Institutional
PANORAMIC INVESTMENT ADVISORS, LLC
CIK 0001967332
$184.9M
Reported AUM
130
Positions
Q1 2026
Period
2026-05-12
Filed
Editorial summary
Summary for PANORAMIC INVESTMENT ADVISORS, LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $87.07 | 0.09% | 20.54% | 76.10% | $25.2M | 13.61% | — | HELD |
| 2 | VPLS | VANGUARD MALVERN FDS | $76.56 | 0.04% | 3.07% | 11.39% | $6.9M | 3.71% | — | HELD |
| 3 | SCHV | SCHWAB STRATEGIC TR | $34.29 | 0.09% | 26.73% | 63.08% | $6.8M | 3.70% | — | HELD |
| 4 | VUG | VANGUARD INDEX FDS | $83.31 | -0.08% | 12.83% | 67.47% | $6.5M | 3.52% | — | HELD |
| 5 | SCHG | SCHWAB STRATEGIC TR | $33.68 | 0.29% | 13.95% | 75.19% | $5.2M | 2.81% | — | HELD |
| 6 | ICSH | ISHARES TR | $50.53 | 0.05% | 3.89% | 20.31% | $5.0M | 2.71% | — | HELD |
| 7 | GOOG | ALPHABET INC | $334.39 | 2.39% | 75.60% | 130.67% | $4.9M | 2.64% | — | HELD |
| 8 | SCHD | SCHWAB STRATEGIC TR | $33.88 | 1.35% | 33.19% | 56.41% | $4.1M | 2.20% | — | HELD |
| 9 | DFLV | DIMENSIONAL ETF TRUST | $40.77 | 0.25% | 34.06% | 65.42% | $4.0M | 2.15% | — | HELD |
| 10 | VYM | VANGUARD WHITEHALL FDS | $163.59 | 0.53% | 26.70% | 76.70% | $3.5M | 1.88% | — | HELD |
| 11 | QQQ | INVESCO QQQ TR | $674.05 | -1.18% | 22.54% | 83.19% | $3.2M | 1.74% | — | HELD |
| 12 | XLE | SELECT SECTOR SPDR TR | $58.87 | 0.87% | 38.72% | 185.36% | $3.2M | 1.74% | — | HELD |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $57.50 | 0.72% | 11.26% | 40.59% | $3.2M | 1.71% | — | HELD |
| 14 | MOAT | VANECK ETF TRUST | $108.15 | 1.79% | 14.36% | 49.84% | $3.1M | 1.66% | — | HELD |
| 15 | IVV | ISHARES TR | $742.45 | -0.01% | 20.42% | 75.78% | $3.0M | 1.60% | — | HELD |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.8M | 1.54% | — | HELD |
| 17 | GOOGL | ALPHABET INC | $334.52 | 2.44% | 76.51% | 132.04% | $2.8M | 1.50% | — | HELD |
| 18 | VOO | VANGUARD INDEX FDS | $679.15 | -0.02% | 20.57% | 76.11% | $2.6M | 1.42% | — | HELD |
| 19 | TLT | ISHARES TR | $84.09 | 0.41% | -0.09% | -32.92% | $2.6M | 1.41% | — | HELD |
| 20 | SCHM | SCHWAB STRATEGIC TR | $34.51 | -1.32% | 25.45% | 40.87% | $2.5M | 1.37% | — | HELD |
| 21 | NVDA | NVIDIA CORPORATION | $195.87 | -0.33% | 13.56% | 782.99% | $2.5M | 1.36% | — | HELD |
| 22 | SCHA | SCHWAB STRATEGIC TR | $33.49 | -1.12% | 34.28% | 38.83% | $2.5M | 1.34% | — | HELD |
| 23 | AAPL | APPLE INC | $336.91 | 1.17% | 68.71% | 129.45% | $2.4M | 1.31% | — | HELD |
| 24 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $56.17 | -0.60% | -43.88% | 1.91% | $2.4M | 1.30% | — | HELD |
| 25 | BAI | BLACKROCK ETF TRUST | $38.10 | -9.19% | 33.04% | 52.85% | $2.3M | 1.24% | — | HELD |
| 26 | SCHB | SCHWAB STRATEGIC TR | $28.62 | 0.10% | 21.02% | 68.79% | $2.3M | 1.23% | — | HELD |
| 27 | IEFA | ISHARES TR | $96.60 | -0.24% | 22.68% | 48.50% | $2.2M | 1.21% | — | HELD |
| 28 | VGT | VANGUARD WORLD FD | $110.81 | -1.44% | 32.10% | 114.86% | $2.1M | 1.16% | — | HELD |
