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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
SCHB icon
26
Schwab US Broad Market ETF
SCHB
$42.8B
$2.27M 1.23%
90,299
+119
+0.1% +$3.12K
IEFA icon
27
iShares Core MSCI EAFE ETF
IEFA
$186B
$2.23M 1.21%
24,628
+342
+1% +$31.9K
VGT icon
28
Vanguard Information Technology ETF
VGT
$139B
$2.14M 1.16%
24,520
+264
+1% +$24.3K
IBIT icon
29
iShares Bitcoin Trust
IBIT
$47.2B
$2.12M 1.15%
55,112
+939
+2% +$40.7K
QUAL icon
30
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$1.97M 1.06%
10,248
-2,574
-20% -$516K
MAXJ
31
iShares Large Cap Max Buffer Jun ETF
MAXJ
$150M
$1.95M 1.05%
69,150
+900
+1% +$25.5K
EFV icon
32
iShares MSCI EAFE Value ETF
EFV
$27.6B
$1.73M 0.94%
23,309
+3,073
+15% +$231K
DGRW icon
33
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$1.63M 0.88%
18,612
-757
-4% -$68.8K
QQH icon
34
HCM Defender 100 Index ETF
QQH
$709M
$1.61M 0.87%
23,021
-1,277
-5% -$96.1K
META icon
35
Meta Platforms (Facebook)
META
$1.51T
$1.56M 0.84%
2,726
+89
+3% +$57K
IDV icon
36
iShares International Select Dividend ETF
IDV
$8.25B
$1.53M 0.83%
36,046
+23
+0.1% +$967
AMZN icon
37
Amazon
AMZN
$2.5T
$1.49M 0.81%
7,154
+274
+4% +$60.3K
PEP icon
38
PepsiCo
PEP
$186B
$1.45M 0.79%
9,358
+89
+1% +$13.9K
SHLD icon
39
Global X Defense Tech ETF
SHLD
$7.07B
$1.45M 0.78%
20,422
+1,593
+8% +$119K
LGH icon
40
HCM Defender 500 Index ETF
LGH
$565M
$1.43M 0.77%
25,046
-1,977
-7% -$121K
MSFT icon
41
Microsoft
MSFT
$2.84T
$1.41M 0.76%
3,799
+623
+20% +$261K
SCHW
42
Charles Schwab
SCHW
$177B
$1.24M 0.67%
13,233
-100
-0.8% -$9.81K
VXUS icon
43
Vanguard Total International Stock ETF
VXUS
$153B
$1.19M 0.64%
15,429
-18
-0.1% -$1.43K
ABT icon
44
Abbott
ABT
$180B
$1.18M 0.64%
11,506
-480
-4% -$54.2K
GRNY
45
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.3B
$1.11M 0.6%
46,515
+6,000
+15% +$149K
DTD icon
46
WisdomTree US Total Dividend Fund
DTD
$1.65B
$1.04M 0.56%
12,066
+270
+2% +$23.7K
PCEF icon
47
Invesco CEF Income Composite ETF
PCEF
$812M
$1.01M 0.55%
53,733
-1,172
-2% -$23.2K
IYW icon
48
iShares US Technology ETF
IYW
$23.7B
$1M 0.54%
5,520
-109
-2% -$21.1K
RDVY icon
49
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$995K 0.54%
14,566
– –
JANT icon
50
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$60.4M
$970K 0.52%
24,175
+12,050
+99% +$496K
1
2
3 4 5

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Arcadia Wealth Management (New York) Smithtown, New York $185M AUM 20.56% 1-Year Est. Return
VFG
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CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
JHC
J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return
CCA
Cypress Capital Advisors Franklin, Tennessee $184M AUM 17.49% 1-Year Est. Return
FFG
Forum Finance Group Geneva $184M AUM
SC
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AI
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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.