Pioneer Family Office
NORTH MIAMI BEACH, FLfiles as Pioneer Family Office, LLC
$194m in 129 US stocks at the end of 30 June 2026. The top 10 are 90.6% of the money. It changed about 21.0% of the portfolio this quarter.
Value
$194m
Stocks
129
Top 10 share
90.6%
Turnover
21.0%
What changed this quarter
New
Bought for the first time this quarter.
- Invesco Exch Traded FD TR IISPMO9.2% of the fund
- Vaneck ETF TrustANGL6.8% of the fund
- Ishares TRSOXX2.5% of the fund
- AbbVieABBV0.2% of the fund
- Vanguard Scottsdale FDSVCIT<0.1% of the fund
- Vanguard Charlotte FDSBNDX<0.1% of the fund
- Nebius GroupNBIS<0.1% of the fund
- Vaneck ETF TrustHYEM<0.1% of the fund
- Berkshire HathawayBRK-B<0.1% of the fund
- Ishares TRAGG<0.1% of the fund
- Vanguard BD Index FDSBSV<0.1% of the fund
- Trust FOR Professional ManagAPCB<0.1% of the fund
- Ishares TRIBDW<0.1% of the fund
- Vanguard Scottsdale FDSVMBS<0.1% of the fund
- Ishares TREMB<0.1% of the fund
- PGIM Short Duration High Yield Opportunities FundSDHY<0.1% of the fund
- Vanguard Scottsdale FDSVCSH<0.1% of the fund
- Vanguard BD Index FDSBIV<0.1% of the fund
- Ishares TRTLT<0.1% of the fund
- Vanguard BD Index FDSBLV<0.1% of the fund
- ToastTOST<0.1% of the fund
- Ishares TRIEI<0.1% of the fund
- Arista NetworksANET<0.1% of the fund
- AppLovinAPP<0.1% of the fund
- UiPathPATH<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO35.0% of the fund+7%
- Invesco QQQ TRQQQ14.5% of the fund+3%
- Vanguard World FDVGT13.1% of the fund+7%
- Vaneck Merk Gold ETFOUNZ0.5% of the fund+5%
- Vaneck ETF TrustSMH0.5% of the fund+21%
- Ishares TRDGRO0.4% of the fund+22%
- Spdr Series TrustSPYM0.4% of the fund+2%
- Invesco Exchange Traded FD TXLG0.3% of the fund+192%
- Astera LabsALAB0.1% of the fund+326%
- MercadoLibreMELI0.1% of the fund+86%
- Ishares Silver TRSLV<0.1% of the fund+658%
- Lockheed MartinLMT<0.1% of the fund+100%
- Ishares TRIEUR<0.1% of the fund+24%
- Select Sector Spdr TRXLF<0.1% of the fund+6%
- Soundhound AISOUN<0.1% of the fund+50%
- Select Sector Spdr TRXLV<0.1% of the fund+3%
- Select Sector Spdr TRXLY<0.1% of the fund+8%
- Select Sector Spdr TRXLU<0.1% of the fund+6%
Cut
Sold some of their stake.
- Vanguard Index FDSVUG0.3% of the fund-8%
- Vanguard Index FDSVTV0.2% of the fund-9%
- IsharesEIS0.2% of the fund-97%
- Vanguard Tax-Managed FDSVEA0.2% of the fund-16%
- Petrobras - Petroleo Brasileiro SAPBR0.1% of the fund-18%
- Ishares TRILF<0.1% of the fund-12%
- Eli LillyLLY<0.1% of the fund-50%
- Vanguard Intl Equity Index FVWO<0.1% of the fund-17%
- Meta PlatformsMETA<0.1% of the fund-78%
- Vanguard Index FDSVB<0.1% of the fund-18%
- Vanguard Intl Equity Index FVEU<0.1% of the fund-8%
- Select Sector Spdr TRXLC<0.1% of the fund-24%
- Ishares TRIJR<0.1% of the fund-12%
- Ishares TRIGM<0.1% of the fund-17%
- Vanguard Intl Equity Index FVPL<0.1% of the fund-11%
Sold out
Sold their entire stake.