| 29 | IBIT | ISHARES BITCOIN TRUST ETF | $36.51 | -0.69% | -43.72% | 2.03% | $2.1M | 1.14% | — | HELD |
| 30 | QUAL | ISHARES TR | $217.78 | 0.24% | 20.95% | 64.06% | $2.0M | 1.06% | — | HELD |
| 31 | MAXJ | ISHARES TR | $29.11 | -0.02% | — | — | $1.9M | 1.05% | — | HELD |
| 32 | EFV | ISHARES TR | $79.56 | 0.01% | — | — | $1.7M | 0.94% | — | HELD |
| 33 | DGRW | WISDOMTREE TR | $96.08 | 0.51% | — | — | $1.6M | 0.88% | — | HELD |
| 34 | QQH | NORTHERN LTS FD TR III | $77.04 | -2.35% | — | — | $1.6M | 0.87% | — | HELD |
| 35 | META | META PLATFORMS INC | $593.87 | -0.22% | — | — | $1.6M | 0.84% | — | HELD |
| 36 | IDV | ISHARES TR | $43.54 | 0.55% | — | — | $1.5M | 0.83% | — | HELD |
| 37 | AMZN | AMAZON COM INC | $231.39 | -0.31% | — | — | $1.5M | 0.81% | — | HELD |
| 38 | PEP | PEPSICO INC | $143.35 | 2.54% | — | — | $1.5M | 0.79% | — | HELD |
| 39 | SHLD | GLOBAL X FDS | $63.16 | -1.08% | — | — | $1.4M | 0.78% | — | HELD |
| 40 | LGH | NORTHERN LTS FD TR III | $62.31 | -0.75% | — | — | $1.4M | 0.77% | — | HELD |
| 41 | MSFT | MICROSOFT CORP | $389.10 | 1.94% | — | — | $1.4M | 0.76% | — | HELD |
| 42 | SCHW | SCHWAB CHARLES CORP | $106.50 | 2.23% | — | — | $1.2M | 0.67% | — | HELD |
| 43 | VXUS | VANGUARD STAR FDS | $82.91 | -1.05% | — | — | $1.2M | 0.64% | — | HELD |
| 44 | ABT | ABBOTT LABORATORIES | $107.78 | 3.15% | — | — | $1.2M | 0.64% | — | HELD |
| 45 | GRNY | TIDAL TRUST I | $26.54 | -1.89% | — | — | $1.1M | 0.60% | — | HELD |
| 46 | DTD | WISDOMTREE TR | $95.94 | 0.71% | — | — | $1.0M | 0.56% | — | HELD |
| 47 | PCEF | INVESCO EXCH TRADED FD TR II | $19.75 | -0.85% | — | — | $1.0M | 0.55% | — | HELD |
| 48 | IYW | ISHARES TR | $232.88 | -0.92% | — | — | $1.0M | 0.54% | — | HELD |
| 49 | RDVY | FIRST TR EXCHANGE TRADED FD | $80.60 | 0.07% | — | — | $995K | 0.54% | — | HELD |
| 50 | JANT | AIM ETF PRODUCTS TRUST | $43.85 | -0.22% | — | — | $970K | 0.52% | — | HELD |
| 51 | EVSM | MORGAN STANLEY ETF TRUST | $50.12 | 0.05% | — | — | $952K | 0.51% | — | HELD |
| 52 | ISCV | ISHARES TR | $80.43 | 1.09% | — | — | $943K | 0.51% | — | HELD |
| 53 | VYMI | VANGUARD WHITEHALL FDS | $102.39 | 0.17% | — | — | $865K | 0.47% | — | HELD |
| 54 | DBND | DOUBLELINE ETF TRUST | $45.04 | 0.13% | — | — | $860K | 0.47% | — | HELD |
| 55 | EMXC | ISHARES INC | $87.70 | -4.36% | — | — | $856K | 0.46% | — | HELD |
| 56 | WELL | WELLTOWER INC | $240.96 | -2.97% | — | — | $831K | 0.45% | — | HELD |
| 57 | RSP | INVESCO EXCHANGE TRADED FD T | $217.04 | 0.87% | — | — | $794K | 0.43% | — | HELD |
| 58 | CLOA | BLACKROCK ETF TRUST II | $51.97 | 0.11% | — | — | $787K | 0.43% | — | HELD |
| 59 | JEPQ | J P MORGAN EXCHANGE TRADED F | $57.09 | -1.13% | — | — | $781K | 0.42% | — | HELD |
| 60 | XOM | EXXON MOBIL CORP | $157.66 | 1.87% | — | — | $740K | 0.40% | — | HELD |
| 61 | ICVT | ISHARES TR | $111.09 | -2.07% | — | — | $690K | 0.37% | — | HELD |
| 62 | GLD | SPDR GOLD TR | $368.13 | -1.74% | — | — | $669K | 0.36% | — | HELD |
