Pioneer Family Office, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Pioneer Family Office, LLC reported 105 stock positions worth $141.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 39.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 15.2%) and Vanguard Info Tech ETF (VGT, 12.3%). Compared with Q4 2025, it opened 7 new positions, sold out of 38, added to 18 and reduced 19. The biggest buy was a new position in iShares MSCI International V (IVLU) and the biggest sale an exit from Vaneck Fallen Angel High YLD (ANGL).
- Most Recent 13F
- Q2 2026
- Location
- NORTH MIAMI BEACH, FL
- CIK
- 0002135110
- Portfolio Value
- $141.2M (Q1 2026)
- SEC Filing
- 0002135110-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 105 stocks · $141.2M
| VOO Vanguard S&P 500 ETF | 39.07% | 92,328 | $55.2M | Add +15.8% |
| QQQ Invesco QQQ Trust Series 1 | 15.19% | 37,158 | $21.4M | Add +4.0% |
| VGT Vanguard Info Tech ETF | 12.32% | 24,925 | $17.4M | Add +53.2% |
| EIS iShares MSCI Israel ETF | 9.47% | 115,299 | $13.4M | Add +277.9% |
| IVLU iShares MSCI International V | 8.45% | 300,785 | $11.9M | New |
| QQQM Invesco Nasdaq 100 ETF | 1.56% | 9,290 | $2.2M | Add +1.6% |
| SHLD Global X Defense Tech ETF | 1.51% | 30,055 | $2.1M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.16% | 2,521 | $1.6M | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.92% | 13,475 | $1.3M | No change |
| OUNZ Vaneck Merk Gold ETF | 0.78% | 24,360 | $1.1M | Add +80.6% |
| AAPL Apple Inc. | 0.54% | 2,997 | $761K | Reduce -34.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.50% | 9,225 | $706K | Add +45.0% |
| DGRO iShares Core Dividend Growth | 0.45% | 9,130 | $641K | Reduce -83.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 1,426 | $623K | No change |
| XLK SS Technology Select Sector | 0.43% | 4,603 | $612K | Add +18.9% |
| BTCW Wisdomtree Bitcoin Fund | 0.39% | 34,800 | $556K | No change |
| AMZN Amazon.com Inc. | 0.38% | 2,602 | $542K | Reduce -10.3% |
| SMH Vaneck Semiconductor ETF | 0.34% | 1,235 | $473K | Add +586.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 2,237 | $439K | No change |
| V Visa Inc. Class A | 0.31% | 1,450 | $438K | No change |
| WMT Walmart Inc. | 0.27% | 3,097 | $385K | Reduce -0.3% |
| PBR Petroleo Brasileiro-Spon ADR | 0.27% | 18,523 | $384K | No change |
| GS Goldman Sachs Group Inc. | 0.27% | 450 | $381K | No change |
| IVV iShares Core S&P 500 ETF | 0.27% | 579 | $378K | No change |
| VEA Vanguard Ftse Developed ETF | 0.26% | 5,814 | $373K | No change |
| META Meta Platforms Inc. Class A | 0.25% | 628 | $359K | No change |
| AIRR First Trust Rba American Ind | 0.25% | 3,190 | $353K | Reduce -97.7% |
| MSFT Microsoft Corp. | 0.21% | 806 | $298K | Reduce -15.7% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.18% | 1,860 | $248K | No change |
| LLY Eli Lilly & Co. | 0.16% | 240 | $221K | Reduce -55.6% |
| ILF iShares Latin America 40 ETF | 0.16% | 6,170 | $219K | New |
| GOOG Alphabet Inc. Class C | 0.12% | 600 | $172K | No change |
| COST Costco Wholesale Corp. | 0.12% | 170 | $169K | No change |
| APUE Activepassive US Equity ETF | 0.11% | 4,045 | $162K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.11% | 2,849 | $155K | Reduce -93.2% |
| HODL Vaneck Bitcoin ETF | 0.11% | 8,000 | $153K | Reduce -44.3% |
| NVDA Nvidia Corp. | 0.11% | 860 | $150K | No change |
| ARGT Global X MSCI Argentina ETF | 0.11% | 1,600 | $149K | No change |
| GLD SPDR Gold Shares | 0.10% | 333 | $143K | No change |
| JNJ Johnson & Johnson | 0.10% | 558 | $136K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 2,405 | $130K | No change |
| MELI MercadoLibre Inc. | 0.09% | 70 | $121K | No change |
| UNH Unitedhealth Group Inc. | 0.08% | 440 | $119K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.08% | 1,340 | $118K | Reduce -91.6% |
