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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, VPLS, SCHV, VUG, SCHG, and represent 27.35% of Panoramic Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: XLE, PNC, SPYM, JANT, VUG, MSTR, JANW, GS, ESGU, DFLV.
Started 11 new stock positions in ESGU, JANW, DVY, PNC, CLDX, PWR, XLU, FIX, VNQ, MSTR. GS.
Reduced shares in these 10 stocks: QUAL, AHR, GOOG, SILA, , , SUSA, FSK, FSCO, NVDA.
Sold out of its positions in SILA, FSK, FSCO, AHR, SUSA, TGT, V.
Panoramic Investment Advisors was a net buyer of stock by $6.6M.
Panoramic Investment Advisors has $185M in assets under management (AUM), dropping by 0.49%.
Central Index Key (CIK): 0001967332

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Portfolio Holdings for Panoramic Investment Advisors

Panoramic Investment Advisors holds 130 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	13.6	$25M	+2%	329k	76.54	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	3.7	$6.9M	+3%	89k	77.59	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.7	$6.8M		224k	30.50	View chart
Vanguard Index Fds Growth Etf (VUG)	3.5	$6.5M	+7%	15k	436.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.8	$5.2M		178k	29.13	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.7	$5.0M	+3%	99k	50.62	View chart
Alphabet Cap Stk Cl C (GOOG)	2.6	$4.9M	-5%	17k	286.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$4.1M	-2%	133k	30.68	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.2	$4.0M	+6%	112k	35.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$3.5M		23k	148.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$3.2M		5.6k	577.14	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.7	$3.2M	+20%	53k	61.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.7	$3.2M	+5%	56k	56.68	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.7	$3.1M		32k	96.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$3.0M		4.5k	653.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$2.8M	-3%	5.9k	479.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$2.8M		9.7k	287.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$2.6M	+2%	4.4k	597.59	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$2.6M		30k	86.69	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.4	$2.5M	+7%	82k	30.96	View chart
NVIDIA Corporation (NVDA)	1.4	$2.5M	-4%	15k	174.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$2.5M	+7%	85k	29.08	View chart
Apple (AAPL)	1.3	$2.4M	+8%	9.6k	253.79	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.3	$2.4M		41k	59.03	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.2	$2.3M	+7%	69k	32.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$2.3M		90k	25.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$2.2M		25k	90.53	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$2.1M		3.1k	697.65	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.1	$2.1M		55k	38.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$2.0M	-20%	10k	191.82	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	1.1	$1.9M		69k	28.16	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$1.7M	+15%	23k	74.35	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.9	$1.6M	-3%	19k	87.84	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.9	$1.6M	-5%	23k	69.83	View chart
Meta Platforms Cl A (META)	0.8	$1.6M	+3%	2.7k	572.13	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.8	$1.5M		36k	42.56	View chart
Amazon (AMZN)	0.8	$1.5M	+3%	7.2k	208.27	View chart
Pepsi (PEP)	0.8	$1.5M		9.4k	155.28	View chart
Global X Fds Defense Tech Etf (SHLD)	0.8	$1.4M	+8%	20k	70.84	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.8	$1.4M	-7%	25k	56.96	View chart
Microsoft Corporation (MSFT)	0.8	$1.4M	+19%	3.8k	370.16	View chart
Charles Schwab Corporation (SCHW)	0.7	$1.2M		13k	93.98	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$1.2M		15k	77.11	View chart
Abbott Laboratories (ABT)	0.6	$1.2M	-4%	12k	102.67	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.6	$1.1M	+14%	47k	23.87	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.6	$1.0M	+2%	12k	86.36	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.5	$1.0M	-2%	54k	18.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$1.0M		5.5k	181.43	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$995k		15k	68.28	View chart
Aim Etf Products Trust Allianzim Us Eqt (JANT)	0.5	$970k	+99%	24k	40.12	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.5	$952k		19k	50.19	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.5	$943k		14k	69.51	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$865k	+8%	9.2k	94.24	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.5	$860k	+24%	19k	45.81	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$856k	+4%	11k	78.66	View chart
Welltower Inc Com reit (WELL)	0.4	$831k		4.2k	197.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$794k	+21%	4.1k	191.92	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.4	$787k	+14%	15k	51.84	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$781k		14k	55.52	View chart
