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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 SPYM, VUG, VPLS, SCHV, SCHG, and represent 28.04% of Panoramic Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: EFV, SHLD, BAI, VUG, XLE, CLOA, ICSH, VPLS, GPIQ, SYFI.
Started 7 new stock positions in SYFI, ICVT, SHLD, CLOA, GPIQ, EFV, IBD.
Reduced shares in these 10 stocks: GSEW, IEFA, IYW, MSTR, VOO, SPYM, EVLN, DGRW, HD, .
Sold out of its positions in GSEW, HD, MSTR, EVLN, ORCL, VNQ.
Panoramic Investment Advisors was a net buyer of stock by $4.6M.
Panoramic Investment Advisors has $184M in assets under management (AUM), dropping by 3.48%.
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 126 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	14.0	$26M		322k	80.22	View chart
Vanguard Index Fds Growth Etf (VUG)	3.7	$6.7M	+17%	14k	487.84	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	3.6	$6.7M	+10%	86k	78.11	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.5	$6.5M		220k	29.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.2	$5.8M	+4%	178k	32.62	View chart
Alphabet Cap Stk Cl C (GOOG)	3.1	$5.7M	-2%	18k	313.80	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.6	$4.8M	+15%	96k	50.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$3.7M	-2%	135k	27.43	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.9	$3.6M	-2%	105k	34.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$3.4M		5.6k	614.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.8	$3.3M		23k	143.52	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.8	$3.3M	-3%	32k	103.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$3.1M		6.2k	502.65	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.7	$3.1M		40k	76.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$3.1M	+2%	4.5k	684.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$3.0M		53k	57.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$3.0M		9.6k	313.00	View chart
NVIDIA Corporation (NVDA)	1.5	$2.8M	+2%	15k	186.50	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.5	$2.7M		54k	49.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$2.7M	-10%	4.3k	627.06	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$2.6M		30k	87.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$2.5M	-7%	13k	198.63	View chart
Apple (AAPL)	1.3	$2.4M	-6%	8.8k	271.85	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.3	$2.4M		90k	26.23	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$2.3M	-6%	76k	30.07	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$2.3M		3.0k	753.72	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$2.3M		79k	28.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$2.2M	-26%	24k	89.46	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.2	$2.2M	+114%	65k	33.30	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.1	$1.9M	+97%	44k	44.71	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	1.0	$1.9M		68k	28.19	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	1.0	$1.9M		24k	77.37	View chart
Meta Platforms Cl A (META)	0.9	$1.7M	+7%	2.6k	660.19	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.9	$1.7M	-11%	19k	89.43	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.9	$1.7M		27k	61.97	View chart
Amazon (AMZN)	0.9	$1.6M		6.9k	230.82	View chart
Microsoft Corporation (MSFT)	0.8	$1.5M	-7%	3.2k	483.55	View chart
Abbott Laboratories (ABT)	0.8	$1.5M		12k	125.29	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.4M	NEW	20k	71.41	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.8	$1.4M	+5%	36k	39.45	View chart
Charles Schwab Corporation (SCHW)	0.7	$1.3M		13k	99.91	View chart
Pepsi (PEP)	0.7	$1.3M	-11%	9.3k	143.51	View chart
Global X Fds Defense Tech Etf (SHLD)	0.7	$1.2M	NEW	19k	64.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$1.2M		15k	75.44	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.1M	-33%	5.6k	199.69	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.6	$1.1M		55k	19.88	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$1.0M		15k	69.47	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.5	$1.0M	+45%	41k	24.76	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.5	$1.0M		12k	84.88	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.5	$940k		19k	50.37	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.5	$927k		14k	68.50	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$802k		14k	58.12	View chart
Welltower Inc Com reit (WELL)	0.4	$789k		4.3k	185.61	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$763k	-5%	8.5k	90.00	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$756k	+2%	10k	72.68	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.4	$701k	+24%	15k	46.36	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.4	$685k	NEW	13k	51.74	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$658k	+5%	12k	54.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$651k	-8%	3.4k	191.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$648k		4.4k	148.69	View chart
