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The Analysis of Pioneer Family Office, LLC's Holdings & P&L

Currently, Pioneer Family Office, LLC holds 122 types of securities in its portfolio with a total value $155.7M. In the most recent quarter, they have increased their positions in IVLU (+300.8K shares, valued at $11.9M), EIS (+84.8K shares, valued at $9.8M), N/A (+12.6K shares, valued at $7.5M); decreased their positions in AIRR (-133.4K shares, valued at $14.8M), EUFN (-101.6K shares, valued at $3.5M), DGRO (-46.2K shares, valued at $3.2M); initiated new positions in IVLU (+300.8K shares, valued at $11.9M), SHLD (+30.1K shares, valued at $2.1M), ILF (+6.2K shares, valued at $219.2K).

1M P&L

-2.3M-2.55%

3M P&L

+1.0M+1.17%

HY P&L

-130.8M-59.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A73.2M

93.0%

2Consumer Electronics765.3K

1.0%

3Internet Retail688.0K

0.9%

Top Industries by Stock Count

1N/A75 stocks

66.4%

2Semiconductors4 stocks

3.5%

3Internet Retail3 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS92.3K shares15.82%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR37.2K shares3.99%2026-03-312026-05-14

VGT VANGUARD WORLD FD24.9K shares53.21%2026-03-312026-05-14

EIS ISHARES INC115.3K shares277.91%2026-03-312026-05-14

ANGL VANECK ETF TRUST454.1K shares-1.53%2026-03-312026-05-14

IVLU ISHARES TR300.8K sharesnew addition2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II9.3K shares1.59%2026-03-312026-05-14

SHLD GLOBAL X FDS30.1K sharesnew addition2026-03-312026-05-14

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.5K shares0.00%2026-03-312026-05-14

MOAT VANECK ETF TRUST13.5K shares0.00%2026-03-312026-05-14

OUNZ VANECK MERK GOLD ETF24.4K shares80.58%2026-03-312026-05-14

AAPL APPLE INC3.0K shares-34.23%2026-03-312026-05-14

SPYM SPDR SERIES TRUST9.2K shares45.05%2026-03-312026-05-14

DGRO ISHARES TR9.1K shares-83.50%2026-03-312026-05-14

VUG VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR4.6K shares18.88%2026-03-312026-05-14

Sponsored

BTCW WISDOMTREE BITCOIN FD34.8K shares0.00%2026-03-312026-05-14

AMZN AMAZON COM INC2.6K shares-10.34%2026-03-312026-05-14

SMH VANECK ETF TRUST1.2K shares586.11%2026-03-312026-05-14

VTV VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-05-14

V VISA INC1.4K shares0.00%2026-03-312026-05-14

WMT WALMART INC3.1K shares-0.32%2026-03-312026-05-14

PBR PETROLEO BRASILEIRO S A18.5K shares0.00%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC450 shares0.00%2026-03-312026-05-14

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IVV ISHARES TR579 shares0.00%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS5.8K shares0.00%2026-03-312026-05-14

META META PLATFORMS INC628 shares0.00%2026-03-312026-05-14

AIRR FIRST TR EXCHANGE TRADED FD3.2K shares-97.67%2026-03-312026-05-14

MSFT MICROSOFT CORP806 shares-15.69%2026-03-312026-05-14

NLR VANECK ETF TRUST1.9K shares0.00%2026-03-312026-05-14

LLY ELI LILLY & CO240 shares-55.56%2026-03-312026-05-14

ILF ISHARES TR6.2K sharesnew addition2026-03-312026-05-14

Sponsored

BNDX VANGUARD CHARLOTTE FDS4.1K shares0.00%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS2.2K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC600 shares0.00%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION170 shares0.00%2026-03-312026-05-14

