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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
ICVT icon
76
iShares Convertible Bond ETF
ICVT
$7.89B
$519K 0.25%
4,264
-2,515
-37% -$291K
VFH icon
77
Vanguard Financials ETF
VFH
$13.6B
$517K 0.25%
3,926
+24
+0.6% +$3.06K
IAU icon
78
iShares Gold Trust
IAU
$65.8B
$515K 0.25%
6,815
– –
VDC icon
79
Vanguard Consumer Staples ETF
VDC
$7.82B
$487K 0.23%
2,159
+8
+0.4% +$1.82K
AMD icon
80
Advanced Micro Devices
AMD
$780B
$487K 0.23%
+838
New +$344K
DSI icon
81
iShares MSCI KLD 400 Social ETF
DSI
$5.52B
$463K 0.22%
3,250
-451
-12% -$61.8K
FIX icon
82
Comfort Systems
FIX
$56.7B
$446K 0.21%
225
+60
+36% +$109K
IJJ icon
83
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$428K 0.2%
2,900
– –
VDE icon
84
Vanguard Energy ETF
VDE
$10.9B
$420K 0.2%
2,799
-106
-4% -$17.2K
COST icon
85
Costco
COST
$406B
$420K 0.2%
449
– –
MFIC icon
86
MidCap Financial Investment
MFIC
$792M
$411K 0.2%
40,780
-12,850
-24% -$141K
INTC icon
87
Intel
INTC
$506B
$409K 0.2%
+2,933
New +$297K
ETN icon
88
Eaton
ETN
$160B
$392K 0.19%
919
-70
-7% -$28.2K
SCHX icon
89
Schwab US Large- Cap ETF
SCHX
$74.5B
$390K 0.19%
13,243
+27
+0.2% +$771
SCHF icon
90
Schwab International Equity ETF
SCHF
$70.5B
$384K 0.18%
13,861
+621
+5% +$16.7K
BIV icon
91
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$372K 0.18%
4,850
– –
SLV icon
92
iShares Silver Trust
SLV
$32.2B
$372K 0.18%
6,954
– –
MRK icon
93
Merck
MRK
$371B
$369K 0.18%
2,875
– –
JPM icon
94
JPMorgan Chase
JPM
$953B
$356K 0.17%
1,089
-14
-1% -$4.35K
APRT icon
95
AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
$47M
$345K 0.17%
7,525
– –
GS icon
96
Goldman Sachs
GS
$302B
$345K 0.17%
341
– –
IBD icon
97
Inspire Corporate Bond ETF
IBD
$503M
$345K 0.16%
14,500
– –
VHT icon
98
Vanguard Health Care ETF
VHT
$19.4B
$344K 0.16%
1,149
-72
-6% -$20K
DBEF icon
99
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.41B
$340K 0.16%
6,220
+750
+14% +$39.3K
O icon
100
Realty Income
O
$58B
$336K 0.16%
5,416
-122
-2% -$7.61K
2 3
4
5 6

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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.