Panoramic Investment Advisors

Panoramic Investment Advisors as of June 30, 2026

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