- Global X FDSSHLD-100%
- First TR Exchange Traded FDAIRR-100%
- Ishares TREUFN-100%
- Direxion Shares ETF TrustFAS-100%
- Alps ETF TRAMLP-100%
- ExxonMobil HoldingsXOM-100%
- Micron TechnologyMU-100%
- Walt DisneyDIS-100%
- Vanguard Intl Equity Index FVGK-100%
- Select Sector Spdr TRXLP-100%
- IsharesEEMA-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 35.0%
- Value
- $68m
- Shares
- 98,792
+7%
- Invesco QQQ TRQQQ
- Share
- 14.5%
- Value
- $28m
- Shares
- 38,297
+3%
- Vanguard World FDVGT
- Share
- 13.1%
- Value
- $25m
- Shares
- 212,483
+7%
- Invesco Exch Traded FD TR IISPMO
- Share
- 9.2%
- Value
- $18m
- Shares
- 110,355
New
- Vaneck ETF TrustANGL
- Share
- 6.8%
- Value
- $13m
- Shares
- 450,854
New
- Ishares TRIVLU
- Share
- 6.4%
- Value
- $12m
- Shares
- 297,820
Held
- Ishares TRSOXX
- Share
- 2.5%
- Value
- $5m
- Shares
- 7,585
New
- Invesco Exch Traded FD TR IIQQQM
- Share
- 1.5%
- Value
- $3m
- Shares
- 9,350
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.0%
- Value
- $2m
- Shares
- 2,521
Held
- Vaneck ETF TrustMOAT
- Share
- 0.7%
- Value
- $1m
- Shares
- 13,475
Held
- Vaneck Merk Gold ETFOUNZ
- Share
- 0.5%
- Value
- $987,711
- Shares
- 25,595
+5%
- Vaneck ETF TrustSMH
- Share
- 0.5%
- Value
- $980,556
- Shares
- 1,495
+21%
- Select Sector Spdr TRXLK
- Share
- 0.5%
- Value
- $878,488
- Shares
- 4,611
Held
- Ishares TRDGRO
- Share
- 0.4%
- Value
- $847,332
- Shares
- 11,180
+22%
- Spdr Series TrustSPYM
- Share
- 0.4%
- Value
- $826,951
- Shares
- 9,410
+2%
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $678,611
- Shares
- 7,878
-8%
- Invesco Exchange Traded FD TXLG
- Share
- 0.3%
- Value
- $509,372
- Shares
- 8,319
+192%
- Wisdomtree Bitcoin FDBTCW
- Share
- 0.3%
- Value
- $485,199
- Shares
- 34,800
Held
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $442,398
- Shares
- 2,030
-9%
- Ishares TRIVV
- Share
- 0.2%
- Value
- $433,607
- Shares
- 579
Held
- IsharesEIS
- Share
- 0.2%
- Value
- $400,154
- Shares
- 3,315
-97%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $348,555
- Shares
- 4,892
-16%
- Vaneck ETF TrustNLR
- Share
- 0.1%
- Value
- $215,723
- Shares
- 1,860
Held
- Trust FOR Professional ManagAPUE
- Share
- <0.1%
- Value
- $186,879
- Shares
- 4,045
Held
- Ishares TRILF
- Share
- <0.1%
- Value
- $183,938
- Shares
- 5,450
-12%
- Vanguard Scottsdale FDSVCIT
- Share
- <0.1%
- Value
- $172,408
- Shares
- 2,086
New
- Vanguard Charlotte FDSBNDX
- Share
- <0.1%
- Value
- $153,862
- Shares
- 3,177
New
- Global X FDSARGT
- Share
- <0.1%
- Value
- $146,080
- Shares
- 1,600
Held
- Vaneck ETF TrustHYEM
- Share
- <0.1%
- Value
- $138,874
- Shares
- 1,000
New
- Vaneck Bitcoin ETFHODL
- Share
- <0.1%
- Value
- $132,880
- Shares
- 8,000
Held
- Ishares TRAGG
- Share
- <0.1%
- Value
- $129,565
- Shares
- 1,309
New
- Wisdomtree TRDGRW
- Share
