Pioneer Family Office, Llc Portfolio Stock Holdings
Pioneer Family Office, Llc disclosed 122 stock positions valued at approximately $155.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and VANGUARD WORLD FD. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 122
- Portfolio Value
- $155.7M
Holdings by Sector
Pioneer Family Office, Llc Portfolio Holdings in Q1 2026
119 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 35.44% | 92,328 | +12,610 | +15.82% | $55,170,840 |
| INVESCO QQQ TR | QQQ | Other | 13.78% | 37,158 | +1,426 | +3.99% | $21,446,848 |
| VANGUARD WORLD FD | VGT | Other | 11.17% | 24,925 | +8,657 | +53.21% | $17,390,663 |
| ISHARES INC | EIS | Other | 8.59% | 115,299 | +84,789 | +277.91% | $13,378,584 |
| VANECK ETF TRUST | ANGL | Other | 8.38% | 454,099 | -7,055 | -1.53% | $13,039,184 |
| ISHARES TR | IVLU | Other | 7.67% | 300,785 | +300,785 | +100.00% | $11,935,264 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.42% | 9,290 | +145 | +1.59% | $2,207,490 |
| GLOBAL X FDS | SHLD | Other | 1.37% | 30,055 | +30,055 | +100.00% | $2,129,097 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.05% | 2,521 | - | - | $1,639,502 |
| VANECK ETF TRUST | MOAT | Other | 0.84% | 13,475 | - | - | $1,303,032 |
| VANECK MERK GOLD ETF | OUNZ | Other | 0.70% | 24,360 | +10,870 | +80.58% | $1,097,417 |
| APPLE INC | AAPL | Technology | 0.49% | 2,997 | -1,560 | -34.23% | $760,608 |
| SPDR SERIES TRUST | SPLG | Other | 0.45% | 9,225 | +2,865 | +45.05% | $706,081 |
| ISHARES TR | DGRO | Other | 0.41% | 9,130 | -46,217 | -83.50% | $640,744 |
| VANGUARD INDEX FDS | VUG | Other | 0.40% | 1,426 | - | - | $622,862 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.39% | 4,603 | +731 | +18.88% | $611,739 |
| WISDOMTREE BITCOIN FD | BTCW | Other | 0.36% | 34,800 | - | - | $556,481 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.35% | 2,602 | -300 | -10.34% | $541,919 |
| VANECK ETF TRUST | SMH | Other | 0.30% | 1,235 | +1,055 | +586.11% | $473,499 |
| VANGUARD INDEX FDS | VTV | Other | 0.28% | 2,237 | - | - | $438,899 |
| VISA INC | V | Financial Services | 0.28% | 1,450 | - | - | $438,248 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 3,097 | -10 | -0.32% | $384,895 |
| PETROLEO BRASILEIRO S A | PBR | Energy | 0.25% | 18,523 | - | - | $384,353 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.24% | 450 | - | - | $380,696 |
| ISHARES TR | IVV | Other | 0.24% | 579 | - | - | $378,208 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.24% | 5,814 | - | - | $372,561 |
| META PLATFORMS INC | META | Communication Services | 0.23% | 628 | - | - | $359,298 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.23% | 3,190 | -133,430 | -97.67% | $353,388 |
| MICROSOFT CORP | MSFT | Technology | 0.19% | 806 | -150 | -15.69% | $298,357 |
| VANECK ETF TRUST | NLR | Other | 0.16% | 1,860 | - | - | $247,733 |
| ELI LILLY & CO | LLY | Healthcare | 0.14% | 240 | -300 | -55.56% | $220,746 |
| ISHARES TR | ILF | Other | 0.14% | 6,170 | +6,170 | +100.00% | $219,158 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.13% | 4,120 | - | - | $197,966 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.11% | 2,202 | - | - | $172,659 |
| ALPHABET INC | GOOG | Communication Services | 0.11% | 600 | - | - | $172,116 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.11% | 170 | - | - | $169,393 |
| TRUST FOR PROFESSIONAL MANAG | APUE | Other | 0.10% | 4,045 | - | - | $162,124 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.10% | 2,849 | -38,751 | -93.15% | $155,413 |
| VANECK BITCOIN ETF | HODL | Other | 0.10% | 8,000 | -6,360 | -44.29% | $153,280 |
| NVIDIA CORPORATION | NVDA | Technology | 0.10% | 860 | - | - | $149,984 |
| GLOBAL X FDS | ARGT | Other | 0.10% | 1,600 | - | - | $149,312 |
| SPDR GOLD TR | GLD | Other | 0.09% | 333 | - | - | $143,287 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 558 | - | - | $136,398 |
| VANECK ETF TRUST | HYEM | Other | 0.09% | 1,000 | - | - | $135,505 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.08% | 2,405 | - | - | $129,991 |
