Panoramic Investment Advisors

Panoramic Investment Advisors as of Dec. 31, 2025

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