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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, SCHV, VUG, VPLS, SCHG, and represent 27.82% of Panoramic Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$6.6M), VGT, IEFA, GOVT, AMD, INTC, LRCX, VPLS, GRNI, SPYM.
Started 15 new stock positions in SUSA, IWM, MU, LRCX, IXN, GOVT, AMD, IJR, GRNI, KRE. INTC, SPCX, GLW, DVA, DFAC.
Reduced shares in these 10 stocks: IYW, DGRW, ICVT, GBTC, QQH, IGIB, SOFI, RKT, MFIC, GOOG.
Sold out of its positions in GBTC, IGIB, RKT, SOFI.
Panoramic Investment Advisors was a net buyer of stock by $14M.
Panoramic Investment Advisors has $209M in assets under management (AUM), dropping by 13.05%.
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 141 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	14.0	$29M		332k	87.88	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.8	$7.9M		228k	34.81	View chart
Vanguard Index Fds Growth Etf (VUG)	3.8	$7.9M	+517%	92k	86.14	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	3.4	$7.2M	+4%	92k	77.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.8	$6.0M		176k	33.84	View chart
Alphabet Cap Stk Cl C (GOOG)	2.8	$5.9M	-2%	17k	353.33	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.4	$5.0M		100k	50.58	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	2.1	$4.5M		113k	39.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$4.2M		132k	31.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$4.1M		5.5k	736.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.8	$3.7M		24k	158.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$3.7M	+54%	38k	96.58	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.7	$3.6M		69k	52.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$3.4M		4.6k	748.83	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$3.4M	+6%	59k	56.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$3.4M	-3%	9.4k	357.37	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.6	$3.3M	+5%	90k	36.13	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.6	$3.3M		31k	103.96	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.5	$3.2M	+5%	87k	36.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$3.0M		4.3k	686.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$2.9M		5.8k	500.39	View chart
NVIDIA Corporation (NVDA)	1.4	$2.9M		14k	200.09	View chart
Apple (AAPL)	1.3	$2.8M		9.7k	289.37	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.3	$2.8M		52k	53.11	View chart
Vanguard World Inf Tech Etf (VGT)	1.3	$2.7M	+640%	23k	119.52	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$2.6M		90k	28.96	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$2.5M	-2%	29k	86.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$2.2M		10k	219.43	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.0	$2.1M		41k	51.05	View chart
Ishares Tr Larg Cap Jun Etf (MAXJ)	1.0	$2.0M		69k	29.13	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$2.0M	+12%	26k	76.55	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.9	$1.8M		55k	33.29	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.8	$1.8M	-10%	21k	85.60	View chart
Amazon (AMZN)	0.8	$1.7M		7.2k	238.34	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.7	$1.6M	+4%	38k	41.43	View chart
Meta Platforms Cl A (META)	0.7	$1.6M		2.8k	563.32	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.7	$1.5M	+17%	55k	27.65	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.7	$1.5M	-5%	24k	63.76	View chart
Global X Fds Defense Tech Etf (SHLD)	0.7	$1.5M	+21%	25k	59.71	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$1.4M	-22%	14k	95.62	View chart
Microsoft Corporation (MSFT)	0.6	$1.3M	-5%	3.6k	373.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$1.3M		15k	85.49	View chart
Pepsi (PEP)	0.6	$1.3M		9.3k	135.40	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.6	$1.2M	+12%	60k	20.31	View chart
Charles Schwab Corporation (SCHW)	0.6	$1.2M		13k	92.27	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$1.2M		14k	81.06	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.5	$1.1M		12k	93.25	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$1.1M	+26%	18k	61.46	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.5	$1.1M	+13%	22k	50.31	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.5	$1.1M		14k	78.32	View chart
Aim Etf Products Trust Allianzim Us Eqt (JANT)	0.5	$1.1M		24k	44.01	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$1.0M	-7%	10k	102.30	View chart
Abbott Laboratories (ABT)	0.5	$975k	-6%	11k	90.74	View chart
Welltower Inc Com reit (WELL)	0.5	$954k		4.2k	226.97	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.4	$911k	+17%	15k	59.31	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$901k		9.2k	98.20	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	0.4	$883k	+3%	19k	45.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$880k		4.1k	212.77	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$815k	NEW	36k	22.78	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$797k		1.0k	763.14	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.4	$791k		15k	51.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$716k		4.4k	164.27	View chart
Tesla Motors (TSLA)	0.3	$670k	+3%	1.6k	420.60	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$665k		13k	52.34	View chart
Broadcom (AVGO)	0.3	$663k	-2%	1.8k	377.75	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$663k		12k	53.61	View chart
