Panoramic Investment Advisors, LLC 13F Holdings · Q2 2026
Panoramic Investment Advisors, LLC reported 141 securities worth $209.06M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (13.96%), SCHV (3.79%), VUG (3.79%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $29.2M | 13.96% | 332,122 | Added |
| 2 | SCHV | SCHWAB STRATEGIC TR | $7.9M | 3.79% | 227,702 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $7.9M | 3.79% | 91,944 | Added |
| 4 | VPLS | VANGUARD MALVERN FDS | $7.2M | 3.43% | 92,412 | Added |
| 5 | SCHG | SCHWAB STRATEGIC TR | $6.0M | 2.85% | 175,967 | Trimmed |
| 6 | GOOG | ALPHABET INC | $5.9M | 2.82% | 16,690 | Trimmed |
| 7 | ICSH | ISHARES TR | $5.0M | 2.41% | 99,644 | Added |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $4.5M | 2.14% | 113,194 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $4.2M | 2.01% | 132,403 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $4.1M | 1.95% | 5,534 | Trimmed |
| 11 | VYM | VANGUARD WHITEHALL FDS | $3.7M | 1.77% | 23,474 | Added |
| 12 | IEFA | ISHARES TR | $3.7M | 1.76% | 38,002 | Added |
| 13 | BAI | BLACKROCK ETF TRUST | $3.6M | 1.73% | 68,712 | Trimmed |
| 14 | IVV | ISHARES TR | $3.4M | 1.64% | 4,583 | Added |
| 15 | GOOGL | ALPHABET INC | $3.4M | 1.60% | 9,380 | Trimmed |
| 16 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.60% | 59,374 | Added |
| 17 | MOAT | VANECK ETF TRUST | $3.3M | 1.56% | 31,275 | Trimmed |
| 18 | SCHA | SCHWAB STRATEGIC TR | $3.3M | 1.56% | 90,195 | Added |
| 19 | SCHM | SCHWAB STRATEGIC TR | $3.2M | 1.53% | 86,533 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $3.0M | 1.43% | 4,347 | Trimmed |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.40% | 5,842 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $2.9M | 1.37% | 14,304 | Trimmed |
| 23 | AAPL | APPLE INC | $2.8M | 1.34% | 9,671 | Added |
| 24 | XLE | SELECT SECTOR SPDR TR | $2.8M | 1.32% | 52,133 | Trimmed |
| 25 | VGT | VANGUARD WORLD FD | $2.7M | 1.30% | 22,689 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR