PANORAMIC INVESTMENT ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, PANORAMIC INVESTMENT ADVISORS, LLC held in its portfolio 125 assets valued at $184,024,938 (i.e. $184.03M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($26.06M), VANGUARD INDEX FDS ($6.74M), and VANGUARD MALVERN FDS ($6.69M).
The chart below shows the top 10 valuable assets, and the table below shows the top 125 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PANORAMIC INVESTMENT ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 327009 | 26056733 | STATE STREET SPD |
| VANGUARD INDEX FDS | 13808 | 6736148 | GROWTH ETF |
| VANGUARD MALVERN FDS | 85680 | 6692880 | CORE-PLUS BD ETF |
| SCHWAB STRATEGIC TR | 220061 | 6516015 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 177910 | 5803431 | US LCAP GR ETF |
| ALPHABET INC | 18056 | 5666011 | CAP STK CL C |
| ISHARES TR | 95720 | 4841537 | ULTRA SHORT DUR |
| SCHWAB STRATEGIC TR | 135285 | 3710867 | US DIVIDEND EQ |
| DIMENSIONAL ETF TRUST | 104526 | 3575840 | US LARGE CAP VAL |
| INVESCO QQQ TR | 5567 | 3420036 | UNIT SER 1 |
| VANGUARD WHITEHALL FDS | 23158 | 3323692 | HIGH DIV YLD |
| VANECK ETF TRUST | 31552 | 3267508 | MRNGSTR WDE MOAT |
| BERKSHIRE HATHAWAY INC DEL | 6183 | 3107885 | CL B NEW |
| FIDELITY WISE ORIGIN BITCOIN | 40283 | 3070773 | SHS |
| ISHARES TR | 4477 | 3066699 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 52853 | 3025304 | EQUITY PREMIUM |
| ALPHABET INC | 9643 | 3018259 | CAP STK CL A |
| NVIDIA CORPORATION | 15173 | 2829801 | COM |
| ISHARES BITCOIN TRUST ETF | 54173 | 2689689 | SHS BEN INT |
| VANGUARD INDEX FDS | 4275 | 2680701 | S&P 500 ETF SHS |
| ISHARES TR | 29606 | 2580493 | 20 YR TR BD ETF |
| ISHARES TR | 12822 | 2546792 | MSCI USA QLT FCT |
| APPLE INC | 8804 | 2393327 | COM |
| SCHWAB STRATEGIC TR | 90180 | 2365408 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 76283 | 2293826 | US MID-CAP ETF |
| VANGUARD WORLD FD | 3032 | 2285274 | INF TECH ETF |
| SCHWAB STRATEGIC TR | 79140 | 2253897 | US SML CAP ETF |
| ISHARES TR | 24286 | 2172586 | CORE MSCI EAFE |
| BLACKROCK ETF TRUST | 64752 | 2156229 | ISHARES A I INNO |
| SELECT SECTOR SPDR TR | 43561 | 1947626 | STATE STREET ENE |
| ISHARES TR | 68250 | 1924261 | LARGE CAP MAX BU |
| NORTHERN LTS FD TR III | 24298 | 1879830 | HCM DEFND 100 |
| META PLATFORMS INC | 2637 | 1740911 | CL A |
| WISDOMTREE TR | 19369 | 1732171 | US QTLY DIV GRT |
| NORTHERN LTS FD TR III | 27023 | 1674614 | HCM DEFEN 500 |
| AMAZON COM INC | 6880 | 1588042 | COM |
| MICROSOFT CORP | 3176 | 1535754 | COM |
| ABBOTT LABS | 11986 | 1501711 | COM |
| ISHARES TR | 20236 | 1445038 | EAFE VALUE ETF |
| ISHARES TR | 36023 | 1421092 | INTL SEL DIV ETF |
| SCHWAB CHARLES CORP | 13333 | 1332100 | COM |
| PEPSICO INC | 9269 | 1330235 | COM |
| GLOBAL X FDS | 18829 | 1219931 | DEFENSE TECH ETF |
| VANGUARD STAR FDS | 15447 | 1165322 | VG TL INTL STK F |
| ISHARES TR | 5629 | 1124074 | U.S. TECH ETF |
| INVESCO EXCH TRADED FD TR II | 54905 | 1091508 | CEF INM COMPSI |
| FIRST TR EXCHANGE TRADED FD | 14566 | 1011900 | RISNG DIVD ACHIV |
| TIDAL TRUST I | 40515 | 1003151 | FUNDSTRAT GRANNY |
| WISDOMTREE TR | 11796 | 1001270 | US TOTAL DIVIDND |
| MORGAN STANLEY ETF TRUST | 18659 | 939854 | EATON VANCE SHRT |
| ISHARES TR | 13525 | 926454 | MRNING SM CP ETF |
| J P MORGAN EXCHANGE TRADED F | 13805 | 802347 | NASDAQ EQT PREM |
| WELLTOWER INC | 4252 | 789214 | COM |
| VANGUARD WHITEHALL FDS | 8475 | 762750 | INTL HIGH ETF |
| ISHARES INC | 10405 | 756258 | MSCI EMRG CHN |
| DOUBLELINE ETF TRUST | 15125 | 701263 | OPPORTUNISTIC CO |
| BLACKROCK ETF TRUST II | 13238 | 684995 | ISHARES AAA CLO |
