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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
PNC icon
76
PNC Financial Services
PNC
$100B
$535K 0.29%
+2,572
New +$560K
VDE icon
77
Vanguard Energy ETF
VDE
$10.1B
$503K 0.27%
2,905
+14
+0.5% +$2.12K
VDC icon
78
Vanguard Consumer Staples ETF
VDC
$7.86B
$483K 0.26%
2,151
+9
+0.4% +$2.06K
SLV icon
79
iShares Silver Trust
SLV
$28.1B
$474K 0.26%
6,954
+611
+10% +$46.4K
VFH icon
80
Vanguard Financials ETF
VFH
$13.3B
$471K 0.25%
3,902
+12
+0.3% +$1.53K
DSI icon
81
iShares MSCI KLD 400 Social ETF
DSI
$5.19B
$449K 0.24%
3,701
+1,696
+85% +$217K
COST icon
82
Costco
COST
$415B
$447K 0.24%
449
– –
CRWD icon
83
CrowdStrike
CRWD
$187B
$401K 0.22%
4,112
+520
+14% +$55.1K
JUNT icon
84
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$113M
$397K 0.21%
11,050
+750
+7% +$27.3K
IJJ icon
85
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$384K 0.21%
2,900
+250
+9% +$34.2K
BIV icon
86
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$374K 0.2%
4,850
+750
+18% +$58.4K
IHI icon
87
iShares US Medical Devices ETF
IHI
$3.02B
$355K 0.19%
6,650
+1
+0% +$59
ETN icon
88
Eaton
ETN
$157B
$354K 0.19%
989
– –
IBD icon
89
Inspire Corporate Bond ETF
IBD
$481M
$346K 0.19%
14,500
+4,000
+38% +$96.4K
MRK icon
90
Merck
MRK
$324B
$346K 0.19%
2,875
+102
+4% +$11.8K
SCHX icon
91
Schwab US Large- Cap ETF
SCHX
$70.9B
$339K 0.18%
13,216
-662
-5% -$17.8K
O icon
92
Realty Income
O
$61.2B
$339K 0.18%
5,538
+56
+1% +$3.5K
VHT icon
93
Vanguard Health Care ETF
VHT
$18.2B
$333K 0.18%
1,221
+4
+0.3% +$1.14K
SCHF icon
94
Schwab International Equity ETF
SCHF
$65.6B
$328K 0.18%
13,240
+1,108
+9% +$28.2K
JPM icon
95
JPMorgan Chase
JPM
$939B
$324K 0.18%
1,103
+90
+9% +$27.3K
APRT icon
96
AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
$47M
$320K 0.17%
7,525
+1,250
+20% +$52.4K
VPU
97
Vanguard Utilities ETF
VPU
$8.83B
$318K 0.17%
1,607
-47
-3% -$9.13K
PLTR icon
98
Palantir
PLTR
$295B
$315K 0.17%
2,156
+200
+10% +$30.6K
MSTR icon
99
Strategy Inc
MSTR
$33.5B
$314K 0.17%
+2,516
New +$360K
JANW icon
100
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$339M
$291K 0.16%
+7,970
New +$295K
2 3
4
5 6

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.