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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
JANT icon
51
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$62.2M
$1.06M 0.51%
24,175
– –
EMXC icon
52
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.7B
$1.02M 0.49%
10,013
-870
-8% -$82.1K
ABT icon
53
Abbott
ABT
$187B
$975K 0.47%
10,747
-759
-7% -$69.3K
WELL icon
54
Welltower
WELL
$170B
$954K 0.46%
4,204
– –
GPIQ icon
55
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$5.68B
$911K 0.44%
15,362
+2,279
+17% +$128K
VYMI icon
56
Vanguard International High Dividend Yield ETF
VYMI
$22.2B
$901K 0.43%
9,175
– –
DBND icon
57
DoubleLine Opportunistic Bond ETF
DBND
$766M
$883K 0.42%
19,375
+600
+3% +$27.4K
RSP icon
58
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$880K 0.42%
4,136
– –
GOVT icon
59
iShares US Treasury Bond ETF
GOVT
$41.7B
$815K 0.39%
+35,759
New +$814K
CRWD icon
60
CrowdStrike
CRWD
$218B
$797K 0.38%
4,176
+64
+2% +$9.09K
CLOA icon
61
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.26B
$791K 0.38%
15,236
+45
+0.3% +$2.33K
ITOT icon
62
iShares Core S&P Total US Stock Market ETF
ITOT
$97B
$716K 0.34%
4,357
-16
-0.4% -$2.54K
TSLA icon
63
Tesla
TSLA
$1.4T
$670K 0.32%
1,593
+50
+3% +$19.9K
BINC icon
64
BlackRock Flexible Income ETF
BINC
$16.6B
$665K 0.32%
12,700
– –
AVGO icon
65
Broadcom
AVGO
$1.7T
$663K 0.32%
1,756
-50
-3% -$20K
XLF icon
66
State Street Financial Select Sector SPDR ETF
XLF
$55B
$663K 0.32%
12,371
+105
+0.9% +$5.46K
PNC icon
67
PNC Financial Services
PNC
$98B
$633K 0.3%
2,572
– –
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$126B
$618K 0.3%
8,019
-100
-1% -$7.34K
JUNT icon
69
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$118M
$618K 0.3%
16,350
+5,300
+48% +$199K
OCTT icon
70
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$56.5M
$617K 0.3%
13,250
– –
GLD icon
71
SPDR Gold Trust
GLD
$150B
$617K 0.3%
1,676
+121
+8% +$50.1K
XOM icon
72
ExxonMobil
XOM
$656B
$597K 0.29%
4,367
+3
+0.1% +$449
SPLV icon
73
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$597K 0.29%
7,964
+36
+0.5% +$2.65K
FTCS icon
74
First Trust Capital Strength ETF
FTCS
$7.85B
$577K 0.28%
6,147
-220
-3% -$20.6K
SYFI
75
AB Short Duration High Yield ETF
SYFI
$962M
$570K 0.27%
15,956
+7
+0% +$250
1 2
3
4 5

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NED
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SHFA
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PAM
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HFS
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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.