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☆Pioneer Family Office, LLC

CIK 0002135110 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.628
AUM ($M)
194
Positions
129
Turnover
0.16
Top-10 wt
91%
Herfindahl
0.179
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 140 positions · portfolio value $194M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS ADD — 35.0% -0.5% 67.8 98,792 +6,464 2 —
☆QQQ funds › INVESCO QQQ TR ADD — 14.5% +0.8% 28.2 38,297 +1,139 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 13.1% +1.9% 25.4 212,483 +187,558 2 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II NEW — 9.2% +9.2% 17.8 110,355 +110,355 1 —
☆ANGL funds › VANECK ETF TRUST TRIM — 6.8% -1.6% 13.2 450,854 -3,245 2 —
☆IVLU funds › ISHARES TR TRIM — 6.4% -1.2% 12.5 297,820 -2,965 2 —
☆SOXX funds › ISHARES TR NEW — 2.5% +2.5% 4.9 7,585 +7,585 1 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 1.5% +0.0% 2.8 9,350 +60 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 1.0% -0.1% 1.9 2,521 +0 2 —
☆MOAT funds › VANECK ETF TRUST HOLD — 0.7% -0.1% 1.4 13,475 +0 2 —
☆OUNZ funds › VANECK MERK GOLD ETF ADD — 0.5% -0.2% 1.0 25,595 +1,235 2 —
☆SMH funds › VANECK ETF TRUST ADD — 0.5% +0.2% 1.0 1,495 +260 2 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.5% +0.1% 0.9 4,611 +8 2 —
☆AAPL funds › APPLE INC HOLD — 0.4% -0.0% 0.9 2,997 +0 2 —
☆DGRO funds › ISHARES TR ADD — 0.4% +0.0% 0.8 11,180 +2,050 2 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.4% -0.0% 0.8 9,410 +185 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.3% -0.1% 0.7 7,878 +6,452 2 —
☆AMZN funds › AMAZON COM INC HOLD — 0.3% -0.0% 0.6 2,602 +0 2 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% +0.2% 0.5 8,319 +5,470 2 —
☆V funds › VISA INC HOLD — 0.3% -0.0% 0.5 1,450 +0 2 —
☆BTCW funds › WISDOMTREE BITCOIN FD HOLD — 0.3% -0.1% 0.5 34,800 +0 2 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.2% -0.0% 0.5 450 +0 2 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.2% -0.1% 0.4 2,030 -207 2 —
☆IVV funds › ISHARES TR HOLD — 0.2% -0.0% 0.4 579 +0 2 —
☆EIS funds › ISHARES INC TRIM — 0.2% -8.4% 0.4 3,315 -111,984 2 —
☆WMT funds › WALMART INC HOLD — 0.2% -0.1% 0.4 3,097 +0 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.2% -0.1% 0.3 4,892 -922 2 —
☆ABBV funds › ABBVIE INC NEW — 0.2% +0.2% 0.3 1,221 +1,221 1 —
☆MSFT funds › MICROSOFT CORP HOLD — 0.2% -0.0% 0.3 806 +0 2 —
☆PBR funds › PETROLEO BRASILEIRO S A TRIM — 0.1% -0.1% 0.2 15,190 -3,333 2 —
☆ALAB funds › ASTERA LABS INC ADD — 0.1% +0.1% 0.2 490 +375 2 —
☆MELI funds › MERCADOLIBRE INC ADD — 0.1% +0.0% 0.2 130 +60 2 —
☆NLR funds › VANECK ETF TRUST HOLD — 0.1% -0.0% 0.2 1,860 +0 2 —
☆GOOG funds › ALPHABET INC HOLD — 0.1% -0.0% 0.2 600 +0 2 —
☆APUE funds › TRUST FOR PROFESSIONAL MANAG HOLD — 0.1% -0.0% 0.2 4,045 +0 2 —
☆ILF funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 5,450 -720 2 —
☆UNH funds › UNITEDHEALTH GROUP INC HOLD — 0.1% +0.0% 0.2 440 +0 2 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 0.2 2,086 +619 2 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 0.1% -0.0% 0.2 860 +0 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.1% -0.0% 0.2 170 +0 2 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.1% -0.0% 0.2 3,177 -943 2 —
☆NBIS funds › NEBIUS GROUP N.V. NEW — 0.1% +0.1% 0.1 535 +535 1 —
☆ARGT funds › GLOBAL X FDS HOLD — 0.1% -0.0% 0.1 1,600 +0 2 —
