Pioneer Family Office, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Pioneer Family Office, Llc disclosed 124 stock positions valued at approximately $194.05M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and VANGUARD WORLD FD.
- Report Period
- June 30, 2026
- No. of Stocks
- 124
- Portfolio Value
- $194.05M
Holdings by Sector
Pioneer Family Office, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 34.97% | 98,792 | +6,464 | +7.00% | $67,849,756 |
| INVESCO QQQ TR | QQQ | Other | 14.53% | 38,297 | +1,139 | +3.07% | $28,201,911 |
| VANGUARD WORLD FD | VGT | Other | 13.09% | 212,483 | +187,558 | +752.49% | $25,395,812 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 9.18% | 110,355 | +110,355 | +100.00% | $17,822,728 |
| VANECK ETF TRUST | ANGL | Other | 6.79% | 450,854 | -3,245 | -0.71% | $13,182,971 |
| ISHARES TR | IVLU | Other | 6.42% | 297,820 | -2,965 | -0.99% | $12,454,730 |
| ISHARES TR | SOXX | Other | 2.50% | 7,585 | +7,585 | +100.00% | $4,860,165 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.46% | 9,350 | +60 | +0.65% | $2,832,769 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.97% | 2,521 | - | - | $1,882,606 |
| VANECK ETF TRUST | MOAT | Other | 0.72% | 13,475 | - | - | $1,400,861 |
| VANECK MERK GOLD ETF | OUNZ | Other | 0.51% | 25,595 | +1,235 | +5.07% | $987,711 |
| VANECK ETF TRUST | SMH | Other | 0.51% | 1,495 | +260 | +21.05% | $980,556 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.45% | 4,611 | +8 | +0.17% | $878,488 |
| APPLE INC | AAPL | Technology | 0.45% | 2,997 | - | - | $867,212 |
| ISHARES TR | DGRO | Other | 0.44% | 11,180 | +2,050 | +22.45% | $847,332 |
| SPDR SERIES TRUST | SPLG | Other | 0.43% | 9,410 | +185 | +2.01% | $826,951 |
| VANGUARD INDEX FDS | VUG | Other | 0.35% | 7,878 | +6,452 | +452.45% | $678,611 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.32% | 2,602 | - | - | $620,161 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.26% | 8,319 | +5,470 | +192.00% | $509,372 |
| VISA INC | V | Financial Services | 0.26% | 1,450 | - | - | $497,481 |
| WISDOMTREE BITCOIN FD | BTCW | Other | 0.25% | 34,800 | - | - | $485,199 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.23% | 450 | - | - | $455,117 |
| VANGUARD INDEX FDS | VTV | Other | 0.23% | 2,030 | -207 | -9.25% | $442,398 |
| ISHARES TR | IVV | Other | 0.22% | 579 | - | - | $433,607 |
| ISHARES INC | EIS | Other | 0.21% | 3,315 | -111,984 | -97.12% | $400,154 |
| WALMART INC | WMT | Consumer Defensive | 0.18% | 3,097 | - | - | $350,766 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.18% | 4,892 | -922 | -15.86% | $348,555 |
| ABBVIE INC | ABBV | Healthcare | 0.16% | 1,221 | +1,221 | +100.00% | $307,252 |
| MICROSOFT CORP | MSFT | Technology | 0.15% | 806 | - | - | $300,654 |
| PETROLEO BRASILEIRO S A | PBR | Energy | 0.13% | 15,190 | -3,333 | -17.99% | $245,470 |
Showing 30 of 124 holdings in the latest reporting period.