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Funds / Pioneer Family Office, LLC
Institutional Fund

Pioneer Family Office, LLC

North Miami Beach, FLCIK 21351102 filings on record

Portfolio Value
$141.21M
Q1 2026
Holdings
105
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-4.6%
from $148.00M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds39.1%
  • Invesco Qqq Tr15.2%
  • Vanguard World Fd12.3%
  • Ishares Inc9.5%
  • Ishares Tr8.5%
  • Invesco Exch Traded Fd Tr II1.6%
  • Other13.9%

Portfolio Holdings

105 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds92.3K$55.17M39.1%+12.6KAdded
2Invesco Qqq Tr37.2K$21.45M15.2%+1.4KAdded
3Vanguard World Fd24.9K$17.39M12.3%+8.7KAdded
4Ishares Inc115.3K$13.38M9.5%+84.8KAdded
5Ishares Tr300.8K$11.94M8.5%+300.8KNew
6Invesco Exch Traded Fd Tr II9.3K$2.21M1.6%+145Added
7Global X Fds30.1K$2.13M1.5%+30.1KNew
8Spdr S&P 500 ETF Tr2.5K$1.64M1.2%0Held
9Vaneck ETF Trust13.5K$1.30M0.9%0Held
10Vaneck Merk Gold ETF24.4K$1.10M0.8%+10.9KAdded

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