| ISHARES TR | AGG | Other | 0.08% | 1,309 | - | - | $129,944 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.08% | 1,467 | +781 | +113.85% | $121,395 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.08% | 70 | - | - | $121,031 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.08% | 440 | - | - | $119,060 |
| WISDOMTREE TR | DGRW | Other | 0.08% | 1,340 | -14,693 | -91.64% | $117,706 |
| ORACLE CORP | ORCL | Technology | 0.08% | 800 | - | - | $117,688 |
| BLUE OWL CAPITAL CORPORATION | OBDC | Financial Services | 0.07% | 10,500 | - | - | $116,130 |
| TRUST FOR PROFESSIONAL MANAG | APCB | Other | 0.07% | 3,940 | - | - | $116,032 |
| ISHARES INC | EWZ | Other | 0.07% | 2,800 | - | - | $107,492 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.07% | 350 | - | - | $105,868 |
| ISHARES TR | EUFN | Other | 0.07% | 2,960 | -101,563 | -97.17% | $103,156 |
| DIREXION SHARES ETF TRUST | FAS | Other | 0.07% | 859 | - | - | $101,792 |
| ISHARES TR | IBDW | Other | 0.06% | 4,741 | - | - | $99,229 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 0.06% | 2,105 | - | - | $96,556 |
| ISHARES TR | IEFA | Other | 0.05% | 906 | - | - | $82,020 |
| PGIM SHORT DUR HIG YLD OPP F | SDHY | Other | 0.05% | 4,900 | -3,100 | -38.75% | $78,498 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.05% | 1,627 | - | - | $76,388 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 0.05% | 2,500 | - | - | $75,300 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.05% | 909 | - | - | $70,156 |
| VANGUARD BD INDEX FDS | BLV | Other | 0.04% | 996 | - | - | $68,505 |
| TRUST FOR PROFESSIONAL MANAG | APIE | Other | 0.04% | 1,896 | - | - | $66,835 |
| ALPS ETF TR | AMLP | Other | 0.04% | 1,206 | - | - | $63,484 |
| VANGUARD INDEX FDS | VB | Other | 0.04% | 222 | - | - | $58,147 |
| PETROLEO BRASILEIRO S A | PBR-A | Energy | 0.04% | 3,000 | - | - | $56,250 |
| ISHARES TR | IJH | Other | 0.03% | 787 | - | - | $53,146 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.03% | 84 | - | - | $50,769 |
| ADOBE INC | ADBE | Technology | 0.03% | 200 | - | - | $48,616 |
| ISHARES TR | IEI | Other | 0.03% | 380 | +1 | +0.26% | $45,068 |
| EXXON MOBIL CORP | XOM | Energy | 0.03% | 260 | - | - | $44,112 |
| FEDEX CORP | FDX | Industrials | 0.03% | 120 | - | - | $42,742 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.03% | 142 | - | - | $41,771 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.03% | 120 | - | - | $41,186 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.03% | 120 | -40 | -25.00% | $40,541 |
| DISNEY WALT CO | DIS | Communication Services | 0.02% | 400 | -633 | -61.28% | $38,552 |
| WISDOMTREE TR | DXJ | Other | 0.02% | 240 | - | - | $38,059 |
| CHEVRON CORPORATION | CVX | Energy | 0.02% | 180 | - | - | $37,242 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.02% | 460 | +2 | +0.44% | $36,464 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.02% | 482 | +1 | +0.21% | $36,198 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.02% | 75 | - | - | $34,739 |
| ISHARES TR | IEUR | Other | 0.02% | 489 | +387 | +379.41% | $34,362 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.02% | 690 | +2 | +0.29% | $34,065 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.02% | 200 | - | - | $33,068 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.02% | 160 | - | - | $32,549 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.02% | 375 | +375 | +100.00% | $30,911 |
| SOUNDHOUND AI INC | SOUN | Technology | 0.02% | 4,000 | +1,500 | +60.00% | $27,480 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.02% | 242 | +1 | +0.41% | $26,828 |
| ISHARES TR | TLT | Other | 0.02% | 298 | +1 | +0.34% | $25,834 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.02% | 200 | - | - | $25,092 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.02% | 150 | - | - | $24,048 |
| ISHARES TR | IEF | Other | 0.02% | 245 | +1 | +0.41% | $23,383 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.01% | 159 | - | - | $23,311 |
| ISHARES TR | IBDU | Other | 0.01% | 910 | - | - | $21,167 |
| VANECK ETF TRUST | SMOG | Other | 0.01% | 145 | - | - | $20,120 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.01% | 241 | +1 | +0.42% | $19,757 |
| ISHARES SILVER TR | SLV | Other | 0.01% | 250 | +250 | +100.00% | $17,035 |