Institutional
Pioneer Family Office, LLC
CIK 0002135110
$155.7M
Reported AUM
122
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Pioneer Family Office, LLC · Q1 2026
AI · grounded in 13F
Pioneer Family Office, LLC established a new position in IVLU with an investment of $11.9M. The fund also opened a new position in SHLD worth $2.1M and increased its stake in EIS by 277.9%. On the sell side, the fund trimmed its holdings in AIRR and EUFN by 97.7% and 97.2% respectively.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | 24.60% | 80.00% | $55.2M | 35.44% | +12,610 | +15.8% |
| 2 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | 33.69% | 99.06% | $21.4M | 13.78% | +1,426 | +4.0% |
| 3 | VGT | VANGUARD WORLD FD | $115.28 | -6.14% | 47.86% | 130.97% | $17.4M | 11.17% | +8,657 | +53.2% |
| 4 | EIS | ISHARES INC | $124.09 | -4.13% | 45.89% | 88.07% | $13.4M | 8.59% | +84,789 | +277.9% |
| 5 | ANGL | VANECK ETF TRUST | $28.94 | -0.52% | 8.34% | 15.00% | $13.0M | 8.38% | −7,055 | −1.5% |
| 6 | IVLU | ISHARES TR | $42.04 | -2.48% | 32.04% | 97.28% | $11.9M | 7.67% | +300,785 | NEW |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $290.35 | -4.78% | 33.80% | 99.76% | $2.2M | 1.42% | +145 | +1.6% |
| 8 | SHLD | GLOBAL X FDS | $63.05 | -1.96% | 8.94% | 149.90% | $2.1M | 1.37% | +30,055 | NEW |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $1.6M | 1.05% | — | HELD |
| 10 | MOAT | VANECK ETF TRUST | $102.05 | -1.39% | 13.48% | 43.31% | $1.3M | 0.84% | — | HELD |
| 11 | OUNZ | VANECK MERK GOLD ETF | $41.51 | -3.64% | 30.04% | 135.18% | $1.1M | 0.70% | +10,870 | +80.6% |
| 12 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $761K | 0.49% | −1,560 | −34.2% |
| 13 | SPYM | SPDR SERIES TRUST | $86.81 | -2.58% | 24.60% | 80.04% | $706K | 0.45% | +2,865 | +45.0% |
| 14 | DGRO | ISHARES TR | $75.17 | -0.78% | 22.26% | 62.26% | $641K | 0.41% | −46,217 | −83.5% |
| 15 | VUG | VANGUARD INDEX FDS | $85.93 | -3.62% | 22.71% | 78.84% | $623K | 0.40% | — | HELD |
| 16 | XLK | SELECT SECTOR SPDR TR | $180.30 | -6.66% | 52.15% | 143.77% | $612K | 0.39% | +731 | +18.9% |
| 17 | BTCW | WISDOMTREE BITCOIN FD | $63.69 | -5.24% | -42.37% | -3.45% | $556K | 0.36% | — | HELD |
| 18 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $542K | 0.35% | −300 | −10.3% |
| 19 | SMH | VANECK ETF TRUST | $569.69 | -9.22% | 126.12% | 346.26% | $473K | 0.30% | +1,055 | +586.1% |
| 20 | VTV | VANGUARD INDEX FDS | $212.02 | -1.36% | 25.17% | 71.24% | $439K | 0.28% | — | HELD |
| 21 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $438K | 0.28% | — | HELD |
