PANORAMIC INVESTMENT ADVISORS, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$184.0B
Holdings
126
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 322,251 | $25.9B | 14.05% | |
| 2 | VUGVANGUARD INDEX FDS | 13,808 | $6.7B | 3.66% | |
| 3 | VPLSVANGUARD MALVERN FDS | 85,680 | $6.7B | 3.64% | |
| 4 | SCHVSCHWAB STRATEGIC TR | 220,061 | $6.5B | 3.54% | |
| 5 | SCHGSCHWAB STRATEGIC TR | 177,910 | $5.8B | 3.15% | |
| 6 | GOOGALPHABET INC | 18,056 | $5.7B | 3.08% | |
| 7 | ICSHISHARES TR | 95,720 | $4.8B | 2.63% | |
| 8 | SCHDSCHWAB STRATEGIC TR | 135,285 | $3.7B | 2.02% | |
| 9 | DFLVDIMENSIONAL ETF TRUST | 104,526 | $3.6B | 1.94% | |
| 10 | NDQINVESCO QQQ TR | 5,567 | $3.4B | 1.86% | |
| 11 | VYMVANGUARD WHITEHALL FDS | 23,158 | $3.3B | 1.81% | |
| 12 | MOATVANECK ETF TRUST | 31,552 | $3.3B | 1.78% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,183 | $3.1B | 1.69% | |
| 14 | FBTCFIDELITY WISE ORIGIN BITCOIN | 40,283 | $3.1B | 1.67% | |
| 15 | IVVISHARES TR | 4,477 | $3.1B | 1.67% | |
| 16 | JEPIJ P MORGAN EXCHANGE TRADED F | 52,853 | $3.0B | 1.64% | |
| 17 | GOOGLALPHABET INC | 9,643 | $3.0B | 1.64% | |
| 18 | NVDANVIDIA CORPORATION | 15,173 | $2.8B | 1.54% | |
| 19 | IBITISHARES BITCOIN TRUST ETF | 54,173 | $2.7B | 1.46% | |
| 20 | VOOVANGUARD INDEX FDS | 4,275 | $2.7B | 1.46% | |
| 21 | TLTISHARES TR | 29,606 | $2.6B | 1.40% | |
| 22 | QUALISHARES TR | 12,822 | $2.5B | 1.38% | |
| 23 | AAPLAPPLE INC | 8,804 | $2.4B | 1.30% | |
| 24 | SCHBSCHWAB STRATEGIC TR | 90,180 | $2.4B | 1.29% | |
| 25 | SCHMSCHWAB STRATEGIC TR | 76,283 | $2.3B | 1.25% | |
| 26 | VGTVANGUARD WORLD FD | 3,032 | $2.3B | 1.24% | |
| 27 | SCHASCHWAB STRATEGIC TR | 79,140 | $2.3B | 1.22% | |
| 28 | AQLTISHARES TR | 24,286 | $2.2B | 1.18% | |
| 29 | BAIBLACKROCK ETF TRUST | 64,752 | $2.2B | 1.17% | |
| 30 | XLESELECT SECTOR SPDR TR | 43,561 | $1.9B | 1.06% | |
| 31 | MAXJISHARES TR | 68,250 | $1.9B | 1.05% | |
| 32 | QQHNORTHERN LTS FD TR III | 24,298 | $1.9B | 1.02% | |
| 33 | METAMETA PLATFORMS INC | 2,637 | $1.7B | 0.95% | |
| 34 | DGRWWISDOMTREE TR | 19,369 | $1.7B | 0.94% | |
| 35 | LGHNORTHERN LTS FD TR III | 27,023 | $1.7B | 0.91% | |
| 36 | AMZNAMAZON COM INC | 6,880 | $1.6B | 0.86% | |
| 37 | MSFTMICROSOFT CORP | 3,176 | $1.5B | 0.83% | |
| 38 | ABTABBOTT LABS | 11,986 | $1.5B | 0.82% | |
| 39 | EFVISHARES TR | 20,236 | $1.4B | 0.79% | |
| 40 | IDV*ISHARES TR | 36,023 | $1.4B | 0.77% | |
| 41 | SCHWSCHWAB CHARLES CORP | 13,333 | $1.3B | 0.72% | |
| 42 | PEPPEPSICO INC | 9,269 | $1.3B | 0.72% | |
| 43 | SHLDGLOBAL X FDS | 18,829 | $1.2B | 0.66% | |
| 44 | VXUSVANGUARD STAR FDS | 15,447 | $1.2B | 0.63% | |
| 45 | IYWISHARES TR | 5,629 | $1.1B | 0.61% | |
| 46 | PCEFINVESCO EXCH TRADED FD TR II | 54,905 | $1.1B | 0.59% | |
| 47 | RDVYFIRST TR EXCHANGE TRADED FD | 14,566 | $1.0B | 0.55% | |
| 48 | GRNYTIDAL TRUST I | 40,515 | $1.0B | 0.55% | |
| 49 | DTDWISDOMTREE TR | 11,796 | $1.0B | 0.54% | |
| 50 | EVSMMORGAN STANLEY ETF TRUST | 18,659 | $939.0M | 0.51% | |
