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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
-2.72%
1 Year Est. Return
+18.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
-$5.42M
Cap. Flow
-$151K
Cap. Flow %
-0.1%
Top 10 Hldgs %
38.65%
Holding
120
New
2
Increased
47
Reduced
37
Closed
5

Top Buys

Rank Stock Value
1
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$491K
2
AVGO icon
Broadcom
AVGO
+$465K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$322K
4
NVDA icon
NVIDIA
NVDA
+$321K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$254K

Top Sells

Rank Stock Value
1
SCHP icon
Schwab US TIPS ETF
SCHP
+$620K
2
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$358K
3
TSLA icon
Tesla
TSLA
+$321K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$307K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

Rank Sector Weight
1 Communication Services 4.76%
2 Financials 4.41%
3 Technology 4.02%
4 Real Estate 1.48%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IFRA icon
51
iShares US Infrastructure ETF
IFRA
$4.57B
$694K 0.47%
15,394
+1,115
+8% +$52K
MFIC icon
52
MidCap Financial Investment
MFIC
$801M
$690K 0.47%
53,630
– –
JEPQ icon
53
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.9B
$657K 0.44%
12,680
– –
VYMI icon
54
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$656K 0.44%
8,900
– –
RSP icon
55
Invesco S&P 500 Equal Weight ETF
RSP
$98.1B
$649K 0.44%
3,748
– –
FTCS icon
56
First Trust Capital Strength ETF
FTCS
$7.86B
$610K 0.41%
6,810
-390
-5% -$34.8K
SILA
57
DELISTED
Sila Realty Trust
SILA
$608K 0.41%
22,764
-769
-3% -$19.2K
SPLV icon
58
Invesco S&P 500 Low Volatility ETF
SPLV
$7.21B
$579K 0.39%
7,755
+28
+0.4% +$2.02K
ITOT icon
59
iShares Core S&P Total US Stock Market ETF
ITOT
$95.7B
$567K 0.38%
4,649
-203
-4% -$26.2K
DBND icon
60
DoubleLine Opportunistic Bond ETF
DBND
$739M
$562K 0.38%
12,175
-25
-0.2% -$1.14K
XOM icon
61
ExxonMobil
XOM
$643B
$560K 0.38%
4,708
+4
+0.1% +$442
IJS icon
62
iShares S&P Small-Cap 600 Value ETF
IJS
$8.28B
$534K 0.36%
5,480
– –
VFH icon
63
Vanguard Financials ETF
VFH
$13.6B
$529K 0.36%
4,429
+108
+2% +$13.2K
EMXC icon
64
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.6B
$502K 0.34%
9,121
-35
-0.4% -$1.96K
OCTT icon
65
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$56.7M
$493K 0.33%
13,250
– –
CALF icon
66
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.74B
$465K 0.31%
12,410
+530
+4% +$22K
VDC icon
67
Vanguard Consumer Staples ETF
VDC
$7.95B
$461K 0.31%
2,107
+61
+3% +$13.2K
BINC icon
68
BlackRock Flexible Income ETF
BINC
$16.1B
$448K 0.3%
8,550
– –
GLD icon
69
SPDR Gold Trust
GLD
$131B
$438K 0.3%
1,520
+10
+0.7% +$2.64K
IHI icon
70
iShares US Medical Devices ETF
IHI
$3.37B
$431K 0.29%
7,153
-125
-2% -$7.76K
JANT icon
71
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$61.3M
$426K 0.29%
12,125
+450
+4% +$16.3K
IAU icon
72
iShares Gold Trust
IAU
$62.9B
$400K 0.27%
6,787
– –
AHR icon
73
American Healthcare REIT
AHR
$10.6B
$400K 0.27%
13,199
-1,423
-10% -$41K
FSK icon
74
FS KKR Capital
FSK
$3.11B
$388K 0.26%
18,501
-2,151
-10% -$48.1K
IGSB icon
75
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$382K 0.26%
7,293
-881
-11% -$45.8K
1 2
3
4 5

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Panoramic Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Panoramic Investment Advisors held 120 positions worth $148M, down 3.5% from $154M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Panoramic Investment Advisors's Q1 2025 filing shows 2 new, 47 increased, 37 reduced and 5 closed positions. Its largest new stake was Broadcom: 2,199 shares worth $368K. The largest sale was Schwab US TIPS ETF, an estimated $620K.

By sector, the portfolio is most concentrated in Communication Services at 4.8% of assets, down from 5.6% a quarter earlier, followed by Financials and Technology.

  • Panoramic Investment Advisors's largest Q1 2025 buy was Broadcom: 2,199 shares worth $368K.
  • Panoramic Investment Advisors added most to Vanguard Core Plus Bond ETF in Q1 2025, an estimated $491K increase.
  • Panoramic Investment Advisors's biggest Q1 2025 reduction was VanEck Morningstar Wide Moat ETF, cutting an estimated $358K.
  • Panoramic Investment Advisors fully exited Schwab US TIPS ETF in Q1 2025, selling an estimated $620K.
  • Panoramic Investment Advisors's ten largest holdings make up 39% of its $148M portfolio in Q1 2025.
  • Panoramic Investment Advisors opened 2 new positions and closed 5 in Q1 2025.
  • Panoramic Investment Advisors's portfolio value fell 3.5% quarter-over-quarter to $148M.

Based on Panoramic Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.