Filed: 5/14/2026ACC: 0002135110-26-000001
📋 What this filing means
PIONEER FAMILY OFFICE, LLC filed this quarterly 13F‑HR report disclosing 136 equity positions with a total reported market value of $148.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
136
Positions
$148.00M
Total AUM (reported)
1.24M
Total Shares
Allocation by class
S&P 500 ETF SHS$49.99M33.8%
UNIT SER 1$21.95M14.8%
FALLEN ANGEL HG$13.54M9.1%
RBA INDL ETF$13.44M9.1%
INF TECH ETF$12.26M8.3%
COM$5.88M4.0%
MSCI EURO FL ETF$3.88M2.6%
Portfolio Concentration
Top 3$85.49M57.8%
4–10$41.55M28.1%
11–25$11.91M8.0%
Rest$9.05M6.1%
Top 3 weight
57.8%
Top 10 weight
85.8%
Voting Authority Distribution
Total shares with voting rights: 1.24M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole136
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings136
Rows:
VANGUARD INDEX FDS
SOLEShares79.72K
TypeSH
Market value$49.99M
33.78%
Sole
0.00
Shared
0.00
None
79.72K
INVESCO QQQ TR
SOLEShares35.73K
TypeSH
Market value$21.95M
14.83%
Sole
0.00
Shared
0.00
None
35.73K
VANECK ETF TRUST
SOLEShares461.15K
TypeSH
Market value$13.54M
9.15%
Sole
0.00
Shared
0.00
None
461.15K
FIRST TR EXCHANGE TRADED FD
SOLEShares136.62K
TypeSH
Market value$13.44M
9.08%
Sole
0.00
Shared
0.00
None
136.62K
VANGUARD WORLD FD
SOLEShares16.27K
TypeSH
Market value$12.26M
8.29%
Sole
0.00
Shared
0.00
None
16.27K
ISHARES TR
SOLEShares104.52K
TypeSH
Market value$3.88M
2.62%
Sole
0.00
Shared
0.00
None
104.52K
ISHARES TR
SOLEShares55.35K
TypeSH
Market value$3.84M
2.60%
Sole
0.00
Shared
0.00
None
55.35K
ISHARES INC
SOLEShares30.51K
TypeSH
Market value$3.36M
2.27%
Sole
0.00
Shared
0.00
None
30.51K
INVESCO EXCHANGE TRADED FD T
SOLEShares41.60K
TypeSH
Market value$2.47M
1.67%
Sole
0.00
Shared
0.00
None
41.60K
INVESCO EXCH TRADED FD TR II
SOLEShares9.14K
TypeSH
Market value$2.31M
1.56%
Sole
0.00
Shared
0.00
None
9.14K
SPDR S&P 500 ETF TR
SOLEShares2.52K
TypeSH
Market value$1.72M
1.16%
Sole
0.00
Shared
0.00
None
2.52K
WISDOMTREE TR
SOLEShares16.03K
TypeSH
Market value$1.43M
0.97%
Sole
0.00
Shared
0.00
None
16.03K
VANECK ETF TRUST
SOLEShares13.47K
TypeSH
Market value$1.40M
0.94%
Sole
0.00
Shared
0.00
None
13.47K
APPLE INC
SOLEShares4.56K
TypeSH
Market value$1.24M
0.84%
Sole
0.00
Shared
0.00
None
4.56K
WISDOMTREE BITCOIN FD
SOLEShares34.80K
TypeSH
Market value$739.7K
0.50%
Sole
0.00
Shared
0.00
None
34.80K
VANGUARD INDEX FDS
SOLEShares1.43K
TypeSH
Market value$695.7K
0.47%
Sole
0.00
Shared
0.00
None
1.43K
AMAZON COM INC
SOLEShares2.90K
TypeSH
Market value$669.8K
0.45%
Sole
0.00
Shared
0.00
None
2.90K
ELI LILLY & CO
SOLEShares540.00
TypeSH
Market value$580.3K
0.39%
Sole
0.00
Shared
0.00
None
540.00
VANECK MERK GOLD ETF
SOLEShares13.49K
TypeSH
Market value$559.6K
0.38%
Sole
0.00
Shared
0.00
None
13.49K
SELECT SECTOR SPDR TR
SOLEShares3.87K
TypeSH
Market value$557.5K
0.38%
Sole
0.00
Shared
0.00
None
3.87K
SPDR SERIES TRUST