| SELECT SECTOR SPDR TR | 12008 | 657698 | STATE STREET FIN |
| INVESCO EXCHANGE TRADED FD T | 3396 | 650538 | S&P500 EQL WGT |
| ISHARES TR | 4361 | 648437 | CORE S&P TTL STK |
| BROADCOM INC | 1841 | 637170 | COM |
| SPDR GOLD TR | 1586 | 628548 | GOLD SHS |
| MIDCAP FINANCIAL INVSTMNT CO | 53630 | 613527 | COM NEW |
| GOLDMAN SACHS ETF TR | 11482 | 607053 | NASDAQ-100 PREMI |
| FIRST TR EXCHANGE-TRADED FD | 6513 | 602528 | CAP STRENGTH ETF |
| ISHARES GOLD TR | 7184 | 583125 | ISHARES NEW |
| AIM ETF PRODUCTS TRUST | 13250 | 576566 | US LRGCP B10 OCT |
| INVESCO EXCH TRADED FD TR II | 7892 | 563628 | S&P500 LOW VOL |
| ISHARES TR | 8129 | 536488 | CORE S&P MCP ETF |
| BLACKROCK ETF TRUST II | 10050 | 530339 | ISHARES FLEXIBLE |
| EXXON MOBIL CORP | 4362 | 524949 | COM |
| VANGUARD WORLD FD | 3890 | 519224 | FINANCIALS ETF |
| AB ACTIVE ETFS INC | 14304 | 513943 | SHORT DURATION H |
| TESLA INC | 1137 | 511332 | COM |
| AIM ETF PRODUCTS TRUST | 12125 | 499974 | US LRGCP B10 JAN |
| ISHARES TR | 4965 | 489053 | CONV BD ETF |
| VANGUARD WORLD FD | 2142 | 452560 | CONSUM STP ETF |
| CROWDSTRIKE HLDGS INC | 898 | 420946 | CL A |
| ISHARES TR | 6649 | 413266 | U.S. MED DVC ETF |
| ISHARES SILVER TR | 6343 | 408616 | ISHARES |
| COSTCO WHSL CORP NEW | 449 | 387200 | COM |
| AMERICAN HEALTHCARE REIT INC | 8006 | 376762 | COM SHS |
| AIM ETF PRODUCTS TRUST | 10300 | 374270 | ALLIANZIM US EQT |
| SCHWAB STRATEGIC TR | 13878 | 373470 | US LRG CAP ETF |
| VANGUARD WORLD FD | 2891 | 364090 | ENERGY ETF |
| VANGUARD WORLD FD | 1217 | 350311 | HEALTH CAR ETF |
| ISHARES TR | 2650 | 348714 | S&P MC 400VL ETF |
| PALANTIR TECHNOLOGIES INC | 1956 | 347679 | CL A |
| JPMORGAN CHASE & CO. | 1013 | 326257 | COM |
| VANGUARD BD INDEX FDS | 4100 | 319308 | INTERMED TERM |
| EATON CORP PLC | 989 | 315006 | SHS |
| REALTY INCOME CORP | 5482 | 309042 | COM |
| VANGUARD WORLD FD | 1654 | 306085 | UTILITIES ETF |
| FIDELITY COVINGTON TRUST | 3900 | 303186 | MSCI FINLS IDX |
| VANGUARD WORLD FD | 1200 | 301404 | MEGA CAP INDEX |
| AIM ETF PRODUCTS TRUST | 7500 | 292500 | ALLIANZIM US EQU |
| MERCK & CO INC | 2773 | 291886 | COM |
| SCHWAB STRATEGIC TR | 12132 | 291656 | INTL EQTY ETF |
| ISHARES TR | 5444 | 287857 | ISHS 1-5YR INVS |
| SELECT SECTOR SPDR TR | 1800 | 278640 | STATE STREET HEA |
| VANGUARD WORLD FD | 1434 | 277734 | COMM SRVC ETF |
| GRAYSCALE BITCOIN TRUST ETF | 4033 | 275696 | SHS REP COM UT |
| SOFI TECHNOLOGIES INC | 10450 | 273581 | COM |
| AIM ETF PRODUCTS TRUST | 6275 | 261260 | US LRGCP B10 APR |
| ISHARES TR | 2005 | 258304 | ESG MSCI KLD 400 |
| VANGUARD INDEX FDS | 1455 | 258152 | MCAP VL IDXVIP |
| SCHWAB STRATEGIC TR | 7817 | 256005 | EMRG MKTEQ ETF |
| NORTHERN LTS FD TR IV | 10500 | 254100 | INSPIRE CORP BD |
| VANECK ETF TRUST | 2950 | 252986 | GOLD MINERS ETF |
| DBX ETF TR | 5220 | 251134 | XTRACK MSCI EAFE |
| VANGUARD WORLD FD | 614 | 242006 | CONSUM DIS ETF |
| SILA REALTY TRUST INC | 10250 | 238928 | COMMON STOCK |
| TARGET CORP | 2392 | 233818 | COM |
| ISHARES TR | 2045 | 232557 | SP SMCP600VL ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 10350 | 230909 | ENHANCED INM ETF |
| LOCKHEED MARTIN CORP | 474 | 229260 | COM |
| SPDR S&P 500 ETF TR | 324 | 220942 | TR UNIT |
| ROCKET COS INC | 11250 | 217800 | COM CL A |
| MPLX LP | 3957 | 211185 | COM UNIT REP LTD |
| VISA INC | 591 | 207270 | COM CL A |
| ISHARES TR | 1486 | 207067 | ESG OPTIMIZED |
| ISHARES TR | 3756 | 202376 | ISHS 5-10YR INVT |
| FS KKR CAP CORP | 11743 | 173914 | COM |
| FS CREDIT OPPORTUNITIES CORP | 23963 | 150967 | COMMON STOCK |
| ARBOR REALTY TRUST INC | 11706 | 90839 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.