Filed: 7/28/2026ACC: 0002135110-26-000003
📋 What this filing means
PIONEER FAMILY OFFICE, LLC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $194.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$194.05M
Total AUM (reported)
1.49M
Total Shares
Allocation by class
S&P 500 ETF SHS$67.85M35.0%
UNIT SER 1$28.20M14.5%
INF TECH ETF$25.40M13.1%
S&P 500 MOMNTM$17.82M9.2%
FALLEN ANGEL HG$13.18M6.8%
MSCI INTL VLU FT$12.45M6.4%
COM$5.04M2.6%
Portfolio Concentration
Top 3$121.45M62.6%
4–10$54.44M28.1%
11–25$9.91M5.1%
Rest$8.25M4.3%
Top 3 weight
62.6%
Top 10 weight
90.6%
Voting Authority Distribution
Total shares with voting rights: 1.49M
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
1.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole129
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings129
Rows:
VANGUARD INDEX FDS
SOLEShares98.79K
TypeSH
Market value$67.85M
34.97%
Sole
0.00
Shared
0.00
None
98.79K
INVESCO QQQ TR
SOLEShares38.30K
TypeSH
Market value$28.20M
14.53%
Sole
0.00
Shared
0.00
None
38.30K
VANGUARD WORLD FD
SOLEShares212.48K
TypeSH
Market value$25.40M
13.09%
Sole
0.00
Shared
0.00
None
212.48K
INVESCO EXCH TRADED FD TR II
SOLEShares110.36K
TypeSH
Market value$17.82M
9.18%
Sole
0.00
Shared
0.00
None
110.36K
VANECK ETF TRUST
SOLEShares450.85K
TypeSH
Market value$13.18M
6.79%
Sole
0.00
Shared
0.00
None
450.85K
ISHARES TR
SOLEShares297.82K
TypeSH
Market value$12.45M
6.42%
Sole
0.00
Shared
0.00
None
297.82K
ISHARES TR
SOLEShares7.58K
TypeSH
Market value$4.86M
2.50%
Sole
0.00
Shared
0.00
None
7.58K
INVESCO EXCH TRADED FD TR II
SOLEShares9.35K
TypeSH
Market value$2.83M
1.46%
Sole
0.00
Shared
0.00
None
9.35K
STATE STR SPDR S&P 500 ETF T
SOLEShares2.52K
TypeSH
Market value$1.88M
0.97%
Sole
0.00
Shared
0.00
None
2.52K
VANECK ETF TRUST
SOLEShares13.47K
TypeSH
Market value$1.40M
0.72%
Sole
0.00
Shared
0.00
None
13.47K
VANECK MERK GOLD ETF
SOLEShares25.59K
TypeSH
Market value$987.7K
0.51%
Sole
0.00
Shared
0.00
None
25.59K
VANECK ETF TRUST
SOLEShares1.50K
TypeSH
Market value$980.6K
0.51%
Sole
0.00
Shared
0.00
None
1.50K
SELECT SECTOR SPDR TR
SOLEShares4.61K
TypeSH
Market value$878.5K
0.45%
Sole
0.00
Shared
0.00
None
4.61K
APPLE INC
SOLEShares3K
TypeSH
Market value$867.2K
0.45%
Sole
0.00
Shared
0.00
None
3K
ISHARES TR
SOLEShares11.18K
TypeSH
Market value$847.3K
0.44%
Sole
0.00
Shared
0.00
None
11.18K
SPDR SERIES TRUST
SOLEShares9.41K
TypeSH
Market value$827.0K
0.43%
Sole
0.00
Shared
0.00
None
9.41K
VANGUARD INDEX FDS
SOLEShares7.88K
TypeSH
Market value$678.6K
0.35%
Sole
0.00
Shared
0.00
None
7.88K
AMAZON COM INC
SOLEShares2.60K
TypeSH
Market value$620.2K
0.32%
Sole
0.00
Shared
0.00
None
2.60K
INVESCO EXCHANGE TRADED FD T
SOLEShares8.32K
TypeSH
Market value$509.4K
0.26%
Sole
0.00
Shared
0.00
None
8.32K
VISA INC
SOLEShares1.45K
TypeSH
Market value$497.5K
0.26%
Sole
0.00
Shared
0.00
None
1.45K
WISDOMTREE BITCOIN FD
SOLEShares34.80K
