PANORAMIC INVESTMENT ADVISORS, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$148.1B
Holdings
115
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SER TR | 282,554 | $18.6B | 12.55% | |
| 2 | VPLSVANGUARD MALVERN FDS | 99,319 | $7.7B | 5.20% | |
| 3 | SCHVSCHWAB STRATEGIC TR | 195,619 | $5.2B | 3.51% | |
| 4 | QUALISHARES TR | 26,335 | $4.5B | 3.04% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 153,253 | $4.3B | 2.89% | |
| 6 | SCHGSCHWAB STRATEGIC TR | 149,415 | $3.7B | 2.53% | |
| 7 | GOOGALPHABET INC | 23,416 | $3.7B | 2.47% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,288 | $3.3B | 2.26% | |
| 9 | MOATVANECK ETF TRUST | 36,775 | $3.2B | 2.19% | |
| 10 | VUGVANGUARD INDEX FDS | 8,053 | $3.0B | 2.02% | |
| 11 | VYMVANGUARD WHITEHALL FDS | 22,381 | $2.9B | 1.95% | |
| 12 | FBTCFIDELITY WISE ORIGIN BITCOIN | 39,872 | $2.9B | 1.94% | |
| 13 | JEPIJ P MORGAN EXCHANGE TRADED F | 49,681 | $2.8B | 1.92% | |
| 14 | DFLVDIMENSIONAL ETF TRUST | 87,382 | $2.7B | 1.80% | |
| 15 | VOOVANGUARD INDEX FDS | 5,070 | $2.6B | 1.76% | |
| 16 | NDQINVESCO QQQ TR | 5,540 | $2.6B | 1.75% | |
| 17 | AAPLAPPLE INC | 11,389 | $2.5B | 1.71% | |
| 18 | IBITISHARES BITCOIN TRUST ETF | 53,230 | $2.5B | 1.68% | |
| 19 | ICSHISHARES TR | 48,460 | $2.5B | 1.66% | |
| 20 | IVVISHARES TR | 4,294 | $2.4B | 1.63% | |
| 21 | AQLTISHARES TR | 29,507 | $2.2B | 1.51% | |
| 22 | TLTISHARES TR | 23,247 | $2.1B | 1.43% | |
| 23 | XLESELECT SECTOR SPDR TR | 21,844 | $2.0B | 1.38% | |
| 24 | IYWISHARES TR | 13,834 | $1.9B | 1.31% | |
| 25 | SCHBSCHWAB STRATEGIC TR | 86,505 | $1.9B | 1.26% | |
| 26 | MAXJISHARES TR | 68,650 | $1.8B | 1.20% | |
| 27 | ABTABBOTT LABS | 13,083 | $1.7B | 1.17% | |
| 28 | GOOGLALPHABET INC | 10,997 | $1.7B | 1.15% | |
| 29 | DGRWWISDOMTREE TR | 20,941 | $1.7B | 1.13% | |
| 30 | VGTVANGUARD WORLD FD | 3,074 | $1.7B | 1.13% | |
| 31 | QQHNORTHERN LTS FD TR III | 27,190 | $1.6B | 1.07% | |
| 32 | MSFTMICROSOFT CORP | 4,099 | $1.5B | 1.04% | |
| 33 | SCHMSCHWAB STRATEGIC TR | 56,996 | $1.5B | 1.01% | |
| 34 | LGHNORTHERN LTS FD TR III | 30,474 | $1.5B | 0.99% | |
| 35 | METAMETA PLATFORMS INC | 2,552 | $1.5B | 0.99% | |
| 36 | SCHASCHWAB STRATEGIC TR | 58,990 | $1.4B | 0.93% | |
| 37 | AMZNAMAZON COM INC | 6,819 | $1.3B | 0.88% | |
| 38 | NVDANVIDIA CORPORATION | 11,466 | $1.2B | 0.84% | |
| 39 | PEPPEPSICO INC | 7,287 | $1.1B | 0.74% | |
| 40 | IDV*ISHARES TR | 34,353 | $1.1B | 0.72% | |
| 41 | SCHWSCHWAB CHARLES CORP | 12,533 | $981.1M | 0.66% | |
| 42 | VXUSVANGUARD STAR FDS | 15,629 | $970.6M | 0.66% | |
| 43 | RDVYFIRST TR EXCHANGE TRADED FD | 16,466 | $963.9M | 0.65% | |
| 44 | PCEFINVESCO EXCH TRADED FD TR II | 50,912 | $959.7M | 0.65% | |
| 45 | DTDWISDOMTREE TR | 11,383 | $875.9M | 0.59% | |
| 46 | ISCVISHARES TR | 13,754 | $815.6M | 0.55% | |
| 47 | EVSMMORGAN STANLEY ETF TRUST | 14,888 | $742.0M | 0.50% | |
| 48 | IJJISHARES TR | 5,935 | $710.6M | 0.48% | |
| 49 | WELLWELLTOWER INC | 4,552 | $697.4M | 0.47% | |
| 50 | IJHISHARES TR | 11,905 | $694.6M | 0.47% | |
