PANORAMIC INVESTMENT ADVISORS, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$162.9B
Holdings
121
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 318,691 | $23.2B | 14.22% | |
| 2 | SCHVSCHWAB STRATEGIC TR | 205,930 | $5.7B | 3.50% | |
| 3 | VPLSVANGUARD MALVERN FDS | 72,716 | $5.7B | 3.47% | |
| 4 | SCHGSCHWAB STRATEGIC TR | 160,181 | $4.7B | 2.87% | |
| 5 | QUALISHARES TR | 25,554 | $4.7B | 2.87% | |
| 6 | VUGVANGUARD INDEX FDS | 9,530 | $4.2B | 2.57% | |
| 7 | GOOGALPHABET INC | 22,942 | $4.1B | 2.50% | |
| 8 | ICSHISHARES TR | 79,084 | $4.0B | 2.46% | |
| 9 | FBTCFIDELITY WISE ORIGIN BITCOIN | 39,569 | $3.7B | 2.28% | |
| 10 | SCHDSCHWAB STRATEGIC TR | 134,299 | $3.6B | 2.19% | |
| 11 | IBITISHARES BITCOIN TRUST ETF | 52,873 | $3.2B | 1.99% | |
| 12 | MOATVANECK ETF TRUST | 33,650 | $3.2B | 1.94% | |
| 13 | NDQINVESCO QQQ TR | 5,523 | $3.0B | 1.87% | |
| 14 | VYMVANGUARD WHITEHALL FDS | 22,448 | $3.0B | 1.84% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,120 | $3.0B | 1.83% | |
| 16 | JEPIJ P MORGAN EXCHANGE TRADED F | 50,494 | $2.9B | 1.76% | |
| 17 | DFLVDIMENSIONAL ETF TRUST | 88,653 | $2.8B | 1.69% | |
| 18 | VOOVANGUARD INDEX FDS | 4,753 | $2.7B | 1.66% | |
| 19 | IVVISHARES TR | 4,334 | $2.7B | 1.65% | |
| 20 | IYWISHARES TR | 15,404 | $2.7B | 1.64% | |
| 21 | AQLTISHARES TR | 31,287 | $2.6B | 1.60% | |
| 22 | SCHBSCHWAB STRATEGIC TR | 87,307 | $2.1B | 1.28% | |
| 23 | AAPLAPPLE INC | 10,140 | $2.1B | 1.28% | |
| 24 | TLTISHARES TR | 22,915 | $2.0B | 1.24% | |
| 25 | VGTVANGUARD WORLD FD | 3,033 | $2.0B | 1.24% | |
| 26 | NVDANVIDIA CORPORATION | 12,642 | $2.0B | 1.23% | |
| 27 | GOOGLALPHABET INC | 10,903 | $1.9B | 1.18% | |
| 28 | METAMETA PLATFORMS INC | 2,593 | $1.9B | 1.18% | |
| 29 | MAXJISHARES TR | 68,250 | $1.9B | 1.15% | |
| 30 | XLESELECT SECTOR SPDR TR | 22,057 | $1.9B | 1.15% | |
| 31 | MSFTMICROSOFT CORP | 3,616 | $1.8B | 1.10% | |
| 32 | SCHMSCHWAB STRATEGIC TR | 64,026 | $1.8B | 1.10% | |
| 33 | DGRWWISDOMTREE TR | 21,117 | $1.8B | 1.09% | |
| 34 | SCHASCHWAB STRATEGIC TR | 65,833 | $1.7B | 1.02% | |
| 35 | QQHNORTHERN LTS FD TR III | 24,527 | $1.7B | 1.02% | |
| 36 | ABTABBOTT LABS | 12,107 | $1.6B | 1.01% | |
| 37 | AMZNAMAZON COM INC | 6,874 | $1.5B | 0.93% | |
| 38 | LGHNORTHERN LTS FD TR III | 27,379 | $1.5B | 0.92% | |
| 39 | IDV*ISHARES TR | 33,580 | $1.2B | 0.71% | |
| 40 | SCHWSCHWAB CHARLES CORP | 12,533 | $1.1B | 0.70% | |
| 41 | VXUSVANGUARD STAR FDS | 15,669 | $1.1B | 0.66% | |
| 42 | PCEFINVESCO EXCH TRADED FD TR II | 51,203 | $1.0B | 0.61% | |
| 43 | PEPPEPSICO INC | 7,186 | $948.8M | 0.58% | |
| 44 | DTDWISDOMTREE TR | 11,572 | $920.2M | 0.57% | |
| 45 | RDVYFIRST TR EXCHANGE TRADED FD | 14,566 | $913.9M | 0.56% | |
| 46 | EVSMMORGAN STANLEY ETF TRUST | 17,417 | $870.9M | 0.53% | |
| 47 | GSEWGOLDMAN SACHS ETF TR | 10,285 | $838.6M | 0.51% | |
| 48 | ISCVISHARES TR | 13,380 | $821.4M | 0.50% | |
| 49 | JEPQJ P MORGAN EXCHANGE TRADED F | 13,580 | $738.8M | 0.45% | |
| 50 | VYMIVANGUARD WHITEHALL FDS | 8,850 | $709.0M | 0.44% | |
