PANORAMIC INVESTMENT ADVISORS, LLC
CIK: 0001967332Latest portfolio: $184.0M · Q4 2025
Holdings
126
Total Value
$184.0M
New Positions
126
Closed Positions
0
Top Holdings
View All 126 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 322,251 | $25.9M | 14.05% | NEW | |
| 2 | VUGVANGUARD INDEX FDS | 13,808 | $6.7M | 3.66% | NEW | |
| 3 | VPLSVANGUARD MALVERN FDS | 85,680 | $6.7M | 3.64% | NEW | |
| 4 | SCHVSCHWAB STRATEGIC TR | 220,061 | $6.5M | 3.54% | NEW | |
| 5 | SCHGSCHWAB STRATEGIC TR | 177,910 | $5.8M | 3.15% | NEW | |
| 6 | GOOGALPHABET INC | 18,056 | $5.7M | 3.08% | NEW | |
| 7 | ICSHISHARES TR | 95,720 | $4.8M | 2.63% | NEW | |
| 8 | SCHDSCHWAB STRATEGIC TR | 135,285 | $3.7M | 2.02% | NEW | |
| 9 | DFLVDIMENSIONAL ETF TRUST | 104,526 | $3.6M | 1.94% | NEW | |
| 10 | NDQINVESCO QQQ TR | 5,567 | $3.4M | 1.86% | NEW | |
| 11 | VYMVANGUARD WHITEHALL FDS | 23,158 | $3.3M | 1.81% | NEW | |
| 12 | MOATVANECK ETF TRUST | 31,552 | $3.3M | 1.78% | NEW | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,183 | $3.1M | 1.69% | NEW | |
| 14 | FBTCFIDELITY WISE ORIGIN BITCOIN | 40,283 | $3.1M | 1.67% | NEW | |
| 15 | IVVISHARES TR | 4,477 | $3.1M | 1.67% | NEW | |
| 16 | JEPIJ P MORGAN EXCHANGE TRADED F | 52,853 | $3.0M | 1.64% | NEW | |
| 17 | GOOGLALPHABET INC | 9,643 | $3.0M | 1.64% | NEW | |
| 18 | NVDANVIDIA CORPORATION | 15,173 | $2.8M | 1.54% | NEW | |
| 19 | IBITISHARES BITCOIN TRUST ETF | 54,173 | $2.7M | 1.46% | NEW | |
| 20 | VOOVANGUARD INDEX FDS | 4,275 | $2.7M | 1.46% | NEW | |
| 21 | TLTISHARES TR | 29,606 | $2.6M | 1.40% | NEW | |
| 22 | QUALISHARES TR | 12,822 | $2.5M | 1.38% | NEW | |
| 23 | AAPLAPPLE INC | 8,804 | $2.4M | 1.30% | NEW | |
| 24 | SCHBSCHWAB STRATEGIC TR | 90,180 | $2.4M | 1.29% | NEW | |
| 25 | SCHMSCHWAB STRATEGIC TR | 76,283 | $2.3M | 1.25% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($34203107217219244032.0T)
Technology0.0% ($282923931535637440.0T)
Real Estate0.0% ($78937.6T)
Communication Services0.0% ($566.6T)
Consumer Cyclical0.0% ($1.6B)
Healthcare0.0% ($1.5B)
Consumer Defensive0.0% ($1.3B)
Energy0.0% ($524.2M)
Industrials0.0% ($315.2M)
Filing History
Fund Information
PANORAMIC INVESTMENT ADVISORS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $184.0M across 126 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 14.0% of the portfolio. Compared to the previous quarter, the fund opened 126 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.