PANORAMIC INVESTMENT ADVISORS, LLC
CIK: 0001967332SEC EDGAR →
Portfolio Value
$184.0B
Holdings
126
As of
Q4 2025
New Positions
126
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 322,251 | $25.9B | 14.05% |
| 2 | VANGUARD INDEX FDS | 13,808 | $6.7B | 3.66% |
| 3 | VANGUARD MALVERN FDS | 85,680 | $6.7B | 3.64% |
| 4 | SCHWAB STRATEGIC TR | 220,061 | $6.5B | 3.54% |
| 5 | SCHWAB STRATEGIC TR | 177,910 | $5.8B | 3.15% |
| 6 | ALPHABET INC | 18,056 | $5.7B | 3.08% |
| 7 | ISHARES TR | 95,720 | $4.8B | 2.63% |
| 8 | SCHWAB STRATEGIC TR | 135,285 | $3.7B | 2.02% |
| 9 | DIMENSIONAL ETF TRUST | 104,526 | $3.6B | 1.94% |
| 10 | INVESCO QQQ TR | 5,567 | $3.4B | 1.86% |
Quarterly Changes
New Positions (126)
$25.9B · 322K shares
$6.7B · 14K shares
$6.7B · 86K shares
$6.5B · 220K shares
$5.8B · 178K shares
$5.7B · 18K shares
$4.8B · 96K shares
$3.7B · 135K shares
$3.6B · 105K shares
$3.4B · 6K shares
$3.3B · 23K shares
$3.3B · 32K shares
$3.1B · 6K shares
$3.1B · 40K shares
$3.1B · 4K shares
$3.0B · 53K shares
$3.0B · 10K shares
$2.8B · 15K shares
$2.7B · 54K shares
$2.7B · 4K shares
$2.6B · 30K shares
$2.5B · 13K shares
$2.4B · 9K shares
$2.4B · 90K shares
$2.3B · 76K shares
$2.3B · 3K shares
$2.3B · 79K shares
$2.2B · 24K shares
$2.2B · 65K shares
$1.9B · 44K shares
$1.9B · 68K shares
$1.9B · 24K shares
$1.7B · 3K shares
$1.7B · 19K shares
$1.7B · 27K shares
$1.6B · 7K shares
$1.5B · 3K shares
$1.5B · 12K shares
$1.4B · 20K shares
$1.4B · 36K shares
$1.3B · 13K shares
$1.3B · 9K shares
$1.2B · 19K shares
$1.2B · 15K shares
$1.1B · 6K shares
$1.1B · 55K shares
$1.0B · 15K shares
$1.0B · 41K shares
$1.0B · 12K shares
$939.0M · 19K shares
$926.0M · 14K shares
$802.0M · 14K shares
$789.0M · 4K shares
$762.0M · 8K shares
$756.0M · 10K shares
$701.0M · 15K shares
$684.0M · 13K shares
$657.0M · 12K shares
$650.0M · 3K shares
$648.0M · 4K shares
$637.0M · 2K shares
$628.0M · 2K shares
$613.0M · 54K shares
$607.0M · 11K shares
$602.0M · 7K shares
$583.0M · 7K shares
$576.0M · 13K shares
$563.0M · 8K shares
$536.0M · 8K shares
$530.0M · 10K shares
$524.0M · 4K shares
$519.0M · 4K shares
$513.0M · 14K shares
$511.0M · 1K shares
$499.0M · 12K shares
$489.0M · 5K shares
$452.0M · 2K shares
$420.0M · 898 shares
$413.0M · 7K shares
$408.0M · 6K shares
$387.0M · 449 shares
$376.0M · 8K shares
$374.0M · 10K shares
$373.0M · 14K shares
$364.0M · 3K shares
$350.0M · 1K shares
$348.0M · 3K shares
$347.0M · 2K shares
$326.0M · 1K shares
$319.0M · 4K shares
$315.0M · 989 shares
$309.0M · 5K shares
$306.0M · 2K shares
$303.0M · 4K shares
$301.0M · 1K shares
$292.0M · 8K shares
$291.0M · 3K shares
$291.0M · 12K shares
$287.0M · 5K shares
$278.0M · 2K shares
$277.0M · 1K shares
$275.0M · 4K shares
$273.0M · 10K shares
$261.0M · 6K shares
$258.0M · 1K shares
$258.0M · 2K shares
$256.0M · 8K shares
$254.0M · 11K shares
$252.0M · 3K shares
$251.0M · 5K shares
$242.0M · 614 shares
$238.0M · 10K shares
$233.0M · 2K shares
$232.0M · 2K shares
$230.0M · 10K shares
$229.0M · 474 shares
$220.0M · 324 shares
$217.0M · 11K shares
$211.0M · 4K shares
$207.0M · 1K shares
$207.0M · 591 shares
$205.0M · 5K shares
$202.0M · 4K shares
$173.0M · 12K shares
$150.0M · 24K shares
$90.0M · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 92 | $142.5B | 77.5% |
| Unknown | 8 | $13.5B | 7.3% |
| Communication Services | 3 | $10.4B | 5.7% |
| Technology | 8 | $8.8B | 4.8% |
| Consumer Cyclical | 2 | $2.1B | 1.1% |
| Real Estate | 5 | $1.8B | 1.0% |
| Healthcare | 2 | $1.8B | 1.0% |
| Consumer Defensive | 2 | $1.7B | 0.9% |
| Energy | 2 | $735.0M | 0.4% |
| Industrials | 2 | $544.0M | 0.3% |