- <0.1%
- Value
- $128,131
- Shares
- 1,340
Held
- Vanguard BD Index FDSBSV
- Share
- <0.1%
- Value
- $127,539
- Shares
- 1,637
New
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $122,671
- Shares
- 333
Held
- Vanguard Intl Equity Index FVWO
- Share
- <0.1%
- Value
- $119,798
- Shares
- 2,007
-17%
- Invesco Exchange Traded FD TPRFZ
- Share
- <0.1%
- Value
- $117,396
- Shares
- 2,105
Held
- Trust FOR Professional ManagAPCB
- Share
- <0.1%
- Value
- $115,943
- Shares
- 3,940
New
- Ishares Silver TRSLV
- Share
- <0.1%
- Value
- $101,326
- Shares
- 1,895
+658%
- Ishares TRIBDW
- Share
- <0.1%
- Value
- $98,802
- Shares
- 4,741
New
- IsharesEWZ
- Share
- <0.1%
- Value
- $96,600
- Shares
- 2,800
Held
- Ishares TRIEFA
- Share
- <0.1%
- Value
- $87,501
- Shares
- 906
Held
- Trust FOR Professional ManagAPIE
- Share
- <0.1%
- Value
- $73,489
- Shares
- 1,896
Held
- Ishares TRIJH
- Share
- <0.1%
- Value
- $60,686
- Shares
- 787
Held
- Vanguard Index FDSVB
- Share
- <0.1%
- Value
- $54,865
- Shares
- 181
-18%
- Vanguard Scottsdale FDSVMBS
- Share
- <0.1%
- Value
- $53,363
- Shares
- 1,140
New
- Ishares TREMB
- Share
- <0.1%
- Value
- $50,631
- Shares
- 525
New
- PGIM Short Duration High Yield Opportunities FundSDHY
- Share
- <0.1%
- Value
- $49,908
- Shares
- 3,045
New
- Vanguard Scottsdale FDSVCSH
- Share
- <0.1%
- Value
- $48,762
- Shares
- 617
New
- Vanguard BD Index FDSBIV
- Share
- <0.1%
- Value
- $48,091
- Shares
- 627
New
- Ishares TRTLT
- Share
- <0.1%
- Value
- $47,704
- Shares
- 552
New
- Vanguard BD Index FDSBLV
- Share
- <0.1%
- Value
- $47,493
- Shares
- 689
New
- Ishares TRIEUR
- Share
- <0.1%
- Value
- $45,403
- Shares
- 604
+24%
- Petroleo Brasileiro S APBR-A
- Share
- <0.1%
- Value
- $43,920
- Shares
- 3,000
Held
- Wisdomtree TRDXJ
- Share
- <0.1%
- Value
- $41,645
- Shares
- 240
Held
- Ishares TRIEI
- Share
- <0.1%
- Value
- $40,755
- Shares
- 347
New
- State STR Spdr DOW Jones INDDIA
- Share
- <0.1%
- Value
- $39,179
- Shares
- 75
Held
- Select Sector Spdr TRXLF
- Share
- <0.1%
- Value
- $39,135
- Shares
- 730
+6%
- Vanguard Intl Equity Index FVEU
- Share
- <0.1%
- Value
- $37,018
- Shares
- 442
-8%
- Wedbush SER TRIVES
- Share
- <0.1%
- Value
- $32,385
- Shares
- 850
Held
- Select Sector Spdr TRXLV
- Share
- <0.1%
- Value
- $25,862
- Shares
- 163
+3%
- Ishares TRIEF
- Share
- <0.1%
- Value
- $25,534
- Shares
- 270
New
- Vaneck ETF TrustSMOG
- Share
- <0.1%
- Value
- $21,184
- Shares
- 145
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 35.0% | $68m | 98,792 | +7% |
| Invesco QQQ TRQQQ | 14.5% | $28m | 38,297 | +3% |
| Vanguard World FDVGT | 13.1% | $25m | 212,483 | +7% |
| Invesco Exch Traded FD TR IISPMO | 9.2% | $18m | 110,355 | New |
| Vaneck ETF TrustANGL | 6.8% | $13m | 450,854 | New |
| Ishares TRIVLU | 6.4% | $12m | 297,820 | Held |
