Panoramic Investment Advisors

Panoramic Investment Advisors as of March 31, 2026

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