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LEILA SHAVER

Pioneer Family Office, Llc

Assets Managed
$155.669M
Holdings
122
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
5.18%(2Q avg: 2.59%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pioneer Family Office, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Pioneer Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 155.669M in assets, with a quarterly growth rate of 5.18% and a 2-quarter average growth rate of 2.59%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 15.82%
35.45%
$55.171M
92,328 shares@ $597.56 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4%
13.78%
$21.447M
37,158 shares@ $577.18 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 53.22%
11.18%
$17.391M
24,925 shares@ $697.72 avg price
EIS
Ishares Msci Israel Etf
Recent Activity
Increased 277.91%
8.6%
$13.379M
115,299 shares@ $116.04 avg price
ANGL
Vaneck Fallen Angel High Yld
Recent Activity
Decreased -1.52%
8.38%
$13.039M
454,099 shares@ $28.72 avg price
IVLU
Ishares Msci International V
Recent Activity
New Position
7.67%
$11.935M
300,785 shares@ $39.69 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 1.59%
1.42%
$2.207M
9,290 shares@ $237.63 avg price
SHLD
Global X Defense Tech Etf
Recent Activity
New Position
1.37%
$2.129M
30,055 shares@ $70.85 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
1.06%
$1.64M
2,521 shares@ $650.34 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
0.84%
$1.303M
13,475 shares@ $96.7 avg price

1-10 of 122