| Ishares TRSOXX | 2.5% | $5m | 7,585 | New |
| Invesco Exch Traded FD TR IIQQQM | 1.5% | $3m | 9,350 | Held |
| State STR Spdr S&P 500 ETF TSPY | 1.0% | $2m | 2,521 | Held |
| Vaneck ETF TrustMOAT | 0.7% | $1m | 13,475 | Held |
| Vaneck Merk Gold ETFOUNZ | 0.5% | $987,711 | 25,595 | +5% |
| Vaneck ETF TrustSMH | 0.5% | $980,556 | 1,495 | +21% |
| Select Sector Spdr TRXLK | 0.5% | $878,488 | 4,611 | Held |
| AppleAAPL | 0.4% | $867,212 | 2,997 | Held |
| Ishares TRDGRO | 0.4% | $847,332 | 11,180 | +22% |
| Spdr Series TrustSPYM | 0.4% | $826,951 | 9,410 | +2% |
| Vanguard Index FDSVUG | 0.3% | $678,611 | 7,878 | -8% |
| Amazon.comAMZN | 0.3% | $620,161 | 2,602 | Held |
| Invesco Exchange Traded FD TXLG | 0.3% | $509,372 | 8,319 | +192% |
| VisaV | 0.3% | $497,481 | 1,450 | Held |
| Wisdomtree Bitcoin FDBTCW | 0.3% | $485,199 | 34,800 | Held |
| Goldman Sachs GroupGS | 0.2% | $455,117 | 450 | Held |
| Vanguard Index FDSVTV | 0.2% | $442,398 | 2,030 | -9% |
| Ishares TRIVV | 0.2% | $433,607 | 579 | Held |
| IsharesEIS | 0.2% | $400,154 | 3,315 | -97% |
| WalmartWMT | 0.2% | $350,766 | 3,097 | Held |
| Vanguard Tax-Managed FDSVEA | 0.2% | $348,555 | 4,892 | -16% |
| AbbVieABBV | 0.2% | $307,252 | 1,221 | New |
| MicrosoftMSFT | 0.2% | $300,654 | 806 | Held |
| Petrobras - Petroleo Brasileiro SAPBR | 0.1% | $245,470 | 15,190 | -18% |
| Astera LabsALAB | 0.1% | $236,680 | 490 | +326% |
| MercadoLibreMELI | 0.1% | $220,661 | 130 | +86% |
| Vaneck ETF TrustNLR | 0.1% | $215,723 | 1,860 | Held |
| AlphabetGOOG | 0.1% | $211,998 | 600 | Held |
| Trust FOR Professional ManagAPUE | <0.1% | $186,879 | 4,045 | Held |
| Ishares TRILF | <0.1% | $183,938 | 5,450 | -12% |
| UnitedHealth GroupUNH | <0.1% | $182,877 | 440 | Held |
| Vanguard Scottsdale FDSVCIT | <0.1% | $172,408 | 2,086 | New |
| NvidiaNVDA | <0.1% | $172,077 | 860 | Held |
| Costco WholesaleCOST | <0.1% | $159,030 | 170 | Held |
| Vanguard Charlotte FDSBNDX | <0.1% | $153,862 | 3,177 | New |
| Nebius GroupNBIS | <0.1% | $147,751 | 535 | New |
| Global X FDSARGT | <0.1% | $146,080 | 1,600 | Held |
| Eli LillyLLY | <0.1% | $143,932 | 120 | -50% |
| Johnson & JohnsonJNJ | <0.1% | $141,715 | 558 | Held |
| Vaneck ETF TrustHYEM | <0.1% | $138,874 | 1,000 | New |
| Berkshire HathawayBRK-B | <0.1% | $137,607 | 275 | New |
| Vaneck Bitcoin ETFHODL | <0.1% | $132,880 | 8,000 | Held |
| Ishares TRAGG | <0.1% | $129,565 | 1,309 | New |
| Wisdomtree TRDGRW | <0.1% | $128,131 | 1,340 | Held |
| Vanguard BD Index FDSBSV | <0.1% | $127,539 | 1,637 | New |
| Spdr Gold TRGLD | <0.1% | $122,671 | 333 | Held |
| Vanguard Intl Equity Index FVWO | <0.1% | $119,798 | 2,007 | -17% |
| American ExpressAXP | <0.1% | $118,388 | 350 | Held |
| Invesco Exchange Traded FD TPRFZ | <0.1% | $117,396 | 2,105 | Held |
| OracleORCL | <0.1% | $117,240 | 800 | Held |
