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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
EVSM icon
51
Eaton Vance Short Duration Municipal Income ETF
EVSM
$771M
$952K 0.51%
18,968
+309
+2% +$15.6K
ISCV icon
52
iShares Morningstar Small-Cap Value ETF
ISCV
$687M
$943K 0.51%
13,572
+47
+0.3% +$3.36K
VYMI icon
53
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
$865K 0.47%
9,175
+700
+8% +$66.7K
DBND icon
54
DoubleLine Opportunistic Bond ETF
DBND
$734M
$860K 0.47%
18,775
+3,650
+24% +$169K
EMXC icon
55
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$856K 0.46%
10,883
+478
+5% +$38.4K
WELL icon
56
Welltower
WELL
$178B
$831K 0.45%
4,204
-48
-1% -$9.49K
RSP icon
57
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$794K 0.43%
4,136
+740
+22% +$147K
CLOA icon
58
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.15B
$787K 0.43%
15,191
+1,953
+15% +$101K
JEPQ icon
59
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.9B
$781K 0.42%
14,075
+270
+2% +$15.6K
XOM icon
60
ExxonMobil
XOM
$651B
$740K 0.4%
4,364
+2
+0% +$292
ICVT icon
61
iShares Convertible Bond ETF
ICVT
$7.23B
$690K 0.37%
6,779
+1,814
+37% +$188K
GLD icon
62
SPDR Gold Trust
GLD
$131B
$669K 0.36%
1,555
-31
-2% -$13.9K
BINC icon
63
BlackRock Flexible Income ETF
BINC
$16B
$660K 0.36%
12,700
+2,650
+26% +$140K
GPIQ icon
64
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.86B
$647K 0.35%
13,083
+1,601
+14% +$83K
ITOT icon
65
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$623K 0.34%
4,373
+12
+0.3% +$1.78K
XLF icon
66
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$606K 0.33%
12,266
+258
+2% +$13.4K
MFIC icon
67
MidCap Financial Investment
MFIC
$784M
$603K 0.33%
53,630
– –
IAU icon
68
iShares Gold Trust
IAU
$63B
$601K 0.32%
6,815
-369
-5% -$33.8K
FTCS icon
69
First Trust Capital Strength ETF
FTCS
$7.88B
$591K 0.32%
6,367
-146
-2% -$14K
SPLV icon
70
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$580K 0.31%
7,928
+36
+0.5% +$2.67K
TSLA icon
71
Tesla
TSLA
$1.24T
$574K 0.31%
1,543
+406
+36% +$167K
SYFI
72
AB Short Duration High Yield ETF
SYFI
$924M
$567K 0.31%
15,949
+1,645
+12% +$58.9K
OCTT icon
73
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$55.8M
$561K 0.3%
13,250
– –
AVGO icon
74
Broadcom
AVGO
$1.82T
$559K 0.3%
1,806
-35
-2% -$11.5K
IJH icon
75
iShares Core S&P Mid-Cap ETF
IJH
$123B
$548K 0.3%
8,119
-10
-0.1% -$694
1 2
3
4 5

Similar funds

AWMNY
Arcadia Wealth Management (New York) Smithtown, New York $185M AUM 20.56% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
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
Stephenson & Company San Clemente, California $184M AUM 9.52% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $184M AUM 13.68% 1-Year Est. Return

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.