| 51 | RSPINVESCO EXCHANGE TRADED FD T | 3,748 | $681.2M | 0.42% | |
| 52 | MFICMIDCAP FINANCIAL INVSTMNT CO | 53,630 | $676.8M | 0.42% | |
| 53 | WELLWELLTOWER INC | 4,252 | $653.7M | 0.40% | |
| 54 | GQ9SPDR GOLD TR | 2,030 | $618.8M | 0.38% | |
| 55 | ITOTISHARES TR | 4,528 | $611.5M | 0.38% | |
| 56 | FTCSFIRST TR EXCHANGE-TRADED FD | 6,720 | $610.8M | 0.38% | |
| 57 | XLFSELECT SECTOR SPDR TR | 11,399 | $597.0M | 0.37% | |
| 58 | EMXCISHARES INC | 9,184 | $579.9M | 0.36% | |
| 59 | SPLVINVESCO EXCH TRADED FD TR II | 7,818 | $569.3M | 0.35% | |
| 60 | DBNDDOUBLELINE ETF TRUST | 12,175 | $563.0M | 0.35% | |
| 61 | COSTCOSTCO WHSL CORP NEW | 550 | $544.5M | 0.33% | |
| 62 | OCTTAIM ETF PRODUCTS TRUST | 13,250 | $531.9M | 0.33% | |
| 63 | AVGOBROADCOM INC | 1,847 | $509.1M | 0.31% | |
| 64 | XOMEXXON MOBIL CORP | 4,711 | $507.9M | 0.31% | |
| 65 | CRWDCROWDSTRIKE HLDGS INC | 968 | $493.0M | 0.30% | |
| 66 | VFHVANGUARD WORLD FD | 3,813 | $485.4M | 0.30% | |
| 67 | IJHISHARES TR | 7,787 | $483.0M | 0.30% | |
| 68 | VDCVANGUARD WORLD FD | 2,119 | $464.1M | 0.28% | |
| 69 | JANTAIM ETF PRODUCTS TRUST | 12,125 | $458.1M | 0.28% | |
| 70 | MIGAMICROSTRATEGY INC | 1,130 | $456.8M | 0.28% | |
| 71 | BINCBLACKROCK ETF TRUST II | 8,550 | $451.8M | 0.28% | |
| 72 | IHIISHARES TR | 7,114 | $445.6M | 0.27% | |
| 73 | IAU*ISHARES GOLD TR | 6,830 | $425.9M | 0.26% | |
| 74 | VTVVANGUARD INDEX FDS | 2,262 | $399.8M | 0.25% | |
| 75 | SILASILA REALTY TRUST INC | 16,099 | $381.1M | 0.23% | |
| 76 | JUNTAIM ETF PRODUCTS TRUST | 11,050 | $376.3M | 0.23% | |
| 77 | ETNEATON CORP PLC | 1,029 | $367.3M | 0.23% | |
| 78 | JPMJPMORGAN CHASE & CO. | 1,242 | $360.1M | 0.22% | |
| 79 | IJJISHARES TR | 2,900 | $358.4M | 0.22% | |
| 80 | IGSBISHARES TR | 6,748 | $356.0M | 0.22% | |
| 81 | AHRAMERICAN HEALTHCARE REIT INC | 9,690 | $356.0M | 0.22% | |
| 82 | TSLATESLA INC | 1,089 | $345.9M | 0.21% | |
| 83 | GBTCGRAYSCALE BITCOIN TRUST ETF | 4,027 | $341.6M | 0.21% | |
| 84 | VDEVANGUARD WORLD FD | 2,853 | $339.8M | 0.21% | |
| 85 | SCHXSCHWAB STRATEGIC TR | 13,819 | $337.7M | 0.21% | |
| 86 | DYHTARGET CORP | 3,392 | $334.6M | 0.21% | |
| 87 | OREALTY INCOME CORP | 5,634 | $324.5M | 0.20% | |
| 88 | FSKFS KKR CAP CORP | 15,634 | $324.4M | 0.20% | |
| 89 | BIVVANGUARD BD INDEX FDS | 4,100 | $317.1M | 0.19% | |
| 90 | VHTVANGUARD WORLD FD | 1,250 | $310.5M | 0.19% | |
| 91 | APRTAIM ETF PRODUCTS TRUST | 7,525 | $295.5M | 0.18% | |
| 92 | VPUVANGUARD WORLD FD | 1,637 | $288.9M | 0.18% | |
| 93 | FNCLFIDELITY COVINGTON TRUST | 3,900 | $288.8M | 0.18% | |
| 94 | OCTWAIM ETF PRODUCTS TRUST | 7,500 | $277.6M | 0.17% | |
| 95 | EVLNMORGAN STANLEY ETF TRUST | 5,529 | $275.7M | 0.17% | |
| 96 | HIGHSIMPLIFY EXCHANGE TRADED FUN | 11,300 | $273.8M | 0.17% | |
| 97 | XLVSELECT SECTOR SPDR TR | 2,025 | $272.9M | 0.17% | |
| 98 | MGCVANGUARD WORLD FD | 1,200 | $269.9M | 0.17% | |
| 99 | PLTRPALANTIR TECHNOLOGIES INC | 1,937 | $264.1M | 0.16% | |
| 100 | SUSAISHARES TR | 2,077 | $263.3M | 0.16% |
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