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 | $85.93 | -1.45% | 20.54% | 76.10% | $25.2M | 13.61% | — | HELD |
| 2 | VPLS | VANGUARD MALVERN FDS | $76.45 | -0.33% | 3.07% | 11.39% | $6.9M | 3.71% | — | HELD |
| 3 | SCHV | SCHWAB STRATEGIC TR | $33.76 | -1.57% | 26.73% | 63.08% | $6.8M | 3.70% | — | HELD |
| 4 | VUG | VANGUARD INDEX FDS | $82.07 | -1.51% | 12.83% | 67.47% | $6.5M | 3.52% | — | HELD |
| 5 | SCHG | SCHWAB STRATEGIC TR | $33.24 | -1.48% | 13.95% | 75.19% | $5.2M | 2.81% | — | HELD |
| 6 | ICSH | ISHARES TR | $50.53 | -0.02% | 3.89% | 20.31% | $5.0M | 2.71% | — | HELD |
| 7 | GOOG | ALPHABET INC | $335.92 | 1.00% | 75.60% | 130.67% | $4.9M | 2.64% | — | HELD |
| 8 | SCHD | SCHWAB STRATEGIC TR | $33.83 | -0.18% | 33.19% | 56.41% | $4.1M | 2.20% | — | HELD |
| 9 | DFLV | DIMENSIONAL ETF TRUST | $40.38 | -1.20% | 34.06% | 65.42% | $4.0M | 2.15% | — | HELD |
| 10 | VYM | VANGUARD WHITEHALL FDS | $161.67 | -1.32% | 25.58% | 75.14% | $3.5M | 1.88% | — | HELD |
| 11 | QQQ | INVESCO QQQ TR | $661.60 | -2.06% | 22.54% | 83.19% | $3.2M | 1.74% | — | HELD |
| 12 | XLE | SELECT SECTOR SPDR TR | $58.63 | 1.85% | 38.72% | 185.36% | $3.2M | 1.74% | — | HELD |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $56.92 | -0.97% | 11.26% | 40.59% | $3.2M | 1.71% | — | HELD |
| 14 | MOAT | VANECK ETF TRUST | $107.91 | -0.22% | 14.36% | 49.84% | $3.1M | 1.66% | — | HELD |
| 15 | IVV | ISHARES TR | $733.37 | -1.46% | 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 | $336.30 | 0.78% | 76.51% | 132.04% | $2.8M | 1.50% | — | HELD |
| 18 | VOO | VANGUARD INDEX FDS | $670.55 | -1.53% | 18.74% | 73.44% | $2.6M | 1.42% | — | HELD |
| 19 | TLT | ISHARES TR | $82.85 | -1.65% | -0.09% | -32.92% | $2.6M | 1.41% | — | HELD |
| 20 | SCHM | SCHWAB STRATEGIC TR | $34.14 | -1.95% | 25.45% | 40.87% | $2.5M | 1.37% | — | HELD |
| 21 | NVDA | NVIDIA CORPORATION | $190.16 | -3.48% | 13.56% | 782.99% | $2.5M | 1.36% | — | HELD |
| 22 | SCHA | SCHWAB STRATEGIC TR | $32.86 | -2.09% | 34.28% | 38.83% | $2.5M | 1.34% | — | HELD |
| 23 | AAPL | APPLE INC | $338.10 | -0.58% | 67.77% | 128.17% | $2.4M | 1.31% | — | HELD |
| 24 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $55.29 | -0.45% | -43.80% | 2.06% | $2.4M | 1.30% | — | HELD |
| 25 | BAI | BLACKROCK ETF TRUST | $37.50 | -5.66% | 33.04% | 52.85% | $2.3M | 1.24% | — | HELD |
| 26 | SCHB | SCHWAB STRATEGIC TR | $28.22 | -1.54% | 19.77% | 67.04% | $2.3M | 1.23% | — | HELD |
| 27 | IEFA | ISHARES TR | $96.23 | -0.54% | 22.68% | 48.50% | $2.2M | 1.21% | — | HELD |
| 28 | VGT | VANGUARD WORLD FD | $108.26 | -2.35% | 28.92% | 109.69% | $2.1M | 1.16% | — | HELD |
| 29 | IBIT | ISHARES BITCOIN TRUST ETF | $36.00 | -0.39% | -43.72% | 2.03% | $2.1M | 1.14% | — | HELD |
| 30 | QUAL | ISHARES TR | $215.98 | -1.14% | 20.95% | 64.06% | $2.0M | 1.06% | — | HELD |
| 31 | MAXJ | ISHARES TR | $29.08 | -0.17% | — | — | $1.9M | 1.05% | — | HELD |
| 32 | EFV | ISHARES TR | $79.38 | -0.40% | — | — | $1.7M | 0.94% | — | HELD |
