We are live on ! Find out more
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
IJR icon
126
iShares Core S&P Small-Cap ETF
IJR
$110B
$238K 0.11%
+1,606
New +$220K
PLTR icon
127
Palantir
PLTR
$419B
$234K 0.11%
2,005
-151
-7% -$20.6K
SPYD icon
128
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.67B
$230K 0.11%
4,829
+38
+0.8% +$1.79K
KRE icon
129
State Street SPDR S&P Regional Banking ETF
KRE
$4.35B
$225K 0.11%
+3,000
New +$210K
VCR icon
130
Vanguard Consumer Discretionary ETF
VCR
$5.97B
$225K 0.11%
566
-19
-3% -$7.38K
MSTR icon
131
Strategy Inc
MSTR
$56.7B
$224K 0.11%
2,573
+57
+2% +$8.27K
GDX icon
132
VanEck Gold Miners ETF
GDX
$30.2B
$223K 0.11%
2,950
– –
DVY icon
133
iShares Select Dividend ETF
DVY
$23.9B
$221K 0.11%
1,412
+7
+0.5% +$1.08K
VNQ icon
134
Vanguard Real Estate ETF
VNQ
$37.9B
$218K 0.1%
2,264
+7
+0.3% +$669
SPCX
135
SpaceX
SPCX
$1.95T
$218K 0.1%
+1,276
New +$217K
MPLX icon
136
MPLX
MPLX
$60.5B
$213K 0.1%
3,782
-95
-2% -$5.3K
SUSA icon
137
iShares ESG Optimized MSCI USA ETF
SUSA
$4.1B
$212K 0.1%
+1,373
New +$203K
DVA icon
138
DaVita
DVA
$11.7B
$212K 0.1%
+951
New +$173K
XLU icon
139
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$210K 0.1%
4,627
+136
+3% +$6.16K
DFAC icon
140
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$204K 0.1%
+4,601
New +$197K
ABR icon
141
Arbor Realty Trust
ABR
$979M
$63.4K 0.03%
11,706
– –
GBTC icon
142
Grayscale Bitcoin Trust
GBTC
$12B
– –
-4,033
Closed -$213K
IGIB icon
143
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
– –
-3,777
Closed -$201K
RKT icon
144
Rocket Companies
RKT
$39.8B
– –
-11,450
Closed -$163K
SOFI icon
145
SoFi Technologies
SOFI
$23.5B
– –
-10,450
Closed -$166K
2 3 4 5
6

Similar funds

HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
SWMG
Sard Wealth Management Group Atlanta, Georgia $209M AUM 17.64% 1-Year Est. Return
NED
Nancy E. Dempze $209M AUM 33.81% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
PAM
Peninsula Asset Management Bradenton, Florida $209M AUM 15% 1-Year Est. Return
HFS
Hoge Financial Services Canonsburg, Pennsylvania $209M AUM 20.06% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $209M AUM 14.47% 1-Year Est. Return

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.