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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
(+0.49%)
Cap. Flow
+$6.71M
Cap. Flow
% of AUM
3.63%
Top 10 Holdings %
Top 10 Hldgs %
38.93%
Holding
137
New
11
Increased
82
Reduced
26
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PNC Financial Services
PNC
|
+$560K |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$522K |
| 3 |
Vanguard Growth ETF
VUG
|
+$504K |
| 4 |
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
|
+$496K |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$487K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$516K |
| 2 |
American Healthcare REIT
AHR
|
+$377K |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$316K |
| 4 |
SILA
Sila Realty Trust
SILA
|
+$239K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
| $201K | 0.11% |
3,777
+21
| +0.6% | +$1.13K |
|
127
Vanguard Real Estate ETF
VNQ
$39.9B
| $200K | 0.11% |
+2,257
| New | +$207K |
|
128
SoFi Technologies
SOFI
$21.1B
| $166K | 0.09% |
10,450
| – | – |
|
129
Rocket Companies
RKT
$36.9B
| $163K | 0.09% |
11,450
+200
| +2% | +$3.64K |
|
130
Arbor Realty Trust
ABR
$960M
| $90.3K | 0.05% |
11,706
| – | – |
|
|
FSCO
131
FS Credit Opportunities Corp
FSCO
$989M
| – | – |
-23,963
| Closed | -$151K |
|
132
FS KKR Capital
FSK
$2.98B
| – | – |
-11,743
| Closed | -$174K |
|
133
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
| – | – |
-1,486
| Closed | -$207K |
|
|
134
Target
TGT
$62.1B
| – | – |
-2,392
| Closed | -$234K |
|
135
Visa
V
$677B
| – | – |
-591
| Closed | -$207K |
|
|
136
American Healthcare REIT
AHR
$11.1B
| – | – |
-8,006
| Closed | -$377K |
|
|
SILA
137
DELISTED
Sila Realty Trust
SILA
| – | – |
-10,250
| Closed | -$239K |
|
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AI
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.