| ORCL Oracle Corp. | 0.08% | 800 | $118K | No change |
| OBDC Blue Owl Capital Corp. | 0.08% | 10,500 | $116K | No change |
| EWZ iShares MSCI Brazil ETF | 0.08% | 2,800 | $107K | No change |
| AXP American Express Co. | 0.07% | 350 | $106K | No change |
| EUFN iShares MSCI Europe Financia | 0.07% | 2,960 | $103K | Reduce -97.2% |
| FAS Dirx DLY Finacial B3X ETF-Ui | 0.07% | 859 | $102K | No change |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.07% | 2,105 | $97K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 906 | $82K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.05% | 2,500 | $75K | No change |
| APIE Activepassive Intl Eqty ETF | 0.05% | 1,896 | $67K | No change |
| AMLP Alerian MLP ETF | 0.04% | 1,206 | $63K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 222 | $58K | No change |
| PBR.A Petroleo Brasil-SP Pref ADR | 0.04% | 3,000 | $56K | No change |
| IJH iShares Core S&P Midcap ETF | 0.04% | 787 | $53K | No change |
| LMT Lockheed Martin Corp. | 0.04% | 84 | $51K | No change |
| ADBE Adobe Inc. | 0.03% | 200 | $49K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 260 | $44K | No change |
| FDX FedEx Corp. | 0.03% | 120 | $43K | No change |
| JPM JPMorgan Chase & Co. | 0.03% | 142 | $42K | No change |
| GD General Dynamics Corp. | 0.03% | 120 | $41K | No change |
| MU Micron Technology Inc. | 0.03% | 120 | $41K | Reduce -25.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 400 | $39K | Reduce -61.3% |
| DXJ Wisdomtree Japan Hedged Eq | 0.03% | 240 | $38K | No change |
| CVX Chevron Corp. | 0.03% | 180 | $37K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.03% | 482 | $36K | Add +0.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.02% | 75 | $35K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.02% | 489 | $34K | Add +379.4% |
| XLF SS Financial Select Sector | 0.02% | 690 | $34K | Add +0.3% |
| PM Philip Morris International | 0.02% | 200 | $33K | No change |
| AMD Advanced Micro Devices | 0.02% | 160 | $33K | No change |
| VGK Vanguard Ftse Europe ETF | 0.02% | 375 | $31K | New |
| SOUN Soundhound AI Inc. Class A | 0.02% | 4,000 | $27K | Add +60.0% |
| XLC SS Comm Select Sector SPDR | 0.02% | 242 | $27K | Add +0.4% |
| BABA Alibaba Group Holding-SP ADR | 0.02% | 200 | $25K | No change |
| IVES Dan Wedbush AI Rev ETF | 0.02% | 850 | $24K | No change |
| PANW Palo Alto Networks Inc. | 0.02% | 150 | $24K | No change |
| XLV SS Health Care Select Sector | 0.02% | 159 | $23K | No change |
| SQQQ Proshares Ultrapro Short QQQ | 0.01% | 260 | $21K | No change |
| SMOG Vaneck Low Carbon Energy ETF | 0.01% | 145 | $20K | No change |
| XLP SS Consumer Staples Sel Sect | 0.01% | 241 | $20K | Add +0.4% |
| SLV iShares Silver Trust | 0.01% | 250 | $17K | New |
| ASTS Ast Spacemobile Inc. | 0.01% | 180 | $15K | No change |
| IJR iShares Core S&P Small-Cap E | 0.01% | 120 | $15K | Add +0.8% |
| IWM iShares Russell 2000 ETF | 0.01% | 55 | $14K | Reduce -92.0% |
| ALAB Astera Labs Inc. | 0.01% | 115 | $13K | New |
| ORMP Oramed Pharmaceuticals Inc. | 0.01% | 3,000 | $10K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 206 | $9K | No change |
| IBB iShares Biotechnology ETF | 0.01% | 55 | $9K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 79 | $9K | Add +1.3% |
| IGM iShares Expanded Tech Sector | 0.01% | 72 | $8K | Add +1.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.01% | 110 | $8K | New |
| AVDV Avantis Intl S/C Value ETF | 0.01% | 75 | $7K | Reduce -48.3% |
| AVUV Avantis US Small Cap Value | 0.01% | 67 | $7K | Reduce -50.4% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.00% | 72 | $7K | Reduce -67.0% |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 70 | $7K | Reduce -69.3% |
