Holders — by stockHoldings — by fund
PANORAMIC INVESTMENT ADVISORS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1967332
$209.1M
disclosed book value
141
positions
14%
largest position share
Positions, as of 2026-06-30
top 100 of 141 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 332,122 | $29.2M | 14% |
| 2 | SCHVSCHWAB STRATEGIC TR | 227,702 | $7.9M | 3.8% |
| 3 | VUGVANGUARD INDEX FDS | 91,944 | $7.9M | 3.8% |
| 4 | VANGUARD MALVERN FDS | 92,412 | $7.2M | 3.4% |
| 5 | SCHGSCHWAB STRATEGIC TR | 175,967 | $6.0M | 2.8% |
| 6 | GOOGALPHABET INC | 16,690 | $5.9M | 2.8% |
| 7 | ICSHISHARES TR | 99,644 | $5.0M | 2.4% |
| 8 | DFLVDIMENSIONAL ETF TRUST | 113,194 | $4.5M | 2.1% |
| 9 | SCHDSCHWAB STRATEGIC TR | 132,403 | $4.2M | 2% |
| 10 | QQQINVESCO QQQ TR | 5,534 | $4.1M | 1.9% |
| 11 | VYMVANGUARD WHITEHALL FDS | 23,474 | $3.7M | 1.8% |
| 12 | IEFAISHARES TR | 38,002 | $3.7M | 1.8% |
| 13 | BAIBLACKROCK ETF TRUST | 68,712 | $3.6M | 1.7% |
| 14 | IVVISHARES TR | 4,583 | $3.4M | 1.6% |
| 15 | JEPIJ P MORGAN EXCHANGE TRADED F | 59,374 | $3.4M | 1.6% |
| 16 | GOOGLALPHABET INC | 9,380 | $3.4M | 1.6% |
| 17 | SCHASCHWAB STRATEGIC TR | 90,195 | $3.3M | 1.6% |
| 18 | MOATVANECK ETF TRUST | 31,275 | $3.3M | 1.6% |
| 19 | SCHMSCHWAB STRATEGIC TR | 86,533 | $3.2M | 1.5% |
| 20 | VOOVANGUARD INDEX FDS | 4,347 | $3.0M | 1.4% |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,842 | $2.9M | 1.4% |
| 22 | NVDANVIDIA CORPORATION | 14,304 | $2.9M | 1.4% |
| 23 | AAPLAPPLE INC | 9,671 | $2.8M | 1.3% |
| 24 | XLESELECT SECTOR SPDR TR | 52,133 | $2.8M | 1.3% |
| 25 | VGTVANGUARD WORLD FD | 22,689 | $2.7M | 1.3% |
| 26 | SCHBSCHWAB STRATEGIC TR | 89,992 | $2.6M | 1.2% |
| 27 | TLTISHARES TR | 29,403 | $2.5M | 1.2% |
| 28 | QUALISHARES TR | 10,250 | $2.2M | 1.1% |
| 29 | FBTCFIDELITY WISE ORIGIN BITCOIN | 40,882 | $2.1M | 1% |
| 30 | ISHARES TR | 69,150 | $2.0M | 1% |
| 31 | EFVISHARES TR | 26,240 | $2.0M | 1% |
| 32 | IBITISHARES BITCOIN TRUST ETF | 55,129 | $1.8M | 0.9% |
| 33 | QQHNORTHERN LTS FD TR III | 20,601 | $1.8M | 0.8% |
| 34 | AMZNAMAZON COM INC | 7,246 | $1.7M | 0.8% |
| 35 | IDVISHARES TR | 37,790 | $1.6M | 0.7% |
| 36 | METAMETA PLATFORMS INC | 2,764 | $1.6M | 0.7% |
| 37 | GRNYTIDAL TRUST I | 54,715 | $1.5M | 0.7% |
| 38 | LGHNORTHERN LTS FD TR III | 23,593 | $1.5M | 0.7% |
| 39 | SHLDGLOBAL X FDS | 24,792 | $1.5M | 0.7% |
| 40 | DGRWWISDOMTREE TR | 14,421 | $1.4M | 0.7% |
| 41 | MSFTMICROSOFT CORP | 3,599 | $1.3M | 0.6% |
| 42 | VXUSVANGUARD STAR FDS | 15,374 | $1.3M | 0.6% |
| 43 | PEPPEPSICO INC | 9,268 | $1.3M | 0.6% |
| 44 | INVESCO EXCH TRADED FD TR II | 60,418 | $1.2M | 0.6% |
| 45 | SCHWSCHWAB CHARLES CORP | 13,083 | $1.2M | 0.6% |
| 46 | RDVYFIRST TR EXCHANGE TRADED FD | 14,366 | $1.2M | 0.6% |
| 47 | DTDWISDOMTREE TR | 12,121 | $1.1M | 0.5% |
| 48 | JEPQJ P MORGAN EXCHANGE TRADED F | 17,775 | $1.1M | 0.5% |
| 49 | MORGAN STANLEY ETF TRUST | 21,598 | $1.1M | 0.5% |
