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)

#StockSharesValue% PortfolioType
1
SPYMSPDR SERIES TRUST
318,691$23.2B14.22%
2
SCHVSCHWAB STRATEGIC TR
205,930$5.7B3.50%
3
VPLSVANGUARD MALVERN FDS
72,716$5.7B3.47%
4
SCHGSCHWAB STRATEGIC TR
160,181$4.7B2.87%
5
QUALISHARES TR
25,554$4.7B2.87%
6
VUGVANGUARD INDEX FDS
9,530$4.2B2.57%
7
GOOGALPHABET INC
22,942$4.1B2.50%
8
ICSHISHARES TR
79,084$4.0B2.46%
9
FBTCFIDELITY WISE ORIGIN BITCOIN
39,569$3.7B2.28%
10
SCHDSCHWAB STRATEGIC TR
134,299$3.6B2.19%
11
IBITISHARES BITCOIN TRUST ETF
52,873$3.2B1.99%
12
MOATVANECK ETF TRUST
33,650$3.2B1.94%
13
NDQINVESCO QQQ TR
5,523$3.0B1.87%
14
VYMVANGUARD WHITEHALL FDS
22,448$3.0B1.84%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
6,120$3.0B1.83%
16
JEPIJ P MORGAN EXCHANGE TRADED F
50,494$2.9B1.76%
17
DFLVDIMENSIONAL ETF TRUST
88,653$2.8B1.69%
18
VOOVANGUARD INDEX FDS
4,753$2.7B1.66%
19
IVVISHARES TR
4,334$2.7B1.65%
20
IYWISHARES TR
15,404$2.7B1.64%
21
AQLTISHARES TR
31,287$2.6B1.60%
22
SCHBSCHWAB STRATEGIC TR
87,307$2.1B1.28%
23
AAPLAPPLE INC
10,140$2.1B1.28%
24
TLTISHARES TR
22,915$2.0B1.24%
25
VGTVANGUARD WORLD FD
3,033$2.0B1.24%
26
NVDANVIDIA CORPORATION
12,642$2.0B1.23%
27
GOOGLALPHABET INC
10,903$1.9B1.18%
28
METAMETA PLATFORMS INC
2,593$1.9B1.18%
29
MAXJISHARES TR
68,250$1.9B1.15%
30
XLESELECT SECTOR SPDR TR
22,057$1.9B1.15%
31
MSFTMICROSOFT CORP
3,616$1.8B1.10%
32
SCHMSCHWAB STRATEGIC TR
64,026$1.8B1.10%
33
DGRWWISDOMTREE TR
21,117$1.8B1.09%
34
SCHASCHWAB STRATEGIC TR
65,833$1.7B1.02%
35
QQHNORTHERN LTS FD TR III
24,527$1.7B1.02%
36
ABTABBOTT LABS
12,107$1.6B1.01%
37
AMZNAMAZON COM INC
6,874$1.5B0.93%
38
LGHNORTHERN LTS FD TR III
27,379$1.5B0.92%
39
IDV*ISHARES TR
33,580$1.2B0.71%
40
SCHWSCHWAB CHARLES CORP
12,533$1.1B0.70%
41
VXUSVANGUARD STAR FDS
15,669$1.1B0.66%
42
PCEFINVESCO EXCH TRADED FD TR II
51,203$1.0B0.61%
43
PEPPEPSICO INC
7,186$948.8M0.58%
44
DTDWISDOMTREE TR
11,572$920.2M0.57%
45
RDVYFIRST TR EXCHANGE TRADED FD
14,566$913.9M0.56%
46
EVSMMORGAN STANLEY ETF TRUST
17,417$870.9M0.53%
47
GSEWGOLDMAN SACHS ETF TR
10,285$838.6M0.51%
48
ISCVISHARES TR
13,380$821.4M0.50%
49
JEPQJ P MORGAN EXCHANGE TRADED F
13,580$738.8M0.45%
50
VYMIVANGUARD WHITEHALL FDS
8,850$709.0M0.44%
51
RSPINVESCO EXCHANGE TRADED FD T