| GPRO Gopro Inc. Class A | 0.00% | 6,150 | $5K | No change |
Other holdings (17): bonds, preferreds, convertibles and warrants · $14.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG · principal | 454,099 | $13.0M | New |
| BNDX Vanguard Total Intl Bond ETF | TOTAL INT BD ETF · principal | 4,120 | $198K | New |
| BSV Vanguard Short-Term Bond ETF | SHORT TRM BOND · principal | 2,202 | $173K | New |
| HYEM Vaneck Emrg MKTS Hi YLD | EMERGING MRKT HI · principal | 1,000 | $136K | New |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | 1,309 | $130K | New |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | 1,467 | $121K | New |
| APCB Activepassive Core Bond ETF | ACTIVEPASSIVE CR · principal | 3,940 | $116K | New |
| IBDW iShares Ibonds Dec 2031 Corp. | IBONDS DEC 2031 · principal | 4,741 | $99K | New |
| SDHY Pgim SHRT Durat Hi YLD | COM · principal | 4,900 | $78K | New |
| VMBS Vanguard Mortgage-Backed Sec | MTG-BKD SECS ETF · principal | 1,627 | $76K | New |
| BIV Vanguard Intermediate-Term B | INTERMED TERM · principal | 909 | $70K | New |
| BLV Vanguard Long-Term Bond ETF | LONG TERM BOND · principal | 996 | $69K | New |
| IEI iShares 3-7 Year Treasury Bo | 3 7 YR TREAS BD · principal | 380 | $45K | New |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | 460 | $36K | New |
| TLT iShares 20+ Year Treasury BD | 20 YR TR BD ETF · principal | 298 | $26K | New |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | 245 | $23K | New |
| IBDU iShares Ibonds Dec 2029 Term | IBONDS DEC 29 · principal | 910 | $21K | New |
Total filed on the 13F, all lines: $155.7M.
Portfolio Sells Q4 2025 → Q1 2026
| ANGL Vaneck Fallen Angel High YLD | Sold out | 0.00% | −9.15 |
| AIRR First Trust Rba American Ind | Reduce -97.7% | 0.25% | −8.83 |
| EUFN iShares MSCI Europe Financia | Reduce -97.2% | 0.07% | −2.55 |
| DGRO iShares Core Dividend Growth | Reduce -83.5% | 0.45% | −2.14 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -93.2% | 0.11% | −1.56 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -91.6% | 0.08% | −0.89 |
| AAPL Apple Inc. | Reduce -34.2% | 0.54% | −0.30 |
| LLY Eli Lilly & Co. | Reduce -55.6% | 0.16% | −0.24 |
| ITEQ Amplify Bluestar Israel Tech | Sold out | 0.00% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.16 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.13 |
| HODL Vaneck Bitcoin ETF | Reduce -44.3% | 0.11% | −0.13 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.12 |
| IWM iShares Russell 2000 ETF | Reduce -92.0% | 0.01% | −0.11 |
| MSFT Microsoft Corp. | Reduce -15.7% | 0.21% | −0.10 |
| HEDJ Wisdomtree Europe Hedged Equ | Sold out | 0.00% | −0.09 |
| HYEM Vaneck Emrg MKTS Hi YLD | Sold out | 0.00% | −0.09 |
| SDHY Pgim SHRT Durat Hi YLD | Sold out | 0.00% | −0.09 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.09 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.08 |
| APCB Activepassive Core Bond ETF | Sold out | 0.00% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -10.3% | 0.38% | −0.07 |
| IBDW iShares Ibonds Dec 2031 Corp. | Sold out | 0.00% | −0.07 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.06 |
| DIS The Walt Disney Co. | Reduce -61.3% | 0.03% | −0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.05 |
| RWX State Street SPDR Dow Jones | Sold out | 0.00% | −0.05 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.05 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −0.05 |
| BLV Vanguard Long-Term Bond ETF | Sold out | 0.00% | −0.05 |
| GE General Electric | Sold out | 0.00% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.04 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.03 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −0.03 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.02 |