APUE TRUST FOR PROFESSIONAL MANAG4.0K shares0.00%2026-03-312026-05-14

XLG INVESCO EXCHANGE TRADED FD T2.8K shares-93.15%2026-03-312026-05-14

HODL VANECK BITCOIN ETF8.0K shares-44.29%2026-03-312026-05-14

NVDA NVIDIA CORPORATION860 shares0.00%2026-03-312026-05-14

Sponsored

ARGT GLOBAL X FDS1.6K shares0.00%2026-03-312026-05-14

GLD SPDR GOLD TR333 shares0.00%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON558 shares0.00%2026-03-312026-05-14

HYEM VANECK ETF TRUST1.0K shares0.00%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F2.4K shares0.00%2026-03-312026-05-14

AGG ISHARES TR1.3K shares0.00%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS1.5K shares113.85%2026-03-312026-05-14

MELI MERCADOLIBRE INC70 shares0.00%2026-03-312026-05-14

Sponsored

UNH UNITEDHEALTH GROUP INC440 shares0.00%2026-03-312026-05-14

DGRW WISDOMTREE TR1.3K shares-91.64%2026-03-312026-05-14

ORCL ORACLE CORP800 shares0.00%2026-03-312026-05-14

OBDC BLUE OWL CAPITAL CORPORATION10.5K shares0.00%2026-03-312026-05-14

APCB TRUST FOR PROFESSIONAL MANAG3.9K shares0.00%2026-03-312026-05-14

EWZ ISHARES INC2.8K shares0.00%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO350 shares0.00%2026-03-312026-05-14

EUFN ISHARES TR3.0K shares-97.17%2026-03-312026-05-14

Sponsored

FAS DIREXION SHARES ETF TRUST859 shares0.00%2026-03-312026-05-14

IBDW ISHARES TR4.7K shares0.00%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2026-03-312026-05-14

IEFA ISHARES TR906 shares0.00%2026-03-312026-05-14

SDHY PGIM SHORT DUR HIG YLD OPP F4.9K shares-38.75%2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS1.6K shares0.00%2026-03-312026-05-14

TEVA TEVA PHARMACEUTICAL INDS LTD2.5K shares0.00%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS909 shares0.00%2026-03-312026-05-14

Sponsored

BLV VANGUARD BD INDEX FDS996 shares0.00%2026-03-312026-05-14

APIE TRUST FOR PROFESSIONAL MANAG1.9K shares0.00%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR1.2K shares0.00%2026-03-312026-05-14

VB VANGUARD INDEX FDS222 shares0.00%2026-03-312026-05-14

PBR.A PETROLEO BRASILEIRO S A3.0K shares0.00%2026-03-312026-05-14

IJH ISHARES TR787 shares0.00%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP84 shares0.00%2026-03-312026-05-14

ADBE ADOBE INC200 shares0.00%2026-03-312026-05-14

Sponsored

IEI ISHARES TR380 shares0.26%2026-03-312026-05-14

XOM EXXON MOBIL CORP260 shares0.00%2026-03-312026-05-14

FDX FEDEX CORP120 shares0.00%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO142 shares0.00%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP120 shares0.00%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC120 shares-25.00%2026-03-312026-05-14

DIS DISNEY WALT CO400 shares-61.28%2026-03-312026-05-14

DXJ WISDOMTREE TR240 shares0.00%2026-03-312026-05-14

Sponsored

CVX CHEVRON CORPORATION180 shares0.00%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS460 shares0.44%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F482 shares0.21%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND75 shares0.00%2026-03-312026-05-14

IEUR ISHARES TR489 shares379.41%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR690 shares0.29%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC200 shares0.00%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC160 shares0.00%2026-03-312026-05-14

Sponsored

VGK VANGUARD INTL EQUITY INDEX F375 sharesnew addition2026-03-312026-05-14

SOUN SOUNDHOUND AI INC4.0K shares60.00%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR242 shares0.41%2026-03-312026-05-14

