Q2 2026 13F · SEC CIK 1967332

Panoramic Investment Advisors, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $209.1M
Reported positions: 141
Top holdings a year, 3 yrs: +16.5%
Assets under management: $350.6M

Panoramic Investment Advisors, LLC is a wealth manager that reported 141 positions worth $209.1M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Spdr Series Trust (SPLG, 14.0%), Schwab Strategic Tr (SCHV, 3.8%), Vanguard Indx Fd (VUG, 3.8%). A portfolio copying its top holdings returned 16.5% a year over the last 3 years, against 18.8% for the S&P 500.

Panoramic Investment Advisors, LLC holdings largest 50 of 141 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Panoramic Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	14.0%	13.6%	332,122	+1.0%	$29.2M
SCHVSchwab Strategic Tr	3.8%	3.7%	227,702	+1.5%	$7.9M
VUGVanguard Indx Fd	3.8%	3.5%	91,944	+517.6%	$7.9M
VPLSVanguard Malvern Fds	3.4%	3.7%	92,412	+4.5%	$7.2M
SCHGSchwab U.s. Large-Cap Growth ETF	2.8%	2.8%	175,967	-1.3%	$6.0M
GOOGAlphabet Inc	2.8%	2.6%	16,690	-2.1%	$5.9M
ICSHIshares Tr	2.4%	2.7%	99,644	+0.7%	$5.0M
DFLVDimensional ETF Trust	2.1%	2.2%	113,194	+1.5%	$4.5M
SCHDSchwab Strategic Tr	2.0%	2.2%	132,403	-0.1%	$4.2M
QQQInvesco Qqq Tr	1.9%	1.7%	5,534	-1.0%	$4.1M
VYMVym	1.8%	1.9%	23,474	+0.2%	$3.7M
IEFAIshares Core Msci Eafe ETF	1.8%	1.2%	38,002	+54.3%	$3.7M
BAIIshares A.i. Innovation and Tech Active	1.7%	1.2%	68,712	-0.9%	$3.6M
IVVIshares Core S&p 500 ETF	1.6%	1.6%	4,583	+1.1%	$3.4M
JEPIJpmorgan Equity Premium Income ETF	1.6%	1.7%	59,374	+6.3%	$3.4M
GOOGLAlphabet Inc	1.6%	1.5%	9,380	-3.0%	$3.4M
SCHASchwab U.s. Small-Cap ETF	1.6%	1.3%	90,195	+5.8%	$3.3M
MOATVaneck ETF Trust	1.6%	1.7%	31,275	-1.3%	$3.3M
SCHMSchwab Strategic Tr	1.5%	1.4%	86,533	+5.7%	$3.2M
VOOVanguard S&p 500 ETF	1.4%	1.4%	4,347	-1.3%	$3.0M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.5%	5,842	-1.7%	$2.9M
NVDANvidia Corporation Com	1.4%	1.4%	14,304	-1.1%	$2.9M
AAPLApple Inc	1.3%	1.3%	9,671	+1.2%	$2.8M
XLEState Street Energy Select Sector Spdr E	1.3%	1.7%	52,133	-1.0%	$2.8M
VGTVanguard Info Tech	1.3%	1.2%	22,689	+640.3%	$2.7M
SCHBSchwb US Broad	1.2%	1.2%	89,992	-0.3%	$2.6M
TLTIshares 20 Year Treasury Bond ETF	1.2%	1.4%	29,403	-2.2%	$2.5M
QUALIshares Msci USA Quality Factor ETF	1.1%	1.1%	10,250	+0.0%	$2.2M
FBTCFidelity Wise Origin Bitcoin	1.0%	1.3%	40,882	+0.1%	$2.1M
MAXJIshares Tr	1.0%	1.1%	69,150	+0.0%	$2.0M
EFVIshares Tr	1.0%	0.9%	26,240	+12.6%	$2.0M
IBITIshares Bitcoin Trust ETF	0.9%	1.1%	55,129	+0.0%	$1.8M
QQHNorthern Lts Fd Tr III	0.8%	0.9%	20,601	-10.5%	$1.8M
AMZNAmazon Com Inc Com	0.8%	0.8%	7,246	+1.3%	$1.7M
IDVIshares Tr	0.7%	0.8%	37,790	+4.8%	$1.6M
METAMeta Platforms Inc Class A	0.7%	0.8%	2,764	+1.4%	$1.6M
GRNYFundstrat Granny Sht US Lg Cp ETF	0.7%	0.6%	54,715	+17.6%	$1.5M
LGHNorthern Lts Fd Tr III	0.7%	0.8%	23,593	-5.8%	$1.5M
SHLDGlobal X Fds	0.7%	0.8%	24,792	+21.4%	$1.5M
DGRWWisdomTree US Quality Dividend Gr ETF To	0.7%	0.9%	14,421	-22.5%	$1.4M
MSFTMicrosoft Corp	0.6%	0.8%	3,599	-5.3%	$1.3M
VXUSVanguard Star Fds Vanguard Total Intl St	0.6%	0.6%	15,374	-0.4%	$1.3M
PEPPepsico Inc	0.6%	0.8%	9,268	-1.0%	$1.3M
PCEFInvesco CEF Income Composite	0.6%	0.5%	60,418	+12.4%	$1.2M
SCHWSchwab Charles Corp	0.6%	0.7%	13,083	-1.1%	$1.2M
RDVYFirst Trust Rising Dividend Achievers Et	0.6%	0.5%	14,366	-1.4%	$1.2M
DTDWisdomtree Tr	0.5%	0.6%	12,121	+0.5%	$1.1M
JEPQJpmorgan Nasdaq Equity Premium Income Et	0.5%	—	17,775	—	$1.1M
EVSMMorgan Stanley ETF Trust	0.5%	—	21,598	—	$1.1M
JKLIshares Tr	0.5%	—	13,625	—	$1.1M

