Pioneer Family Office, LLC
Long book
$141.2M
Q1 2026
Positions
105
Top-10 weight
90%
concentration
Last quarter
+16.1%
SPY +14.8%
Turnover
31%
of book per quarter
Strategy in plain words
auto-generated from filingsPioneer Family Office, LLC is a wealth-management firm allocating client money, running a $141.2M US long book across 105 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD S&P 500 ETF, INVESCO QQQ TRUST SERIES 1, VANGUARD INFO TECH ETF, ISHARES MSCI ISRAEL ETF, ISHARES MSCI INTERNATIONAL V.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-2.8%
Q1 2026
+16.1%
Sector allocation
Technology 40%
Consumer discretionary 21%
Financials 13%
Services media 12%
Healthcare 7%
Industrials 3%
Other 2%
Energy 2%
Long book by quarter
What does Pioneer Family own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 3.0K | $761K | 0.5% | -34.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.6K | $542K | 0.4% | -10.3% |
| V VISA INC-CLASS A SHARES | Services media | 1.4K | $438K | 0.3% | Held |
| WMT WALMART INC | Consumer discretionary | 3.1K | $385K | 0.3% | -0.3% |
| GS GOLDMAN SACHS GROUP INC | Financials | 450 | $381K | 0.3% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 628 | $359K | 0.3% | Held |
| MSFT MICROSOFT CORP | Technology | 806 | $298K | 0.2% | -15.7% |
| LLY ELI LILLY & CO | Healthcare | 240 | $221K | 0.2% | -55.6% |
| GOOG ALPHABET INC-CL C | Technology | 600 | $172K | 0.1% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 170 | $169K | 0.1% | Held |
| NVDA NVIDIA CORP | Technology | 860 | $150K | 0.1% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 558 | $136K | 0.1% | Held |
| MELI MERCADOLIBRE INC | Services media | 70 | $121K | 0.1% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 440 | $119K | 0.1% | Held |
| ORCL ORACLE CORP | Technology | 800 | $118K | 0.1% | Held |
| OBDC BLUE OWL CAPITAL CORP | — | 10.5K | $116K | 0.1% | Held |
| AXP AMERICAN EXPRESS CO | Financials | 350 | $106K | 0.1% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 84 | $51K | 0.0% | Held |
| ADBE ADOBE INC | Technology | 200 | $49K | 0.0% | Held |
| XOM EXXON MOBIL CORP | Energy | 260 | $44K | 0.0% | Held |
| FDX FEDEX CORP | Industrials | 120 | $43K | 0.0% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 142 | $42K | 0.0% | Held |
| GD GENERAL DYNAMICS CORP | Industrials | 120 | $41K | 0.0% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 120 | $41K | 0.0% | -25.0% |
| DIS WALT DISNEY CO/THE | Services media | 400 | $39K | 0.0% | -61.3% |
| CVX CHEVRON CORP | Energy | 180 | $37K | 0.0% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 200 | $33K | 0.0% | Held |
| AMD ADVANCED MICRO DEVICES | Technology | 160 | $33K | 0.0% | Held |
| SOUN SOUNDHOUND AI INC-A | Technology | 4.0K | $27K | 0.0% | +60.0% |
| PANW PALO ALTO NETWORKS INC | Technology | 150 | $24K | 0.0% | Held |
| ASTS AST SPACEMOBILE INC | Communications | 180 | $15K | 0.0% | Held |
| ALAB ASTERA LABS INC | Technology | 115 | $13K | 0.0% | New |
| ORMP ORAMED PHARMACEUTICALS INC | Healthcare | 3.0K | $10K | 0.0% | Held |
| GPRO GOPRO INC-CLASS A | Other | 6.2K | $5K | 0.0% | Held |