| 22 | WMT | WALMART INC | $118.88 | 0.97% | 22.99% | 166.67% | $385K | 0.25% | −10 | −0.3% |
| 23 | PBR | PETROLEO BRASILEIRO S A | $17.75 | -1.72% | 66.79% | 434.90% | $384K | 0.25% | — | HELD |
| 24 | GS | GOLDMAN SACHS GROUP INC | $1038.68 | -4.94% | 72.57% | 212.75% | $381K | 0.24% | — | HELD |
| 25 | IVV | ISHARES TR | $740.91 | -2.62% | 24.60% | 80.03% | $378K | 0.24% | — | HELD |
| 26 | VEA | VANGUARD TAX-MANAGED FDS | $69.17 | -3.72% | 26.80% | 55.20% | $373K | 0.24% | — | HELD |
| 27 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $359K | 0.23% | — | HELD |
| 28 | AIRR | FIRST TR EXCHANGE TRADED FD | $127.97 | -2.91% | 61.45% | 212.43% | $353K | 0.23% | −133,430 | −97.7% |
| 29 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $298K | 0.19% | −150 | −15.7% |
| 30 | NLR | VANECK ETF TRUST | $122.11 | -7.19% | 25.58% | 164.69% | $248K | 0.16% | — | HELD |
| 31 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | — | — | $221K | 0.14% | −300 | −55.6% |
| 32 | ILF | ISHARES TR | $33.14 | -2.64% | — | — | $219K | 0.14% | +6,170 | NEW |
| 33 | BNDX | VANGUARD CHARLOTTE FDS | $48.01 | -0.15% | — | — | $198K | 0.13% | — | HELD |
| 34 | BSV | VANGUARD BD INDEX FDS | $77.60 | -0.26% | — | — | $173K | 0.11% | — | HELD |
| 35 | GOOG | ALPHABET INC | $365.76 | -0.95% | — | — | $172K | 0.11% | — | HELD |
| 36 | COST | COSTCO WHOLESALE CORPORATION | $971.87 | -0.05% | — | — | $169K | 0.11% | — | HELD |
| 37 | APUE | TRUST FOR PROFESSIONAL MANAG | $45.25 | -2.48% | — | — | $162K | 0.10% | — | HELD |
| 38 | XLG | INVESCO EXCHANGE TRADED FD T | $62.21 | -2.69% | — | — | $155K | 0.10% | −38,751 | −93.2% |
| 39 | HODL | VANECK BITCOIN ETF | $17.05 | -5.12% | — | — | $153K | 0.10% | −6,360 | −44.3% |
| 40 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | — | — | $150K | 0.10% | — | HELD |
| 41 | ARGT | GLOBAL X FDS | $91.59 | -3.60% | — | — | $149K | 0.10% | — | HELD |
| 42 | GLD | SPDR GOLD TR | $396.24 | -3.65% | — | — | $143K | 0.09% | — | HELD |
| 43 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | — | — | $136K | 0.09% | — | HELD |
| 44 | HYEM | VANECK ETF TRUST | $20.07 | -0.15% | — | — | $136K | 0.09% | — | HELD |
| 45 | VWO | VANGUARD INTL EQUITY INDEX F | $58.03 | -3.78% | — | — | $130K | 0.08% | — | HELD |
| 46 | AGG | ISHARES TR | $98.17 | -0.50% | — | — | $130K | 0.08% | — | HELD |
| 47 | VCIT | VANGUARD SCOTTSDALE FDS | $81.91 | -0.56% | — | — | $121K | 0.08% | +781 | +113.8% |
| 48 | MELI | MERCADOLIBRE INC | $1607.80 | -1.65% | — | — | $121K | 0.08% | — | HELD |
| 49 | UNH | UNITEDHEALTH GROUP INC | $399.47 | 0.76% | — | — | $119K | 0.08% | — | HELD |
