Panoramic Investment Advisors

Panoramic Investment Advisors as of June 30, 2025

Portfolio Holdings for Panoramic Investment Advisors

Panoramic Investment Advisors holds 121 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 14.2 $23M 319k 72.69
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.5 $5.7M 206k 27.67
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 3.5 $5.7M 73k 77.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.9 $4.7M 160k 29.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $4.7M 26k 182.82
Vanguard Index Fds Growth Etf (VUG) 2.6 $4.2M 9.5k 438.42
Alphabet Cap Stk Cl C (GOOG) 2.5 $4.1M 23k 177.39
Ishares Tr Ultra Short Dur (ICSH) 2.5 $4.0M 79k 50.71
Fidelity Wise Origin Bitcoin SHS (FBTC) 2.3 $3.7M 40k 93.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.2 $3.6M 134k 26.50
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 2.0 $3.2M 53k 61.21
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.9 $3.2M 34k 93.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $3.0M 5.5k 551.60
Vanguard Whitehall Fds High Div Yld (VYM) 1.8 $3.0M 22k 133.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $3.0M 6.1k 485.77
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.8 $2.9M 51k 56.85
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.7 $2.8M 89k 31.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $2.7M 4.8k 568.02
Ishares Tr Core S&p500 Etf (IVV) 1.7 $2.7M 4.3k 620.89
Ishares Tr U.s. Tech Etf (IYW) 1.6 $2.7M 15k 173.27
Ishares Tr Core Msci Eafe (IEFA) 1.6 $2.6M 31k 83.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $2.1M 87k 23.83
Apple (AAPL) 1.3 $2.1M 10k 205.17
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $2.0M 23k 88.25
Vanguard World Inf Tech Etf (VGT) 1.2 $2.0M 3.0k 663.29
NVIDIA Corporation (NVDA) 1.2 $2.0M 13k 157.99
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.9M 11k 176.23
Meta Platforms Cl A (META) 1.2 $1.9M 2.6k 738.11
Ishares Tr Large Cap Max Bu (MAXJ) 1.2 $1.9M 68k 27.51
Select Sector Spdr Tr Energy (XLE) 1.1 $1.9M 22k 84.81
Microsoft Corporation (MSFT) 1.1 $1.8M 3.6k 497.46
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $1.8M 64k 28.05
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $1.8M 21k 83.74
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.7M 66k 25.30
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 1.0 $1.7M 25k 67.61
Abbott Laboratories (ABT) 1.0 $1.6M 12k 136.01
Amazon (AMZN) 0.9 $1.5M 6.9k 219.39
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 0.9 $1.5M 27k 54.44
Ishares Tr Intl Sel Div Etf (IDV) 0.7 $1.2M 34k 34.51
Charles Schwab Corporation (SCHW) 0.7 $1.1M 13k 91.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.1M 16k 69.09
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.6 $1.0M 51k 19.54
Pepsi (PEP) 0.6 $949k 7.2k 132.04
Wisdomtree Tr Us Total Dividnd (DTD) 0.6 $920k 12k 79.52
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.6 $914k 15k 62.74
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) 0.5 $871k 17k 50.00
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.5 $839k 10k 81.54
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.5 $821k 13k 61.39
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $739k 14k 54.40
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $709k 8.9k 80.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $681k 3.7k 181.74
Midcap Financial Invstmnt Com New (MFIC) 0.4 $677k 54k 12.62
Welltower Inc Com reit (WELL) 0.4 $654k 4.3k 153.73
Spdr Gold Tr Gold Shs (GLD) 0.4 $619k 2.0k 304.83
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $612k 4.5k 135.04
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $611k 6.7k 90.89
Select Sector Spdr Tr Financial (XLF) 0.4 $597k 11k 52.37
Ishares Msci Emrg Chn (EMXC) 0.4 $580k 9.2k 63.14