3,748$681.2M0.42%
52
MFICMIDCAP FINANCIAL INVSTMNT CO
53,630$676.8M0.42%
53
WELLWELLTOWER INC
4,252$653.7M0.40%
54
GQ9SPDR GOLD TR
2,030$618.8M0.38%
55
ITOTISHARES TR
4,528$611.5M0.38%
56
FTCSFIRST TR EXCHANGE-TRADED FD
6,720$610.8M0.38%
57
XLFSELECT SECTOR SPDR TR
11,399$597.0M0.37%
58
EMXCISHARES INC
9,184$579.9M0.36%
59
SPLVINVESCO EXCH TRADED FD TR II
7,818$569.3M0.35%
60
DBNDDOUBLELINE ETF TRUST
12,175$563.0M0.35%
61
COSTCOSTCO WHSL CORP NEW
550$544.5M0.33%
62
OCTTAIM ETF PRODUCTS TRUST
13,250$531.9M0.33%
63
AVGOBROADCOM INC
1,847$509.1M0.31%
64
XOMEXXON MOBIL CORP
4,711$507.9M0.31%
65
CRWDCROWDSTRIKE HLDGS INC
968$493.0M0.30%
66
VFHVANGUARD WORLD FD
3,813$485.4M0.30%
67
IJHISHARES TR
7,787$483.0M0.30%
68
VDCVANGUARD WORLD FD
2,119$464.1M0.28%
69
JANTAIM ETF PRODUCTS TRUST
12,125$458.1M0.28%
70
MIGAMICROSTRATEGY INC
1,130$456.8M0.28%
71
BINCBLACKROCK ETF TRUST II
8,550$451.8M0.28%
72
IHIISHARES TR
7,114$445.6M0.27%
73
IAU*ISHARES GOLD TR
6,830$425.9M0.26%
74
VTVVANGUARD INDEX FDS
2,262$399.8M0.25%
75
SILASILA REALTY TRUST INC
16,099$381.1M0.23%
76
JUNTAIM ETF PRODUCTS TRUST
11,050$376.3M0.23%
77
ETNEATON CORP PLC
1,029$367.3M0.23%
78
JPMJPMORGAN CHASE & CO.
1,242$360.1M0.22%
79
IJJISHARES TR
2,900$358.4M0.22%
80
IGSBISHARES TR
6,748$356.0M0.22%
81
AHRAMERICAN HEALTHCARE REIT INC
9,690$356.0M0.22%
82
TSLATESLA INC
1,089$345.9M0.21%
83
GBTCGRAYSCALE BITCOIN TRUST ETF
4,027$341.6M0.21%
84
VDEVANGUARD WORLD FD
2,853$339.8M0.21%
85
SCHXSCHWAB STRATEGIC TR
13,819$337.7M0.21%
86
DYHTARGET CORP
3,392$334.6M0.21%
87
OREALTY INCOME CORP
5,634$324.5M0.20%
88
FSKFS KKR CAP CORP
15,634$324.4M0.20%
89
BIVVANGUARD BD INDEX FDS
4,100$317.1M0.19%
90
VHTVANGUARD WORLD FD
1,250$310.5M0.19%
91
APRTAIM ETF PRODUCTS TRUST
7,525$295.5M0.18%
92
VPUVANGUARD WORLD FD
1,637$288.9M0.18%
93
FNCLFIDELITY COVINGTON TRUST
3,900$288.8M0.18%
94
OCTWAIM ETF PRODUCTS TRUST
7,500$277.6M0.17%
95
EVLNMORGAN STANLEY ETF TRUST
5,529$275.7M0.17%
96
HIGHSIMPLIFY EXCHANGE TRADED FUN
11,300$273.8M0.17%
97
XLVSELECT SECTOR SPDR TR
2,025$272.9M0.17%
98
MGCVANGUARD WORLD FD
1,200$269.9M0.17%
99
PLTRPALANTIR TECHNOLOGIES INC
1,937$264.1M0.16%
100
SUSAISHARES TR
2,077$263.3M0.16%
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