| 51 | ISCVISHARES TR | 13,525 | $926.0M | 0.50% | |
| 52 | JEPQJ P MORGAN EXCHANGE TRADED F | 13,805 | $802.0M | 0.44% | |
| 53 | WELLWELLTOWER INC | 4,252 | $789.0M | 0.43% | |
| 54 | VYMIVANGUARD WHITEHALL FDS | 8,475 | $762.0M | 0.41% | |
| 55 | EMXCISHARES INC | 10,405 | $756.0M | 0.41% | |
| 56 | DBNDDOUBLELINE ETF TRUST | 15,125 | $701.0M | 0.38% | |
| 57 | CLOABLACKROCK ETF TRUST II | 13,238 | $684.0M | 0.37% | |
| 58 | XLFSELECT SECTOR SPDR TR | 12,008 | $657.0M | 0.36% | |
| 59 | RSPINVESCO EXCHANGE TRADED FD T | 3,396 | $650.0M | 0.35% | |
| 60 | ITOTISHARES TR | 4,361 | $648.0M | 0.35% | |
| 61 | AVGOBROADCOM INC | 1,841 | $637.0M | 0.35% | |
| 62 | GQ9SPDR GOLD TR | 1,586 | $628.0M | 0.34% | |
| 63 | MFICMIDCAP FINANCIAL INVSTMNT CO | 53,630 | $613.0M | 0.33% | |
| 64 | GPIQGOLDMAN SACHS ETF TR | 11,482 | $607.0M | 0.33% | |
| 65 | FTCSFIRST TR EXCHANGE-TRADED FD | 6,513 | $602.0M | 0.33% | |
| 66 | IAU*ISHARES GOLD TR | 7,184 | $583.0M | 0.32% | |
| 67 | OCTTAIM ETF PRODUCTS TRUST | 13,250 | $576.0M | 0.31% | |
| 68 | SPLVINVESCO EXCH TRADED FD TR II | 7,892 | $563.0M | 0.31% | |
| 69 | IJHISHARES TR | 8,129 | $536.0M | 0.29% | |
| 70 | BINCBLACKROCK ETF TRUST II | 10,050 | $530.0M | 0.29% | |
| 71 | XOMEXXON MOBIL CORP | 4,362 | $524.0M | 0.28% | |
| 72 | VFHVANGUARD WORLD FD | 3,890 | $519.0M | 0.28% | |
| 73 | SYFIAB ACTIVE ETFS INC | 14,304 | $513.0M | 0.28% | |
| 74 | TSLATESLA INC | 1,137 | $511.0M | 0.28% | |
| 75 | JANTAIM ETF PRODUCTS TRUST | 12,125 | $499.0M | 0.27% | |
| 76 | ICVTISHARES TR | 4,965 | $489.0M | 0.27% | |
| 77 | VDCVANGUARD WORLD FD | 2,142 | $452.0M | 0.25% | |
| 78 | CRWDCROWDSTRIKE HLDGS INC | 898 | $420.0M | 0.23% | |
| 79 | IHIISHARES TR | 6,649 | $413.0M | 0.22% | |
| 80 | SLVISHARES SILVER TR | 6,343 | $408.0M | 0.22% | |
| 81 | COSTCOSTCO WHSL CORP NEW | 449 | $387.0M | 0.21% | |
| 82 | AHRAMERICAN HEALTHCARE REIT INC | 8,006 | $376.0M | 0.20% | |
| 83 | JUNTAIM ETF PRODUCTS TRUST | 10,300 | $374.0M | 0.20% | |
| 84 | SCHXSCHWAB STRATEGIC TR | 13,878 | $373.0M | 0.20% | |
| 85 | VDEVANGUARD WORLD FD | 2,891 | $364.0M | 0.20% | |
| 86 | VHTVANGUARD WORLD FD | 1,217 | $350.0M | 0.19% | |
| 87 | IJJISHARES TR | 2,650 | $348.0M | 0.19% | |
| 88 | PLTRPALANTIR TECHNOLOGIES INC | 1,956 | $347.0M | 0.19% | |
| 89 | JPMJPMORGAN CHASE & CO. | 1,013 | $326.0M | 0.18% | |
| 90 | BIVVANGUARD BD INDEX FDS | 4,100 | $319.0M | 0.17% | |
| 91 | ETNEATON CORP PLC | 989 | $315.0M | 0.17% | |
| 92 | OREALTY INCOME CORP | 5,482 | $309.0M | 0.17% | |
| 93 | VPUVANGUARD WORLD FD | 1,654 | $306.0M | 0.17% | |
| 94 | FNCLFIDELITY COVINGTON TRUST | 3,900 | $303.0M | 0.16% | |
| 95 | MGCVANGUARD WORLD FD | 1,200 | $301.0M | 0.16% | |
| 96 | OCTWAIM ETF PRODUCTS TRUST | 7,500 | $292.0M | 0.16% | |
| 97 | MRKMERCK & CO INC | 2,773 | $291.0M | 0.16% | |
| 98 | SCHFSCHWAB STRATEGIC TR | 12,132 | $291.0M | 0.16% | |
| 99 | IGSBISHARES TR | 5,444 | $287.0M | 0.16% | |
| 100 | XLVSELECT SECTOR SPDR TR | 1,800 | $278.0M | 0.15% |
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