| C Citigroup Inc. | Sold out | 0.00% | −0.02 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.02 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.02 |
| INTC Intel Corp. | Sold out | 0.00% | −0.02 |
| LOMA Loma Negra Cia Ind-Spon ADR | Sold out | 0.00% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.02 |
| TGT Target Corp. | Sold out | 0.00% | −0.02 |
| GGB Gerdau SA -Spon ADR | Sold out | 0.00% | −0.02 |
| IBDU iShares Ibonds Dec 2029 Term | Sold out | 0.00% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -88.8% | 0.00% | −0.01 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.01 |
| HUM Humana Inc. | Sold out | 0.00% | −0.01 |
| VPL Vanguard Ftse Pacific ETF | Reduce -69.3% | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IVLU iShares MSCI International V | New | 8.45% | +8.45 |
| EIS iShares MSCI Israel ETF | Add +277.9% | 9.47% | +7.21 |
| VOO Vanguard S&P 500 ETF | Add +15.8% | 39.07% | +5.29 |
| VGT Vanguard Info Tech ETF | Add +53.2% | 12.32% | +4.03 |
| SHLD Global X Defense Tech ETF | New | 1.51% | +1.51 |
| OUNZ Vaneck Merk Gold ETF | Add +80.6% | 0.78% | +0.40 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.0% | 15.19% | +0.36 |
| SMH Vaneck Semiconductor ETF | Add +586.1% | 0.34% | +0.29 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +45.0% | 0.50% | +0.16 |
| ILF iShares Latin America 40 ETF | New | 0.16% | +0.16 |
| XLK SS Technology Select Sector | Add +18.9% | 0.43% | +0.06 |
| VGK Vanguard Ftse Europe ETF | New | 0.02% | +0.02 |
| IEUR iShares Core MSCI Europe ETF | Add +379.4% | 0.02% | +0.02 |
| SLV iShares Silver Trust | New | 0.01% | +0.01 |
| ALAB Astera Labs Inc. | New | 0.01% | +0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.01% | +0.01 |
| SOUN Soundhound AI Inc. Class A | Add +60.0% | 0.02% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.2% | 0.03% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +0.4% | 0.01% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.8% | 0.01% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +1.6% | 1.56% | +0.00 |
| IGM iShares Expanded Tech Sector | Add +1.4% | 0.01% | −0.00 |
| XLY SS Consumer Disc Select Sect | Add +1.3% | 0.01% | −0.00 |
| XLC SS Comm Select Sector SPDR | Add +0.4% | 0.02% | −0.00 |
| XLF SS Financial Select Sector | Add +0.3% | 0.02% | −0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG · principal | New | 454,099 | $13.0M |
| BNDX Vanguard Total Intl Bond ETF | TOTAL INT BD ETF · principal | New | 4,120 | $198K |
| BSV Vanguard Short-Term Bond ETF | SHORT TRM BOND · principal | New | 2,202 | $173K |
| HYEM Vaneck Emrg MKTS Hi YLD | EMERGING MRKT HI · principal | New | 1,000 | $136K |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | New | 1,309 | $130K |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | New | 1,467 | $121K |
| APCB Activepassive Core Bond ETF | ACTIVEPASSIVE CR · principal | New | 3,940 | $116K |
| IBDW iShares Ibonds Dec 2031 Corp. | IBONDS DEC 2031 · principal | New | 4,741 | $99K |
| SDHY Pgim SHRT Durat Hi YLD | COM · principal | New | 4,900 | $78K |
| VMBS Vanguard Mortgage-Backed Sec | MTG-BKD SECS ETF · principal | New | 1,627 | $76K |
| BIV Vanguard Intermediate-Term B | INTERMED TERM · principal | New | 909 | $70K |
| BLV Vanguard Long-Term Bond ETF | LONG TERM BOND · principal | New | 996 | $69K |
| IEI iShares 3-7 Year Treasury Bo | 3 7 YR TREAS BD · principal | New | 380 | $45K |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | New | 460 | $36K |
| TLT iShares 20+ Year Treasury BD | 20 YR TR BD ETF · principal | New | 298 | $26K |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | New | 245 | $23K |
| IBDU iShares Ibonds Dec 2029 Term | IBONDS DEC 29 · principal | New | 910 | $21K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.