| 50 | DGRW | WISDOMTREE TR | $95.95 | -1.94% | — | — | $118K | 0.08% | −14,693 | −91.6% |
| 51 | ORCL | ORACLE CORP | $213.68 | -9.59% | — | — | $118K | 0.08% | — | HELD |
| 52 | OBDC | BLUE OWL CAPITAL CORPORATION | $11.02 | -2.48% | — | — | $116K | 0.07% | — | HELD |
| 53 | APCB | TRUST FOR PROFESSIONAL MANAG | $29.21 | -0.34% | — | — | $116K | 0.07% | — | HELD |
| 54 | EWZ | ISHARES INC | $34.01 | -2.21% | — | — | $107K | 0.07% | — | HELD |
| 55 | AXP | AMERICAN EXPRESS CO | $310.66 | -0.60% | — | — | $106K | 0.07% | — | HELD |
| 56 | EUFN | ISHARES TR | $37.35 | -1.81% | — | — | $103K | 0.07% | −101,563 | −97.2% |
| 57 | FAS | DIREXION SHARES ETF TRUST | $136.82 | 0.34% | — | — | $102K | 0.07% | — | HELD |
| 58 | IBDW | ISHARES TR | $20.69 | -0.48% | — | — | $99K | 0.06% | — | HELD |
| 59 | PRFZ | INVESCO EXCHANGE TRADED FD T | $50.82 | -2.92% | — | — | $97K | 0.06% | — | HELD |
| 60 | IEFA | ISHARES TR | $95.56 | -2.60% | — | — | $82K | 0.05% | — | HELD |
| 61 | SDHY | PGIM SHORT DUR HIG YLD OPP F | $15.97 | -0.25% | — | — | $78K | 0.05% | −3,100 | −38.8% |
| 62 | VMBS | VANGUARD SCOTTSDALE FDS | $46.38 | -0.47% | — | — | $76K | 0.05% | — | HELD |
| 63 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $34.19 | -0.70% | — | — | $75K | 0.05% | — | HELD |
| 64 | BIV | VANGUARD BD INDEX FDS | $76.05 | -0.51% | — | — | $70K | 0.05% | — | HELD |
| 65 | BLV | VANGUARD BD INDEX FDS | $68.05 | -0.63% | — | — | $69K | 0.04% | — | HELD |
| 66 | APIE | TRUST FOR PROFESSIONAL MANAG | $37.69 | -2.84% | — | — | $67K | 0.04% | — | HELD |
| 67 | AMLP | ALPS ETF TR | $52.77 | -0.90% | — | — | $63K | 0.04% | — | HELD |
| 68 | VB | VANGUARD INDEX FDS | $288.20 | -2.44% | — | — | $58K | 0.04% | — | HELD |
| 69 | PBR/A | PETROLEO BRASILEIRO S A | — | — | — | — | $56K | 0.04% | — | HELD |
| 70 | IJH | ISHARES TR | $73.95 | -2.00% | — | — | $53K | 0.03% | — | HELD |
| 71 | LMT | LOCKHEED MARTIN CORP | $523.76 | 0.91% | — | — | $51K | 0.03% | — | HELD |
| 72 | ADBE | ADOBE INC | $251.44 | -2.70% | — | — | $49K | 0.03% | — | HELD |
| 73 | IEI | ISHARES TR | $116.73 | -0.38% | — | — | $45K | 0.03% | +1 | +0.3% |
| 74 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | $44K | 0.03% | — | HELD |
| 75 | FDX | FEDEX CORP | $331.00 | 0.91% | — | — | $43K | 0.03% | — | HELD |
| 76 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | — | — | $42K | 0.03% | — | HELD |
| 77 | GD | GENERAL DYNAMICS CORP | $346.44 | 1.45% | — | — | $41K | 0.03% | — | HELD |
| 78 | MU | MICRON TECHNOLOGY INC | $864.01 | -13.25% | — | — | $41K | 0.03% | −40 | −25.0% |
| 79 | DIS | DISNEY WALT CO | $99.71 | 0.37% | — | — | $39K | 0.02% | −633 | −61.3% |
