Q4 2025 · 13F-HR
Pioneer Family Office, LLCholdings as filed
Filed 2026-05-14 · accession 0002135110-26-000001
$148.0M
Reported value
136
Positions
2025-12-31
Period end
The Brief · Pioneer Family Office, LLC · Q4 2025
AI · grounded in 13F
Pioneer Family Office, LLC established a new position in VOO valued at $49.99M. The fund also initiated new stakes in QQQ for $21.95M and ANGL for $13.54M. Additional new positions include AIRR at $13.44M and VGT at $12.26M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD INDEX FDS | $50.0M | 33.8% | 79,718 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $22.0M | 14.8% | 35,732 | Common | NONE |
| 92189F437 | ANGL | VANECK ETF TRUST | $13.5M | 9.15% | 461,154 | Common | NONE |
| 33738R704 | AIRR | FIRST TR EXCHANGE TRADED FD | $13.4M | 9.08% | 136,620 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $12.3M | 8.29% | 16,268 | Common | NONE |
| 464289180 | EUFN | ISHARES TR | $3.9M | 2.62% | 104,523 | Common | NONE |
| 46434V621 | DGRO | ISHARES TR | $3.8M | 2.60% | 55,347 | Common | NONE |
| 464286632 | EIS | ISHARES INC | $3.4M | 2.27% | 30,510 | Common | NONE |
| 46137V233 | XLG | INVESCO EXCHANGE TRADED FD T | $2.5M | 1.67% | 41,600 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $2.3M | 1.56% | 9,145 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.7M | 1.16% | 2,521 | Common | NONE |
| 97717X669 | DGRW | WISDOMTREE TR | $1.4M | 0.97% | 16,033 | Common | NONE |
| 92189F643 | MOAT | VANECK ETF TRUST | $1.4M | 0.94% | 13,475 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $1.2M | 0.84% | 4,557 | Common | NONE |
| 97720F101 | BTCW | WISDOMTREE BITCOIN FD | $739,671 | 0.50% | 34,800 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $695,688 | 0.47% | 1,426 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $669,840 | 0.45% | 2,902 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $580,327 | 0.39% | 540 | Common | NONE |
| 921078101 | OUNZ | VANECK MERK GOLD ETF | $559,565 | 0.38% | 13,490 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $557,452 | 0.38% | 3,872 | Common | NONE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $510,199 | 0.34% | 6,360 | Common | NONE |
| 92826C839 | V | VISA INC | $508,530 | 0.34% | 1,450 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $462,341 | 0.31% | 956 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $427,245 | 0.29% | 2,237 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $414,537 | 0.28% | 628 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $396,580 | 0.27% | 579 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $395,550 | 0.27% | 450 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $363,201 | 0.25% | 5,814 | Common | NONE |
| 92189K105 | HODL | VANECK BITCOIN ETF | $355,490 | 0.24% | 14,360 | Common | NONE |
| 931142103 | WMT | WALMART INC | $346,151 | 0.23% | 3,107 | Common | NONE |
| 032108599 | ITEQ | AMPLIFY ETF TR | $255,400 | 0.17% | 4,400 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $243,785 | 0.16% | 485 | Common | NONE |
| 92189F601 | NLR | VANECK ETF TRUST | $231,012 | 0.16% | 1,860 | Common | NONE |
| 71654V408 | PBR | PETROLEO BRASILEIRO SA PETRO | $219,498 | 0.15% | 18,523 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $199,078 | 0.13% | 4,120 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $188,280 | 0.13% | 600 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $173,540 | 0.12% | 2,202 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $169,850 | 0.11% | 690 | Common | NONE |
| 89834G729 | APUE | TRUST FOR PROFESSIONAL MANAG | $168,555 | 0.11% | 4,045 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $160,390 | 0.11% | 860 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $155,928 | 0.11% | 800 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $146,598 | 0.10% | 170 | Common | NONE |
| 37950E259 | ARGT | GLOBAL X FDS | $146,256 | 0.10% | 1,600 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $145,248 | 0.10% | 440 | Common | NONE |
| 25459Y694 | FAS | DIREXION SHS ETF TR | $144,595 | 0.10% | 859 | Common | NONE |
| 58733R102 | MELI | MERCADOLIBRE INC | $140,998 | 0.10% | 70 | Common | NONE |
| 97717X701 | HEDJ | WISDOMTREE TR | $137,956 | 0.09% | 2,600 | Common | NONE |
| 92189F353 | HYEM | VANECK ETF TRUST | $133,392 | 0.09% | 1,000 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $131,971 | 0.09% | 333 | Common | NONE |
| 69355J104 | SDHY | PGIM SHORT DUR HIG YLD OPP F | $131,600 | 0.09% | 8,000 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $130,743 | 0.09% | 1,309 | Common | NONE |
| 69121K104 | OBDC | BLUE OWL CAPITAL CORPORATION | $130,515 | 0.09% | 10,500 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $129,483 | 0.09% | 350 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $129,293 | 0.09% | 2,405 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $119,350 | 0.08% | 2,170 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $117,524 | 0.08% | 1,033 | Common | NONE |
| 89834G752 | APCB | TRUST FOR PROFESSIONAL MANAG | $116,821 | 0.08% | 3,940 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $115,478 | 0.08% | 558 | Common | NONE |
| 46436E486 | IBDW | ISHARES TR | $100,272 | 0.07% | 4,741 | Common | NONE |
| 46137V597 | PRFZ | INVESCO EXCHANGE TRADED FD T | $96,598 | 0.07% | 2,105 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $89,944 | 0.06% | 200 | Common | NONE |
| 464286400 | EWZ | ISHARES INC | $88,956 | 0.06% | 2,800 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $81,051 | 0.05% | 906 | Common | NONE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $78,025 | 0.05% | 2,500 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $76,599 | 0.05% | 1,627 | Common | NONE |
