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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
-2.72%
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
IGIB icon
101
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$243K 0.16%
4,618
+26
+0.6% +$1.35K
HIGH icon
102
Simplify Enhanced Income ETF
HIGH
$71M
$231K 0.16%
10,550
– –
VOE icon
103
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
$230K 0.16%
1,435
+9
+0.6% +$1.47K
IJR icon
104
iShares Core S&P Small-Cap ETF
IJR
$113B
$227K 0.15%
2,172
+148
+7% +$16.7K
HD icon
105
Home Depot
HD
$346B
$220K 0.15%
600
+2
+0.3% +$779
VNQ icon
106
Vanguard Real Estate ETF
VNQ
$39.1B
$219K 0.15%
2,424
-100
-4% -$9.08K
MPLX icon
107
MPLX
MPLX
$60.4B
$217K 0.15%
4,057
-130
-3% -$6.81K
V icon
108
Visa
V
$688B
$217K 0.15%
619
-50
-7% -$16.9K
CMCSA icon
109
Comcast
CMCSA
$87.2B
$217K 0.15%
5,868
– –
VCR icon
110
Vanguard Consumer Discretionary ETF
VCR
$6.29B
$213K 0.14%
653
+86
+15% +$31.2K
XEL icon
111
Xcel Energy
XEL
$48.4B
$210K 0.14%
2,971
– –
SPYD icon
112
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$8.76B
$201K 0.14%
+4,543
New +$200K
BBDC icon
113
Barings BDC
BBDC
$892M
$182K 0.12%
19,027
– –
ABR icon
114
Arbor Realty Trust
ABR
$957M
$138K 0.09%
11,706
– –
SOFI icon
115
SoFi Technologies
SOFI
$23.8B
$124K 0.08%
10,650
– –
DVA icon
116
DaVita
DVA
$14.8B
– –
-1,473
Closed -$220K
SCHE icon
117
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
– –
-7,834
Closed -$209K
SCHP icon
118
Schwab US TIPS ETF
SCHP
$16.3B
– –
-23,984
Closed -$620K
SPY icon
119
State Street SPDR S&P 500 ETF Trust
SPY
$818B
– –
-410
Closed -$240K
TLH icon
120
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
– –
-2,221
Closed -$221K
1 2 3 4
5

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VFG
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CPP
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JHC
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FFG
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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.