Home › PANORAMIC INVESTMENT ADVISORS, LLC

PANORAMIC INVESTMENT ADVISORS, LLC 13F holdings

Filed 2026-08-13 · PANORAMIC INVESTMENT ADVISORS, LLC · 141 positions · $209.1M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SPYMSPDR SERIES TRUST332.1K$29.2M14.0%
SCHVSCHWAB STRATEGIC TR227.7K$7.9M3.8%
VUGVANGUARD INDEX FDS91.9K$7.9M3.8%
VPLSVANGUARD MALVERN FDS92.4K$7.2M3.4%
SCHGSCHWAB STRATEGIC TR176.0K$6.0M2.8%
GOOGALPHABET INC16.7K$5.9M2.8%
ICSHISHARES TR99.6K$5.0M2.4%
DFLVDIMENSIONAL ETF TRUST113.2K$4.5M2.1%
SCHDSCHWAB STRATEGIC TR132.4K$4.2M2.0%
QQQINVESCO QQQ TR5.5K$4.1M1.9%
VYMVANGUARD WHITEHALL FDS23.5K$3.7M1.8%
IEFAISHARES TR38.0K$3.7M1.8%
BAIBLACKROCK ETF TRUST68.7K$3.6M1.7%
IVVISHARES TR4.6K$3.4M1.6%
JEPIJ P MORGAN EXCHANGE TRADED F59.4K$3.4M1.6%
GOOGLALPHABET INC9.4K$3.4M1.6%
SCHASCHWAB STRATEGIC TR90.2K$3.3M1.6%
MOATVANECK ETF TRUST31.3K$3.3M1.6%
SCHMSCHWAB STRATEGIC TR86.5K$3.2M1.5%
VOOVANGUARD INDEX FDS4.3K$3.0M1.4%
BRK-BBERKSHIRE HATHAWAY INC DEL5.8K$2.9M1.4%
NVDANVIDIA CORPORATION14.3K$2.9M1.4%
AAPLAPPLE INC9.7K$2.8M1.3%
XLESELECT SECTOR SPDR TR52.1K$2.8M1.3%
VGTVANGUARD WORLD FD22.7K$2.7M1.3%
SCHBSCHWAB STRATEGIC TR90.0K$2.6M1.2%
TLTISHARES TR29.4K$2.5M1.2%
QUALISHARES TR10.2K$2.2M1.1%
FBTCFIDELITY WISE ORIGIN BITCOIN40.9K$2.1M1.0%
—ISHARES TR69.2K$2.0M1.0%
EFVISHARES TR26.2K$2.0M1.0%
IBITISHARES BITCOIN TRUST ETF55.1K$1.8M0.9%
QQHNORTHERN LTS FD TR III20.6K$1.8M0.8%
AMZNAMAZON COM INC7.2K$1.7M0.8%
IDVISHARES TR37.8K$1.6M0.7%
METAMETA PLATFORMS INC2.8K$1.6M0.7%
GRNYTIDAL TRUST I54.7K$1.5M0.7%
—NORTHERN LTS FD TR III23.6K$1.5M0.7%
SHLDGLOBAL X FDS24.8K$1.5M0.7%
DGRWWISDOMTREE TR14.4K$1.4M0.7%
MSFTMICROSOFT CORP3.6K$1.3M0.6%
VXUSVANGUARD STAR FDS15.4K$1.3M0.6%
PEPPEPSICO INC9.3K$1.3M0.6%
PCEFINVESCO EXCH TRADED FD TR II60.4K$1.2M0.6%
SCHWSCHWAB CHARLES CORP13.1K$1.2M0.6%
RDVYFIRST TR EXCHANGE TRADED FD14.4K$1.2M0.6%
DTDWISDOMTREE TR12.1K$1.1M0.5%
JEPQJ P MORGAN EXCHANGE TRADED F17.8K$1.1M0.5%
EVSMMORGAN STANLEY ETF TRUST21.6K$1.1M0.5%
ISCVISHARES TR13.6K$1.1M0.5%
—AIM ETF PRODUCTS TRUST24.2K$1.1M0.5%
EMXCISHARES INC10.0K$1.0M0.5%
ABTABBOTT LABORATORIES10.7K$975,1720.5%
WELLWELLTOWER INC4.2K$954,1820.5%
GPIQGOLDMAN SACHS ETF TR15.4K$911,1200.4%
VYMIVANGUARD WHITEHALL FDS9.2K$900,9850.4%
DBNDDOUBLELINE ETF TRUST19.4K$883,3160.4%
RSPINVESCO EXCHANGE TRADED FD T4.1K$880,0170.4%
GOVTISHARES TR35.8K$814,5970.4%
CRWDCROWDSTRIKE HLDGS INC1.0K$796,7180.4%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}