Pioneer Family Office, LLC

Q3 2026 13F-HR Holdings

Location
North Miami Beach, FL
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$198,023
Net value change ($000)
+3,977 (2.0%)
New positions
8
Sold out positions
5
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IVLU 4,818 38.7%
XLK 4,106 467.7%
AIRR 3,839 NEW
VOO 3,341 4.9%
VGT 2,388 9.4%
SPMO 260 1.5%
BTCW 212 43.7%
SPACE EXPLORATION TECHN CORP 192 1600.0%
AAPL 131 15.1%
MSFT 112 37.2%
Top Reduces (Value $000, Stocks/ETFs)
ANGL -7,189 -54.5%
QQQ -4,098 -14.5%
SOXX -3,828 -78.8%
LLY -144 -100.0%
WMT -135 -38.5%
DGRW -128 -100.0%
SMH -116 -11.8%
NLR -110 -50.9%
TEVA -85 -100.0%
ALAB -63 -26.6%
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