| 63 | BINC | BLACKROCK ETF TRUST II | $51.94 | 0.11% | — | — | $660K | 0.36% | — | HELD |
| 64 | GPIQ | GOLDMAN SACHS ETF TR | $54.36 | -1.22% | — | — | $647K | 0.35% | — | HELD |
| 65 | ITOT | ISHARES TR | $162.24 | 0.09% | — | — | $623K | 0.34% | — | HELD |
| 66 | XLF | SELECT SECTOR SPDR TR | $57.32 | 0.77% | — | — | $606K | 0.33% | — | HELD |
| 67 | MFIC | MIDCAP FINANCIAL INVSTMNT CO | $9.84 | 2.61% | — | — | $603K | 0.33% | — | HELD |
| 68 | IAU | ISHARES GOLD TR | $75.30 | -1.93% | — | — | $601K | 0.32% | — | HELD |
| 69 | FTCS | FIRST TR EXCHANGE-TRADED FD | $100.76 | 2.32% | — | — | $591K | 0.32% | — | HELD |
| 70 | SPLV | INVESCO EXCH TRADED FD TR II | $77.97 | 0.97% | — | — | $580K | 0.31% | — | HELD |
| 71 | TSLA | TESLA INC | $307.84 | -0.45% | — | — | $574K | 0.31% | — | HELD |
| 72 | SYFI | AB ACTIVE ETFS INC | $35.59 | 0.09% | — | — | $567K | 0.31% | — | HELD |
| 73 | OCTT | AIM ETF PRODUCTS TRUST | $46.67 | 0.23% | — | — | $561K | 0.30% | — | HELD |
| 74 | AVGO | BROADCOM INC | $383.22 | 0.34% | — | — | $559K | 0.30% | — | HELD |
| 75 | IJH | ISHARES TR | $75.75 | -0.32% | — | — | $548K | 0.30% | — | HELD |
| 76 | PNC | PNC FINL SVCS GROUP INC | $250.74 | 0.44% | — | — | $535K | 0.29% | — | HELD |
| 77 | VDE | VANGUARD WORLD FD | $166.20 | 1.02% | — | — | $503K | 0.27% | — | HELD |
| 78 | VDC | VANGUARD WORLD FD | $236.84 | 2.57% | — | — | $483K | 0.26% | — | HELD |
| 79 | SLV | ISHARES SILVER TR | $51.74 | -2.26% | — | — | $474K | 0.26% | — | HELD |
| 80 | VFH | VANGUARD WORLD FD | $140.38 | 0.86% | — | — | $471K | 0.25% | — | HELD |
| 81 | DSI | ISHARES TR | $136.92 | -0.48% | — | — | $449K | 0.24% | — | HELD |
| 82 | COST | COSTCO WHOLESALE CORPORATION | $951.58 | 2.76% | — | — | $447K | 0.24% | — | HELD |
| 83 | CRWD | CROWDSTRIKE HLDGS INC | $184.32 | 2.34% | — | — | $401K | 0.22% | — | HELD |
| 84 | JUNT | AIM ETF PRODUCTS TRUST | $37.64 | 0.24% | — | — | $397K | 0.21% | — | HELD |
| 85 | IJJ | ISHARES TR | $149.31 | 0.53% | — | — | $384K | 0.21% | — | HELD |
| 86 | BIV | VANGUARD BD INDEX FDS | $75.75 | 0.11% | — | — | $374K | 0.20% | — | HELD |
| 87 | IHI | ISHARES TR | $53.28 | 3.73% | — | — | $355K | 0.19% | — | HELD |
| 88 | ETN | EATON CORP PLC | $383.16 | -3.88% | — | — | $354K | 0.19% | — | HELD |
| 89 | IBD | NORTHERN LTS FD TR IV | $23.54 | -0.27% | — | — | $346K | 0.19% | — | HELD |
| 90 | MRK | MERCK & CO INC | $131.51 | 0.57% | — | — | $346K | 0.19% | — | HELD |
| 91 | SCHX | SCHWAB STRATEGIC TR | $29.09 | -0.26% | — | — | $339K | 0.18% | — | HELD |
| 92 | O | REALTY INCOME CORP | $66.06 | 0.85% | — | — | $339K | 0.18% | — | HELD |
| 93 | VHT | VANGUARD WORLD FD | $314.02 | 2.40% | — | — | $333K | 0.18% | — | HELD |
| 94 | SCHF | SCHWAB STRATEGIC TR | $26.87 | -0.96% | — | — | $328K | 0.18% | — | HELD |
| 95 | JPM | JPMORGAN CHASE & CO | $355.18 | -0.29% | — | — | $324K | 0.18% | — | HELD |