TypeSH
Market value$485.2K
0.25%
Sole
0.00
Shared
0.00
None
34.80K
GOLDMAN SACHS GROUP INC
SOLEShares450.00
TypeSH
Market value$455.1K
0.23%
Sole
0.00
Shared
0.00
None
450.00
VANGUARD INDEX FDS
SOLEShares2.03K
TypeSH
Market value$442.4K
0.23%
Sole
0.00
Shared
0.00
None
2.03K
ISHARES TR
SOLEShares579.00
TypeSH
Market value$433.6K
0.22%
Sole
0.00
Shared
0.00
None
579.00
ISHARES INC
SOLEShares3.31K
TypeSH
Market value$400.2K
0.21%
Sole
0.00
Shared
0.00
None
3.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 98.79K | SH | $67.85M 34.97% | 0.00 | 0.00 | 98.79K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 38.30K | SH | $28.20M 14.53% | 0.00 | 0.00 | 38.30K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 212.48K | SH | $25.40M 13.09% | 0.00 | 0.00 | 212.48K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 110.36K | SH | $17.82M 9.18% | 0.00 | 0.00 | 110.36K |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 450.85K | SH | $13.18M 6.79% | 0.00 | 0.00 | 450.85K |
ISHARES TRSOLE | MSCI INTL VLU FT | 297.82K | SH | $12.45M 6.42% | 0.00 | 0.00 | 297.82K |
ISHARES TRSOLE | ISHARES SEMICDTR | 7.58K | SH | $4.86M 2.50% | 0.00 | 0.00 | 7.58K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 9.35K | SH | $2.83M 1.46% | 0.00 | 0.00 | 9.35K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.52K | SH | $1.88M 0.97% | 0.00 | 0.00 | 2.52K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 13.47K | SH | $1.40M 0.72% | 0.00 | 0.00 | 13.47K |
VANECK MERK GOLD ETFSOLE | GOLD SHS | 25.59K | SH | $987.7K 0.51% | 0.00 | 0.00 | 25.59K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 1.50K | SH | $980.6K 0.51% | 0.00 | 0.00 | 1.50K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 4.61K | SH | $878.5K 0.45% | 0.00 | 0.00 | 4.61K |
APPLE INCSOLE | COM | 3K | SH | $867.2K 0.45% | 0.00 | 0.00 | 3K |
ISHARES TRSOLE | CORE DIV GRWTH | 11.18K | SH | $847.3K 0.44% | 0.00 | 0.00 | 11.18K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 9.41K | SH | $827.0K 0.43% | 0.00 | 0.00 | 9.41K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.88K | SH | $678.6K 0.35% | 0.00 | 0.00 | 7.88K |
AMAZON COM INCSOLE | COM | 2.60K | SH | $620.2K 0.32% | 0.00 | 0.00 | 2.60K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 8.32K | SH | $509.4K 0.26% | 0.00 | 0.00 | 8.32K |
VISA INCSOLE | COM CL A | 1.45K | SH | $497.5K 0.26% | 0.00 | 0.00 | 1.45K |
WISDOMTREE BITCOIN FDSOLE | SHS BEN INT | 34.80K | SH | $485.2K 0.25% | 0.00 | 0.00 | 34.80K |
GOLDMAN SACHS GROUP INCSOLE | COM | 450.00 | SH | $455.1K 0.23% | 0.00 | 0.00 | 450.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.03K | SH | $442.4K 0.23% | 0.00 | 0.00 | 2.03K |
ISHARES TRSOLE | CORE S&P500 ETF | 579.00 | SH | $433.6K 0.22% | 0.00 | 0.00 | 579.00 |
ISHARES INCSOLE | MSCI ISRAEL ETF | 3.31K | SH | $400.2K 0.21% | 0.00 | 0.00 | 3.31K |
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