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $569k 7.8k 72.82
Doubleline Etf Trust Opportunistic Co (DBND) 0.3 $563k 12k 46.24
Costco Wholesale Corporation (COST) 0.3 $545k 550.00 989.95
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.3 $532k 13k 40.14
Broadcom (AVGO) 0.3 $509k 1.8k 275.65
Exxon Mobil Corporation (XOM) 0.3 $508k 4.7k 107.81
Crowdstrike Hldgs Cl A (CRWD) 0.3 $493k 968.00 509.31
Vanguard World Financials Etf (VFH) 0.3 $485k 3.8k 127.30
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $483k 7.8k 62.02
Vanguard World Consum Stp Etf (VDC) 0.3 $464k 2.1k 219.01
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) 0.3 $458k 12k 37.78
Microstrategy Cl A New (MSTR) 0.3 $457k 1.1k 404.23
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $452k 8.6k 52.84
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $446k 7.1k 62.64
Ishares Gold Tr Ishares New (IAU) 0.3 $426k 6.8k 62.36
Vanguard Index Fds Value Etf (VTV) 0.2 $400k 2.3k 176.77
Sila Realty Trust Common Stock (SILA) 0.2 $381k 16k 23.67
Aim Etf Products Trust Us Lrgcp B10 Jun (JUNT) 0.2 $376k 11k 34.05
Eaton Corp SHS (ETN) 0.2 $367k 1.0k 356.99
JPMorgan Chase & Co. (JPM) 0.2 $360k 1.2k 289.91
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $358k 2.9k 123.58
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $356k 6.7k 52.76
American Healthcare Reit Com Shs (AHR) 0.2 $356k 9.7k 36.74
Tesla Motors (TSLA) 0.2 $346k 1.1k 317.66
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $342k 4.0k 84.83
Vanguard World Energy Etf (VDE) 0.2 $340k 2.9k 119.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $338k 14k 24.44
Target Corporation (TGT) 0.2 $335k 3.4k 98.65
Realty Income (O) 0.2 $325k 5.6k 57.61
Fs Kkr Capital Corp (FSK) 0.2 $324k 16k 20.75
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $317k 4.1k 77.34
Vanguard World Health Car Etf (VHT) 0.2 $311k 1.3k 248.41
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT) 0.2 $296k 7.5k 39.26
Vanguard World Utilities Etf (VPU) 0.2 $289k 1.6k 176.49
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $289k 3.9k 74.04
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.2 $278k 7.5k 37.01
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) 0.2 $276k 5.5k 49.86
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 0.2 $274k 11k 24.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $273k 2.0k 134.79
Vanguard World Mega Cap Index (MGC) 0.2 $270k 1.2k 224.92
Palantir Technologies Cl A (PLTR) 0.2 $264k 1.9k 136.32
Ishares Tr Esg Optimized (SUSA) 0.2 $263k 2.1k 126.75
Lockheed Martin Corporation (LMT) 0.2 $251k 542.00 463.14
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $240k 33k 7.26
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $238k 4.5k 53.29
Vanguard World Consum Dis Etf (VCR) 0.1 $237k 655.00 362.17
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $236k 1.4k 164.42
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $233k 2.3k 99.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $227k 367.00 617.85
Merck & Co (MRK) 0.1 $225k 2.8k 79.16
Home Depot (HD) 0.1 $220k 601.00 366.68
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $217k 9.8k 22.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $217k 2.4k 89.07
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $217k 5.0k 43.75
Visa Com Cl A (V) 0.1 $214k 602.00 355.05
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $212k 3.3k 63.95
MPLX Com Unit Rep Ltd (MPLX) 0.1 $209k 4.1k 51.51
Axon Enterprise (AXON) 0.1 $208k 251.00 827.94
Vanguard World Comm Srvc Etf (VOX) 0.1 $204k 1.2k 170.98
Sofi Technologies (SOFI) 0.1 $194k 11k 18.21
Rocket Cos Com Cl A (RKT) 0.1 $156k 11k 14.18
Arbor Realty Trust (ABR) 0.1 $125k 12k 10.70
Barings Bdc (BBDC) 0.1 $100k 11k 9.14