Pioneer Family Office, LLC

Q2 2026 13F-HR Holdings

Location
North Miami Beach, FL
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$194,046
Net value change ($000)
+38,377 (24.7%)
New positions
29
Sold out positions
11
Turnover %
20.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPMO 17,823 NEW
ANGL 13,183 NEW
VOO 12,679 23.0%
VGT 8,005 46.0%
QQQ 6,755 31.5%
SOXX 4,860 NEW
QQQM 626 28.4%
IVLU 520 4.4%
SMH 508 107.4%
XLG 354 228.4%
Top Reduces (Value $000, Stocks/ETFs)
EIS -12,979 -97.0%
SHLD -2,129 -100.0%
AIRR -353 -100.0%
META -282 -78.6%
PBR -139 -36.2%
OUNZ -109 -9.9%
EUFN -103 -100.0%
FAS -102 -100.0%
LLY -77 -34.8%
BTCW -71 -12.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type