# Pioneer Family Office, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2135110. Source: https://holderbook.com/funds/2135110-pioneer-family-office-llc/

- Reported value: $194.0M
- Positions: 129
- Weight of the ten largest: 90.6%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $67.8M | 98,792 | 35.0% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $28.2M | 38,297 | 14.5% | 3 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $25.4M | 212,483 | 13.1% | 3 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $17.8M | 110,355 | 9.2% | 1 |
| VANECK ETF TRUST | [ANGL](https://holderbook.com/stocks/ANGL/) | $13.2M | 450,854 | 6.8% | 3 |
| ISHARES TR | [IVLU](https://holderbook.com/stocks/IVLU/) | $12.5M | 297,820 | 6.4% | 2 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $4.9M | 7,585 | 2.5% | 1 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $2.8M | 9,350 | 1.5% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.9M | 2,521 | 1.0% | 3 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $1.4M | 13,475 | 0.7% | 3 |
| VANECK MERK GOLD ETF | [OUNZ](https://holderbook.com/stocks/OUNZ/) | $987.7K | 25,595 | 0.5% | 3 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $980.6K | 1,495 | 0.5% | 3 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $878.5K | 4,611 | 0.5% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $867.2K | 2,997 | 0.4% | 3 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $847.3K | 11,180 | 0.4% | 3 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $827.0K | 9,410 | 0.4% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $678.6K | 7,878 | 0.3% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $620.2K | 2,602 | 0.3% | 3 |
| INVESCO EXCHANGE TRADED FD T | [XLG](https://holderbook.com/stocks/XLG/) | $509.4K | 8,319 | 0.3% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $497.5K | 1,450 | 0.3% | 3 |
| WISDOMTREE BITCOIN FD | [BTCW](https://holderbook.com/stocks/BTCW/) | $485.2K | 34,800 | 0.3% | 3 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $455.1K | 450 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $442.4K | 2,030 | 0.2% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $433.6K | 579 | 0.2% | 3 |
| ISHARES INC | [EIS](https://holderbook.com/stocks/EIS/) | $400.2K | 3,315 | 0.2% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $350.8K | 3,097 | 0.2% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $348.6K | 4,892 | 0.2% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $307.3K | 1,221 | 0.2% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $300.7K | 806 | 0.2% | 3 |
| PETROLEO BRASILEIRO S A | [PBR](https://holderbook.com/stocks/PBR/) | $245.5K | 15,190 | 0.1% | 3 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $236.7K | 490 | 0.1% | 2 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $220.7K | 130 | 0.1% | 3 |
| VANECK ETF TRUST | [NLR](https://holderbook.com/stocks/NLR/) | $215.7K | 1,860 | 0.1% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $212.0K | 600 | 0.1% | 3 |
| TRUST FOR PROFESSIONAL MANAG | [APUE](https://holderbook.com/stocks/APUE/) | $186.9K | 4,045 | 0.1% | 3 |
| ISHARES TR | [ILF](https://holderbook.com/stocks/ILF/) | $183.9K | 5,450 | 0.1% | 2 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $182.9K | 440 | 0.1% | 3 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $172.4K | 2,086 | 0.1% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $172.1K | 860 | 0.1% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $159.0K | 170 | 0.1% | 3 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $153.9K | 3,177 | 0.1% | 3 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $147.8K | 535 | 0.1% | 1 |
| GLOBAL X FDS | [ARGT](https://holderbook.com/stocks/ARGT/) | $146.1K | 1,600 | 0.1% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $143.9K | 120 | 0.1% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $141.7K | 558 | 0.1% | 3 |
| VANECK ETF TRUST | [HYEM](https://holderbook.com/stocks/HYEM/) | $138.9K | 1,000 | 0.1% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $137.6K | 275 | 0.1% | 1 |
| VANECK BITCOIN ETF | [HODL](https://holderbook.com/stocks/HODL/) | $132.9K | 8,000 | 0.1% | 3 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $129.6K | 1,309 | 0.1% | 3 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $128.1K | 1,340 | 0.1% | 3 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $127.5K | 1,637 | 0.1% | 3 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $122.7K | 333 | 0.1% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $119.8K | 2,007 | 0.1% | 3 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $118.4K | 350 | 0.1% | 3 |
