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Panoramic Investment Advisors

Latest statistics and disclosures from Panoramic Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SCHV, VPLS, VUG, SCHG, and represent 27.57% of Panoramic Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG, BAI, GRNY, TLT, SPLG, DFLV, SCHM, PEP, VPLS, SCHA.
Started 8 new stock positions in SLV, SPYD, DSI, GRNY, ORCL, BAI, GDX, SCHE.
Reduced shares in these 10 stocks: QUAL, IYW, GOOG, VTV, GOOGL, FHLC, AXON, AAPL, GLD, SILA.
Sold out of its positions in AXON, BBDC, FHLC, VTV.
Panoramic Investment Advisors was a net buyer of stock by $3.0M.
Panoramic Investment Advisors has $178M in assets under management (AUM), dropping by 9.19%.
Central Index Key (CIK): 0001967332

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Positions held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Panoramic Investment Advisors

Panoramic Investment Advisors holds 125 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	14.4	$26M	+2%	326k	78.34	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.5	$6.3M	+4%	216k	29.11	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	3.4	$6.1M	+6%	78k	78.63	View chart
Vanguard Index Fds Growth Etf (VUG)	3.2	$5.6M	+23%	12k	479.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.1	$5.4M	+6%	170k	31.91	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$4.5M	-18%	19k	243.54	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.4	$4.2M	+5%	83k	50.75	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	2.3	$4.0M		40k	99.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.1	$3.8M	+3%	139k	27.30	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	2.0	$3.5M	+2%	54k	65.00	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.0	$3.5M	+20%	107k	32.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$3.3M		5.5k	600.42	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.8	$3.2M	-2%	33k	99.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.8	$3.2M		23k	140.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$3.1M	+2%	6.3k	502.74	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.7	$3.0M	+5%	53k	57.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$2.9M		4.8k	612.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$2.9M		4.4k	669.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$2.9M	+5%	33k	87.31	View chart
NVIDIA Corporation (NVDA)	1.5	$2.7M	+16%	15k	186.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.5	$2.7M	-45%	14k	194.50	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.5	$2.7M	+30%	30k	89.37	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.4	$2.4M	+27%	81k	29.64	View chart
Apple (AAPL)	1.3	$2.4M	-7%	9.4k	254.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$2.4M	-10%	9.8k	243.10	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.3	$2.3M		89k	25.71	View chart
Vanguard World Inf Tech Etf (VGT)	1.3	$2.3M		3.0k	746.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$2.2M	+21%	80k	27.90	View chart
Select Sector Spdr Tr Energy (XLE)	1.1	$2.0M		22k	89.34	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.1	$1.9M	+3%	22k	88.96	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	1.1	$1.9M		68k	28.05	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	1.0	$1.9M		24k	76.32	View chart
Meta Platforms Cl A (META)	1.0	$1.8M	-5%	2.5k	734.45	View chart
Microsoft Corporation (MSFT)	1.0	$1.8M	-5%	3.4k	517.93	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$1.7M	-45%	8.4k	195.87	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.9	$1.6M		27k	60.40	View chart
Abbott Laboratories (ABT)	0.9	$1.6M		12k	133.94	View chart
Amazon (AMZN)	0.9	$1.5M		7.0k	219.57	View chart
Pepsi (PEP)	0.8	$1.5M	+45%	11k	140.44	View chart
Charles Schwab Corporation (SCHW)	0.7	$1.3M	+6%	13k	95.47	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.7	$1.2M		34k	36.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$1.2M		16k	73.46	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.6	$1.1M	+6%	54k	19.97	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$1.0M	NEW	30k	34.16	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$980k		15k	67.26	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.5	$972k		12k	84.00	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.5	$929k	+5%	18k	50.44	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.5	$905k	+3%	11k	85.04	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.5	$896k		13k	66.64	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$781k		14k	57.52	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$758k		9.0k	84.68	View chart
Welltower Inc Com reit (WELL)	0.4	$758k		4.3k	178.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$703k		3.7k	189.70	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.4	$698k	NEW	28k	24.99	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$687k	+10%	10k	67.51	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$645k	-2%	4.4k	145.65	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.4	$643k		54k	11.99	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$617k		6.6k	93.64	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$614k		11k	53.87	View chart
