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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
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$18.6M 12.55%
282,554
+3,299
+1% +$228K
VPLS
2
Vanguard Core Plus Bond ETF
VPLS
$1.65B
$7.7M 5.2%
99,319
+6,400
+7% +$491K
SCHV
3
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$5.2M 3.51%
195,619
+576
+0.3% +$15.5K
QUAL icon
4
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$4.5M 3.04%
26,335
-839
-3% -$150K
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$102B
$4.28M 2.89%
153,253
-8,376
-5% -$233K
SCHG icon
6
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$3.74M 2.53%
149,415
+3,614
+2% +$99K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.9T
$3.66M 2.47%
23,416
-1,679
-7% -$307K
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.35M 2.26%
6,288
+663
+12% +$322K
MOAT icon
9
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$3.24M 2.19%
36,775
-3,886
-10% -$358K
VUG icon
10
Vanguard Growth ETF
VUG
$216B
$2.99M 2.02%
48,318
+804
+2% +$54.2K
VYM icon
11
Vanguard High Dividend Yield ETF
VYM
$81.1B
$2.89M 1.95%
22,381
+295
+1% +$38.6K
FBTC icon
12
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$2.87M 1.94%
39,872
+661
+2% +$53.8K
JEPI icon
13
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$2.84M 1.92%
49,681
-792
-2% -$46.1K
DFLV icon
14
Dimensional US Large Cap Value ETF
DFLV
$6.69B
$2.67M 1.8%
87,382
+8,228
+10% +$254K
VOO icon
15
Vanguard S&P 500 ETF
VOO
$968B
$2.61M 1.76%
5,070
-372
-7% -$201K
QQQ icon
16
Invesco QQQ Trust
QQQ
$455B
$2.6M 1.75%
5,540
-16
-0.3% -$8.13K
AAPL icon
17
Apple
AAPL
$4.89T
$2.53M 1.71%
11,389
-853
-7% -$198K
IBIT icon
18
iShares Bitcoin Trust
IBIT
$47.2B
$2.49M 1.68%
53,230
+1,017
+2% +$53.8K
ICSH icon
19
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$2.46M 1.66%
48,460
+1,667
+4% +$84.3K
IVV icon
20
iShares Core S&P 500 ETF
IVV
$876B
$2.41M 1.63%
4,294
+40
+0.9% +$23.6K
IEFA icon
21
iShares Core MSCI EAFE ETF
IEFA
$186B
$2.23M 1.51%
29,507
+869
+3% +$65K
TLT icon
22
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$2.12M 1.43%
23,247
+1,279
+6% +$114K
XLE icon
23
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$2.04M 1.38%
43,688
-46
-0.1% -$2.07K
IYW icon
24
iShares US Technology ETF
IYW
$23.7B
$1.94M 1.31%
13,834
+889
+7% +$138K
SCHB icon
25
Schwab US Broad Market ETF
SCHB
$42.8B
$1.86M 1.26%
86,505
-368
-0.4% -$8.37K
1
2 3 4 5

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VFG
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CPP
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JHC
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CCA
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FFG
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SC
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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.