We are live on ! Find out more
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
XLF icon
76
State Street Financial Select Sector SPDR ETF
XLF
$58.6B
$376K 0.25%
7,544
+704
+10% +$35.3K
AVGO icon
77
Broadcom
AVGO
$2T
$368K 0.25%
+2,199
New +$465K
VDE icon
78
Vanguard Energy ETF
VDE
$9.93B
$368K 0.25%
2,834
+18
+0.6% +$2.27K
VHT icon
79
Vanguard Health Care ETF
VHT
$18.1B
$365K 0.25%
1,381
+5
+0.4% +$1.33K
JUNT icon
80
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$118M
$349K 0.24%
11,050
– –
O icon
81
Realty Income
O
$58.7B
$344K 0.23%
5,929
-151
-2% -$8.36K
BIV icon
82
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$314K 0.21%
4,100
– –
JPM icon
83
JPMorgan Chase
JPM
$957B
$305K 0.21%
1,242
-1
-0.1% -$255
SCHX icon
84
Schwab US Large- Cap ETF
SCHX
$74.3B
$304K 0.21%
13,789
+31
+0.2% +$722
XLV icon
85
State Street Health Care Select Sector SPDR ETF
XLV
$41.7B
$299K 0.2%
2,050
– –
FSCO
86
FS Credit Opportunities Corp
FSCO
$1.01B
$297K 0.2%
42,106
– –
LMT icon
87
Lockheed Martin
LMT
$136B
$287K 0.19%
642
-49
-7% -$22.6K
EVLN icon
88
Eaton Vance Floating-Rate ETF
EVLN
$1.4B
$286K 0.19%
5,788
+825
+17% +$41.4K
FNCL icon
89
Fidelity MSCI Financials Index ETF
FNCL
$2.42B
$283K 0.19%
4,075
– –
ETN icon
90
Eaton
ETN
$172B
$280K 0.19%
1,029
– –
APRT icon
91
AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
$46.5M
$279K 0.19%
7,525
– –
VPU
92
Vanguard Utilities ETF
VPU
$8.43B
$278K 0.19%
1,628
+9
+0.6% +$1.52K
MGC icon
93
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
$272K 0.18%
1,350
– –
TSLA icon
94
Tesla
TSLA
$1.29T
$268K 0.18%
1,036
-963
-48% -$321K
SUSA icon
95
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
$268K 0.18%
2,334
-16
-0.7% -$1.94K
CRWD icon
96
CrowdStrike
CRWD
$213B
$267K 0.18%
3,032
-800
-21% -$76.2K
OCTW icon
97
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$324M
$263K 0.18%
7,500
– –
GBTC icon
98
Grayscale Bitcoin Trust
GBTC
$9.63B
$262K 0.18%
4,027
– –
MRK icon
99
Merck
MRK
$318B
$256K 0.17%
2,854
– –
FHLC icon
100
Fidelity MSCI Health Care Index ETF
FHLC
$3.28B
$251K 0.17%
3,671
+11
+0.3% +$755
1 2 3
4
5

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
FFG
Forum Finance Group Geneva $184M AUM
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return
FA
Financial Alternatives La Jolla, California $185M AUM 16.33% 1-Year Est. Return

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.