Pioneer Family Office, LLC

Family Office

CIK

2135110

Location

NORTH MIAMI BEACH, FL

Portfolio Value

Micro $32,552,907

Diversification

Highly concentrated

Filing Date

Global Rank

#7,337 / 8,609 ▲ 7 · as of Mar 2026

Top Industry

Consumer Electronics 13.9%

3Y Alpha vs SPY

+8.6%

Period ended 4 months ago

Filed May 14, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+12.7%

SPY

+10.2%

Annualised alpha

+7.2%

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, 2025

Top Position

65.9%

+4.4 pts

Top 5

84.3%

+3.6 pts

Top 10

90.8%

+3.0 pts

HHI

4,455

Highly concentrated+533

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	83.0%	$27,027,627	8
Technology	4.7%	$1,532,124	12
Financial Services	3.6%	$1,163,018	7
Consumer Cyclical	2.1%	$690,627	5
Consumer Defensive	1.8%	$587,356	3
Healthcare	1.7%	$562,206	6
Energy	1.4%	$465,705	3
Communication Services	1.2%	$397,849	2
Industrials	0.4%	$126,395	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
OUNZ	VanEck Merk Gold ETF	+10,870	24,360	$1,097,418
SOUN	Soundhound Ai, Inc.	+1,500	4,000	$27,480
QQQ	Invesco Qqq Trust, Series 1	+1,426	37,158	$21,446,854
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
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
LLY	ELI LILLY & Co	−300	240	$220,744
AMZN	Amazon Com Inc	−300	2,602	$541,918
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	250	$17,035
ALAB	Astera Labs, Inc.	115	$12,604
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

49 positions · $32,552,907 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	37,158	+1,426	$21,446,854	−2.3%	65.88%
BTCW	WisdomTree Bitcoin Fund	Held	34,800	0	$2,495,508	−22.6%	7.67%
SPY	Spdr S&P 500 ETF Trust	Held	2,521	0	$1,639,507	−4.6%	5.04%
OUNZ	VanEck Merk Gold ETF	Added	24,360	+10,870	$1,097,418	+96.1%	3.37%
AAPL	Apple Inc. Technology	Reduced	2,997	-1,560	$760,608	−38.6%	2.34%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,602	-300	$541,918	−19.1%	1.66%
V	Visa Inc. Financial Services	Held	1,450	0	$438,248	−13.8%	1.35%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,097	-10	$384,895	+11.2%	1.18%
PBR	Petrobras - Petroleo Brasileiro SA Energy	Held	18,523	0	$384,352	+75.1%	1.18%
GS	Goldman Sachs Group Inc Financial Services	Held	450	0	$380,695	−3.8%	1.17%
META	Meta Platforms, Inc. Communication Services	Held	628	0	$359,297	−13.3%	1.10%
MSFT	Microsoft Corp Technology	Reduced	806	-150	$298,357	−35.5%	0.92%
LLY	ELI LILLY & Co Healthcare	Reduced	240	-300	$220,744	−62.0%	0.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	170	0	$169,393	+15.6%	0.52%
HODL	VanEck Bitcoin ETF	Reduced	8,000	-6,360	$153,280	−56.8%	0.47%
NVDA	Nvidia Corp Technology	Held	860	0	$149,984	−6.5%	0.46%
GLD	Spdr Gold Trust	Held	333	0	$143,286	+8.6%	0.44%
JNJ	Johnson & Johnson Healthcare	Held	558	0	$136,397	+18.1%	0.42%
MELI	Mercadolibre Inc Consumer Cyclical	Held	70	0	$121,031	−14.2%	0.37%
UNH	Unitedhealth Group Inc Healthcare	Held	440	0	$119,059	−18.0%	0.37%
ORCL	Oracle Corp Technology	Held	800	0	$117,688	−24.5%	0.36%
OBDC	Blue Owl Capital Corp Financial Services	Held	10,500	0	$116,130	−11.0%	0.36%
AXP	American Express Co Financial Services	Held	350	0	$105,868	−18.2%	0.33%
SDHY	PGIM Short Duration High Yield Opportunities Fund Financial Services	Reduced	4,900	-3,100	$78,498	−40.4%	0.24%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Held	2,500	0	$75,300	−3.5%	0.23%
LMT	Lockheed Martin Corp Industrials	Held	84	0	$50,768	+25.0%	0.16%
ADBE	Adobe Inc. Technology	Held	200	0	$48,616	−30.5%	0.15%
XOM	ExxonMobil Holdings Corp Energy	Held	260	0	$44,111	+41.0%	0.14%
JPM	Jpmorgan Chase & Co Financial Services	Held	142	0	$41,770	−8.7%	0.13%
GD	General Dynamics Corp Industrials	Held	120	0	$41,186	+1.9%	0.13%
MU	Micron Technology Inc Technology	Reduced	120	-40	$40,540	−11.2%	0.12%
DIS	Walt Disney Co Communication Services	Reduced	400	-633	$38,552	−67.2%	0.12%
CVX	Chevron Corp Energy	Held	180	0	$37,242	+35.8%	0.11%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	75	0	$34,739	−3.6%	0.11%
FDX	Fedex Corp Industrials	Held	120	0	$34,441	+23.3%	0.11%
PM	Philip Morris International Inc. Consumer Defensive	Held	200	0	$33,068	+3.1%	0.10%
AMD	Advanced Micro Devices Inc Technology	Held	160	0	$32,548	−5.0%	0.10%
SOUN	Soundhound Ai, Inc. Technology	Added	4,000	+1,500	$27,480	+10.3%	0.08%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	200	0	$25,092	−14.4%	0.08%
PANW	Palo Alto Networks Inc Technology	Held	150	0	$24,048	−13.0%	0.07%
SLV	iShares Silver Trust	NEW	250	NEW	$17,035	NEW	0.05%
ASTS	AST SpaceMobile, Inc. Technology	Held	180	0	$14,916	+14.1%	0.05%
ALAB	Astera Labs, Inc. Technology	NEW	115	NEW	$12,604	NEW	0.04%
ORMP	Oramed Pharmaceuticals Inc. Healthcare	Held	3,000	0	$10,200	+19.3%	0.03%
GPRO	GoPro, Inc. Technology	Held	6,150	0	$4,735	−45.4%	0.01%
NIO	NIO Inc. Consumer Cyclical	Held	350	0	$2,110	+18.2%	0.01%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	40	-316	$1,809	−91.3%	0.01%
INO	Inovio Pharmaceuticals, Inc. Healthcare	Held	291	0	$506	0.0%	0.00%
LCID	Lucid Group, Inc. Consumer Cyclical	Held	50	0	$476	−9.8%	0.00%