| 80 | DXJ | WISDOMTREE TR | $169.25 | -2.44% | — | — | $38K | 0.02% | — | HELD |
| 81 | CVX | CHEVRON CORPORATION | $187.31 | -0.55% | — | — | $37K | 0.02% | — | HELD |
| 82 | VCSH | VANGUARD SCOTTSDALE FDS | $78.61 | -0.29% | — | — | $36K | 0.02% | +2 | +0.4% |
| 83 | VEU | VANGUARD INTL EQUITY INDEX F | $81.13 | -3.76% | — | — | $36K | 0.02% | +1 | +0.2% |
| 84 | DIA | STATE STR SPDR DOW JONES IND | $509.70 | -1.35% | — | — | $35K | 0.02% | — | HELD |
| 85 | IEUR | ISHARES TR | $74.36 | -2.00% | — | — | $34K | 0.02% | +387 | +379.4% |
| 86 | XLF | SELECT SECTOR SPDR TR | $52.30 | 0.21% | — | — | $34K | 0.02% | +2 | +0.3% |
| 87 | PM | PHILIP MORRIS INTL INC | $178.29 | 1.89% | — | — | $33K | 0.02% | — | HELD |
| 88 | AMD | ADVANCED MICRO DEVICES INC | $466.38 | -10.86% | — | — | $33K | 0.02% | — | HELD |
| 89 | VGK | VANGUARD INTL EQUITY INDEX F | $87.13 | -1.98% | — | — | $31K | 0.02% | +375 | NEW |
| 90 | SOUN | SOUNDHOUND AI INC | $7.39 | -7.74% | — | — | $27K | 0.02% | +1,500 | +60.0% |
| 91 | XLC | SELECT SECTOR SPDR TR | $111.67 | -1.27% | — | — | $27K | 0.02% | +1 | +0.4% |
| 92 | TLT | ISHARES TR | $85.06 | -0.51% | — | — | $26K | 0.02% | +1 | +0.3% |
| 93 | BABA | ALIBABA GROUP HLDG LTD | $121.06 | -3.88% | — | — | $25K | 0.02% | — | HELD |
| 94 | IVES | WEDBUSH SER TR | $37.37 | -6.18% | — | — | $24K | 0.02% | — | HELD |
| 95 | PANW | PALO ALTO NETWORKS INC | $272.05 | -2.58% | — | — | $24K | 0.02% | — | HELD |
| 96 | IEF | ISHARES TR | $93.62 | -0.53% | — | — | $23K | 0.02% | +1 | +0.4% |
| 97 | XLV | SELECT SECTOR SPDR TR | $153.01 | 0.61% | — | — | $23K | 0.01% | — | HELD |
| 98 | IBDU | ISHARES TR | $23.05 | -0.26% | — | — | $21K | 0.01% | — | HELD |
| 99 | SQQQ | PROSHARES TR | $43.19 | 14.38% | — | — | $21K | 0.01% | — | HELD |
| 100 | SMOG | VANECK ETF TRUST | $144.92 | -4.90% | — | — | $20K | 0.01% | — | HELD |
| 101 | XLP | SELECT SECTOR SPDR TR | — | — | — | — | $20K | 0.01% | +1 | +0.4% |
| 102 | SLV | ISHARES SILVER TR | — | — | — | — | $17K | 0.01% | +250 | NEW |
| 103 | ASTS | AST SPACEMOBILE INC | — | — | — | — | $15K | 0.01% | — | HELD |
| 104 | IJR | ISHARES TR | — | — | — | — | $15K | 0.01% | +1 | +0.8% |
| 105 | IWM | ISHARES TR | — | — | — | — | $14K | 0.01% | −635 | −92.0% |
| 106 | ALAB | ASTERA LABS INC | — | — | — | — | $13K | 0.01% | +115 | NEW |
| 107 | ORMP | ORAMED PHARMACEUTICALS INC | — | — | — | — | $10K | 0.01% | — | HELD |
| 108 | XLU | SELECT SECTOR SPDR TR | — | — | — | — | $9K | 0.01% | — | HELD |
| 109 | IBB | ISHARES TR | — | — | — | — | $9K | 0.01% | — | HELD |
