3.6% | $1,163,018 |
| Consumer Cyclical | 2.1% | $690,627 |
| Consumer Defensive | 1.8% | $587,356 |
| Healthcare | 1.7% | $562,206 |
| Energy | 1.4% | $465,705 |
| Communication Services | 1.2% | $397,849 |
| Industrials | 0.4% | $134,695 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HODL | VanEck Bitcoin ETF | −6,360 | 8,000 | $153,280 | |
| SDHY | PGIM Short Duration High Yield Opportunities Fund | −3,100 | 4,900 | $78,498 | |
| AAPL | Apple Inc. | −1,560 | 2,997 | $760,608 | |
| DIS | Walt Disney Co | −633 | 400 | $38,552 | |
| PYPL | PayPal Holdings, Inc. | −316 | 40 | $1,809 | |
| AMZN | Amazon Com Inc | −300 | 2,602 | $541,918 | |
| LLY | ELI LILLY & Co | −300 | 240 | $220,744 | |
| MSFT | Microsoft Corp | −150 | 806 | $298,357 | |
| MU | Micron Technology Inc | −40 | 120 | $40,540 | |
| WMT | Walmart Inc. | −10 | 3,097 | $384,895 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | 485 | $243,785 | |
| BAC | Bank Of America Corp /De/ | 2,170 | $119,350 | |
| TSLA | Tesla, Inc. | 200 | $89,944 | |
| RKT | Rocket Companies, Inc. | 3,630 | $70,276 | |
| GE | General Electric Co | 212 | $65,302 | |
| CHWY | Chewy, Inc. | 1,200 | $39,660 | |
| C | Citigroup Inc | 300 | $35,007 | |
| GEV | GE Vernova Inc. | 53 | $34,639 | |
| KO | Coca Cola Co | 450 | $31,459 | |
| INTC | Intel Corp | 850 | $31,365 | |
| LOMA | Loma Negra Compania Industrial Argentina Sociedad Anonima | 2,350 | $30,432 | |
| TGT | Target Corp | 238 | $23,264 | |
| GGB | Gerdau S.A. | 6,174 | $22,782 | |
| LULU | lululemon athletica inc. | 80 | $16,624 | |
| HUM | Humana Inc | 53 | $13,574 | |
| ROKU | Roku, Inc | 100 | $10,849 | |
| GEHC | GE HealthCare Technologies Inc. | 70 | $5,741 | |
| No positions match the current search. | ||||
49 positions ·
$32,561,207 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 37,158 | $21,446,854 | 65.87% | |
| BTCW |
WisdomTree Bitcoin Fund
|
Held | 34,800 | $2,495,508 | 7.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,521 | $1,639,507 | 5.04% | |
| OUNZ |
VanEck Merk Gold ETF
|
Added | 24,360 | $1,097,418 | 3.37% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,997 | $760,608 | 2.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,602 | $541,918 | 1.66% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,450 | $438,248 | 1.35% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,097 | $384,895 | 1.18% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
Held | 18,523 | $384,352 | 1.18% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 450 | $380,695 | 1.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 628 | $359,297 | 1.10% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 806 | $298,357 | 0.92% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 240 | $220,744 | 0.68% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 170 | $169,393 | 0.52% | |
| HODL |
VanEck Bitcoin ETF
|
Reduced | 8,000 | $153,280 | 0.47% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 860 | $149,984 | 0.46% | |
| GLD |
Spdr Gold Trust
|
Held | 333 | $143,286 | 0.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 558 | $136,397 | 0.42% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 70 | $121,031 | 0.37% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 440 | $119,059 | 0.37% | |
| ORCL |
Oracle Corp
Technology
|
Held | 800 | $117,688 | 0.36% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
Held | 10,500 | $116,130 | 0.36% | |
| AXP |
American Express Co
Financial Services
|
Held | 350 | $105,868 | 0.33% | |
| SDHY |
PGIM Short Duration High Yield Opportunities Fund
Financial Services
|
Reduced | 4,900 | $78,498 | 0.24% | |
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
Held | 2,500 | $75,300 | 0.23% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 84 | $50,768 | 0.16% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 200 | $48,616 | 0.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 260 | $44,111 | 0.14% | |
| FDX |
Fedex Corp
Industrials
|
Held | 120 | $42,741 | 0.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 142 | $41,770 | 0.13% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 120 | $41,186 | 0.13% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 120 | $40,540 | 0.12% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 400 | $38,552 | 0.12% | |
| CVX |
Chevron Corp
Energy
|
Held | 180 | $37,242 | 0.11% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 75 | $34,739 | 0.11% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 200 | $33,068 | 0.10% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 160 | $32,548 | 0.10% | |
| SOUN |
Soundhound Ai, Inc.
Technology
|
Added | 4,000 | $27,480 | 0.08% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Held | 200 | $25,092 | 0.08% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 150 | $24,048 | 0.07% | |
| SLV |
iShares Silver Trust
|
NEW | 250 | $17,035 | 0.05% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
Held | 180 | $14,916 | 0.05% | |
| ALAB |
Astera Labs, Inc.
Technology
|
NEW | 115 | $12,604 | 0.04% | |
| ORMP |
Oramed Pharmaceuticals Inc.
Healthcare
|
Held | 3,000 | $10,200 | 0.03% | |
| GPRO |
GoPro, Inc.
Technology
|
Held | 6,150 | $4,735 | 0.01% | |
| NIO |
NIO Inc.
Consumer Cyclical
|
Held | 350 | $2,110 | 0.01% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Reduced | 40 | $1,809 | 0.01% | |
| INO |
Inovio Pharmaceuticals, Inc.
Healthcare
|
Held | 291 | $506 | 0.00% | |
| LCID |
Lucid Group, Inc.
Consumer Cyclical
|
Held | 50 | $476 | 0.00% |