Pioneer Family Office, LLC
130 holdingsFiling period: 2026-06-30Current AUM: $191.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 98.8K | $67.8M | $68.8M | 35.97% | +6.5K | 2026-06-30 |
| 2 | QQQ | INVESCO QQQ TR | 38.3K | $28.2M | $27.0M | 14.11% | +1.1K | 2026-06-30 |
| 3 | VGT | VANGUARD WORLD FD | 212.5K | $25.4M | $25.2M | 13.20% | +187.6K | 2026-06-30 |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | 110.4K | $17.8M | $15.9M | 8.29% | -- | 2026-06-30 |
| 5 | ANGL | VANECK ETF TRUST | 450.9K | $13.2M | $12.8M | 6.70% | -3,245 | 2026-06-30 |
| 6 | IVLU | ISHARES TR | 297.8K | $12.5M | $13.1M | 6.87% | -2,965 | 2026-06-30 |
| 7 | SOXX | ISHARES TR | 7.6K | $4.9M | $3.8M | 1.98% | -- | 2026-06-30 |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 9.3K | $2.8M | $2.7M | 1.42% | +60 | 2026-06-30 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 2.5K | $1.9M | $1.9M | 1.00% | -- | 2026-06-30 |
| 10 | MOAT | VANECK ETF TRUST | 13.5K | $1.4M | $1.5M | 0.77% | -- | 2026-06-30 |
| 11 | OUNZ | VANECK MERK GOLD ETF | 25.6K | $987K | $1.1M | 0.55% | +1.2K | 2026-06-30 |
| 12 | SMH | VANECK ETF TRUST | 1.5K | $980K | $810K | 0.42% | +260 | 2026-06-30 |
| 13 | XLK | SELECT SECTOR SPDR TR | 4.6K | $878K | $847K | 0.44% | +8 | 2026-06-30 |
| 14 | AAPL | APPLE INC | 3.0K | $867K | $993K | 0.52% | -- | 2026-06-30 |
| 15 | DGRO | ISHARES TR | 11.2K | $847K | $867K | 0.45% | +2.0K | 2026-06-30 |
| 16 | SPYM | SPDR SERIES TRUST | 9.4K | $826K | $836K | 0.44% | +185 | 2026-06-30 |
| 17 | VUG | VANGUARD INDEX FDS | 7.9K | $678K | $685K | 0.36% | +6.5K | 2026-06-30 |
| 18 | AMZN | AMAZON COM INC | 2.6K | $620K | $646K | 0.34% | -- | 2026-06-30 |
| 19 | XLG | INVESCO EXCHANGE TRADED FD T | 8.3K | $509K | $517K | 0.27% | +5.5K | 2026-06-30 |
| 20 | V | VISA INC | 1.4K | $497K | $544K | 0.28% | -- | 2026-06-30 |
| 21 | BTCW | WISDOMTREE BITCOIN FD | 34.8K | $485K | $629K | 0.33% | -- | 2026-06-30 |
| 22 | GS | GOLDMAN SACHS GROUP INC | 450 | $455K | $439K | 0.23% | -- | 2026-06-30 |
| 23 | VTV | VANGUARD INDEX FDS | 2.0K | $442K | $452K | 0.24% | -207 | 2026-06-30 |
| 24 | IVV | ISHARES TR | 579 | $433K | $439K | 0.23% | -- | 2026-06-30 |
| 25 | EIS | ISHARES INC | 3.3K | $400K | $406K | 0.21% | -111,984 | 2026-06-30 |
← Scroll →
Page 1 of 6