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PIA

Panoramic Investment Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
-2.08%
1 Year Est. Return
+18.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$185M
AUM Growth
+$902K
Cap. Flow
+$6.71M
Cap. Flow %
3.63%
Top 10 Hldgs %
38.93%
Holding
137
New
11
Increased
82
Reduced
26
Closed
7

Top Buys

Rank Stock Value
1
PNC icon
PNC Financial Services
PNC
+$560K
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$522K
3
VUG icon
Vanguard Growth ETF
VUG
+$504K
4
JANT icon
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
+$496K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$487K

Top Sells

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$516K
2
AHR icon
American Healthcare REIT
AHR
+$377K
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$316K
4
SILA
Sila Realty Trust
SILA
+$239K
5
TGT icon
Target
TGT
+$234K

Sector Composition

Rank Sector Weight
1 Communication Services 4.99%
2 Technology 4.3%
3 Financials 3.34%
4 Consumer Discretionary 1.12%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$25.2M 13.61%
328,771
+6,520
+2% +$522K
VPLS
2
Vanguard Core Plus Bond ETF
VPLS
$1.65B
$6.86M 3.71%
88,456
+2,776
+3% +$217K
SCHV
3
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$6.84M 3.7%
224,419
+4,358
+2% +$136K
VUG icon
4
Vanguard Growth ETF
VUG
$216B
$6.5M 3.52%
89,328
+6,480
+8% +$504K
SCHG icon
5
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$5.19M 2.81%
178,311
+401
+0.2% +$12.5K
ICSH icon
6
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$5.01M 2.71%
98,994
+3,274
+3% +$166K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.9T
$4.89M 2.64%
17,049
-1,007
-6% -$316K
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$102B
$4.06M 2.2%
132,472
-2,813
-2% -$85.3K
DFLV icon
9
Dimensional US Large Cap Value ETF
DFLV
$6.69B
$3.98M 2.15%
111,469
+6,943
+7% +$250K
VYM icon
10
Vanguard High Dividend Yield ETF
VYM
$81.1B
$3.47M 1.88%
23,421
+263
+1% +$39.5K
QQQ icon
11
Invesco QQQ Trust
QQQ
$455B
$3.23M 1.74%
5,590
+23
+0.4% +$14K
XLE icon
12
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$3.22M 1.74%
52,640
+9,079
+21% +$487K
JEPI icon
13
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$3.17M 1.71%
55,864
+3,011
+6% +$175K
MOAT icon
14
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$3.06M 1.66%
31,675
+123
+0.4% +$12.8K
IVV icon
15
iShares Core S&P 500 ETF
IVV
$876B
$2.96M 1.6%
4,534
+57
+1% +$38.9K
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.07T
$2.85M 1.54%
5,942
-241
-4% -$118K
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$3.91T
$2.78M 1.5%
9,674
+31
+0.3% +$9.74K
VOO icon
18
Vanguard S&P 500 ETF
VOO
$968B
$2.63M 1.42%
4,403
+128
+3% +$80.1K
TLT icon
19
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$2.61M 1.41%
30,072
+466
+2% +$41K
SCHM icon
20
Schwab US Mid-Cap ETF
SCHM
$14.6B
$2.54M 1.37%
81,889
+5,606
+7% +$178K
NVDA icon
21
NVIDIA
NVDA
$5.01T
$2.52M 1.36%
14,468
-705
-5% -$129K
SCHA icon
22
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$2.48M 1.34%
85,227
+6,087
+8% +$182K
AAPL icon
23
Apple
AAPL
$4.89T
$2.43M 1.31%
9,560
+756
+9% +$197K
FBTC icon
24
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$2.41M 1.3%
40,842
+559
+1% +$37.2K
BAI
25
iShares A.I. Innovation and Tech Active ETF
BAI
$12.9B
$2.29M 1.24%
69,350
+4,598
+7% +$158K
1
2 3 4 5

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VFG
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CPP
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JHC
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CCA
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FFG
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SC
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Panoramic Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Panoramic Investment Advisors held 137 positions worth $185M, up 0.49% from $184M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Panoramic Investment Advisors deployed $6.71M of net new capital in Q1 2026, opening 11 new positions and adding to 82 existing holdings. Its largest new stake was PNC Financial Services: 2,572 shares worth $535K.

By sector, the portfolio is most concentrated in Communication Services at 5% of assets, down from 5.7% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares MSCI USA Quality Factor ETF, an estimated $516K trimmed.

  • Panoramic Investment Advisors's largest Q1 2026 buy was PNC Financial Services: 2,572 shares worth $535K.
  • Panoramic Investment Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $522K increase.
  • Panoramic Investment Advisors's biggest Q1 2026 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $516K.
  • Panoramic Investment Advisors fully exited American Healthcare REIT in Q1 2026, selling an estimated $377K.
  • Panoramic Investment Advisors's ten largest holdings make up 39% of its $185M portfolio in Q1 2026.
  • Panoramic Investment Advisors opened 11 new positions and closed 7 in Q1 2026.
  • Panoramic Investment Advisors's portfolio value rose 0.49% quarter-over-quarter to $185M.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.