| 51 | IFRAISHARES TR | 15,394 | $693.8M | 0.47% | |
| 52 | MFICMIDCAP FINANCIAL INVSTMNT CO | 53,630 | $689.7M | 0.47% | |
| 53 | JEPQJ P MORGAN EXCHANGE TRADED F | 12,680 | $656.6M | 0.44% | |
| 54 | VYMIVANGUARD WHITEHALL FDS | 8,900 | $655.8M | 0.44% | |
| 55 | RSPINVESCO EXCHANGE TRADED FD T | 3,748 | $649.3M | 0.44% | |
| 56 | FTCSFIRST TR EXCHANGE-TRADED FD | 6,810 | $610.4M | 0.41% | |
| 57 | SILASILA REALTY TRUST INC | 22,764 | $608.0M | 0.41% | |
| 58 | SPLVINVESCO EXCH TRADED FD TR II | 7,755 | $579.5M | 0.39% | |
| 59 | ITOTISHARES TR | 4,649 | $567.2M | 0.38% | |
| 60 | DBNDDOUBLELINE ETF TRUST | 12,175 | $562.1M | 0.38% | |
| 61 | XOMEXXON MOBIL CORP | 4,708 | $559.9M | 0.38% | |
| 62 | IJSISHARES TR | 5,480 | $534.2M | 0.36% | |
| 63 | VFHVANGUARD WORLD FD | 4,429 | $529.2M | 0.36% | |
| 64 | EMXCISHARES INC | 9,121 | $502.5M | 0.34% | |
| 65 | OCTTAIM ETF PRODUCTS TRUST | 13,250 | $493.2M | 0.33% | |
| 66 | CALFPACER FDS TR | 12,410 | $465.4M | 0.31% | |
| 67 | VDCVANGUARD WORLD FD | 2,107 | $461.1M | 0.31% | |
| 68 | BINCBLACKROCK ETF TRUST II | 8,550 | $447.8M | 0.30% | |
| 69 | GQ9SPDR GOLD TR | 1,520 | $438.0M | 0.30% | |
| 70 | IHIISHARES TR | 7,153 | $430.6M | 0.29% | |
| 71 | JANTAIM ETF PRODUCTS TRUST | 12,125 | $426.2M | 0.29% | |
| 72 | IAU*ISHARES GOLD TR | 6,787 | $400.2M | 0.27% | |
| 73 | AHRAMERICAN HEALTHCARE REIT INC | 13,199 | $399.9M | 0.27% | |
| 74 | FSKFS KKR CAP CORP | 18,501 | $387.6M | 0.26% | |
| 75 | IGSBISHARES TR | 7,293 | $381.9M | 0.26% | |
| 76 | XLFSELECT SECTOR SPDR TR | 7,544 | $375.8M | 0.25% | |
| 77 | AVGOBROADCOM INC | 2,199 | $368.2M | 0.25% | |
| 78 | VDEVANGUARD WORLD FD | 2,834 | $367.6M | 0.25% | |
| 79 | VHTVANGUARD WORLD FD | 1,381 | $365.5M | 0.25% | |
| 80 | JUNTAIM ETF PRODUCTS TRUST | 11,050 | $348.8M | 0.24% | |
| 81 | OREALTY INCOME CORP | 5,929 | $344.0M | 0.23% | |
| 82 | BIVVANGUARD BD INDEX FDS | 4,100 | $313.9M | 0.21% | |
| 83 | JPMJPMORGAN CHASE & CO. | 1,242 | $304.7M | 0.21% | |
| 84 | SCHXSCHWAB STRATEGIC TR | 13,789 | $304.5M | 0.21% | |
| 85 | XLVSELECT SECTOR SPDR TR | 2,050 | $299.3M | 0.20% | |
| 86 | FSCOFS CREDIT OPPORTUNITIES CORP | 42,106 | $296.8M | 0.20% | |
| 87 | LMTLOCKHEED MARTIN CORP | 642 | $286.8M | 0.19% | |
| 88 | EVLNMORGAN STANLEY ETF TRUST | 5,788 | $286.2M | 0.19% | |
| 89 | FNCLFIDELITY COVINGTON TRUST | 4,075 | $283.3M | 0.19% | |
| 90 | ETNEATON CORP PLC | 1,029 | $279.7M | 0.19% | |
| 91 | APRTAIM ETF PRODUCTS TRUST | 7,525 | $279.0M | 0.19% | |
| 92 | VPUVANGUARD WORLD FD | 1,628 | $278.1M | 0.19% | |
| 93 | MGCVANGUARD WORLD FD | 1,350 | $271.9M | 0.18% | |
| 94 | TSLATESLA INC | 1,036 | $268.5M | 0.18% | |
| 95 | SUSAISHARES TR | 2,334 | $268.1M | 0.18% | |
| 96 | CRWDCROWDSTRIKE HLDGS INC | 758 | $267.3M | 0.18% | |
| 97 | OCTWAIM ETF PRODUCTS TRUST | 7,500 | $263.4M | 0.18% | |
| 98 | GBTCGRAYSCALE BITCOIN TRUST ETF | 4,027 | $262.4M | 0.18% | |
| 99 | MRKMERCK & CO INC | 2,854 | $256.2M | 0.17% | |
| 100 | FHLCFIDELITY COVINGTON TRUST | 3,671 | $250.8M | 0.17% |
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