| 33 | DGRW | WISDOMTREE TR | $95.15 | -1.24% | — | — | $1.6M | 0.88% | — | HELD |
| 34 | QQH | NORTHERN LTS FD TR III | $76.35 | -2.33% | — | — | $1.6M | 0.87% | — | HELD |
| 35 | META | META PLATFORMS INC | $585.07 | -1.41% | — | — | $1.6M | 0.84% | — | HELD |
| 36 | IDV | ISHARES TR | $43.65 | 0.32% | — | — | $1.5M | 0.83% | — | HELD |
| 37 | AMZN | AMAZON COM INC | $226.46 | -1.91% | — | — | $1.5M | 0.81% | — | HELD |
| 38 | PEP | PEPSICO INC | $143.50 | 0.45% | — | — | $1.5M | 0.79% | — | HELD |
| 39 | SHLD | GLOBAL X FDS | $62.03 | -2.94% | — | — | $1.4M | 0.78% | — | HELD |
| 40 | LGH | NORTHERN LTS FD TR III | $61.73 | -2.03% | — | — | $1.4M | 0.77% | — | HELD |
| 41 | MSFT | MICROSOFT CORP | $390.50 | -0.72% | — | — | $1.4M | 0.76% | — | HELD |
| 42 | SCHW | SCHWAB CHARLES CORP | $104.49 | -1.40% | — | — | $1.2M | 0.67% | — | HELD |
| 43 | VXUS | VANGUARD STAR FDS | $82.39 | -1.03% | — | — | $1.2M | 0.64% | — | HELD |
| 44 | ABT | ABBOTT LABORATORIES | $108.07 | 0.75% | — | — | $1.2M | 0.64% | — | HELD |
| 45 | GRNY | TIDAL TRUST I | $26.34 | -2.19% | — | — | $1.1M | 0.60% | — | HELD |
| 46 | DTD | WISDOMTREE TR | $94.66 | -1.28% | — | — | $1.0M | 0.56% | — | HELD |
| 47 | PCEF | INVESCO EXCH TRADED FD TR II | $19.68 | -0.91% | — | — | $1.0M | 0.55% | — | HELD |
| 48 | IYW | ISHARES TR | $227.34 | -2.09% | — | — | $1.0M | 0.54% | — | HELD |
| 49 | RDVY | FIRST TR EXCHANGE TRADED FD | $79.81 | -1.51% | — | — | $995K | 0.54% | — | HELD |
| 50 | JANT | AIM ETF PRODUCTS TRUST | $43.63 | -0.94% | — | — | $970K | 0.52% | — | HELD |
| 51 | EVSM | MORGAN STANLEY ETF TRUST | $50.14 | 0.04% | — | — | $952K | 0.51% | — | HELD |
| 52 | ISCV | ISHARES TR | $79.86 | -0.91% | — | — | $943K | 0.51% | — | HELD |
| 53 | VYMI | VANGUARD WHITEHALL FDS | $101.97 | -0.46% | — | — | $865K | 0.47% | — | HELD |
| 54 | DBND | DOUBLELINE ETF TRUST | $45.03 | -0.16% | — | — | $860K | 0.47% | — | HELD |
| 55 | EMXC | ISHARES INC | $86.83 | -2.92% | — | — | $856K | 0.46% | — | HELD |
| 56 | WELL | WELLTOWER INC | $241.01 | -1.05% | — | — | $831K | 0.45% | — | HELD |
| 57 | RSP | INVESCO EXCHANGE TRADED FD T | $215.73 | -0.90% | — | — | $794K | 0.43% | — | HELD |
| 58 | CLOA | BLACKROCK ETF TRUST II | $51.98 | 0.07% | — | — | $787K | 0.43% | — | HELD |
| 59 | JEPQ | J P MORGAN EXCHANGE TRADED F | $56.14 | -1.85% | — | — | $781K | 0.42% | — | HELD |
| 60 | XOM | EXXON MOBIL CORP | $156.88 | 2.51% | — | — | $740K | 0.40% | — | HELD |
| 61 | ICVT | ISHARES TR | $109.68 | -1.95% | — | — | $690K | 0.37% | — | HELD |
| 62 | GLD | SPDR GOLD TR | $371.00 | 0.44% | — | — | $669K | 0.36% | — | HELD |
| 63 | BINC | BLACKROCK ETF TRUST II | $51.92 | -0.12% | — | — | $660K | 0.36% | — | HELD |
| 64 | GPIQ | GOLDMAN SACHS ETF TR | $53.47 | -1.94% | — | — | $647K | 0.35% | — | HELD |
| 65 | ITOT | ISHARES TR | $160.03 | -1.53% | — | — | $623K | 0.34% | — | HELD |
| 66 | XLF | SELECT SECTOR SPDR TR | $56.68 | -1.60% | — | — | $606K | 0.33% | — | HELD |