PNC Financial Services (PNC)	0.3	$633k		2.6k	246.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$618k		8.0k	77.11	View chart
Aim Etf Products Trust Allianzim Us Eqt (JUNT)	0.3	$618k	+47%	16k	37.79	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTT)	0.3	$618k		13k	46.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$617k	+7%	1.7k	368.38	View chart
Exxon Mobil Corporation (XOM)	0.3	$597k		4.4k	136.72	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$597k		8.0k	74.90	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$577k	-3%	6.1k	93.92	View chart
Ab Active Etfs Shor Du Yiel Etf (SYFI)	0.3	$570k		16k	35.72	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$519k	-37%	4.3k	121.74	View chart
Vanguard World Financials Etf (VFH)	0.2	$517k		3.9k	131.59	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$515k		6.8k	75.51	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$487k		2.2k	225.52	View chart
Advanced Micro Devices (AMD)	0.2	$487k	NEW	838.00	580.91	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$463k	-12%	3.3k	142.39	View chart
Comfort Systems USA (FIX)	0.2	$446k	+36%	225.00	1981.95	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$428k		2.9k	147.73	View chart
Vanguard World Energy Etf (VDE)	0.2	$420k	-3%	2.8k	150.13	View chart
Costco Wholesale Corporation (COST)	0.2	$420k		449.00	935.75	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.2	$411k	-23%	41k	10.08	View chart
Intel Corporation (INTC)	0.2	$410k	NEW	2.9k	139.61	View chart
Eaton Corp SHS (ETN)	0.2	$392k	-7%	919.00	426.12	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$390k		13k	29.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$384k	+4%	14k	27.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$372k		4.9k	76.70	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$372k		7.0k	53.47	View chart
Merck & Co (MRK)	0.2	$369k		2.9k	128.50	View chart
JPMorgan Chase & Co. (JPM)	0.2	$356k		1.1k	327.19	View chart
Aim Etf Products Trust Allianzim Us Eq (APRT)	0.2	$345k		7.5k	45.87	View chart
Goldman Sachs (GS)	0.2	$345k		341.00	1011.37	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.2	$345k		15k	23.77	View chart
Vanguard World Health Car Etf (VHT)	0.2	$344k	-5%	1.1k	298.98	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$340k	+13%	6.2k	54.63	View chart
Realty Income (O)	0.2	$336k	-2%	5.4k	61.96	View chart
Lam Research Corp Com New (LRCX)	0.2	$331k	NEW	764.00	433.33	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$328k		1.2k	273.63	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$328k	+4%	2.0k	163.67	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$321k	+5%	2.0k	158.66	View chart
Vanguard World Utilities Etf (VPU)	0.2	$316k		1.6k	195.73	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$316k	+5%	8.7k	36.26	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$314k	-4%	6.4k	49.41	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$314k		2.3k	136.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$312k	-77%	1.2k	252.32	View chart
Aim Etf Products Trust Allia Us Jan Etf (JANW)	0.1	$308k		8.0k	38.67	View chart
Aim Etf Products Trust Allia Us Oct Etf (OCTW)	0.1	$307k		7.5k	40.91	View chart
Tidal Trust Iii Fund Gr Larg Etf (GRNI)	0.1	$306k	NEW	15k	21.10	View chart
Quanta Services (PWR)	0.1	$295k	+5%	410.00	720.04	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$290k		1.5k	197.55	View chart
Micron Technology (MU)	0.1	$284k	NEW	246.00	1154.29	View chart
Corning Incorporated (GLW)	0.1	$275k	NEW	1.1k	255.43	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$273k		5.2k	52.41	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$270k		1.5k	183.99	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$260k		3.4k	76.56	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$256k		12k	21.63	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$244k	NEW	1.7k	144.48	View chart
Celldex Therapeutics Com New (CLDX)	0.1	$242k		6.5k	37.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$242k		474.00	509.46	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$241k		322.00	746.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$240k	NEW	799.00	300.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$238k	NEW	1.6k	148.31	View chart
Palantir Technologies Cl A (PLTR)	0.1	$234k	-7%	2.0k	116.67	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$230k		4.8k	47.71	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.1	$225k	NEW	3.0k	74.85	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$225k	-3%	566.00	396.69	View chart
Strategy Cl A New (MSTR)	0.1	$224k	+2%	2.6k	86.93	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$223k		3.0k	75.44	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$221k		1.4k	156.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$218k		2.3k	96.43	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$218k	NEW	1.3k	170.86	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$213k	-2%	3.8k	56.33	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$212k	NEW	1.4k	154.30	View chart
DaVita (DVA)	0.1	$212k	NEW	951.00	222.48	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$210k	+3%	4.6k	45.34	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$204k	NEW	4.6k	44.36	View chart
Arbor Realty Trust (ABR)	0.0	$63k		12k	5.42	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 Q2 filed Aug. 13, 2026
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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