Broadcom (AVGO)	0.3	$607k		1.8k	329.91	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$577k		7.9k	73.48	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.3	$567k		12k	46.53	View chart
Exxon Mobil Corporation (XOM)	0.3	$565k	+6%	5.0k	112.75	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	0.3	$565k		13k	42.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$544k	-24%	1.5k	355.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$530k	+4%	8.1k	65.26	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$512k	+2%	7.0k	72.77	View chart
Vanguard World Financials Etf (VFH)	0.3	$502k		3.8k	131.24	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.3	$482k		12k	39.78	View chart
Tesla Motors (TSLA)	0.3	$479k		1.1k	444.72	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$455k		2.1k	213.75	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$455k		8.6k	53.24	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$450k	-5%	918.00	490.38	View chart
Costco Wholesale Corporation (COST)	0.2	$416k	-18%	449.00	925.65	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$410k	-4%	6.8k	60.08	View chart
Aim Etf Products Trust Us Lrgcp B10 Jun (JUNT)	0.2	$393k		11k	35.56	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$376k		2.9k	129.72	View chart
Eaton Corp SHS (ETN)	0.2	$370k	-3%	989.00	374.25	View chart
Strategy Cl A New (MSTR)	0.2	$365k		1.1k	322.21	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$365k	-10%	8.7k	42.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$365k		14k	26.34	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$362k		4.0k	89.77	View chart
Vanguard World Energy Etf (VDE)	0.2	$361k		2.9k	125.87	View chart
Palantir Technologies Cl A (PLTR)	0.2	$348k		1.9k	182.42	View chart
Realty Income (O)	0.2	$346k		5.7k	60.79	View chart
JPMorgan Chase & Co. (JPM)	0.2	$325k	-16%	1.0k	315.43	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$320k		4.1k	78.09	View chart
Vanguard World Health Car Etf (VHT)	0.2	$314k	-3%	1.2k	259.66	View chart
Vanguard World Utilities Etf (VPU)	0.2	$312k		1.6k	189.41	View chart
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT)	0.2	$306k		7.5k	40.71	View chart
Target Corporation (TGT)	0.2	$304k		3.4k	89.70	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$298k		3.9k	76.34	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$296k	-17%	5.6k	53.03	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$293k		1.2k	244.09	View chart
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)	0.2	$289k	+5%	5.8k	49.67	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.2	$288k		7.5k	38.33	View chart
Sila Realty Trust Common Stock (SILA)	0.2	$282k	-30%	11k	25.10	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$282k		2.0k	139.17	View chart
Sofi Technologies (SOFI)	0.2	$276k		11k	26.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$276k	+20%	12k	23.28	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$261k	NEW	6.2k	42.37	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$261k		11k	23.09	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$261k	+16%	1.4k	187.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$259k		2.3k	110.59	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$255k	NEW	7.7k	33.37	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$254k	NEW	2.0k	125.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$252k		1.4k	174.54	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$243k	-6%	613.00	396.28	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$242k	+5%	5.2k	46.42	View chart
Visa Com Cl A (V)	0.1	$239k	+16%	699.00	341.38	View chart
Lockheed Martin Corporation (LMT)	0.1	$237k	-12%	474.00	499.21	View chart
Merck & Co (MRK)	0.1	$233k	-2%	2.8k	83.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$227k	-7%	341.00	666.18	View chart
Home Depot (HD)	0.1	$224k	-7%	553.00	405.43	View chart
Oracle Corporation (ORCL)	0.1	$224k	NEW	796.00	281.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$224k		2.4k	91.43	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$221k	NEW	2.9k	76.40	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$220k	-8%	4.1k	54.09	View chart
Rocket Cos Com Cl A (RKT)	0.1	$213k		11k	19.38	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$208k	NEW	4.7k	44.00	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$206k	-27%	1.5k	135.65	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$203k		4.1k	49.95	View chart
Fs Kkr Capital Corp (FSK)	0.1	$188k	-19%	13k	14.93	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$181k	-20%	26k	6.91	View chart
Arbor Realty Trust (ABR)	0.1	$143k		12k	12.21	View chart

Past Filings by Panoramic Investment Advisors

SEC 13F filings are viewable for Panoramic Investment Advisors going back to 2022

Panoramic Investment Advisors 2025 Q3 filed Oct. 24, 2025
Panoramic Investment Advisors 2025 Q2 filed Aug. 7, 2025
Panoramic Investment Advisors 2025 Q1 filed May 7, 2025
Panoramic Investment Advisors 2024 Q4 filed Jan. 24, 2025
Panoramic Investment Advisors 2024 Q3 filed Oct. 31, 2024
Panoramic Investment Advisors 2024 Q1 filed April 18, 2024
Panoramic Investment Advisors 2023 Q4 filed Jan. 23, 2024
Panoramic Investment Advisors 2023 Q3 filed Nov. 16, 2023
Panoramic Investment Advisors 2022 Q4 filed March 1, 2023

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