Pioneer Family Office, LLC

All 13F Filings

Location
North Miami Beach, FL
Most recent 13F
Q3 2026
Holdings value ($000)
198,023
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/30/2026 132 198,023 13F-HR Pioneer Family Office, LLC
Q2 2026 7/27/2026 129 194,046 13F-HR Pioneer Family Office, LLC
Q1 2026 5/13/2026 122 155,669 13F-HR Pioneer Family Office, LLC
Q4 2025 5/13/2026 136 148,004 13F-HR Pioneer Family Office, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 8.073 K 4.1% 286 0 286
ETFs 189.6 K 95.8% 3.66 K 0 3.66 K
Debt 319 0.2% 24 0 24
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Fund Snapshot

Q3 2026
Latest filed
10/30/2026
Total value ($000)
198,023
Holdings
132
QoQ value change ($000)
3,977 (2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.