PANORAMIC INVESTMENT ADVISORS, LLC
CIK: 0001967332SEC EDGAR →
Portfolio Value
$184.0M
Holdings
126
As of
Q4 2025
New Positions
126
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 322,251 | $25.9M | 14.05% |
| 2 | VANGUARD INDEX FDS | 13,808 | $6.7M | 3.66% |
| 3 | VANGUARD MALVERN FDS | 85,680 | $6.7M | 3.64% |
| 4 | SCHWAB STRATEGIC TR | 220,061 | $6.5M | 3.54% |
| 5 | SCHWAB STRATEGIC TR | 177,910 | $5.8M | 3.15% |
| 6 | ALPHABET INC | 18,056 | $5.7M | 3.08% |
| 7 | ISHARES TR | 95,720 | $4.8M | 2.63% |
| 8 | SCHWAB STRATEGIC TR | 135,285 | $3.7M | 2.02% |
| 9 | DIMENSIONAL ETF TRUST | 104,526 | $3.6M | 1.94% |
| 10 | INVESCO QQQ TR | 5,567 | $3.4M | 1.86% |
Quarterly Changes
New Positions (126)
$25.9M · 322K shares
$6.7M · 14K shares
$6.7M · 86K shares
$6.5M · 220K shares
$5.8M · 178K shares
$5.7M · 18K shares
$4.8M · 96K shares
$3.7M · 135K shares
$3.6M · 105K shares
$3.4M · 6K shares
$3.3M · 23K shares
$3.3M · 32K shares
$3.1M · 6K shares
$3.1M · 40K shares
$3.1M · 4K shares
$3.0M · 53K shares
$3.0M · 10K shares
$2.8M · 15K shares
$2.7M · 54K shares
$2.7M · 4K shares
$2.6M · 30K shares
$2.5M · 13K shares
$2.4M · 9K shares
$2.4M · 90K shares
$2.3M · 76K shares
$2.3M · 3K shares
$2.3M · 79K shares
$2.2M · 24K shares
$2.2M · 65K shares
$1.9M · 44K shares
$1.9M · 68K shares
$1.9M · 24K shares
$1.7M · 3K shares
$1.7M · 19K shares
$1.7M · 27K shares
$1.6M · 7K shares
$1.5M · 3K shares
$1.5M · 12K shares
$1.4M · 20K shares
$1.4M · 36K shares
$1.3M · 13K shares
$1.3M · 9K shares
$1.2M · 19K shares
$1.2M · 15K shares
$1.1M · 6K shares
$1.1M · 55K shares
$1.0M · 15K shares
$1.0M · 41K shares
$1.0M · 12K shares
$939K · 19K shares
$926K · 14K shares
$802K · 14K shares
$789K · 4K shares
$762K · 8K shares
$756K · 10K shares
$701K · 15K shares
$684K · 13K shares
$657K · 12K shares
$650K · 3K shares
$648K · 4K shares
$637K · 2K shares
$628K · 2K shares
$613K · 54K shares
$607K · 11K shares
$602K · 7K shares
$583K · 7K shares
$576K · 13K shares
$563K · 8K shares
$536K · 8K shares
$530K · 10K shares
$524K · 4K shares
$519K · 4K shares
$513K · 14K shares
$511K · 1K shares
$499K · 12K shares
$489K · 5K shares
$452K · 2K shares
$420K · 898 shares
$413K · 7K shares
$408K · 6K shares
$387K · 449 shares
$376K · 8K shares
$374K · 10K shares
$373K · 14K shares
$364K · 3K shares
$350K · 1K shares
$348K · 3K shares
$347K · 2K shares
$326K · 1K shares
$319K · 4K shares
$315K · 989 shares
$309K · 5K shares
$306K · 2K shares
$303K · 4K shares
$301K · 1K shares
$292K · 8K shares
$291K · 3K shares
$291K · 12K shares
$287K · 5K shares
$278K · 2K shares
$277K · 1K shares
$275K · 4K shares
$273K · 10K shares
$261K · 6K shares
$258K · 1K shares
$258K · 2K shares
$256K · 8K shares
$254K · 11K shares
$252K · 3K shares
$251K · 5K shares
$242K · 614 shares
$238K · 10K shares
$233K · 2K shares
$232K · 2K shares
$230K · 10K shares
$229K · 474 shares
$220K · 324 shares
$217K · 11K shares
$211K · 4K shares
$207K · 1K shares
$207K · 591 shares
$205K · 5K shares
$202K · 4K shares
$173K · 12K shares
$150K · 24K shares
$90K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 92 | $142.5M | 77.5% |
| Unknown | 8 | $13.5M | 7.3% |
| Communication Services | 3 | $10.4M | 5.7% |
| Technology | 8 | $8.8M | 4.8% |
| Consumer Cyclical | 2 | $2.1M | 1.1% |
| Real Estate | 5 | $1.8M | 1.0% |
| Healthcare | 2 | $1.8M | 1.0% |
| Consumer Defensive | 2 | $1.7M | 0.9% |
| Energy | 2 | $735K | 0.4% |
| Industrials | 2 | $544K | 0.3% |