Panoramic Investment Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$184.9M
Q ending 2026-03-31
Prior quarter
$184.0M
Q ending 2025-12-31
Change
+0.5% QoQ · +24.9% YoY
Positions
130
reported holdings
Largest positions
Top 100 of 130 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $25.2M | 329K |
| Vanguard Malvern Fds | VPLS | Shares | $6.9M | 88K |
| Schwab Strategic Tr | SCHV | Shares | $6.8M | 224K |
| Vanguard Index Fds | VUG | Shares | $6.5M | 15K |
| Schwab Strategic Tr | SCHG | Shares | $5.2M | 178K |
| Ishares Tr | ICSH | Shares | $5.0M | 99K |
| Alphabet Inc | GOOG | Shares | $4.9M | 17K |
| Schwab Strategic Tr | SCHD | Shares | $4.1M | 132K |
| Dimensional Etf Trust | DFLV | Shares | $4.0M | 111K |
| Vanguard Whitehall Fds | VYM | Shares | $3.5M | 23K |
| Invesco Qqq Tr | QQQ | Shares | $3.2M | 6K |
| Select Sector Spdr Tr | XLE | Shares | $3.2M | 53K |
| J P Morgan Exchange Traded F | JEPI | Shares | $3.2M | 56K |
| Vaneck Etf Trust | MOAT | Shares | $3.1M | 32K |
| Ishares Tr | IVV | Shares | $3.0M | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.8M | 6K |
| Alphabet Inc | GOOGL | Shares | $2.8M | 10K |
| Vanguard Index Fds | VOO | Shares | $2.6M | 4K |
| Ishares Tr | TLT | Shares | $2.6M | 30K |
| Schwab Strategic Tr | SCHM | Shares | $2.5M | 82K |
| Nvidia Corporation | NVDA | Shares | $2.5M | 14K |
| Schwab Strategic Tr | SCHA | Shares | $2.5M | 85K |
| Apple Inc | AAPL | Shares | $2.4M | 10K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $2.4M | 41K |
| Blackrock Etf Trust | BAI | Shares | $2.3M | 69K |
| Schwab Strategic Tr | SCHB | Shares | $2.3M | 90K |
| Ishares Tr | IEFA | Shares | $2.2M | 25K |
| Vanguard World Fd | VGT | Shares | $2.1M | 3K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $2.1M | 55K |
| Ishares Tr | QUAL | Shares | $2.0M | 10K |
| Ishares Tr | MAXJ | Shares | $1.9M | 69K |
| Ishares Tr | EFV | Shares | $1.7M | 23K |
| Wisdomtree Tr | DGRW | Shares | $1.6M | 19K |
| Northern Lts Fd Tr Iii | QQH | Shares | $1.6M | 23K |
| Meta Platforms Inc | META | Shares | $1.6M | 3K |
| Ishares Tr | IDV | Shares | $1.5M | 36K |
| Amazon Com Inc | AMZN | Shares | $1.5M | 7K |
| Pepsico Inc | PEP | Shares | $1.5M | 9K |
| Global X Fds | SHLD | Shares | $1.4M | 20K |
| Northern Lts Fd Tr Iii | LGH | Shares | $1.4M | 25K |
| Microsoft Corp | MSFT | Shares | $1.4M | 4K |
| Schwab Charles Corp | SCHW | Shares | $1.2M | 13K |
| Vanguard Star Fds | VXUS | Shares | $1.2M | 15K |
| Abbott Laboratories | ABT | Shares | $1.2M | 12K |
| Tidal Trust I | GRNY | Shares | $1.1M | 47K |
| Wisdomtree Tr | DTD | Shares | $1.0M | 12K |
| Invesco Exch Traded Fd Tr Ii | PCEF | Shares | $1.0M | 54K |
| Ishares Tr | IYW | Shares | $1.0M | 6K |
| First Tr Exchange Traded Fd | RDVY | Shares | $995K | 15K |
| Aim Etf Products Trust | JANT | Shares | $970K | 24K |
| Morgan Stanley Etf Trust | EVSM | Shares | $952K | 19K |
| Ishares Tr | ISCV | Shares | $943K | 14K |
| Vanguard Whitehall Fds | VYMI | Shares | $865K | 9K |
| Doubleline Etf Trust | DBND | Shares | $860K | 19K |
| Ishares Inc | EMXC | Shares | $856K | 11K |
| Welltower Inc | WELL | Shares | $831K | 4K |
| Invesco Exchange Traded Fd T | RSP | Shares | $794K | 4K |
| Blackrock Etf Trust Ii | CLOA | Shares | $787K | 15K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $781K | 14K |
| Exxon Mobil Corp | XOM | Shares | $740K | 4K |
| Ishares Tr | ICVT | Shares | $690K | 7K |
| Spdr Gold Tr | GLD | Shares | $669K | 2K |
| Blackrock Etf Trust Ii | BINC | Shares | $660K | 13K |
| Goldman Sachs Etf Tr | GPIQ | Shares | $647K | 13K |
| Ishares Tr | ITOT | Shares | $623K | 4K |
| Select Sector Spdr Tr | XLF | Shares | $606K | 12K |
| Midcap Financial Invstmnt Co | MFIC | Shares | $603K | 54K |
| Ishares Gold Tr | IAU | Shares | $601K | 7K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $591K | 6K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $580K | 8K |
| Tesla Inc | TSLA | Shares | $574K | 2K |
| Ab Active Etfs Inc | SYFI | Shares | $567K | 16K |
| Aim Etf Products Trust | OCTT | Shares | $561K | 13K |
| Broadcom Inc | AVGO | Shares | $559K | 2K |
| Ishares Tr | IJH | Shares | $548K | 8K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $535K | 3K |
| Vanguard World Fd | VDE | Shares | $503K | 3K |
| Vanguard World Fd | VDC | Shares | $483K | 2K |
| Ishares Silver Tr | SLV | Shares | $474K | 7K |
| Vanguard World Fd | VFH | Shares | $471K | 4K |
| Ishares Tr | DSI | Shares | $449K | 4K |
| Costco Wholesale Corporation | COST | Shares | $447K | 449 |
| Crowdstrike Hldgs Inc | CRWD | Shares | $401K | 1K |
| Aim Etf Products Trust | JUNT | Shares | $397K | 11K |
| Ishares Tr | IJJ | Shares | $384K | 3K |
| Vanguard Bd Index Fds | BIV | Shares | $374K | 5K |
| Ishares Tr | IHI | Shares | $355K | 7K |
| Eaton Corp Plc | Shares | $354K | 989 | |
| Northern Lts Fd Tr Iv | IBD | Shares | $346K | 15K |
| Merck & Co Inc | MRK | Shares | $346K | 3K |
| Schwab Strategic Tr | SCHX | Shares | $339K | 13K |
| Realty Income Corp | O | Shares | $339K | 6K |
| Vanguard World Fd | VHT | Shares | $333K | 1K |
| Schwab Strategic Tr | SCHF | Shares | $328K | 13K |
| Jpmorgan Chase & Co | JPM | Shares | $324K | 1K |
| Aim Etf Products Trust | APRT | Shares | $320K | 8K |
| Vanguard World Fd | VPU | Shares | $318K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $315K | 2K |
| Strategy Inc | MSTR | Shares | $314K | 3K |
| Aim Etf Products Trust | JANW | Shares | $291K | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.