Broadcom (AVGO)	0.3	$637k		1.8k	346.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$629k	+3%	1.6k	396.31	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.3	$614k		54k	11.44	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.3	$607k	NEW	12k	52.87	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$603k		6.5k	92.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$583k	+2%	7.2k	81.17	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	0.3	$577k		13k	43.51	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$564k		7.9k	71.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$537k		8.1k	66.00	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$530k	+17%	10k	52.77	View chart
Exxon Mobil Corporation (XOM)	0.3	$525k	-12%	4.4k	120.35	View chart
Vanguard World Financials Etf (VFH)	0.3	$519k		3.9k	133.48	View chart
Ab Active Etfs Short Duration H (SYFI)	0.3	$514k	NEW	14k	35.93	View chart
Tesla Motors (TSLA)	0.3	$511k	+5%	1.1k	449.72	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.3	$500k		12k	41.23	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$489k	NEW	5.0k	98.50	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$453k		2.1k	211.28	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$421k	-2%	898.00	468.76	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$413k	-2%	6.6k	62.15	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$409k	+2%	6.3k	64.42	View chart
Costco Wholesale Corporation (COST)	0.2	$387k		449.00	862.36	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$377k	-7%	8.0k	47.06	View chart
Aim Etf Products Trust Allianzim Us Eqt (JUNT)	0.2	$374k	-6%	10k	36.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$374k		14k	26.91	View chart
Vanguard World Energy Etf (VDE)	0.2	$364k		2.9k	125.94	View chart
Vanguard World Health Car Etf (VHT)	0.2	$350k		1.2k	287.85	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$349k	-8%	2.7k	131.59	View chart
Palantir Technologies Cl A (PLTR)	0.2	$348k	+2%	2.0k	177.75	View chart
JPMorgan Chase & Co. (JPM)	0.2	$326k		1.0k	322.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$319k		4.1k	77.88	View chart
Eaton Corp SHS (ETN)	0.2	$315k		989.00	318.51	View chart
Realty Income (O)	0.2	$309k	-3%	5.5k	56.37	View chart
Vanguard World Utilities Etf (VPU)	0.2	$306k		1.7k	185.06	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$303k		3.9k	77.74	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$301k		1.2k	251.17	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.2	$293k		7.5k	39.00	View chart
Merck & Co (MRK)	0.2	$292k		2.8k	105.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$292k	+2%	12k	24.04	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$288k	-2%	5.4k	52.88	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$279k	-11%	1.8k	154.80	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$278k	+3%	1.4k	193.68	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$276k		4.0k	68.36	View chart
Sofi Technologies (SOFI)	0.1	$274k		11k	26.18	View chart
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT)	0.1	$261k	-16%	6.3k	41.64	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$258k		2.0k	128.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$258k		1.5k	177.42	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$256k	+2%	7.8k	32.75	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$254k	NEW	11k	24.20	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$253k		3.0k	85.76	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$251k		5.2k	48.11	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$242k		614.00	394.15	View chart
Sila Realty Trust Common Stock (SILA)	0.1	$239k	-8%	10k	23.31	View chart
Target Corporation (TGT)	0.1	$234k	-29%	2.4k	97.75	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$233k	-12%	2.0k	113.72	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$231k	-8%	10k	22.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$229k		474.00	483.67	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$221k	-4%	324.00	681.92	View chart
Rocket Cos Com Cl A (RKT)	0.1	$218k	+2%	11k	19.36	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$211k	-2%	4.0k	53.37	View chart
Visa Com Cl A (V)	0.1	$207k	-15%	591.00	350.71	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$207k		1.5k	139.35	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$206k		4.8k	43.25	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$202k	-7%	3.8k	53.88	View chart
Fs Kkr Capital Corp (FSK)	0.1	$174k	-6%	12k	14.81	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$151k	-8%	24k	6.30	View chart
Arbor Realty Trust (ABR)	0.0	$91k		12k	7.76	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 Q4 filed Feb. 5, 2026
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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