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Pioneer Family Office reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 28 July 2026, signed by LEILA SHAVER, COUNSEL. Retrieved 14 October 2026. Page updated 21 October 2026.

Pioneer Family Office’s reported 13F holdings total $194M across 129 positions as of 30 June 2026. The ten largest make up 90.6% of it, and its value rose 24.7% from the prior quarter.

$194M
Reported 13F value
129
Positions
90.6%
In the 10 largest
+24.7%
Value vs. prior quarter

Largest positions

Vanguard Index FdsS&P 500 ETF SHS$67.8M
Class
S&P 500 ETF SHS
Share
35.0%
Invesco Qqq TRUNIT SER 1$28.2M
Class
UNIT SER 1
Share
14.5%
Vanguard World FDINF TECH ETF$25.4M
Class
INF TECH ETF
Share
13.1%
Invesco Exch Traded FD TR IIS&P 500 MOMNTM$17.8M
Class
S&P 500 MOMNTM
Share
9.2%
Vaneck ETF TrustFALLEN ANGEL HG$13.2M
Class
FALLEN ANGEL HG
Share
6.8%
iShares TRMSCI INTL VLU FT$12.5M
Class
MSCI INTL VLU FT
Share
6.4%
iShares TRISHARES SEMICDTR$4.86M
Class
ISHARES SEMICDTR
Share
2.5%
Invesco Exch Traded FD TR IINASDAQ 100 ETF$2.83M
Class
NASDAQ 100 ETF
Share
1.5%
State Str SPDR S&P 500 ETF TTR UNIT$1.88M
Class
TR UNIT
Share
1.0%
Vaneck ETF TrustMRNGSTR WDE MOAT$1.4M
Class
MRNGSTR WDE MOAT
Share
0.7%
Vaneck Merk Gold ETFGOLD SHS$988K
Class
GOLD SHS
Share
0.5%
Vaneck ETF TrustSEMICONDUCTR ETF$981K
Class
SEMICONDUCTR ETF
Share
0.5%
Select Sector SPDR TRST STR TECHN ETF$878K
Class
ST STR TECHN ETF
Share
0.5%
Apple Inc.COM$867K
Class
COM
Share
0.4%
iShares TRCORE DIV GRWTH$847K
Class
CORE DIV GRWTH
Share
0.4%
SPDR Series TrustST STR P500ETF$827K
Class
ST STR P500ETF
Share
0.4%
Vanguard Index FdsGROWTH ETF$679K
Class
GROWTH ETF
Share
0.3%
Amazon Com Inc.COM$620K
Class
COM
Share
0.3%
Invesco Exchange Traded FD TS&P 500 TOP 50$509K
Class
S&P 500 TOP 50
Share
0.3%
Visa Inc.COM CL A$497K
Class
COM CL A
Share
0.3%
Wisdomtree Bitcoin FDSHS BEN INT$485K
Class
SHS BEN INT
Share
0.3%
Goldman Sachs Group Inc.COM$455K
Class
COM
Share
0.2%
Vanguard Index FdsVALUE ETF$442K
Class
VALUE ETF
Share
0.2%
iShares TRCORE S&P500 ETF$434K
Class
CORE S&P500 ETF
Share
0.2%
iShares Inc.MSCI ISRAEL ETF$400K
Class
MSCI ISRAEL ETF
Share
0.2%
Walmart Inc.COM$351K
Class
COM
Share
0.2%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$349K
Class
VAN FTSE DEV MKT
Share
0.2%
Abbvie Inc.COM$307K
Class
COM
Share
0.2%
Microsoft Corp.COM$301K
Class
COM
Share
0.2%
Petroleo Brasileiro S ASPONSORED ADR$245K
Class
SPONSORED ADR
Share
0.1%
Astera Labs Inc.COM$237K
Class
COM
Share
0.1%
Mercadolibre Inc.COM$221K
Class
COM
Share
0.1%
Vaneck ETF TrustURANI NUCLE ETF$216K
Class
URANI NUCLE ETF
Share
0.1%
Alphabet Inc.CAP STK CL C$212K
Class
CAP STK CL C
Share
0.1%
Trust For Professional ManagACTIVEPASSIVE US$187K
Class
ACTIVEPASSIVE US
Share
0.1%
iShares TRLATN AMER 40 ETF$184K
Class
LATN AMER 40 ETF
Share
0.1%
Unitedhealth Group Inc.COM$183K
Class
COM
Share
0.1%
Vanguard Scottsdale FdsINT-TERM CORP$172K
Class
INT-TERM CORP
Share
0.1%
Nvidia CorporationCOM$172K
Class
COM
Share
0.1%
Costco Wholesale CorporationCOM$159K
Class
COM
Share
0.1%
Vanguard Charlotte FdsTOTAL INT BD ETF$154K
Class
TOTAL INT BD ETF
Share
0.1%
Nebius Group N.V.SHS CLASS A$148K
Class
SHS CLASS A
Share
0.1%
Global X FdsGB MSCI AR ETF$146K
Class
GB MSCI AR ETF
Share
0.1%
Eli Lilly & COCOM$144K
Class
COM
Share
0.1%
Johnson & JohnsonCOM$142K
Class
COM
Share
0.1%
Vaneck ETF TrustEMERGING MRKT HI$139K
Class
EMERGING MRKT HI
Share
0.1%
Berkshire Hathaway Inc. DelCL B NEW$138K
Class
CL B NEW
Share
0.1%
Vaneck Bitcoin ETFSH BEN INT$133K
Class
SH BEN INT
Share
0.1%
iShares TRCORE US AGGBD ET$130K
Class
CORE US AGGBD ET
Share
0.1%
Wisdomtree TRUS QTLY DIV GRT$128K
Class
US QTLY DIV GRT
Share
0.1%

The share class is shown on a wider screen.

The 50 largest of 129 positions by value, with holdings of the same security combined. The 129 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
2135110
File number
028-26915
Options
0 call, 0 put
In the 25 largest
95.7%
Prior quarter
$156M at 31 March 2026
Positions opened
18
Positions closed
11

Common questions

What are Pioneer Family Office’s 13F holdings worth?

$194 million across 129 positions for the quarter ended 30 June 2026.

What is Pioneer Family Office’s largest 13F holding?

VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $67.8 million, or 35.0% of reported 13F value, as of 30 June 2026.

How concentrated is Pioneer Family Office’s 13F portfolio?

The ten largest positions accounted for 90.6% of reported value and the twenty-five largest for 95.7%, across 129 positions as of 30 June 2026.

Does Form 13F show everything Pioneer Family Office manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Pioneer Family Office file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Pioneer Family Office profile

Sources

  1. Form 13F-HR, accession 0002135110-26-000003, filed 28 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0002135110-26-000002, filed 14 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Pioneer Family Office, LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.