| 96 | APRT | AIM ETF PRODUCTS TRUST | $45.95 | 0.18% | — | — | $320K | 0.17% | — | HELD |
| 97 | VPU | VANGUARD WORLD FD | $196.37 | -0.32% | — | — | $318K | 0.17% | — | HELD |
| 98 | PLTR | PALANTIR TECHNOLOGIES INC | $125.18 | -4.83% | — | — | $315K | 0.17% | — | HELD |
| 99 | MSTR | STRATEGY INC | $96.94 | -1.73% | — | — | $314K | 0.17% | — | HELD |
| 100 | JANW | AIM ETF PRODUCTS TRUST | $38.69 | -0.13% | — | — | $291K | 0.16% | — | HELD |
| 101 | OCTW | AIM ETF PRODUCTS TRUST | — | — | — | — | $289K | 0.16% | — | HELD |
| 102 | GS | GOLDMAN SACHS GROUP INC | — | — | — | — | $288K | 0.16% | — | HELD |
| 103 | LMT | LOCKHEED MARTIN CORP | — | — | — | — | $287K | 0.16% | — | HELD |
| 104 | MGC | VANGUARD WORLD FD | — | — | — | — | $284K | 0.15% | — | HELD |
| 105 | XLV | SELECT SECTOR SPDR TR | — | — | — | — | $282K | 0.15% | — | HELD |
| 106 | IGSB | ISHARES TR | — | — | — | — | $277K | 0.15% | — | HELD |
| 107 | SCHE | SCHWAB STRATEGIC TR | — | — | — | — | $273K | 0.15% | — | HELD |
| 108 | IJS | ISHARES TR | — | — | — | — | $272K | 0.15% | — | HELD |
| 109 | ESGU | ISHARES TR | — | — | — | — | $271K | 0.15% | — | HELD |
| 110 | GDX | VANECK ETF TRUST | — | — | — | — | $271K | 0.15% | — | HELD |
| 111 | DBEF | DBX ETF TR | — | — | — | — | $270K | 0.15% | — | HELD |
| 112 | VOE | VANGUARD INDEX FDS | — | — | — | — | $269K | 0.15% | — | HELD |
| 113 | VOX | VANGUARD WORLD FD | — | — | — | — | $263K | 0.14% | — | HELD |
| 114 | HIGH | SIMPLIFY EXCHANGE TRADED FUN | — | — | — | — | $253K | 0.14% | — | HELD |
| 115 | FNCL | FIDELITY COVINGTON TRUST | — | — | — | — | $239K | 0.13% | — | HELD |
| 116 | FIX | COMFORT SYS USA INC | — | — | — | — | $228K | 0.12% | — | HELD |
| 117 | MPLX | MPLX LP | — | — | — | — | $221K | 0.12% | — | HELD |
| 118 | SPYD | SPDR SERIES TRUST | — | — | — | — | $218K | 0.12% | — | HELD |
| 119 | QURE | QUANTA SVCS INC | — | — | — | — | $214K | 0.12% | — | HELD |
| 120 | GBTC | GRAYSCALE BITCOIN TRUST ETF | — | — | — | — | $213K | 0.12% | — | HELD |
| 121 | DVY | ISHARES TR | — | — | — | — | $213K | 0.12% | — | HELD |
| 122 | VCR | VANGUARD WORLD FD | — | — | — | — | $210K | 0.11% | — | HELD |
| 123 | SPY | STATE STR SPDR S&P 500 ETF T | — | — | — | — | $209K | 0.11% | — | HELD |
| 124 | CLDX | CELLDEX THERAPEUTICS INC NEW | — | — | — | — | $206K | 0.11% | — | HELD |
| 125 | XLU | SELECT SECTOR SPDR TR | — | — | — | — | $206K | 0.11% | — | HELD |
| 126 | IGIB | ISHARES TR | — | — | — | — | $201K | 0.11% | — | HELD |
| 127 | VNQ | VANGUARD INDEX FDS | — | — | — | — | $200K | 0.11% | — | HELD |
| 128 | SOFI | SOFI TECHNOLOGIES INC | — | — | — | — | $166K | 0.09% | — | HELD |
| 129 | RKT | ROCKET COS INC | — | — | — | — | $163K | 0.09% | — | HELD |
| 130 | ABR | ARBOR REALTY TRUST INC | — | — | — | — | $90K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0001986152-26-000085. 13F discloses long positions only — shorts, foreign equities, and options are excluded.