Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $67.8M | 35.0% | +7.0% |
| QQQInvesco Qqq Tr | $28.2M | 14.5% | +3.1% |
| VGTVanguard World Fd | $25.4M | 13.1% | +6.6% |
| SPMOInvesco Exch Traded Fd Tr II | $17.8M | 9.2% | New |
| ANGLVaneck Etf Trust | $13.2M | 6.8% | New |
| IVLUIshares Tr | $12.5M | 6.4% | |
| SOXXIshares Tr | $4.9M | 2.5% | New |
| QQQMInvesco Exch Traded Fd Tr II | $2.8M | 1.5% | |
| SPYState Str Spdr S&p 500 Etf T | $1.9M | 1.0% | |
| MOATVaneck Etf Trust | $1.4M | 0.7% | |
| OUNZVaneck Merk Gold Etf | $988K | 0.5% | +5.1% |
| SMHVaneck Etf Trust | $981K | 0.5% | +21.1% |
| XLKSelect Sector Spdr Tr | $878K | 0.5% | |
| AAPLApple Inc | $867K | 0.4% | |
| DGROIshares Tr | $847K | 0.4% | +22.5% |
| SPYMSpdr Series Trust | $827K | 0.4% | +2.0% |
| VUGVanguard Index Fds | $679K | 0.3% | −7.9% |
| AMZNAmazon Com Inc | $620K | 0.3% | |
| XLGInvesco Exchange Traded Fd T | $509K | 0.3% | +192.0% |
| VVisa Inc | $497K | 0.3% | |
| BTCWWisdomtree Bitcoin Fd | $485K | 0.3% | |
| GSGoldman Sachs Group Inc | $455K | 0.2% | |
| VTVVanguard Index Fds | $442K | 0.2% | −9.3% |
| IVVIshares Tr | $434K | 0.2% | |
| EISIshares Inc | $400K | 0.2% | −97.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SMHVaneck Etf Trust | December 31, 2025 | +82.1% | $981K |
| PBRPetroleo Brasileiro S A | December 31, 2025 | +36.4% | $245K |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $878K |
| VGTVanguard World Fd | December 31, 2025 | +26.8% | $25.4M |
| UNHUnitedhealth Group Inc | December 31, 2025 | +25.9% | $183K |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $28.2M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2025 | +19.8% | $2.8M |
| GSGoldman Sachs Group Inc | December 31, 2025 | +15.1% | $455K |
| VTVVanguard Index Fds | December 31, 2025 | +14.1% | $442K |
| VEAVanguard Tax-managed Fds | December 31, 2025 | +14.1% | $349K |
Sold off last quarter
- SHLDGlobal X Fds was $2.1M
- AIRRFirst Tr Exchange Traded Fd was $353K
- EUFNIshares Tr was $103K
- FASDirexion Shares Etf Trust was $102K
- AMLPAlps Etf Tr was $63K
- Exxon Mobil CorpCUSIP 30231G102 was $44K
- MUMicron Technology Inc was $41K
- DISDisney Walt Co was $39K
- VGKVanguard Intl Equity Index F was $31K
- XLPSelect Sector Spdr Tr was $20K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.4% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pioneer Family Office, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2135110&type=13F-HR&dateb=&owner=include&count=40CIK 2135110
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2135110/000213511026000003/Filed July 28, 2026 · accession 0002135110-26-000003