TLT ISHARES TR298 shares0.34%2026-03-312026-05-14

BABA ALIBABA GROUP HLDG LTD200 shares0.00%2026-03-312026-05-14

IVES WEDBUSH SER TR850 shares0.00%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC150 shares0.00%2026-03-312026-05-14

IEF ISHARES TR245 shares0.41%2026-03-312026-05-14

Sponsored

XLV SELECT SECTOR SPDR TR159 shares0.00%2026-03-312026-05-14

IBDU ISHARES TR910 shares0.00%2026-03-312026-05-14

PROSHARES TR PROSHARES TR260 shares0.00%2026-03-312026-05-14

SMOG VANECK ETF TRUST145 shares0.00%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR241 shares0.42%2026-03-312026-05-14

SLV ISHARES SILVER TR250 sharesnew addition2026-03-312026-05-14

ASTS AST SPACEMOBILE INC180 shares0.00%2026-03-312026-05-14

IJR ISHARES TR120 shares0.84%2026-03-312026-05-14

Sponsored

IWM ISHARES TR55 shares-92.03%2026-03-312026-05-14

ALAB ASTERA LABS INC115 sharesnew addition2026-03-312026-05-14

ORMP ORAMED PHARMACEUTICALS INC3.0K shares0.00%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR206 shares0.00%2026-03-312026-05-14

IBB ISHARES TR55 shares0.00%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR79 shares1.28%2026-03-312026-05-14

IGM ISHARES TR72 shares1.41%2026-03-312026-05-14

ACWX ISHARES TR110 sharesnew addition2026-03-312026-05-14

Sponsored

AVDV AMERICAN CENTY ETF TR75 shares-48.28%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR67 shares-50.37%2026-03-312026-05-14

EEMA ISHARES INC72 shares-66.97%2026-03-312026-05-14

VPL VANGUARD INTL EQUITY INDEX F70 shares-69.30%2026-03-312026-05-14

GPRO GOPRO INC6.2K shares0.00%2026-03-312026-05-14

EFV ISHARES TR50 shares0.00%2026-03-312026-05-14

NIO NIO INC350 shares0.00%2026-03-312026-05-14

PYPL PAYPAL HLDGS INC40 shares-88.76%2026-03-312026-05-14

Sponsored

INOVIO PHARMACEUTICALS INC INOVIO PHARMACEUTICALS INC291 shares0.00%2026-03-312026-05-14

LUCID GROUP INC LUCID GROUP INC50 shares0.00%2026-03-312026-05-14

VANGUARD INDEX FDS

15.82%

Shares92.3K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

3.99%

Shares37.2K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

53.21%

Shares24.9K

Event2026-03-31

Filed2026-05-14

EIS

ISHARES INC

277.91%

Shares115.3K

Event2026-03-31

Filed2026-05-14

ANGL

VANECK ETF TRUST

-1.53%

Shares454.1K

Event2026-03-31

Filed2026-05-14

IVLU

ISHARES TR

New

Shares300.8K

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

1.59%

Shares9.3K

Event2026-03-31

Filed2026-05-14

SHLD

GLOBAL X FDS

New

Shares30.1K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

MOAT

VANECK ETF TRUST

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-14

OUNZ

VANECK MERK GOLD ETF

80.58%

Shares24.4K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-34.23%

Shares3.0K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

45.05%

Shares9.2K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

-83.50%

Shares9.1K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

18.88%

Shares4.6K

Event2026-03-31

Filed2026-05-14

BTCW

WISDOMTREE BITCOIN FD

0.00%

Shares34.8K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-10.34%

Shares2.6K

Event2026-03-31

Filed2026-05-14

SMH

VANECK ETF TRUST

586.11%

Shares1.2K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

VISA INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-0.32%

Shares3.1K

Event2026-03-31

Filed2026-05-14

PBR

PETROLEO BRASILEIRO S A

0.00%

Shares18.5K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

0.00%

Shares450

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

0.00%

Shares579

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-14