| INVESCO EXCHANGE TRADED FD T | [PRFZ](https://holderbook.com/stocks/PRFZ/) | $117.4K | 2,105 | 0.1% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $117.2K | 800 | 0.1% | 3 |
| TRUST FOR PROFESSIONAL MANAG | [APCB](https://holderbook.com/stocks/APCB/) | $115.9K | 3,940 | 0.1% | 3 |
| BLUE OWL CAPITAL CORPORATION | [OBDC](https://holderbook.com/stocks/OBDC/) | $114.1K | 10,500 | 0.1% | 3 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $101.3K | 1,895 | 0.1% | 2 |
| ISHARES TR | [IBDW](https://holderbook.com/stocks/IBDW/) | $98.8K | 4,741 | 0.1% | 3 |
| ISHARES INC | [EWZ](https://holderbook.com/stocks/EWZ/) | $96.6K | 2,800 | 0.0% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $92.9K | 160 | 0.0% | 3 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $87.5K | 906 | 0.0% | 3 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $85.7K | 168 | 0.0% | 3 |
| TEVA PHARMACEUTICAL INDS LTD | [TEVA](https://holderbook.com/stocks/TEVA/) | $84.7K | 2,500 | 0.0% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $76.6K | 136 | 0.0% | 3 |
| TRUST FOR PROFESSIONAL MANAG | [APIE](https://holderbook.com/stocks/APIE/) | $73.5K | 1,896 | 0.0% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $60.7K | 787 | 0.0% | 3 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $54.9K | 181 | 0.0% | 3 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $53.4K | 1,140 | 0.0% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $51.2K | 150 | 0.0% | 3 |
| ISHARES TR | [EMB](https://holderbook.com/stocks/EMB/) | $50.6K | 525 | 0.0% | 1 |
| PGIM SHORT DUR HIG YLD OPP F | [SDHY](https://holderbook.com/stocks/SDHY/) | $49.9K | 3,045 | 0.0% | 3 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $48.8K | 617 | 0.0% | 3 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $48.1K | 627 | 0.0% | 3 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $47.7K | 552 | 0.0% | 3 |
| VANGUARD BD INDEX FDS | [BLV](https://holderbook.com/stocks/BLV/) | $47.5K | 689 | 0.0% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $46.5K | 142 | 0.0% | 3 |
| ISHARES TR | [IEUR](https://holderbook.com/stocks/IEUR/) | $45.4K | 604 | 0.0% | 3 |
| PETROLEO BRASILEIRO S A | [PBRA](https://holderbook.com/stocks/PBRA/) | $43.9K | 3,000 | 0.0% | 3 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $42.5K | 120 | 0.0% | 3 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $41.7K | 1,500 | 0.0% | 1 |
| WISDOMTREE TR | [DXJ](https://holderbook.com/stocks/DXJ/) | $41.6K | 240 | 0.0% | 3 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $41.0K | 200 | 0.0% | 3 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $40.8K | 347 | 0.0% | 3 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $39.2K | 75 | 0.0% | 3 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $39.1K | 730 | 0.0% | 3 |
| SOUNDHOUND AI INC | [SOUN](https://holderbook.com/stocks/SOUN/) | $38.8K | 6,000 | 0.0% | 3 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $37.6K | 120 | 0.0% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $37.0K | 442 | 0.0% | 3 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $36.2K | 200 | 0.0% | 3 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $34.0K | 200 | 0.0% | 1 |
| WEDBUSH SER TR | [IVES](https://holderbook.com/stocks/IVES/) | $32.4K | 850 | 0.0% | 3 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $30.9K | 60 | 0.0% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $29.8K | 180 | 0.0% | 3 |
| UIPATH INC | [PATH](https://holderbook.com/stocks/PATH/) | $27.2K | 2,500 | 0.0% | 1 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $25.9K | 163 | 0.0% | 3 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $25.5K | 270 | 0.0% | 3 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $23.3K | 200 | 0.0% | 1 |
| VANECK ETF TRUST | [SMOG](https://holderbook.com/stocks/SMOG/) | $21.2K | 145 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.2% | +14.8% | +0.3% | 101% |
| Q1 2026 | -3.4% | -4.6% | +1.3% | 102% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $194.0M | 129 |
| Q1 2026 | $155.7M | 122 |
| Q4 2025 | $148.0M | 136 |