Pioneer Family Office, LLC

Q1 2026 13F-HR Holdings

Location
North Miami Beach, FL
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$155,669
Net value change ($000)
+7,665 (5.2%)
New positions
7
Sold out positions
32
Turnover %
21.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVLU 11,935 NEW
EIS 10,022 298.5%
VOO 5,177 10.4%
VGT 5,129 41.8%
SHLD 2,129 NEW
OUNZ 537 95.9%
SMH 408 627.7%
ILF 219 NEW
SPYM 196 38.4%
PBR 165 75.3%
Top Reduces (Value $000, Stocks/ETFs)
ANGL -13,541 -100.0%
AIRR -13,082 -97.4%
EUFN -3,774 -97.3%
DGRO -3,201 -83.3%
XLG -2,311 -93.7%
DGRW -1,316 -91.8%
QQQ -504 -2.3%
AAPL -478 -38.6%
LLY -359 -61.9%
ITEQ -255 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type