| 110 | XLY | SELECT SECTOR SPDR TR | — | — | — | — | $9K | 0.01% | +1 | +1.3% |
| 111 | IGM | ISHARES TR | — | — | — | — | $8K | 0.01% | +1 | +1.4% |
| 112 | ACWX | ISHARES TR | — | — | — | — | $8K | 0.00% | +110 | NEW |
| 113 | AVDV | AMERICAN CENTY ETF TR | — | — | — | — | $7K | 0.00% | −70 | −48.3% |
| 114 | AVUV | AMERICAN CENTY ETF TR | — | — | — | — | $7K | 0.00% | −68 | −50.4% |
| 115 | EEMA | ISHARES INC | — | — | — | — | $7K | 0.00% | −146 | −67.0% |
| 116 | VPL | VANGUARD INTL EQUITY INDEX F | — | — | — | — | $7K | 0.00% | −158 | −69.3% |
| 117 | GPRO | GOPRO INC | — | — | — | — | $5K | 0.00% | — | HELD |
| 118 | EFV | ISHARES TR | — | — | — | — | $4K | 0.00% | — | HELD |
| 119 | NIO | NIO INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 120 | PYPL | PAYPAL HLDGS INC | — | — | — | — | $2K | 0.00% | −316 | −88.8% |
| 121 | INO | INOVIO PHARMACEUTICALS INC | — | — | — | — | $506 | 0.00% | — | HELD |
| 122 | LCID | LUCID GROUP INC | — | — | — | — | $476 | 0.00% | — | HELD |
| 123 | ITEQ | AMPLIFY ETF TR | — | — | — | — | — | — | −4,400 | EXITED |
| 124 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | — | — | −485 | EXITED |
| 125 | HEDJ | WISDOMTREE TR | — | — | — | — | — | — | −2,600 | EXITED |
| 126 | BAC | BANK AMERICA CORP | — | — | — | — | — | — | −2,170 | EXITED |
| 127 | TSLA | TESLA INC | — | — | — | — | — | — | −200 | EXITED |
| 128 | RWX | SPDR INDEX SHS FDS | — | — | — | — | — | — | −2,575 | EXITED |
| 129 | RKT | ROCKET COS INC | — | — | — | — | — | — | −3,630 | EXITED |
| 130 | GE | GE AEROSPACE | — | — | — | — | — | — | −212 | EXITED |
| 131 | CHWY | CHEWY INC | — | — | — | — | — | — | −1,200 | EXITED |
| 132 | KWEB | KRANESHARES TRUST | — | — | — | — | — | — | −1,160 | EXITED |
| 133 | C | CITIGROUP INC | — | — | — | — | — | — | −300 | EXITED |
| 134 | GEV | GE VERNOVA INC | — | — | — | — | — | — | −53 | EXITED |
| 135 | KO | COCA COLA CO | — | — | — | — | — | — | −450 | EXITED |
| 136 | INTC | INTEL CORP | — | — | — | — | — | — | −850 | EXITED |
| 137 | LOMA | LOMA NEGRA C I A S A MTN 14 | — | — | — | — | — | — | −2,350 | EXITED |
| 138 | TGT | TARGET CORP | — | — | — | — | — | — | −238 | EXITED |
| 139 | GGB | GERDAU SA | — | — | — | — | — | — | −6,174 | EXITED |
| 140 | LULU | LULULEMON ATHLETICA INC | — | — | — | — | — | — | −80 | EXITED |
| 141 | HUM | HUMANA INC | — | — | — | — | — | — | −53 | EXITED |
| 142 | ROKU | ROKU INC | — | — | — | — | — | — | −100 | EXITED |
| 143 | GEHC | GE HEALTHCARE TECHNOLOGIES I | — | — | — | — | — | — | −70 | EXITED |
Source: SEC EDGAR · accession 0002135110-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.