☆LLY funds › ELI LILLY & CO TRIM — 0.1% -0.1% 0.1 120 -120 2 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.1% -0.0% 0.1 558 +0 2 —
☆HYEM funds › VANECK ETF TRUST HOLD — 0.1% -0.0% 0.1 1,000 +0 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL NEW — 0.1% +0.1% 0.1 275 +275 1 —
☆HODL funds › VANECK BITCOIN ETF HOLD — 0.1% -0.0% 0.1 8,000 +0 2 —
☆AGG funds › ISHARES TR HOLD — 0.1% -0.0% 0.1 1,309 +0 2 —
☆DGRW funds › WISDOMTREE TR HOLD — 0.1% -0.0% 0.1 1,340 +0 2 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.0% 0.1 1,637 -565 2 —
☆GLD funds › SPDR GOLD TR HOLD — 0.1% -0.0% 0.1 333 +0 2 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 0.1 2,007 -398 2 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.1% -0.0% 0.1 350 +0 2 —
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.1% -0.0% 0.1 2,105 +0 2 —
☆ORCL funds › ORACLE CORP HOLD — 0.1% -0.0% 0.1 800 +0 2 —
☆APCB funds › TRUST FOR PROFESSIONAL MANAG HOLD — 0.1% -0.0% 0.1 3,940 +0 2 —
☆OBDC funds › BLUE OWL CAPITAL CORPORATION HOLD — 0.1% -0.0% 0.1 10,500 +0 2 —
☆SLV funds › ISHARES SILVER TR ADD — 0.1% +0.0% 0.1 1,895 +1,645 2 —
☆IBDW funds › ISHARES TR HOLD — 0.1% -0.0% 0.1 4,741 +0 2 —
☆EWZ funds › ISHARES INC HOLD — 0.0% -0.0% 0.1 2,800 +0 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC HOLD — 0.0% +0.0% 0.1 160 +0 2 —
☆IEFA funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 906 +0 2 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.0% +0.0% 0.1 168 +84 2 —
☆TEVA funds › TEVA PHARMACEUTICAL INDS LTD HOLD — 0.0% -0.0% 0.1 2,500 +0 2 —
☆META funds › META PLATFORMS INC TRIM — 0.0% -0.2% 0.1 136 -492 2 —
☆APIE funds › TRUST FOR PROFESSIONAL MANAG HOLD — 0.0% -0.0% 0.1 1,896 +0 2 —
☆IJH funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 787 +0 2 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.1 181 -41 2 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.1 1,140 -487 2 —
☆PANW funds › PALO ALTO NETWORKS INC HOLD — 0.0% +0.0% 0.1 150 +0 2 —
☆EMB funds › ISHARES TR NEW — 0.0% +0.0% 0.1 525 +525 1 —
☆SDHY funds › PGIM SHORT DUR HIG YLD OPP F TRIM — 0.0% -0.0% 0.0 3,045 -1,855 2 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.0 617 +157 2 —
☆BIV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.0 627 -282 2 —
☆TLT funds › ISHARES TR ADD — 0.0% +0.0% 0.0 552 +254 2 —
☆BLV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.0 689 -307 2 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.0% -0.0% 0.0 142 +0 2 —
☆IEUR funds › ISHARES TR ADD — 0.0% +0.0% 0.0 604 +115 2 —
☆PBRA funds › PETROLEO BRASILEIRO S A HOLD — 0.0% -0.0% 0.0 3,000 +0 2 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.0% -0.0% 0.0 120 +0 2 —
☆TOST funds › TOAST INC NEW — 0.0% +0.0% 0.0 1,500 +1,500 1 —
☆DXJ funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 240 +0 2 —
☆ADBE funds › ADOBE INC HOLD — 0.0% -0.0% 0.0 200 +0 2 —
☆IEI funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 347 -33 2 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.0% -0.0% 0.0 75 +0 2 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.0 730 +40 2 —
☆SOUN funds › SOUNDHOUND AI INC ADD — 0.0% +0.0% 0.0 6,000 +2,000 2 —
☆FDX funds › FEDEX CORP HOLD — 0.0% -0.0% 0.0 120 +0 2 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 0.0 442 -40 2 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.0% -0.0% 0.0 200 +0 2 —
☆ANET funds › ARISTA NETWORKS INC NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆IVES funds › WEDBUSH SER TR HOLD — 0.0% +0.0% 0.0 850 +0 2 —
