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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
+9.66%
1 Year Est. Return
+21.65%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$163M
AUM Growth
+$14.8M
Cap. Flow
+$2.34M
Cap. Flow %
1.44%
Top 10 Hldgs %
38.93%
Holding
127
New
12
Increased
40
Reduced
51
Closed
6

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.43M
2
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.55M
3
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$789K
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$583K
5
COST icon
Costco
COST
+$547K

Top Sells

Rank Stock Value
1
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$2.04M
2
IFRA icon
iShares US Infrastructure ETF
IFRA
+$694K
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$495K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$465K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$357K

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.94%
2 Communication Services 4.85%
3 Technology 4.67%
4 Financials 3.92%
5 Consumer Discretionary 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSP icon
51
Invesco S&P 500 Equal Weight ETF
RSP
$98.3B
$681K 0.42%
3,748
– –
MFIC icon
52
MidCap Financial Investment
MFIC
$750M
$677K 0.42%
53,630
– –
WELL icon
53
Welltower
WELL
$170B
$654K 0.4%
4,252
-300
-7% -$44.8K
GLD icon
54
SPDR Gold Trust
GLD
$147B
$619K 0.38%
2,030
+510
+34% +$154K
ITOT icon
55
iShares Core S&P Total US Stock Market ETF
ITOT
$95.4B
$611K 0.38%
4,528
-121
-3% -$15.1K
FTCS icon
56
First Trust Capital Strength ETF
FTCS
$7.68B
$611K 0.38%
6,720
-90
-1% -$8.01K
XLF icon
57
State Street Financial Select Sector SPDR ETF
XLF
$54.1B
$597K 0.37%
11,399
+3,855
+51% +$191K
EMXC icon
58
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.1B
$580K 0.36%
9,184
+63
+0.7% +$3.67K
SPLV icon
59
Invesco S&P 500 Low Volatility ETF
SPLV
$7.09B
$569K 0.35%
7,818
+63
+0.8% +$4.56K
DBND icon
60
DoubleLine Opportunistic Bond ETF
DBND
$758M
$563K 0.35%
12,175
– –
COST icon
61
Costco
COST
$399B
$544K 0.33%
+550
New +$547K
OCTT icon
62
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$56.2M
$532K 0.33%
13,250
– –
AVGO icon
63
Broadcom
AVGO
$1.63T
$509K 0.31%
1,847
-352
-16% -$76.4K
XOM icon
64
ExxonMobil
XOM
$675B
$508K 0.31%
4,711
+3
+0.1% +$321
CRWD icon
65
CrowdStrike
CRWD
$249B
$493K 0.3%
3,872
+840
+28% +$91.1K
VFH icon
66
Vanguard Financials ETF
VFH
$13.2B
$485K 0.3%
3,813
-616
-14% -$73.4K
IJH icon
67
iShares Core S&P Mid-Cap ETF
IJH
$122B
$483K 0.3%
7,787
-4,118
-35% -$242K
VDC icon
68
Vanguard Consumer Staples ETF
VDC
$7.75B
$464K 0.29%
2,119
+12
+0.6% +$2.63K
JANT icon
69
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$61.8M
$458K 0.28%
12,125
– –
MSTR icon
70
Strategy Inc
MSTR
$50.2B
$457K 0.28%
+1,130
New +$412K
BINC icon
71
BlackRock Flexible Income ETF
BINC
$16.5B
$452K 0.28%
8,550
– –
IHI icon
72
iShares US Medical Devices ETF
IHI
$3.29B
$446K 0.27%
7,114
-39
-0.5% -$2.34K
IAU icon
73
iShares Gold Trust
IAU
$64.5B
$426K 0.26%
6,830
+43
+0.6% +$2.67K
VTV icon
74
Vanguard Morningstar Value ETF
VTV
$190B
$400K 0.25%
+2,262
New +$382K
SILA
75
DELISTED
Sila Realty Trust
SILA
$381K 0.23%
16,099
-6,665
-29% -$168K
1 2
3
4 5

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SHFA
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Panoramic Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Panoramic Investment Advisors held 127 positions worth $163M, up 10% from $148M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Panoramic Investment Advisors's Q2 2025 filing shows 12 new, 40 increased, 51 reduced and 6 closed positions. Its largest new stake was Goldman Sachs Equal Weight US Large Cap Equity ETF: 10,285 shares worth $839K. The largest sale was Vanguard Core Plus Bond ETF, an estimated $2.04M.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, down from 81% a quarter earlier, followed by Communication Services and Technology.

  • Panoramic Investment Advisors's largest Q2 2025 buy was Goldman Sachs Equal Weight US Large Cap Equity ETF: 10,285 shares worth $839K.
  • Panoramic Investment Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2025, an estimated $2.43M increase.
  • Panoramic Investment Advisors's biggest Q2 2025 reduction was Vanguard Core Plus Bond ETF, cutting an estimated $2.04M.
  • Panoramic Investment Advisors fully exited iShares US Infrastructure ETF in Q2 2025, selling an estimated $694K.
  • Panoramic Investment Advisors's ten largest holdings make up 39% of its $163M portfolio in Q2 2025.
  • Panoramic Investment Advisors opened 12 new positions and closed 6 in Q2 2025.
  • Panoramic Investment Advisors's portfolio value rose 10% quarter-over-quarter to $163M.

Based on Panoramic Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.