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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
SCHB icon
26
Schwab US Broad Market ETF
SCHB
$44.8B
$2.61M 1.25%
89,992
-307
-0.3% -$8.59K
TLT icon
27
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
$2.54M 1.22%
29,403
-669
-2% -$57.4K
QUAL icon
28
iShares MSCI USA Quality Factor ETF
QUAL
$47.5B
$2.25M 1.08%
10,250
+2
+0% +$419
FBTC icon
29
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
$2.09M 1%
40,882
+40
+0.1% +$2.5K
MAXJ
30
iShares Large Cap Max Buffer Jun ETF
MAXJ
$164M
$2.01M 0.96%
69,150
– –
EFV icon
31
iShares MSCI EAFE Value ETF
EFV
$32.2B
$2.01M 0.96%
26,240
+2,931
+13% +$227K
IBIT icon
32
iShares Bitcoin Trust
IBIT
$62.2B
$1.84M 0.88%
55,129
+17
+0% +$692
QQH icon
33
HCM Defender 100 Index ETF
QQH
$756M
$1.76M 0.84%
20,601
-2,420
-11% -$195K
AMZN icon
34
Amazon
AMZN
$2.79T
$1.73M 0.83%
7,246
+92
+1% +$23.1K
IDV icon
35
iShares International Select Dividend ETF
IDV
$8.77B
$1.57M 0.75%
37,790
+1,744
+5% +$76.4K
META icon
36
Meta Platforms (Facebook)
META
$1.57T
$1.56M 0.74%
2,764
+38
+1% +$23.2K
GRNY
37
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.53B
$1.51M 0.72%
54,715
+8,200
+18% +$218K
LGH icon
38
HCM Defender 500 Index ETF
LGH
$598M
$1.5M 0.72%
23,593
-1,453
-6% -$89.8K
SHLD icon
39
Global X Defense Tech ETF
SHLD
$6.97B
$1.48M 0.71%
24,792
+4,370
+21% +$291K
DGRW icon
40
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$1.38M 0.66%
14,421
-4,191
-23% -$396K
MSFT icon
41
Microsoft
MSFT
$3.71T
$1.34M 0.64%
3,599
-200
-5% -$80.9K
VXUS icon
42
Vanguard Total International Stock ETF
VXUS
$167B
$1.31M 0.63%
15,374
-55
-0.4% -$4.61K
PEP icon
43
PepsiCo
PEP
$188B
$1.25M 0.6%
9,268
-90
-1% -$13.5K
PCEF icon
44
Invesco CEF Income Composite ETF
PCEF
$807M
$1.23M 0.59%
60,418
+6,685
+12% +$133K
SCHW
45
Charles Schwab
SCHW
$189B
$1.21M 0.58%
13,083
-150
-1% -$13.7K
RDVY icon
46
First Trust Rising Dividend Achievers ETF
RDVY
$25.7B
$1.16M 0.56%
14,366
-200
-1% -$15K
DTD icon
47
WisdomTree US Total Dividend Fund
DTD
$1.67B
$1.13M 0.54%
12,121
+55
+0.5% +$5.02K
JEPQ icon
48
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$42.4B
$1.09M 0.52%
17,775
+3,700
+26% +$220K
EVSM icon
49
Eaton Vance Short Duration Municipal Income ETF
EVSM
$829M
$1.09M 0.52%
21,598
+2,630
+14% +$132K
ISCV icon
50
iShares Morningstar Small-Cap Value ETF
ISCV
$702M
$1.07M 0.51%
13,625
+53
+0.4% +$3.95K
1
2
3 4 5

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Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
SWMG
Sard Wealth Management Group Atlanta, Georgia $209M AUM 17.64% 1-Year Est. Return
NED
Nancy E. Dempze $209M AUM 33.81% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
PAM
Peninsula Asset Management Bradenton, Florida $209M AUM 15% 1-Year Est. Return
HFS
Hoge Financial Services Canonsburg, Pennsylvania $209M AUM 20.06% 1-Year Est. Return
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.