Pioneer Family Office, LLC
123 holdingsFiling period: 2026-03-31Current AUM: $177.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 92.3K | $55.2M | $63.4M | 35.82% | +12.6K | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 37.2K | $21.4M | $25.6M | 14.44% | +1.4K | 2026-03-31 |
| 3 | VGT | VANGUARD WORLD FD | 24.9K | $17.4M | $22.6M | 12.75% | +8.7K | 2026-03-31 |
| 4 | EIS | ISHARES INC | 115.3K | $13.4M | $13.8M | 7.77% | +84.8K | 2026-03-31 |
| 5 | ANGL | VANECK ETF TRUST | 454.1K | $13.0M | $13.1M | 7.42% | -7,055 | 2026-03-31 |
| 6 | IVLU | ISHARES TR | 300.8K | $11.9M | $13.1M | 7.40% | -- | 2026-03-31 |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 9.3K | $2.2M | $2.6M | 1.49% | +145 | 2026-03-31 |
| 8 | SHLD | GLOBAL X FDS | 30.1K | $2.1M | $1.9M | 1.07% | -- | 2026-03-31 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 2.5K | $1.6M | $1.9M | 1.06% | -- | 2026-03-31 |
| 10 | MOAT | VANECK ETF TRUST | 13.5K | $1.3M | $1.5M | 0.82% | -- | 2026-03-31 |
| 11 | OUNZ | VANECK MERK GOLD ETF | 24.4K | $1.1M | $948K | 0.54% | +10.9K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 3.0K | $760K | $925K | 0.52% | -1,560 | 2026-03-31 |
| 13 | SPYM | SPDR SERIES TRUST | 9.2K | $706K | $811K | 0.46% | +2.9K | 2026-03-31 |
| 14 | DGRO | ISHARES TR | 9.1K | $640K | $711K | 0.40% | -46,217 | 2026-03-31 |
| 15 | VUG | VANGUARD INDEX FDS | 1.4K | $622K | $728K | 0.41% | -- | 2026-03-31 |
| 16 | XLK | SELECT SECTOR SPDR TR | 4.6K | $611K | $806K | 0.46% | +731 | 2026-03-31 |
| 17 | BTCW | WISDOMTREE BITCOIN FD | 34.8K | $556K | $515K | 0.29% | -- | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 2.6K | $541K | $705K | 0.40% | -300 | 2026-03-31 |
| 19 | SMH | VANECK ETF TRUST | 1.2K | $473K | $667K | 0.38% | +1.1K | 2026-03-31 |
| 20 | V | VISA INC | 1.4K | $438K | $531K | 0.30% | -- | 2026-03-31 |
| 21 | VTV | VANGUARD INDEX FDS | 2.2K | $438K | $491K | 0.28% | -- | 2026-03-31 |
| 22 | PBR | PETROLEO BRASILEIRO S A | 18.5K | $384K | $359K | 0.20% | -- | 2026-03-31 |
| 23 | WMT | WALMART INC | 3.1K | $384K | $344K | 0.19% | -10 | 2026-03-31 |
| 24 | GS | GOLDMAN SACHS GROUP INC | 450 | $380K | $457K | 0.26% | -- | 2026-03-31 |
| 25 | IVV | ISHARES TR | 579 | $378K | $434K | 0.25% | -- | 2026-03-31 |
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