What Panoramic Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+640.3% shares
VUG Vanguard Indx Fd+517.6% shares
IEFA Ishares Core Msci Eafe ETF+54.3% shares
SHLD Global X Fds+21.4% shares
GRNY Fundstrat Granny Sht US Lg Cp ETF+17.6% shares
EFV Ishares Tr+12.6% shares
PCEF Invesco CEF Income Composite+12.4% shares
JEPI Jpmorgan Equity Premium Income ETF+6.3% shares

Reduced

DGRW WisdomTree US Quality Dividend Gr ETF To-22.5% shares
QQH Northern Lts Fd Tr III-10.5% shares
LGH Northern Lts Fd Tr III-5.8% shares
MSFT Microsoft Corp-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.6% /yr; S&P 500 +20.1%
3 years: +16.5% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$209.1M	141
Q1 2026	$184.9M	130
Q4 2025	$184.0M	126
Q3 2025	$177.8M	125
Q2 2025	$162.9M	121
Q1 2025	$148.1M	115
Q4 2024	$153.5M	118
Q3 2024	$144.7M	118
Q1 2024	$135.7M	113
Q4 2023	$115.7M	103
Q3 2023	$108.8M	99
Q4 2022	$97.5M	94

Questions about Panoramic Investment Advisors, LLC's portfolio

What stocks does Panoramic Investment Advisors, LLC own?

Panoramic Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 141 positions worth $209.1M. The largest are Spdr Series Trust (SPLG) at 14.0%, Schwab Strategic Tr (SCHV) at 3.8%, Vanguard Indx Fd (VUG) at 3.8%, Vanguard Malvern Fds (VPLS) at 3.4% and Schwab U.s. Large-Cap Growth ETF (SCHG) at 2.8%.

What did Panoramic Investment Advisors, LLC buy last quarter?

In Q2 2026, Panoramic Investment Advisors, LLC added Vanguard Info Tech (VGT) (+640.3% shares), Vanguard Indx Fd (VUG) (+517.6% shares) and Ishares Core Msci Eafe ETF (IEFA) (+54.3% shares), compared with its Q1 2026 filing.

What did Panoramic Investment Advisors, LLC sell last quarter?

In Q2 2026, Panoramic Investment Advisors, LLC cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Ishares Tr (IYW), cut from its top 50 Aim ETF Products Trust (AZAJ), WisdomTree US Quality Dividend Gr ETF To (DGRW) (-22.5% shares), Northern Lts Fd Tr III (QQH) (-10.5% shares) and Northern Lts Fd Tr III (LGH) (-5.8% shares), compared with its Q1 2026 filing.

How has Panoramic Investment Advisors, LLC's portfolio performed?

A portfolio copying Panoramic Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.5% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +15.6% against +20.1%.

When is Panoramic Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Panoramic Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Panoramic Investment Advisors, LLC manage?

Panoramic Investment Advisors, LLC reported $350.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $209.1M.