Pioneer Family Office, LLC holds a concentrated book of 129 stocks worth $194.0M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2026 would be -3%. That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +2.1%, a 5.1-point gap that is the cost of the ~45-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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Pioneer Family Office, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Farther Finance Advisors, LLC | 80 / 80 | $3.2B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $109.8B |
| LPL Financial LLC | 79 / 80 | $97.5B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $18.8B |
| IFP Advisors, Inc | 79 / 80 | $1.5B |
| MORGAN STANLEY | 78 / 80 | $518.6B |
| Cetera Investment Advisers | 78 / 80 | $26.7B |
| ROYAL BANK OF CANADA | 77 / 80 | $147.2B |
Ranked by how many of Pioneer Family Office, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.