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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
+9.66%
1 Year Est. Return
+21.65%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$163M
AUM Growth
+$14.8M
Cap. Flow
+$2.34M
Cap. Flow %
1.44%
Top 10 Hldgs %
38.93%
Holding
127
New
12
Increased
40
Reduced
51
Closed
6

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.43M
2
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.55M
3
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$789K
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$583K
5
COST icon
Costco
COST
+$547K

Top Sells

Rank Stock Value
1
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$2.04M
2
IFRA icon
iShares US Infrastructure ETF
IFRA
+$694K
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$495K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$465K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$357K

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.94%
2 Communication Services 4.85%
3 Technology 4.67%
4 Financials 3.92%
5 Consumer Discretionary 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYD icon
126
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.43B
– –
-4,543
Closed -$201K
XEL icon
127
Xcel Energy
XEL
$45.4B
– –
-2,971
Closed -$210K
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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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
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IFS Advisors Overland Park, Kansas $209M AUM 14.47% 1-Year Est. Return

Panoramic Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Panoramic Investment Advisors held 127 positions worth $163M, up 10% from $148M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Panoramic Investment Advisors's Q2 2025 filing shows 12 new, 40 increased, 51 reduced and 6 closed positions. Its largest new stake was Goldman Sachs Equal Weight US Large Cap Equity ETF: 10,285 shares worth $839K. The largest sale was Vanguard Core Plus Bond ETF, an estimated $2.04M.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, down from 81% a quarter earlier, followed by Communication Services and Technology.

  • Panoramic Investment Advisors's largest Q2 2025 buy was Goldman Sachs Equal Weight US Large Cap Equity ETF: 10,285 shares worth $839K.
  • Panoramic Investment Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2025, an estimated $2.43M increase.
  • Panoramic Investment Advisors's biggest Q2 2025 reduction was Vanguard Core Plus Bond ETF, cutting an estimated $2.04M.
  • Panoramic Investment Advisors fully exited iShares US Infrastructure ETF in Q2 2025, selling an estimated $694K.
  • Panoramic Investment Advisors's ten largest holdings make up 39% of its $163M portfolio in Q2 2025.
  • Panoramic Investment Advisors opened 12 new positions and closed 6 in Q2 2025.
  • Panoramic Investment Advisors's portfolio value rose 10% quarter-over-quarter to $163M.

Based on Panoramic Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.