| 67 | MFIC | MIDCAP FINANCIAL INVSTMNT CO | $9.73 | -1.22% | — | — | $603K | 0.33% | — | HELD |
| 68 | IAU | ISHARES GOLD TR | $76.04 | 0.45% | — | — | $601K | 0.32% | — | HELD |
| 69 | FTCS | FIRST TR EXCHANGE-TRADED FD | $100.45 | 0.24% | — | — | $591K | 0.32% | — | HELD |
| 70 | SPLV | INVESCO EXCH TRADED FD TR II | $77.54 | -0.55% | — | — | $580K | 0.31% | — | HELD |
| 71 | TSLA | TESLA INC | $298.44 | -2.93% | — | — | $574K | 0.31% | — | HELD |
| 72 | SYFI | AB ACTIVE ETFS INC | $35.56 | -0.14% | — | — | $567K | 0.31% | — | HELD |
| 73 | OCTT | AIM ETF PRODUCTS TRUST | $46.19 | -1.03% | — | — | $561K | 0.30% | — | HELD |
| 74 | AVGO | BROADCOM INC | $370.73 | -2.67% | — | — | $559K | 0.30% | — | HELD |
| 75 | IJH | ISHARES TR | $74.73 | -1.71% | — | — | $548K | 0.30% | — | HELD |
| 76 | PNC | PNC FINL SVCS GROUP INC | $248.49 | -1.24% | — | — | $535K | 0.29% | — | HELD |
| 77 | VDE | VANGUARD WORLD FD | $165.14 | 1.93% | — | — | $503K | 0.27% | — | HELD |
| 78 | VDC | VANGUARD WORLD FD | $236.08 | 0.28% | — | — | $483K | 0.26% | — | HELD |
| 79 | SLV | ISHARES SILVER TR | $51.75 | 0.10% | — | — | $474K | 0.26% | — | HELD |
| 80 | VFH | VANGUARD WORLD FD | $138.70 | -1.58% | — | — | $471K | 0.25% | — | HELD |
| 81 | DSI | ISHARES TR | $136.18 | -1.38% | — | — | $449K | 0.24% | — | HELD |
| 82 | COST | COSTCO WHOLESALE CORPORATION | $973.73 | 0.74% | — | — | $447K | 0.24% | — | HELD |
| 83 | CRWD | CROWDSTRIKE HLDGS INC | $179.38 | -1.33% | — | — | $401K | 0.22% | — | HELD |
| 84 | JUNT | AIM ETF PRODUCTS TRUST | $37.21 | -1.14% | — | — | $397K | 0.21% | — | HELD |
| 85 | IJJ | ISHARES TR | $147.97 | -1.10% | — | — | $384K | 0.21% | — | HELD |
| 86 | BIV | VANGUARD BD INDEX FDS | $75.61 | -0.33% | — | — | $374K | 0.20% | — | HELD |
| 87 | IHI | ISHARES TR | $53.30 | 1.16% | — | — | $355K | 0.19% | — | HELD |
| 88 | ETN | EATON CORP PLC | $361.85 | -6.32% | — | — | $354K | 0.19% | — | HELD |
| 89 | IBD | NORTHERN LTS FD TR IV | $23.53 | -0.38% | — | — | $346K | 0.19% | — | HELD |
| 90 | MRK | MERCK & CO INC | $130.39 | -1.08% | — | — | $346K | 0.19% | — | HELD |
| 91 | SCHX | SCHWAB STRATEGIC TR | $28.81 | -1.47% | — | — | $339K | 0.18% | — | HELD |
| 92 | O | REALTY INCOME CORP | $65.54 | -0.29% | — | — | $339K | 0.18% | — | HELD |
| 93 | VHT | VANGUARD WORLD FD | $311.32 | -0.61% | — | — | $333K | 0.18% | — | HELD |
| 94 | SCHF | SCHWAB STRATEGIC TR | $26.74 | -0.89% | — | — | $328K | 0.18% | — | HELD |
| 95 | JPM | JPMORGAN CHASE & CO | $345.27 | -3.37% | — | — | $324K | 0.18% | — | HELD |
| 96 | APRT | AIM ETF PRODUCTS TRUST | $45.67 | -0.63% | — | — | $320K | 0.17% | — | HELD |
| 97 | VPU | VANGUARD WORLD FD | $193.47 | -1.40% | — | — | $318K | 0.17% | — | HELD |
| 98 | PLTR | PALANTIR TECHNOLOGIES INC | $123.00 | -0.43% | — | — | $315K | 0.17% | — | HELD |
| 99 | MSTR | STRATEGY INC | $93.33 | -2.94% | — | — | $314K | 0.17% | — | HELD |
| 100 | JANW | AIM ETF PRODUCTS TRUST | $38.61 | -0.55% | — | — | $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.