☆APP funds › APPLOVIN CORP NEW — 0.0% +0.0% 0.0 60 +60 1 —
☆CVX funds › CHEVRON CORPORATION HOLD — 0.0% -0.0% 0.0 180 +0 2 —
☆PATH funds › UIPATH INC NEW — 0.0% +0.0% 0.0 2,500 +2,500 1 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.0 163 +4 2 —
☆IEF funds › ISHARES TR ADD — 0.0% -0.0% 0.0 270 +25 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆SMOG funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 145 +0 2 —
☆IBDU funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 910 +0 2 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.0 184 -58 2 —
☆BABA funds › ALIBABA GROUP HLDG LTD HOLD — 0.0% -0.0% 0.0 200 +0 2 —
☆IWM funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 55 +0 2 —
☆ASTS funds › AST SPACEMOBILE INC HOLD — 0.0% -0.0% 0.0 180 +0 2 —
☆IJR funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 106 -14 2 —
☆ORMP funds › ORAMED PHARMACEUTICALS INC HOLD — 0.0% +0.0% 0.0 3,000 +0 2 —
☆ABT funds › ABBOTT LABORATORIES NEW — 0.0% +0.0% 0.0 133 +133 1 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.0 70 +70 1 —
☆IBB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 55 +0 2 —
☆IYT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 116 +116 1 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.0 85 +6 2 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.0 218 +12 2 —
☆IGM funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 60 -12 2 —
☆XLB funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.0 189 +189 1 —
☆SQQQ funds › PROSHARES TR HOLD — 0.0% -0.0% 0.0 260 +0 2 —
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 0.0% +0.0% 0.0 60 +60 1 —
☆ACWX funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 110 +0 2 —
☆AVUV funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.0 67 +0 2 —
☆AVDV funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.0 75 +0 2 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 0.0 62 -8 2 —
☆GPRO funds › GOPRO INC HOLD — 0.0% -0.0% 0.0 6,150 +0 2 —
☆EFV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 50 +0 2 —
☆NIO funds › NIO INC HOLD — 0.0% -0.0% 0.0 350 +0 2 —
☆PYPL funds › PAYPAL HLDGS INC HOLD — 0.0% -0.0% 0.0 40 +0 2 —
☆ELOX funds › ELOXX PHARMACEUTICALS INC NEW — 0.0% +0.0% 0.0 96 +96 1 —
☆LCID funds › LUCID GROUP INC HOLD — 0.0% -0.0% 0.0 50 +0 2 —
☆INO funds › INOVIO PHARMACEUTICALS INC HOLD — 0.0% -0.0% 0.0 291 +0 2 —
☆AAL funds › AMERICAN AIRLINES GROUP INC NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆XLP funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.0% 0.0 0 -241 0 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.0% 0.0 0 -400 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.0% 0.0 0 -260 0 —
☆AMLP funds › ALPS ETF TR EXIT ETP 0.0% -0.0% 0.0 0 -1,206 0 —
☆MU funds › MICRON TECHNOLOGY INC EXIT — 0.0% -0.0% 0.0 0 -120 0 —
☆SHLD funds › GLOBAL X FDS EXIT — 0.0% -1.4% 0.0 0 -30,055 0 —
☆EEMA funds › ISHARES INC EXIT — 0.0% -0.0% 0.0 0 -72 0 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.0% 0.0 0 -375 0 —
☆FAS funds › DIREXION SHARES ETF TRUST EXIT — 0.0% -0.1% 0.0 0 -859 0 —
☆EUFN funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,960 0 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD EXIT — 0.0% -0.2% 0.0 0 -3,190 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 194 129 0.16 91% 0.179 0.628 — in
2026Q1 156 122 0.21 90% 0.178 0.483 — entered
2025Q4 148 136 0.00 86% 0.163 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status