Panoramic Investment Advisors

Panoramic Investment Advisors as of Sept. 30, 2025

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