| Trust FOR Professional ManagAPCB | <0.1% | $115,943 | 3,940 | New |
| Blue Owl CapitalOBDC | <0.1% | $114,135 | 10,500 | Held |
| Ishares Silver TRSLV | <0.1% | $101,326 | 1,895 | +658% |
| Ishares TRIBDW | <0.1% | $98,802 | 4,741 | New |
| IsharesEWZ | <0.1% | $96,600 | 2,800 | Held |
| Advanced Micro DevicesAMD | <0.1% | $92,946 | 160 | Held |
| Ishares TRIEFA | <0.1% | $87,501 | 906 | Held |
| Lockheed MartinLMT | <0.1% | $85,718 | 168 | +100% |
| Teva Pharmaceutical IndustriesTEVA | <0.1% | $84,700 | 2,500 | Held |
| Meta PlatformsMETA | <0.1% | $76,607 | 136 | -78% |
| Trust FOR Professional ManagAPIE | <0.1% | $73,489 | 1,896 | Held |
| Ishares TRIJH | <0.1% | $60,686 | 787 | Held |
| Vanguard Index FDSVB | <0.1% | $54,865 | 181 | -18% |
| Vanguard Scottsdale FDSVMBS | <0.1% | $53,363 | 1,140 | New |
| Palo Alto NetworksPANW | <0.1% | $51,153 | 150 | Held |
| Ishares TREMB | <0.1% | $50,631 | 525 | New |
| PGIM Short Duration High Yield Opportunities FundSDHY | <0.1% | $49,908 | 3,045 | New |
| Vanguard Scottsdale FDSVCSH | <0.1% | $48,762 | 617 | New |
| Vanguard BD Index FDSBIV | <0.1% | $48,091 | 627 | New |
| Ishares TRTLT | <0.1% | $47,704 | 552 | New |
| Vanguard BD Index FDSBLV | <0.1% | $47,493 | 689 | New |
| JPMorgan ChaseJPM | <0.1% | $46,481 | 142 | Held |
| Ishares TRIEUR | <0.1% | $45,403 | 604 | +24% |
| Petroleo Brasileiro S APBR-A | <0.1% | $43,920 | 3,000 | Held |
| General DynamicsGD | <0.1% | $42,509 | 120 | Held |
| ToastTOST | <0.1% | $41,730 | 1,500 | New |
| Wisdomtree TRDXJ | <0.1% | $41,645 | 240 | Held |
| AdobeADBE | <0.1% | $41,004 | 200 | Held |
| Ishares TRIEI | <0.1% | $40,755 | 347 | New |
| State STR Spdr DOW Jones INDDIA | <0.1% | $39,179 | 75 | Held |
| Select Sector Spdr TRXLF | <0.1% | $39,135 | 730 | +6% |
| Soundhound AISOUN | <0.1% | $38,820 | 6,000 | +50% |
| FedExFDX | <0.1% | $37,576 | 120 | Held |
| Vanguard Intl Equity Index FVEU | <0.1% | $37,018 | 442 | -8% |
| Philip Morris InternationalPM | <0.1% | $36,182 | 200 | Held |
| Arista NetworksANET | <0.1% | $33,976 | 200 | New |
| Wedbush SER TRIVES | <0.1% | $32,385 | 850 | Held |
| AppLovinAPP | <0.1% | $30,914 | 60 | New |
| ChevronCVX | <0.1% | $29,837 | 180 | Held |
| UiPathPATH | <0.1% | $27,175 | 2,500 | New |
| Select Sector Spdr TRXLV | <0.1% | $25,862 | 163 | +3% |
| Ishares TRIEF | <0.1% | $25,534 | 270 | New |
| Palantir TechnologiesPLTR | <0.1% | $23,334 | 200 | New |
| Vaneck ETF TrustSMOG | <0.1% | $21,184 | 145 | Held |
Showing the largest 100 of 129.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 31.1% since 31 December 2025.
Where the money is
Technology1.2%
Financial services0.7%
Health care0.5%
Retail & consumer0.3%
Everyday goods0.3%
Media & telecom0.2%
Energy0.1%
Industrials0.1%
Other96.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.