Pioneer Family Office, LLC Last Quarter Change: USA ETF, Unchanged

Pioneer Family Office, LLC quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Pioneer Family Office, LLC opened 32 positions, added to 10, reduced 11, sold out of 17 and left 22 unchanged. The largest increase in value was SPMO (+$17,822,728); the largest decrease was EIS (-$12,978,430).

SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 2,521; Shares 2026-06-30 2,521.
MOAT: Country of operation —; Class MRNGSTR WDE MOAT; Shares 2026-03-31 13,475; Shares 2026-06-30 13,475.
IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 579; Shares 2026-06-30 579.
APUE: Country of operation —; Class ACTIVEPASSIVE US; Shares 2026-03-31 4,045; Shares 2026-06-30 4,045.

Two Form 13F-HR filings compared (SEC CIK 2135110): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Value 2026-03-31	Value 2026-06-30	Value change
SPY STATE STR SPDR S&P 500 ETF T		TR UNIT	2,521	2,521	$1,639,502	$1,882,606	+$243,104
MOAT VANECK ETF TRUST		MRNGSTR WDE MOAT	13,475	13,475	$1,303,032	$1,400,861	+$97,829
IVV ISHARES TR		CORE S&P500 ETF	579	579	$378,208	$433,607	+$55,399
APUE TRUST FOR PROFESSIONAL MANAG		ACTIVEPASSIVE US	4,045	4,045	$162,124	$186,879	+$24,755
PRFZ INVESCO EXCHANGE TRADED FD T		RAFI US 1500	2,105	2,105	$96,556	$117,396	+$20,840
HODL VANECK BITCOIN ETF	United States	SH BEN INT	8,000	8,000	$153,280	$132,880	-$20,400
SQQQ PROSHARES TR		ULTRAPRO SHORT	260	260	$20,927	$9,441	-$11,486
EWZ ISHARES INC		MSCI BRAZIL ETF	2,800	2,800	$107,492	$96,600	-$10,892
DGRW WISDOMTREE TR		US QTLY DIV GRT	1,340	1,340	$117,706	$128,131	+$10,425
IJH ISHARES TR		CORE S&P MCP ETF	787	787	$53,146	$60,686	+$7,540
APIE TRUST FOR PROFESSIONAL MANAG		ACTIVEPASSIVE EQ	1,896	1,896	$66,835	$73,489	+$6,654
IEFA ISHARES TR		CORE MSCI EAFE	906	906	$82,020	$87,501	+$5,481
DIA STATE STR SPDR DOW JONES IND		UT SER 1	75	75	$34,739	$39,179	+$4,440
DXJ WISDOMTREE TR		JAPN HEDGE EQT	240	240	$38,059	$41,645	+$3,586
ARGT GLOBAL X FDS		GB MSCI AR ETF	1,600	1,600	$149,312	$146,080	-$3,232
IWM ISHARES TR		RUSSELL 2000 ETF	55	55	$13,640	$16,525	+$2,885
IBB ISHARES TR		ISHARES BIOTECH	55	55	$9,358	$10,522	+$1,164
SMOG VANECK ETF TRUST		LOW CARBN ENERGY	145	145	$20,120	$21,184	+$1,064
AVUV AMERICAN CENTY ETF TR		US SML CP VALU	67	67	$7,401	$8,359	+$958
ACWX ISHARES TR		MSCI ACWI EX US	110	110	$7,532	$8,372	+$840
AVDV AMERICAN CENTY ETF TR		INTL SMCP VLU	75	75	$7,489	$7,729	+$240
EFV ISHARES TR		EAFE VALUE ETF	50	50	$3,718	$3,828	+$110

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