Filed: 5/14/2026ACC: 0002135110-26-000002
๐ What this filing means
PIONEER FAMILY OFFICE, LLC filed this quarterly 13FโHR report disclosing 122 equity positions with a total reported market value of $155.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$155.67M
Total AUM (reported)
1.32M
Total Shares
Allocation by class
S&P 500 ETF SHS$55.17M35.4%
UNIT SER 1$21.45M13.8%
INF TECH ETF$17.39M11.2%
MSCI ISRAEL ETF$13.38M8.6%
FALLEN ANGEL HG$13.04M8.4%
MSCI INTL VLU FT$11.94M7.7%
COM$4.19M2.7%
Portfolio Concentration
Top 3$94.01M60.4%
4โ10$45.63M29.3%
11โ25$8.42M5.4%
Rest$7.61M4.9%
Top 3 weight
60.4%
Top 10 weight
89.7%
Voting Authority Distribution
Total shares with voting rights: 1.32M
Sole
Full voting authority
1.32M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole122
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings122
Rows:
VANGUARD INDEX FDS
SOLEShares92.33K
TypeSH
Market value$55.17M
35.44%
Sole
92.33K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares37.16K
TypeSH
Market value$21.45M
13.78%
Sole
37.16K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares24.93K
TypeSH
Market value$17.39M
11.17%
Sole
24.93K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares115.30K
TypeSH
Market value$13.38M
8.59%
Sole
115.30K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares454.10K
TypePRN
Market value$13.04M
8.38%
Sole
454.10K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares300.79K
TypeSH
Market value$11.94M
7.67%
Sole
300.79K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares9.29K
TypeSH
Market value$2.21M
1.42%
Sole
9.29K
Shared
0.00
None
0.00
GLOBAL X FDS
SOLEShares30.05K
TypeSH
Market value$2.13M
1.37%
Sole
30.05K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares2.52K
TypeSH
Market value$1.64M
1.05%
Sole
2.52K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares13.47K
TypeSH
Market value$1.30M
0.84%
Sole
13.47K
Shared
0.00
None
0.00
VANECK MERK GOLD ETF
SOLEShares24.36K
TypeSH
Market value$1.10M
0.70%
Sole
24.36K
Shared
0.00
None
0.00
APPLE INC
SOLEShares3K
TypeSH
Market value$760.6K
0.49%
Sole
3K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares9.22K
TypeSH
Market value$706.1K
0.45%
Sole
9.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.13K
TypeSH
Market value$640.7K
0.41%
Sole
9.13K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.43K
TypeSH
Market value$622.9K
0.40%
Sole
1.43K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares4.60K
TypeSH
Market value$611.7K
0.39%
Sole
4.60K
Shared
0.00
None
0.00
WISDOMTREE BITCOIN FD
SOLEShares34.80K
TypeSH
Market value$556.5K
0.36%
Sole
34.80K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.60K
TypeSH
Market value$541.9K
0.35%
Sole
2.60K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares1.24K
TypeSH
Market value$473.5K
0.30%
Sole
1.24K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.24K
TypeSH
Market value$438.9K
0.28%
Sole
2.24K
Shared
0.00
None
0.00
VISA INC
SOLEShares1.45K
TypeSH
Market value$438.2K
0.28%
Sole
1.45K
Shared
0.00
None
0.00
WALMART INC
SOLEShares3.10K
TypeSH
Market value$384.9K
0.25%
Sole
3.10K
Shared
0.00
None
0.00
PETROLEO BRASILEIRO S A
SOLEShares18.52K
TypeSH
Market value$384.4K
0.25%
Sole
18.52K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares450.00
TypeSH
Market value$380.7K
0.24%
Sole
450.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares579.00
TypeSH
Market value$378.2K
0.24%
Sole
579.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 92.33K | SH | $55.17M 35.44% | 92.33K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 37.16K | SH | $21.45M 13.78% | 37.16K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 24.93K | SH | $17.39M 11.17% | 24.93K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI ISRAEL ETF | 115.30K | SH | $13.38M 8.59% | 115.30K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 454.10K | PRN | $13.04M 8.38% | 454.10K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL VLU FT | 300.79K | SH | $11.94M 7.67% | 300.79K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 9.29K | SH | $2.21M 1.42% | 9.29K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 30.05K | SH | $2.13M 1.37% | 30.05K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.52K | SH | $1.64M 1.05% | 2.52K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 13.47K | SH | $1.30M 0.84% | 13.47K | 0.00 | 0.00 |
VANECK MERK GOLD ETFSOLE | GOLD SHS | 24.36K | SH | $1.10M 0.70% | 24.36K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3K | SH | $760.6K 0.49% | 3K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 9.22K | SH | $706.1K 0.45% | 9.22K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 9.13K | SH | $640.7K 0.41% | 9.13K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.43K | SH | $622.9K 0.40% | 1.43K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 4.60K | SH | $611.7K 0.39% | 4.60K | 0.00 | 0.00 |
WISDOMTREE BITCOIN FDSOLE | SHS BEN INT | 34.80K | SH | $556.5K 0.36% | 34.80K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.60K | SH | $541.9K 0.35% | 2.60K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 1.24K | SH | $473.5K 0.30% | 1.24K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.24K | SH | $438.9K 0.28% | 2.24K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.45K | SH | $438.2K 0.28% | 1.45K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 3.10K | SH | $384.9K 0.25% | 3.10K | 0.00 | 0.00 |
PETROLEO BRASILEIRO S ASOLE | SPONSORED ADR | 18.52K | SH | $384.4K 0.25% | 18.52K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 450.00 | SH | $380.7K 0.24% | 450.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 579.00 | SH | $378.2K 0.24% | 579.00 | 0.00 | 0.00 |
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