Pioneer Family Office, LLC holds a concentrated book of 129 reported positions worth $194.0M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Invesco S&P 500 Momentum ETF and trimmed Vaneck Fallen Angel High Yld. Their largest long position is Vanguard S&P 500 ETF at 35% of the reported non-option book. Cloning the disclosed picks since 2026 would be +2% (+5.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +6.1%, a 4.5-point gap that is the cost of the ~28-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Pioneer Family Office, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Pioneer Family Office, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Swiss Re Ltd | 23 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $148.2M |
| Emerald Advisors, LLC | 26 / 80 | $666.6M |
| Golden Road Advisors LLC | 29 / 80 | $169.4M |
| Ardent Capital Management, Inc. | 18 / 80 | $197.4M |
| Fortune 45 LLC | 13 / 80 | $191.4M |
| DiPaolo Financial Group, Inc. | 23 / 80 | $125.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Pioneer Family Office, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $67.8M | 98.8K | 35.0% | ▲+7.0% Added · +6K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $28.2M | 38.3K | 14.5% | ▲+3.1% Added · +1K sh | |
| 3 | Vanguard World FD INF TECH ETF | $25.4M | 212.5K | 13.1% | ▲+752% Added · +188K sh | |
| 4 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $17.8M | 110.4K | 9.2% | ▲New New position | |
| 5 | Vaneck ETF Trust FALLEN ANGEL HG | $13.2M | 450.9K | 6.8% | ▼−0.7% Reduced · −3K sh | |
| 6 | Ishares TR MSCI INTL VLU FT | $12.5M | 297.8K | 6.4% | ▼−1.0% Reduced · −3K sh | |
| 7 | Ishares TR ISHARES SEMICDTR | $4.9M | 7.6K | 2.5% | ▲New New position | |
| 8 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $2.8M | 9.3K | 1.5% | ▲+0.6% Added · +60 sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $1.9M | 2.5K | 1.0% | —Held | |
| 10 | Vaneck ETF Trust MRNGSTR WDE MOAT | $1.4M | 13.5K | 0.7% | —Held | |
| 11 | Vaneck Merk Gold ETF GOLD SHS | $988K | 25.6K | 0.5% | ▲+5.1% Added · +1K sh | |
| 12 | Vaneck ETF Trust SEMICONDUCTR ETF | $981K | 1.5K | 0.5% | ▲+21% Added · +260 sh | |
| 13 | Select Sector SPDR TR ST STR TECHN ETF | $878K | 4.6K | 0.5% | ▲+0.2% Added · +8 sh | |
| 14 | Apple Inc COM | $867K | 3.0K | 0.4% | —Held | |
| 15 | Ishares TR CORE DIV GRWTH | $847K | 11.2K | 0.4% | ▲+22% Added · +2K sh | |
| 16 | SPDR Series Trust ST STR P500ETF | $827K | 9.4K | 0.4% | ▲+2.0% Added · +185 sh | |
| 17 | Vanguard Index FDS GROWTH ETF | $679K | 7.9K | 0.3% | ▲+452% Added · +6K sh | |
| 18 | Amazon Com Inc COM | $620K | 2.6K | 0.3% | —Held | |
| 19 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $509K | 8.3K | 0.3% | ▲+192% Added · +5K sh | |
| 20 | Visa Inc COM CL A | $497K | 1.4K | 0.3% | —Held | |
| 21 | Wisdomtree Bitcoin FD SHS BEN INT | $485K | 34.8K | 0.3% | —Held | |
| 22 | Goldman Sachs Group Inc COM | $455K | 450 | 0.2% | —Held | |
| 23 | Vanguard Index FDS VALUE ETF | $442K | 2.0K | 0.2% | ▼−9.3% Reduced · −207 sh | |
| 24 | Ishares TR CORE S&P500 ETF | $434K | 579 | 0.2% | —Held | |
| 25 | Ishares Inc MSCI ISRAEL ETF | $400K | 3.3K | 0.2% | ▼−97% Reduced · −112K sh | |
| 26 | Walmart Inc COM | $351K | 3.1K | 0.2% | —Held | |
| 27 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $349K | 4.9K | 0.2% | ▼−16% Reduced · −922 sh | |
| 28 | Abbvie Inc COM | $307K | 1.2K | 0.2% | ▲New New position | |
| 29 | Microsoft Corp COM | $301K | 806 | 0.2% | —Held | |
| 30 | Petroleo Brasileiro S A SPONSORED ADR | $245K | 15.2K | 0.1% | ▼−18% Reduced · −3K sh | |
| 31 | Astera Labs Inc COM | $237K | 490 | 0.1% | ▲+326% Added · +375 sh | |
| 32 | Mercadolibre Inc COM | $221K | 130 | 0.1% | ▲+86% Added · +60 sh | |
| 33 | Vaneck ETF Trust URANI NUCLE ETF | $216K | 1.9K | 0.1% | —Held | |
| 34 | Alphabet Inc CAP STK CL C | $212K | 600 | 0.1% | —Held | |
| 35 | Trust For Professional Manag ACTIVEPASSIVE US | $187K | 4.0K | 0.1% | —Held | |
| 36 | Ishares TR LATN AMER 40 ETF | $184K | 5.5K | 0.1% | ▼−12% Reduced · −720 sh | |
| 37 | Unitedhealth Group Inc COM | $183K | 440 | 0.1% | —Held | |
| 38 | Vanguard Scottsdale FDS INT-TERM CORP | $172K | 2.1K | 0.1% | ▲+42% Added · +619 sh | |
| 39 | Nvidia Corporation COM | $172K | 860 | 0.1% | —Held | |
| 40 | Costco Wholesale Corporation COM | $159K | 170 | 0.1% | —Held | |
| 41 | Vanguard Charlotte FDS TOTAL INT BD ETF | $154K | 3.2K | 0.1% | ▼−23% Reduced · −943 sh | |
| 42 | Nebius Group N.V. SHS CLASS A | $148K | 535 | 0.1% | ▲New New position | |
| 43 | Global X FDS GB MSCI AR ETF | $146K | 1.6K | 0.1% | —Held | |
| 44 | Eli Lilly & Co COM | $144K | 120 | 0.1% | ▼−50% Reduced · −120 sh | |
| 45 | Johnson & Johnson COM | $142K | 558 | 0.1% | —Held | |
| 46 | Vaneck ETF Trust EMERGING MRKT HI | $139K | 1.0K | 0.1% | —Held | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $138K | 275 | 0.1% | ▲New New position | |
| 48 | Vaneck Bitcoin ETF SH BEN INT | $133K | 8.0K | 0.1% | —Held | |
| 49 | Ishares TR CORE US AGGBD ET | $130K | 1.3K | 0.1% | —Held | |
| 50 | Wisdomtree TR US QTLY DIV GRT | $128K | 1.3K | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2135110/holdings"
Use Arkolith to show Pioneer Family Office, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.