Pioneer Family Office, LLC reported 54 positions worth $8.90M for the quarter ended Sep 30, 2026, up 4.3% on the prior quarter. It opened 2 new positions, added to 2, trimmed 3 and exited 4. Its largest holding is Apple Inc. at 11.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LLY ELI LILLY & Co | -120 | -100.0% | $143.93K | Exited |
| WMT Walmart Inc. | -1,017 | -32.8% | $105.69K | 2.43% |
| TEVA Teva Pharmaceutical Industries Ltd | -2,500 | -100.0% | $84.70K | Exited |
| OUNZ VanEck Merk Gold ETF | -1,130 | -4.4% | $45.09K | 10.97% |
| PATH UiPath, Inc. | -2,500 | -100.0% | $27.17K | Exited |
| PANW Palo Alto Networks Inc | -50 | -33.3% | $19.87K | 0.447% |
| BABA Alibaba Group Holding Ltd | -200 | -100.0% | $19.20K | Exited |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 2,997 | $998.06K | 11.22% | 0 | 0.0% | Unchanged | 0% |
| 2 | OUNZ VanEck Merk Gold ETF | Others | 24.5K | $976.15K | 10.97% | -1,130 | -4.4% | Reduced | 0.04% |
| 3 | BTCW WisdomTree Bitcoin Fund | Others | 34.8K | $696.78K | 7.83% | 0 | 0.0% | Unchanged | 1.59% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 2,602 | $648.29K | 7.29% | 0 | 0.0% | Unchanged | 0% |
| 5 | V Visa Inc. | Financial Services | 1,450 | $521.03K | 5.86% | 0 | 0.0% | Unchanged | 0% |
| 6 | MSFT Microsoft Corp | Technology | 806 | $413.40K | 4.65% | 0 | 0.0% | Unchanged | 0% |
| 7 | GS Goldman Sachs Group Inc | Financial Services | 450 | $405.16K | 4.55% | 0 | 0.0% | Unchanged | 0% |
| 8 | ABBV AbbVie Inc. | Healthcare | 1,221 | $319.40K | 3.59% | 0 | 0.0% | Unchanged | 0% |
| 9 | PBR Petrobras - Petroleo Brasileiro Sa | Energy | 15.2K | $317.02K | 3.56% | 0 | 0.0% | Unchanged | 0% |
| 10 | MELI Mercadolibre Inc | Technology | 130 | $224.71K | 2.53% | 0 | 0.0% | Unchanged | 0% |
| 11 | WMT Walmart Inc. | Consumer Staples | 2,080 | $216.15K | 2.43% | -1,017 | -32.8% | Reduced | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 600 | $204.44K | 2.3% | 0 | 0.0% | Unchanged | 0% |
| 13 | SPCX Space Exploration Technologies Corp | Industrials | 1,349 | $203.55K | 2.29% | +1,279 | +1,827.1% | Added | 0% |
| 14 | NVDA Nvidia Corp | Technology | 860 | $196.41K | 2.21% | 0 | 0.0% | Unchanged | 0% |
| 15 | HODL VanEck Bitcoin ETF | Others | 8,000 | $188.96K | 2.12% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at Pioneer Family Office.
As of its Q3 2026 13F filing, Pioneer Family Office, LLC’s five largest positions were Apple Inc. (AAPL) at 11.2%, VanEck Merk Gold ETF (OUNZ) at 11.0%, WisdomTree Bitcoin Fund (BTCW) at 7.8%, Amazon Com Inc (AMZN) at 7.3%, Visa Inc. (V) at 5.9% of the reported portfolio.
Pioneer Family Office, LLC reported a 13F portfolio worth $8.90M across 54 positions for Q3 2026. That is up 4.3% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($192.99K), ExxonMobil Holdings Corp ($42.32K), Moderna, Inc. ($13.48K). It opened 2 new positions.
Its largest sales by value were ELI LILLY & Co ($143.93K), Walmart Inc. ($105.69K), Teva Pharmaceutical Industries Ltd ($84.70K). It exited 4 positions entirely.
From the Form 13F-HR reports Pioneer Family Office, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.