Pioneer Family Office, LLC

Est. AUM

$155.7M

13F long equity, this entity only

Positions

122

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$55.2M	92328	35.44%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$21.4M	37158	13.78%	SOLE
3	VANGUARD WORLD FD	INF TECH ETF	$17.4M	24925	11.17%	SOLE
4	ISHARES INC	MSCI ISRAEL ETF	$13.4M	115299	8.59%	SOLE
5	VANECK ETF TRUST	FALLEN ANGEL HG	$13.0M	454099	8.38%	SOLE
6	ISHARES TR	MSCI INTL VLU FT	$11.9M	300785	7.67%	SOLE
7	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.2M	9290	1.42%	SOLE
8	GLOBAL X FDS	DEFENSE TECH ETF	$2.1M	30055	1.37%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.6M	2521	1.05%	SOLE
10	VANECK ETF TRUST	MRNGSTR WDE MOAT	$1.3M	13475	0.84%	SOLE
11	VANECK MERK GOLD ETF	GOLD SHS	$1.1M	24360	0.70%	SOLE
12	APPLE INC	COM	$761K	2997	0.49%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$706K	9225	0.45%	SOLE
14	ISHARES TR	CORE DIV GRWTH	$641K	9130	0.41%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$623K	1426	0.40%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET TEC	$612K	4603	0.39%	SOLE
17	WISDOMTREE BITCOIN FD	SHS BEN INT	$556K	34800	0.36%	SOLE
18	AMAZON COM INC	COM	$542K	2602	0.35%	SOLE
19	VANECK ETF TRUST	SEMICONDUCTR ETF	$473K	1235	0.30%	SOLE
20	VANGUARD INDEX FDS	VALUE ETF	$439K	2237	0.28%	SOLE
21	VISA INC	COM CL A	$438K	1450	0.28%	SOLE
22	WALMART INC	COM	$385K	3097	0.25%	SOLE
23	PETROLEO BRASILEIRO S A	SPONSORED ADR	$384K	18523	0.25%	SOLE
24	GOLDMAN SACHS GROUP INC	COM	$381K	450	0.24%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$378K	579	0.24%	SOLE
26	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$373K	5814	0.24%	SOLE
27	META PLATFORMS INC	CL A	$359K	628	0.23%	SOLE
28	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$353K	3190	0.23%	SOLE
29	MICROSOFT CORP	COM	$298K	806	0.19%	SOLE
30	VANECK ETF TRUST	URANIUM AND NUCL	$248K	1860	0.16%	SOLE
31	ELI LILLY & CO	COM	$221K	240	0.14%	SOLE
32	ISHARES TR	LATN AMER 40 ETF	$219K	6170	0.14%	SOLE
33	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$198K	4120	0.13%	SOLE
34	VANGUARD BD INDEX FDS	SHORT TRM BOND	$173K	2202	0.11%	SOLE
35	ALPHABET INC	CAP STK CL C	$172K	600	0.11%	SOLE
36	COSTCO WHOLESALE CORPORATION	COM	$169K	170	0.11%	SOLE
37	TRUST FOR PROFESSIONAL MANAG	ACTIVEPASSIVE US	$162K	4045	0.10%	SOLE
38	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$155K	2849	0.10%	SOLE
39	VANECK BITCOIN ETF	SH BEN INT	$153K	8000	0.10%	SOLE
40	NVIDIA CORPORATION	COM	$150K	860	0.10%	SOLE
41	GLOBAL X FDS	GB MSCI AR ETF	$149K	1600	0.10%	SOLE
42	SPDR GOLD TR	GOLD SHS	$143K	333	0.09%	SOLE
43	JOHNSON & JOHNSON	COM	$136K	558	0.09%	SOLE
44	VANECK ETF TRUST	EMERGING MRKT HI	$136K	1000	0.09%	SOLE
45	ISHARES TR	CORE US AGGBD ET	$130K	1309	0.08%	SOLE
46	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$130K	2405	0.08%	SOLE
47	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$121K	1467	0.08%	SOLE
48	MERCADOLIBRE INC	COM	$121K	70	0.08%	SOLE
49	UNITEDHEALTH GROUP INC	COM	$119K	440	0.08%	SOLE
50	ORACLE CORP	COM	$118K	800	0.08%	SOLE

1–50 of 122

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.