Pioneer Family Office, LLC

All 13F Filings

Location
North Miami Beach, FL
Most recent 13F
Q2 2026
Holdings value ($000)
194,046
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
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 7.787 K 4.0% 1.138 K 0 1.138 K
ETFs 186 K 95.8% 51.41 K 0 51.41 K
Debt 295 0.2% 0 14.16 K -14.16 K
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Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
194,046
Holdings
129
QoQ value change ($000)
38,377 (24.7%)
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.