CIK: 0001967332
Total reported value
$184.9M
Reporting period: 2026-03-31 · Number of holdings: 130
PANORAMIC INVESTMENT ADVISORS, LLC disclosed 130 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $184.9M and a quarterly turnover rate of 11.1%.
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Panoramic Investment Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.032 — mathematically equivalent to about 32 equally-sized positions, well below its 130 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.77), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 17% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add XLE
+20.8% $1.3M
Trim GOOG
-5.6% -$775.5K
Trim SPYM
+2.0% -$686.8K
Trim FBTC
+1.4% -$659.9K
Trim SCHG
+0.2% -$609.2K
Trim QUAL
-20.1% -$581.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.61% | -0.44% | +2.02% | |
| 2 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 3.71% | +0.07% | +3.24% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.70% | +0.16% | +1.98% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.52% | -0.14% | +7.82% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.81% | -0.34% | +0.23% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.71% | +0.08% | +3.42% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.64% | -0.44% | -5.58% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.20% | +0.18% | -2.08% | |
| 9 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.15% | +0.21% | +6.64% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.88% | — | +1.14% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.74% | -0.12% | +0.41% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 1.74% | +0.68% | +20.84% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.71% | — | +5.70% | |
| 14 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.66% | -0.12% | +0.39% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | — | +1.27% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.15% | -3.90% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | -0.14% | +0.32% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | — | +2.99% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.41% | — | +1.57% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.37% | +0.12% | +7.35% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | -0.18% | -4.65% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.34% | +0.12% | +7.69% | |
| 23 | AAPL | Apple INC | Stock-Tech | 1.31% | — | +8.59% | |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.30% | -0.37% | +1.39% | |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.24% | — | +7.10% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.23% | — | +0.13% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.21% | — | +1.41% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.16% | -0.08% | +1.09% | |
| 29 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.14% | -0.32% | +1.73% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.06% | -0.32% | -20.07% | |
| 31 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 1.05% | — | +1.32% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.94% | +0.15% | +15.19% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.88% | — | -3.91% | |
| 34 | QQH | Hcm Defender 100 Index ETF | ETF-Large Cap & Growth | 0.87% | -0.15% | -5.26% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.11% | +3.38% | |
| 36 | IDV | Ishares International Select | ETF-Other | 0.83% | — | +0.06% | |
| 37 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.81% | — | +3.98% | |
| 38 | PEP | Pepsico INC | Stock-Consumer Staples | 0.79% | — | +0.96% | |
| 39 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.78% | +0.12% | +8.46% | |
| 40 | LGH | Hcm Defender 500 Index ETF | ETF-Large Cap & Growth | 0.77% | -0.14% | -7.32% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | — | +19.62% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.67% | — | -0.75% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.64% | — | -0.12% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.18% | -4.00% | |
| 45 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.60% | — | +14.81% | |
| 46 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.56% | — | +2.29% | |
| 47 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.55% | — | -2.13% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.54% | — | -1.94% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-Other | 0.54% | — | — | |
| 50 | JANT | Allianzim US Eq Bffr10 Jn-us | ETF-Other | 0.52% | +0.25% | +99.38% |
Performance for Q3 2026
+1.4%
Performance Last 4 Quarters
+17.8%
Based on 78% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 130 | $184.9M | 11 | |
| 2025-12-31 | 126 | $184.0M | 12 | |
| 2025-09-30 | 125 | $177.8M | 28 | |
| 2025-06-30 | 121 | $162.9M | 0 | |
| 2025-03-31 | 115 | $148.1M | 0 | |
| 2024-12-31 | 118 | $153.5M | 0 | |
| 2024-09-30 | 118 | $144.7M | 0 | |
| 2024-03-31 | 113 | $135.7M | 0 | |
| 2023-12-31 | 103 | $115.7M | 0 | |
| 2023-09-30 | 99 | $108.8M | 0 | |
| 2022-12-31 | 94 | $97.5M | 0 |
Panoramic Investment Advisors, LLC's most significant position changes for 2026-03-31: New buy: Pnc Financial Services Group (PNC); Sold out: American Healthcare Reit INC (AHR); New buy: Strategy INC (MSTR); New buy: Alianzim US Eq Bfr20 Jan-usd (JANW); New buy: Goldman Sachs Group INC (GS).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | Amendment | View on EDGAR |
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-05 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-24 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-07 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-24 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-31 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-18 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-23 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-16 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-03-01 | 13F-HR | View on EDGAR |
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