| 78463X863 | RWX | SPDR INDEX SHS FDS | $72,100 | 0.05% | 2,575 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $70,793 | 0.05% | 909 | Common | NONE |
| 77311W101 | RKT | ROCKET COS INC | $70,277 | 0.05% | 3,630 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $69,998 | 0.05% | 200 | Common | NONE |
| 921937793 | BLV | VANGUARD BD INDEX FDS | $69,242 | 0.05% | 996 | Common | NONE |
| 89834G737 | APIE | TRUST FOR PROFESSIONAL MANAG | $67,327 | 0.05% | 1,896 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $65,302 | 0.04% | 212 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $64,823 | 0.04% | 180 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $57,453 | 0.04% | 686 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $57,265 | 0.04% | 222 | Common | NONE |
| 00162Q452 | AMLP | ALPS ETF TR | $56,706 | 0.04% | 1,206 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $51,942 | 0.04% | 787 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $45,755 | 0.03% | 142 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $45,666 | 0.03% | 160 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $45,234 | 0.03% | 379 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $40,628 | 0.03% | 84 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $40,399 | 0.03% | 120 | Common | NONE |
| 16679L109 | CHWY | CHEWY INC | $39,660 | 0.03% | 1,200 | Common | NONE |
| 500767306 | KWEB | KRANESHARES TRUST | $39,498 | 0.03% | 1,160 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $37,682 | 0.03% | 688 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $36,516 | 0.02% | 458 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $36,043 | 0.02% | 75 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $35,382 | 0.02% | 481 | Common | NONE |
| 172967424 | C | CITIGROUP INC | $35,007 | 0.02% | 300 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP | $34,663 | 0.02% | 120 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $34,639 | 0.02% | 53 | Common | NONE |
| 97717W851 | DXJ | WISDOMTREE TR | $34,598 | 0.02% | 240 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $34,266 | 0.02% | 160 | Common | NONE |
| 71654V101 | PBR/A | PETROLEO BRASILEIRO SA PETRO | $33,810 | 0.02% | 3,000 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $32,080 | 0.02% | 200 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $31,460 | 0.02% | 450 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $31,365 | 0.02% | 850 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $31,288 | 0.02% | 260 | Common | NONE |
| 54150E104 | LOMA | LOMA NEGRA C I A S A MTN 14 | $30,433 | 0.02% | 2,350 | Common | NONE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $29,316 | 0.02% | 200 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $28,371 | 0.02% | 241 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $27,630 | 0.02% | 150 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $27,434 | 0.02% | 180 | Common | NONE |
| 947913109 | IVES | WEDBUSH SER TR | $26,869 | 0.02% | 850 | Common | NONE |
| 464287432 | TLT | ISHARES TR | $25,887 | 0.02% | 297 | Common | NONE |
| 836100107 | SOUN | SOUNDHOUND AI INC | $24,925 | 0.02% | 2,500 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $24,613 | 0.02% | 159 | Common | NONE |
| 464287440 | IEF | ISHARES TR | $23,463 | 0.02% | 244 | Common | NONE |
| 87612E106 | TGT | TARGET CORP | $23,265 | 0.02% | 238 | Common | NONE |
| 373737105 | GGB | GERDAU SA | $22,782 | 0.02% | 6,174 | Common | NONE |
| 46436E205 | IBDU | ISHARES TR | $21,299 | 0.01% | 910 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $20,783 | 0.01% | 356 | Common | NONE |
| 922042866 | VPL | VANGUARD INTL EQUITY INDEX F | $20,611 | 0.01% | 228 | Common | NONE |
| 464286426 | EEMA | ISHARES INC | $20,496 | 0.01% | 218 | Common | NONE |
| 92189F502 | SMOG | VANECK ETF TRUST | $18,796 | 0.01% | 145 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $18,643 | 0.01% | 240 | Common | NONE |
| 74350P675 | SQQQ | PROSHARES TR | $17,810 | 0.01% | 260 | Common | NONE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $16,625 | 0.01% | 80 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $14,301 | 0.01% | 119 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $13,767 | 0.01% | 135 | Common | NONE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $13,626 | 0.01% | 145 | Common | NONE |
| 444859102 | HUM | HUMANA INC | $13,575 | 0.01% | 53 | Common | NONE |
| 00217D100 | ASTS | AST SPACEMOBILE INC | $13,073 | 0.01% | 180 | Common | NONE |
| 77543R102 | ROKU | ROKU INC | $10,849 | 0.01% | 100 | Common | NONE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $9,329 | 0.01% | 78 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $9,285 | 0.01% | 55 | Common | NONE |
| 464287549 | IGM | ISHARES TR | $9,129 | 0.01% | 71 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $8,794 | 0.01% | 206 | Common | NONE |
| 38268T103 | GPRO | GOPRO INC | $8,672 | 0.01% | 6,150 | Common | NONE |
| 68403P203 | ORMP | ORAMED PHARMACEUTICALS INC | $8,550 | 0.01% | 3,000 | Common | NONE |
| 46434V738 | IEUR | ISHARES TR | $7,240 | 0.00% | 102 | Common | NONE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $5,741 | 0.00% | 70 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $3,571 | 0.00% | 50 | Common | NONE |
| 62914V106 | NIO | NIO INC | $1,785 | 0.00% | 350 | Common | NONE |
| 549498202 | LCID | LUCID GROUP INC | $529 | 0.00% | 50 | Common | NONE |
| 45773H409 | INO | INOVIO PHARMACEUTICALS INC | $506 | 0.00% | 291 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.