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PIA

Panoramic Investment Advisors Portfolio holdings

AUM $209M
1-Year Est. Return 21.65%
This Fund
S&P 500
This Quarter Est. Return
+12.91%
1 Year Est. Return
+21.65%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$209M
AUM Growth
+$24.1M
Cap. Flow
+$4.78M
Cap. Flow %
2.29%
Top 10 Hldgs %
39.15%
Holding
145
New
15
Increased
56
Reduced
43
Closed
4

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.28M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$814K
3
AMD icon
Advanced Micro Devices
AMD
+$344K
4
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$307K
5
GRNI
Fundstrat Granny Shots US Large Cap & Income ETF
GRNI
+$301K

Top Sells

Rank Stock Value
1
IYW icon
iShares US Technology ETF
IYW
+$984K
2
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$396K
3
ICVT icon
iShares Convertible Bond ETF
ICVT
+$291K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$213K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$201K

Sector Composition

Rank Sector Weight
1 Miscellaneous 82.29%
2 Communication Services 5.17%
3 Technology 5.12%
4 Financials 2.81%
5 Consumer Discretionary 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$29.2M 13.96%
332,122
+3,351
+1% +$286K
SCHV
2
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$7.93M 3.79%
227,702
+3,283
+1% +$108K
VUG icon
3
Vanguard Morningstar Growth ETF
VUG
$228B
$7.92M 3.79%
91,944
+2,616
+3% +$220K
VPLS
4
Vanguard Core Plus Bond ETF
VPLS
$1.93B
$7.17M 3.43%
92,412
+3,956
+4% +$307K
SCHG icon
5
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$5.95M 2.85%
175,967
-2,344
-1% -$77.7K
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.1T
$5.9M 2.82%
16,690
-359
-2% -$128K
ICSH icon
7
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.65B
$5.04M 2.41%
99,644
+650
+0.7% +$32.8K
DFLV icon
8
Dimensional US Large Cap Value ETF
DFLV
$7.13B
$4.48M 2.14%
113,194
+1,725
+2% +$66.1K
SCHD icon
9
Schwab US Dividend Equity ETF
SCHD
$112B
$4.2M 2.01%
132,403
-69
-0.1% -$2.19K
QQQ icon
10
Invesco QQQ Trust
QQQ
$490B
$4.08M 1.95%
5,534
-56
-1% -$38.5K
VYM icon
11
Vanguard High Dividend Yield ETF
VYM
$83.3B
$3.71M 1.77%
23,474
+53
+0.2% +$8.28K
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$197B
$3.67M 1.76%
38,002
+13,374
+54% +$1.28M
BAI
13
iShares A.I. Innovation and Tech Active ETF
BAI
$14.2B
$3.62M 1.73%
68,712
-638
-0.9% -$29K
IVV icon
14
iShares Core S&P 500 ETF
IVV
$875B
$3.43M 1.64%
4,583
+49
+1% +$35.7K
JEPI icon
15
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$3.35M 1.6%
59,374
+3,510
+6% +$198K
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$4.14T
$3.35M 1.6%
9,380
-294
-3% -$106K
SCHA icon
17
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$3.26M 1.56%
90,195
+4,968
+6% +$164K
MOAT icon
18
VanEck Morningstar Wide Moat ETF
MOAT
$12.1B
$3.25M 1.56%
31,275
-400
-1% -$40.4K
SCHM icon
19
Schwab US Mid-Cap ETF
SCHM
$15B
$3.19M 1.53%
86,533
+4,644
+6% +$160K
VOO icon
20
Vanguard S&P 500 ETF
VOO
$1.05T
$2.99M 1.43%
4,347
-56
-1% -$37.3K
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.08T
$2.92M 1.4%
5,842
-100
-2% -$48.1K
NVDA icon
22
NVIDIA
NVDA
$5.56T
$2.86M 1.37%
14,304
-164
-1% -$33.7K
AAPL icon
23
Apple
AAPL
$4.67T
$2.8M 1.34%
9,671
+111
+1% +$31.8K
XLE icon
24
State Street Energy Select Sector SPDR ETF
XLE
$42.2B
$2.77M 1.32%
52,133
-507
-1% -$29K
VGT icon
25
Vanguard Information Technology ETF
VGT
$149B
$2.71M 1.3%
22,689
-1,831
-7% -$200K
1
2 3 4 5

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Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
SWMG
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NED
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SHFA
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PAM
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HFS
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IF
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Panoramic Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Panoramic Investment Advisors held 145 positions worth $209M, up 13% from $185M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Panoramic Investment Advisors's Q2 2026 filing shows 15 new, 56 increased, 43 reduced and 4 closed positions. Its largest new stake was iShares US Treasury Bond ETF: 35,759 shares worth $815K. The largest sale was iShares US Technology ETF, an estimated $984K.

By sector, the portfolio is most concentrated in Miscellaneous at 82% of assets, down from 83% a quarter earlier, followed by Communication Services and Technology.

  • Panoramic Investment Advisors's largest Q2 2026 buy was iShares US Treasury Bond ETF: 35,759 shares worth $815K.
  • Panoramic Investment Advisors added most to iShares Core MSCI EAFE ETF in Q2 2026, an estimated $1.28M increase.
  • Panoramic Investment Advisors's biggest Q2 2026 reduction was iShares US Technology ETF, cutting an estimated $984K.
  • Panoramic Investment Advisors fully exited Grayscale Bitcoin Trust in Q2 2026, selling an estimated $213K.
  • Panoramic Investment Advisors's ten largest holdings make up 39% of its $209M portfolio in Q2 2026.
  • Panoramic Investment Advisors opened 15 new positions and closed 4 in Q2 2026.
  • Panoramic Investment Advisors's portfolio value rose 13% quarter-over-quarter to $209M.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.