SOLEShares6.36K
TypeSH
Market value$510.2K
0.34%
Sole
0.00
Shared
0.00
None
6.36K
VISA INC
SOLEShares1.45K
TypeSH
Market value$508.5K
0.34%
Sole
0.00
Shared
0.00
None
1.45K
MICROSOFT CORP
SOLEShares956.00
TypeSH
Market value$462.3K
0.31%
Sole
0.00
Shared
0.00
None
956.00
VANGUARD INDEX FDS
SOLEShares2.24K
TypeSH
Market value$427.2K
0.29%
Sole
0.00
Shared
0.00
None
2.24K
META PLATFORMS INC
SOLEShares628.00
TypeSH
Market value$414.5K
0.28%
Sole
0.00
Shared
0.00
None
628.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 79.72K | SH | $49.99M 33.78% | 0.00 | 0.00 | 79.72K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 35.73K | SH | $21.95M 14.83% | 0.00 | 0.00 | 35.73K |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 461.15K | SH | $13.54M 9.15% | 0.00 | 0.00 | 461.15K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 136.62K | SH | $13.44M 9.08% | 0.00 | 0.00 | 136.62K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 16.27K | SH | $12.26M 8.29% | 0.00 | 0.00 | 16.27K |
ISHARES TRSOLE | MSCI EURO FL ETF | 104.52K | SH | $3.88M 2.62% | 0.00 | 0.00 | 104.52K |
ISHARES TRSOLE | CORE DIV GRWTH | 55.35K | SH | $3.84M 2.60% | 0.00 | 0.00 | 55.35K |
ISHARES INCSOLE | MSCI ISRAEL ETF | 30.51K | SH | $3.36M 2.27% | 0.00 | 0.00 | 30.51K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 41.60K | SH | $2.47M 1.67% | 0.00 | 0.00 | 41.60K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 9.14K | SH | $2.31M 1.56% | 0.00 | 0.00 | 9.14K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.52K | SH | $1.72M 1.16% | 0.00 | 0.00 | 2.52K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 16.03K | SH | $1.43M 0.97% | 0.00 | 0.00 | 16.03K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 13.47K | SH | $1.40M 0.94% | 0.00 | 0.00 | 13.47K |
APPLE INCSOLE | COM | 4.56K | SH | $1.24M 0.84% | 0.00 | 0.00 | 4.56K |
WISDOMTREE BITCOIN FDSOLE | SHS BEN INT | 34.80K | SH | $739.7K 0.50% | 0.00 | 0.00 | 34.80K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.43K | SH | $695.7K 0.47% | 0.00 | 0.00 | 1.43K |
AMAZON COM INCSOLE | COM | 2.90K | SH | $669.8K 0.45% | 0.00 | 0.00 | 2.90K |
ELI LILLY & COSOLE | COM | 540.00 | SH | $580.3K 0.39% | 0.00 | 0.00 | 540.00 |
VANECK MERK GOLD ETFSOLE | GOLD SHS | 13.49K | SH | $559.6K 0.38% | 0.00 | 0.00 | 13.49K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 3.87K | SH | $557.5K 0.38% | 0.00 | 0.00 | 3.87K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 6.36K | SH | $510.2K 0.34% | 0.00 | 0.00 | 6.36K |
VISA INCSOLE | COM CL A | 1.45K | SH | $508.5K 0.34% | 0.00 | 0.00 | 1.45K |
MICROSOFT CORPSOLE | COM | 956.00 | SH | $462.3K 0.31% | 0.00 | 0.00 | 956.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.24K | SH | $427.2K 0.29% | 0.00 | 0.00 | 2.24K |
META PLATFORMS INCSOLE | CL A | 628.00 | SH | $414.5K 0.28% | 0.00 | 0.00 | 628.00 |
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