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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
LRCX icon
101
Lam Research
LRCX
$385B
$331K 0.16%
+764
New +$232K
MGC icon
102
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$328K 0.16%
1,200
– –
ESGU icon
103
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
$328K 0.16%
2,006
+90
+5% +$14.2K
XLV icon
104
State Street Health Care Select Sector SPDR ETF
XLV
$44.6B
$321K 0.15%
2,025
+100
+5% +$14.9K
VPU
105
Vanguard Utilities ETF
VPU
$8.33B
$316K 0.15%
1,615
+8
+0.5% +$1.57K
SCHE icon
106
Schwab Emerging Markets Equity ETF
SCHE
$13.2B
$316K 0.15%
8,712
+436
+5% +$15.6K
IHI icon
107
iShares US Medical Devices ETF
IHI
$3.37B
$314K 0.15%
6,350
-300
-5% -$15.2K
IJS icon
108
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$314K 0.15%
2,295
– –
IYW icon
109
iShares US Technology ETF
IYW
$25.1B
$312K 0.15%
1,236
-4,284
-78% -$984K
JANW icon
110
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$352M
$308K 0.15%
7,970
– –
OCTW icon
111
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$322M
$307K 0.15%
7,500
– –
GRNI
112
Fundstrat Granny Shots US Large Cap & Income ETF
GRNI
$57.2M
$306K 0.15%
+14,500
New +$301K
PWR icon
113
Quanta Services
PWR
$93.9B
$295K 0.14%
410
+20
+5% +$13.7K
VOE icon
114
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$290K 0.14%
1,468
+6
+0.4% +$1.16K
MU icon
115
Micron Technology
MU
$1.15T
$284K 0.14%
+246
New +$184K
GLW icon
116
Corning
GLW
$133B
$275K 0.13%
+1,076
New +$196K
IGSB icon
117
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$273K 0.13%
5,208
-65
-1% -$3.41K
VOX icon
118
Vanguard Communication Services ETF
VOX
$5.75B
$270K 0.13%
1,467
+3
+0.2% +$575
FNCL icon
119
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
$260K 0.12%
3,400
– –
HIGH icon
120
Simplify Enhanced Income ETF
HIGH
$63.6M
$256K 0.12%
11,850
– –
IXN icon
121
iShares Global Tech ETF
IXN
$9.68B
$244K 0.12%
+1,690
New +$218K
CLDX icon
122
Celldex Therapeutics
CLDX
$3.12B
$242K 0.12%
6,500
– –
LMT icon
123
Lockheed Martin
LMT
$121B
$241K 0.12%
474
-1
-0.2% -$541
SPY icon
124
State Street SPDR S&P 500 ETF Trust
SPY
$814B
$240K 0.12%
322
– –
IWM icon
125
iShares Russell 2000 ETF
IWM
$80.5B
$240K 0.11%
+799
New +$225K
2 3 4
5
6

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Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
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NED
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SHFA
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PAM
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HFS
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IF
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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.