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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
OCTW icon
101
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$320M
$289K 0.16%
7,500
– –
GS icon
102
Goldman Sachs
GS
$313B
$288K 0.16%
+341
New +$304K
LMT icon
103
Lockheed Martin
LMT
$134B
$287K 0.16%
475
+1
+0.2% +$616
MGC icon
104
Vanguard Mega Cap 300 Index ETF
MGC
$9.87B
$284K 0.15%
1,200
– –
XLV icon
105
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$282K 0.15%
1,925
+125
+7% +$19.3K
IGSB icon
106
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$277K 0.15%
5,273
-171
-3% -$9.04K
SCHE icon
107
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$273K 0.15%
8,276
+459
+6% +$15.7K
IJS icon
108
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$272K 0.15%
2,295
+250
+12% +$30.2K
ESGU icon
109
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$271K 0.15%
+1,916
New +$283K
GDX icon
110
VanEck Gold Miners ETF
GDX
$23B
$271K 0.15%
2,950
– –
DBEF icon
111
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.13B
$270K 0.15%
5,470
+250
+5% +$12.5K
VOE icon
112
Vanguard Mid-Cap Value ETF
VOE
$23.7B
$269K 0.15%
1,462
+7
+0.5% +$1.31K
VOX icon
113
Vanguard Communication Services ETF
VOX
$5.53B
$263K 0.14%
1,464
+30
+2% +$5.7K
HIGH icon
114
Simplify Enhanced Income ETF
HIGH
$68.9M
$253K 0.14%
11,850
+1,500
+14% +$32.8K
FNCL icon
115
Fidelity MSCI Financials Index ETF
FNCL
$2.35B
$239K 0.13%
3,400
-500
-13% -$37.1K
FIX icon
116
Comfort Systems
FIX
$61B
$228K 0.12%
+165
New +$209K
MPLX icon
117
MPLX
MPLX
$59.5B
$221K 0.12%
3,877
-80
-2% -$4.54K
SPYD icon
118
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.66B
$218K 0.12%
4,791
+33
+0.7% +$1.52K
PWR icon
119
Quanta Services
PWR
$93.9B
$214K 0.12%
+390
New +$201K
GBTC icon
120
Grayscale Bitcoin Trust
GBTC
$9.64B
$213K 0.12%
4,033
– –
DVY icon
121
iShares Select Dividend ETF
DVY
$24B
$213K 0.12%
+1,405
New +$212K
VCR icon
122
Vanguard Consumer Discretionary ETF
VCR
$5.84B
$210K 0.11%
585
-29
-5% -$11.2K
SPY icon
123
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$209K 0.11%
322
-2
-0.6% -$1.36K
CLDX icon
124
Celldex Therapeutics
CLDX
$2.77B
$206K 0.11%
+6,500
New +$177K
XLU icon
125
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$206K 0.11%
+4,491
New +$201K
2 3 4
5
6

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VFG
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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
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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.