Panoramic Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Panoramic Investment Advisors, Llc disclosed 134 stock positions valued at approximately $209.06M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, SCHWAB STRATEGIC TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 134
- Portfolio Value
- $209.06M
Holdings by Sector
Panoramic Investment Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 13.96% | 332,122 | +9,871 | +3.06% | $29,186,855 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.79% | 227,702 | +7,641 | +3.47% | $7,926,292 |
| VANGUARD INDEX FDS | VUG | Other | 3.79% | 91,944 | +78,136 | +565.87% | $7,920,030 |
| SCHWAB STRATEGIC TR | SCHG | Other | 2.85% | 175,967 | -1,943 | -1.09% | $5,954,710 |
| ALPHABET INC | GOOG | Communication Services | 2.82% | 16,690 | -1,366 | -7.57% | $5,897,048 |
| ISHARES TR | ICSH | Other | 2.41% | 99,644 | +3,924 | +4.10% | $5,040,006 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 2.14% | 113,194 | +8,668 | +8.29% | $4,475,691 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.01% | 132,403 | -2,882 | -2.13% | $4,198,500 |
| INVESCO QQQ TR | QQQ | Other | 1.95% | 5,534 | -33 | -0.59% | $4,075,542 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.77% | 23,474 | +316 | +1.36% | $3,709,601 |
| ISHARES TR | IEFA | Other | 1.76% | 38,002 | +13,716 | +56.48% | $3,670,259 |
| ISHARES TR | IVV | Other | 1.64% | 4,583 | +106 | +2.37% | $3,431,900 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.60% | 59,374 | -343,812 | -85.27% | $3,353,437 |
| ALPHABET INC | GOOGL | Communication Services | 1.60% | 9,380 | -263 | -2.73% | $3,352,131 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.56% | 90,195 | +11,055 | +13.97% | $3,258,761 |
| VANECK ETF TRUST | MOAT | Other | 1.56% | 31,275 | -277 | -0.88% | $3,251,332 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.53% | 86,533 | +10,250 | +13.44% | $3,190,489 |
| VANGUARD INDEX FDS | VOO | Other | 1.43% | 4,347 | +72 | +1.68% | $2,985,798 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.40% | 5,842 | -341 | -5.52% | $2,923,278 |
| NVIDIA CORPORATION | NVDA | Technology | 1.37% | 14,304 | -869 | -5.73% | $2,862,132 |
| APPLE INC | AAPL | Technology | 1.34% | 9,671 | +867 | +9.85% | $2,798,450 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.32% | 52,133 | +8,572 | +19.68% | $2,768,801 |
| VANGUARD WORLD FD | VGT | Other | 1.30% | 22,689 | +19,657 | +648.32% | $2,711,799 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.25% | 89,992 | -188 | -0.21% | $2,606,179 |
| ISHARES TR | TLT | Other | 1.22% | 29,403 | -203 | -0.69% | $2,541,006 |
| ISHARES TR | QUAL | Other | 1.08% | 10,250 | -2,572 | -20.06% | $2,249,157 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 1.00% | 40,882 | +599 | +1.49% | $2,087,026 |
| ISHARES TR | EFV | Other | 0.96% | 26,240 | +6,004 | +29.67% | $2,008,667 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.88% | 55,129 | +956 | +1.76% | $1,835,244 |
| NORTHERN LTS FD TR III | QQH | Other | 0.84% | 20,601 | -3,697 | -15.22% | $1,763,468 |
Showing 30 of 134 holdings in the latest reporting period.