| 50 | ISHARES TR | 13,625 | $1.1M | 0.5% |
| 51 | AIM ETF PRODUCTS TRUST | 24,175 | $1.1M | 0.5% |
| 52 | EMXCISHARES INC | 10,013 | $1.0M | 0.5% |
| 53 | ABTABBOTT LABORATORIES | 10,747 | $975,172 | 0.5% |
| 54 | WELLWELLTOWER INC | 4,204 | $954,182 | 0.5% |
| 55 | GPIQGOLDMAN SACHS ETF TR | 15,362 | $911,120 | 0.4% |
| 56 | VYMIVANGUARD WHITEHALL FDS | 9,175 | $900,985 | 0.4% |
| 57 | DOUBLELINE ETF TRUST | 19,375 | $883,316 | 0.4% |
| 58 | RSPINVESCO EXCHANGE TRADED FD T | 4,136 | $880,017 | 0.4% |
| 59 | GOVTISHARES TR | 35,759 | $814,597 | 0.4% |
| 60 | CRWDCROWDSTRIKE HLDGS INC | 1,044 | $796,718 | 0.4% |
| 61 | CLOABLACKROCK ETF TRUST II | 15,236 | $790,901 | 0.4% |
| 62 | ITOTISHARES TR | 4,357 | $715,724 | 0.3% |
| 63 | TSLATESLA INC | 1,593 | $670,016 | 0.3% |
| 64 | BINCBLACKROCK ETF TRUST II | 12,700 | $664,718 | 0.3% |
| 65 | AVGOBROADCOM INC | 1,756 | $663,329 | 0.3% |
| 66 | XLFSELECT SECTOR SPDR TR | 12,371 | $663,223 | 0.3% |
| 67 | PNCPNC FINL SVCS GROUP INC | 2,572 | $633,278 | 0.3% |
| 68 | IJHISHARES TR | 8,019 | $618,376 | 0.3% |
| 69 | AIM ETF PRODUCTS TRUST | 16,350 | $617,867 | 0.3% |
| 70 | AIM ETF PRODUCTS TRUST | 13,250 | $617,461 | 0.3% |
| 71 | GLDSPDR GOLD TR | 1,676 | $617,405 | 0.3% |
| 72 | EXMOCEXXON MOBIL CORP | 4,367 | $597,071 | 0.3% |
| 73 | SPLVINVESCO EXCH TRADED FD TR II | 7,964 | $596,512 | 0.3% |
| 74 | FTCSFIRST TR EXCHANGE-TRADED FD | 6,147 | $577,326 | 0.3% |
| 75 | SYFIAB ACTIVE ETFS INC | 15,956 | $569,869 | 0.3% |
| 76 | ICVTISHARES TR | 4,264 | $519,101 | 0.2% |
| 77 | VFHVANGUARD WORLD FD | 3,926 | $516,637 | 0.2% |
| 78 | IAUISHARES GOLD TR | 6,815 | $514,601 | 0.2% |
| 79 | VDCVANGUARD WORLD FD | 2,159 | $486,892 | 0.2% |
| 80 | AMDADVANCED MICRO DEVICES INC | 838 | $486,803 | 0.2% |
| 81 | DSIISHARES TR | 3,250 | $462,768 | 0.2% |
| 82 | FIXCOMFORT SYS USA INC | 225 | $445,939 | 0.2% |
| 83 | IJJISHARES TR | 2,900 | $428,417 | 0.2% |
| 84 | VDEVANGUARD WORLD FD | 2,799 | $420,228 | 0.2% |
| 85 | COSTCOSTCO WHOLESALE CORPORATION | 449 | $420,153 | 0.2% |
| 86 | MIDCAP FINANCIAL INVSTMNT CO | 40,780 | $411,062 | 0.2% |
| 87 | INTCINTEL CORP | 2,933 | $409,473 | 0.2% |
| 88 | EATON CORP PLC | 919 | $391,604 | 0.2% |
| 89 | SCHXSCHWAB STRATEGIC TR | 13,243 | $389,753 | 0.2% |
| 90 | SCHFSCHWAB STRATEGIC TR | 13,861 | $383,950 | 0.2% |
| 91 | BIVVANGUARD BD INDEX FDS | 4,850 | $371,995 | 0.2% |
| 92 | SLVISHARES SILVER TR | 6,954 | $371,830 | 0.2% |
| 93 | MRKMERCK & CO INC | 2,875 | $369,438 | 0.2% |
| 94 | JPMJPMORGAN CHASE & CO | 1,089 | $356,308 | 0.2% |
| 95 | AIM ETF PRODUCTS TRUST | 7,525 | $345,200 | 0.2% |
| 96 | GSGOLDMAN SACHS GROUP INC | 341 | $344,877 | 0.2% |
| 97 | NORTHERN LTS FD TR IV | 14,500 | $344,665 | 0.2% |
| 98 | VHTVANGUARD WORLD FD | 1,149 | $343,532 | 0.2% |
| 99 | DBEFDBX ETF TR | 6,220 | $339,799 | 0.2% |
| 100 | OREALTY INCOME CORP | 5,416 | $335,589 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.