Exxon Mobil Corporation (XOM)	0.4	$740k		4.4k	169.67	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$690k	+36%	6.8k	101.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$669k		1.6k	430.29	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$660k	+26%	13k	51.93	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.4	$648k	+13%	13k	49.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$623k		4.4k	142.43	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$606k	+2%	12k	49.37	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.3	$603k		54k	11.24	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$601k	-5%	6.8k	88.16	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$591k	-2%	6.4k	92.76	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$580k		7.9k	73.14	View chart
Tesla Motors (TSLA)	0.3	$574k	+35%	1.5k	371.75	View chart
Ab Active Etfs Short Duration H (SYFI)	0.3	$567k	+11%	16k	35.52	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTT)	0.3	$561k		13k	42.32	View chart
Broadcom (AVGO)	0.3	$559k		1.8k	309.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$548k		8.1k	67.53	View chart
PNC Financial Services (PNC)	0.3	$535k	NEW	2.6k	208.09	View chart
Vanguard World Energy Etf (VDE)	0.3	$503k		2.9k	173.05	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$483k		2.2k	224.59	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$474k	+9%	7.0k	68.14	View chart
Vanguard World Financials Etf (VFH)	0.3	$471k		3.9k	120.81	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$449k	+84%	3.7k	121.19	View chart
Costco Wholesale Corporation (COST)	0.2	$447k		449.00	996.46	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$401k	+14%	1.0k	390.41	View chart
Aim Etf Products Trust Allianzim Us Eqt (JUNT)	0.2	$397k	+7%	11k	35.94	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$384k	+9%	2.9k	132.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$374k	+18%	4.9k	77.18	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$355k		6.7k	53.35	View chart
Eaton Corp SHS (ETN)	0.2	$354k		989.00	357.67	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.2	$346k	+38%	15k	23.86	View chart
Merck & Co (MRK)	0.2	$346k	+3%	2.9k	120.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$339k	-4%	13k	25.64	View chart
Realty Income (O)	0.2	$339k		5.5k	61.18	View chart
Vanguard World Health Car Etf (VHT)	0.2	$333k		1.2k	272.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$328k	+9%	13k	24.75	View chart
JPMorgan Chase & Co. (JPM)	0.2	$324k	+8%	1.1k	294.03	View chart
Aim Etf Products Trust Allianzim Us Eq (APRT)	0.2	$320k	+19%	7.5k	42.50	View chart
Vanguard World Utilities Etf (VPU)	0.2	$318k	-2%	1.6k	198.14	View chart
Palantir Technologies Cl A (PLTR)	0.2	$315k	+10%	2.2k	146.28	View chart
Strategy Cl A New (MSTR)	0.2	$314k	NEW	2.5k	124.80	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.2	$291k	NEW	8.0k	36.48	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.2	$289k		7.5k	38.47	View chart
Goldman Sachs (GS)	0.2	$289k	NEW	341.00	845.99	View chart
Lockheed Martin Corporation (LMT)	0.2	$287k		475.00	604.39	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$284k		1.2k	236.35	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$282k	+6%	1.9k	146.61	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$277k	-3%	5.3k	52.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$273k	+5%	8.3k	32.95	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$272k	+12%	2.3k	118.45	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$271k	NEW	1.9k	141.42	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$271k		3.0k	91.76	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$270k	+4%	5.5k	49.40	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$269k		1.5k	184.28	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$263k	+2%	1.5k	179.83	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$253k	+14%	12k	21.34	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$239k	-12%	3.4k	70.20	View chart
Comfort Systems USA (FIX)	0.1	$228k	NEW	165.00	1378.99	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$221k	-2%	3.9k	57.07	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$218k		4.8k	45.52	View chart
Quanta Services (PWR)	0.1	$214k	NEW	390.00	549.02	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$213k		4.0k	52.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$213k	NEW	1.4k	151.42	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$210k	-4%	585.00	359.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$209k		322.00	650.34	View chart
Celldex Therapeutics Com New (CLDX)	0.1	$206k	NEW	6.5k	31.72	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$206k	NEW	4.5k	45.89	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$201k		3.8k	53.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$200k	NEW	2.3k	88.68	View chart
Sofi Technologies (SOFI)	0.1	$166k		11k	15.88	View chart
Rocket Cos Com Cl A (RKT)	0.1	$163k		12k	14.25	View chart
Arbor Realty Trust (ABR)	0.0	$90k		12k	7.71	View chart

Past Filings by Panoramic Investment Advisors

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

Panoramic Investment Advisors 2026 Q1 restated filed May 12, 2026
Panoramic Investment Advisors 2026 Q1 filed May 7, 2026
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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