Panoramic Investment Advisors, LLC Top Holdings and 13F Report (2026) About Panoramic Investment Advisors, LLCInvestment ActivityPanoramic Investment Advisors, LLC has $184.93 million in total holdings as of March 31, 2026.Panoramic Investment Advisors, LLC owns shares of 130 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 5.31% of the portfolio was purchased this quarter.About 1.75% of the portfolio was sold this quarter.This quarter, Panoramic Investment Advisors, LLC has purchased 126 new stocks and bought additional shares in 82 stocks.Panoramic Investment Advisors, LLC sold shares of 26 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $25,164,111VANGUARD MALVERN FDS $6,863,194Schwab U.S. Large-Cap Value ETF $6,844,771Vanguard Growth ETF $6,502,936Schwab U.S. Large-Cap Growth ETF $5,194,188 Largest New Holdings this Quarter 693475105 - The PNC Financial Services Group $535,207 Holding594972408 - Strategy $313,997 Holding00888H802 - AllianzIM U.S. Large Cap Buffer20 Jan ETF $290,746 Holding38141G104 - The Goldman Sachs Group $288,483 Holding46435G425 - iShares ESG Aware MSCI USA ETF $270,961 Holding Largest Purchases this Quarter Energy Select Sector SPDR Fund 9,079 shares (about $556.18K)The PNC Financial Services Group 2,572 shares (about $535.21K)SPDR Portfolio S&P 500 ETF 6,520 shares (about $499.04K)AllianzIM U.S. Large Cap Buffer10 Jan ETF 12,050 shares (about $483.40K)Vanguard Growth ETF 1,080 shares (about $471.73K) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 2,574 shares (about $493.74K)Alphabet 1,007 shares (about $288.86K)NVIDIA 705 shares (about $122.95K)Berkshire Hathaway 241 shares (about $115.49K)HCM Defender 500 Index ETF 1,977 shares (about $112.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPanoramic Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$25,164,111$499,040 â–²2.0%328,77113.6%ETFVANGUARD MALVERN FDS$6,863,194$215,386 â–²3.2%88,4563.7%CORE-PLUS BD ETFSCHVSchwab U.S. Large-Cap Value ETF$6,844,771$132,919 â–²2.0%224,4193.7%ETFVUGVanguard Growth ETF$6,502,936$471,734 â–²7.8%14,8883.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,194,188$11,681 â–²0.2%178,3112.8%ETFICSHiShares Ultra Short-Term Bond Active ETF$5,011,093$165,730 â–²3.4%98,9942.7%ETFGOOGAlphabet$4,890,546$288,860 â–¼-5.6%17,0492.6%Computer and TechnologySCHDSchwab US Dividend Equity ETF$4,064,249$86,303 â–¼-2.1%132,4722.2%ETFDFLVDimensional US Large Cap Value ETF$3,980,561$247,935 â–²6.6%111,4692.2%ETFVYMVanguard High Dividend Yield ETF$3,468,581$38,950 â–²1.1%23,4211.9%Financial ServicesQQQInvesco QQQ$3,226,225$13,274 â–²0.4%5,5901.7%FinanceXLEEnergy Select Sector SPDR Fund$3,224,722$556,179 â–²20.8%52,6401.7%ETFJEPIJPMorgan Equity Premium Income ETF$3,166,358$170,663 â–²5.7%55,8641.7%ETFMOATVanEck Morningstar Wide Moat ETF$3,062,957$11,894 â–²0.4%31,6751.7%ETFIVViShares Core S&P 500 ETF$2,961,447$37,230 â–²1.3%4,5341.6%ETFBRK.BBerkshire Hathaway$2,847,406$115,487 â–¼-3.9%5,9421.5%FinanceGOOGLAlphabet$2,781,855$8,914 â–²0.3%9,6741.5%Computer and TechnologyVOOVanguard S&P 500 ETF$2,631,180$76,491 â–²3.0%4,4031.4%ETFTLTiShares 20+ Year Treasury Bond ETF$2,606,911$40,397 â–²1.6%30,0721.4%ETFSCHMSchwab U.S. Mid-Cap ETF$2,535,280$173,562 â–²7.3%81,8891.4%ETFNVDANVIDIA$2,523,254$122,954 â–¼-4.6%14,4681.4%Computer and TechnologySCHASchwab US Small-Cap ETF$2,478,390$177,009 â–²7.7%85,2271.3%ETFAAPLApple$2,426,199$191,863 â–²8.6%9,5601.3%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$2,410,903$32,998 â–²1.4%40,8421.3%SHSBLACKROCK ETF TRUST$2,285,070$151,503 â–²7.1%69,3501.2%ISHARES A I INNOSCHBSchwab US Broad Market ETF$2,266,497$2,987 â–²0.1%90,2991.2%ETFIEFAiShares Core MSCI EAFE ETF$2,229,533$30,961 â–²1.4%24,6281.2%ETFVGTVanguard Information Technology ETF$2,138,308$23,023 â–²1.1%3,0651.2%ETFISHARES BITCOIN TRUST ETF$2,117,403$36,076 â–²1.7%55,1121.1%SHS BEN INTQUALiShares MSCI USA Quality Factor ETF$1,965,762$493,742 â–¼-20.1%10,2481.1%ETFISHARES TR$1,947,236$25,344 â–²1.3%69,1501.1%LARGE CAP MAX BUEFViShares MSCI EAFE Value ETF$1,733,009$228,476 â–²15.2%23,3090.9%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,634,861$66,494 â–¼-3.9%18,6120.9%ManufacturingQQHHCM Defender 100 Index ETF$1,607,575$89,174 â–¼-5.3%23,0210.9%ETFMETAMeta Platforms$1,559,630$50,920 â–²3.4%2,7260.8%Computer and TechnologyIDViShares International Select Dividend ETF$1,534,104$979 â–²0.1%36,0460.8%ETFAMZNAmazon.com$1,489,964$57,066 â–²4.0%7,1540.8%Retail/WholesalePEPPepsiCo$1,453,143$13,820 â–²1.0%9,3580.8%Consumer StaplesGLOBAL X FDS$1,446,694$112,848 â–²8.5%20,4220.8%DEFENSE TECH ETFLGHHCM Defender 500 Index ETF$1,426,584$112,607 â–¼-7.3%25,0460.8%ETFMSFTMicrosoft$1,406,249$230,612 â–²19.6%3,7990.8%Computer and TechnologySCHWCharles Schwab$1,243,637$9,398 â–¼-0.8%13,2330.7%FinanceVXUSVanguard Total International Stock ETF$1,189,730$1,388 â–¼-0.1%15,4290.6%ETFABTAbbott Laboratories$1,181,309$49,281 â–¼-4.0%11,5060.6%MedicalTIDAL TRUST I$1,110,313$143,220 â–²14.8%46,5150.6%FUNDSTRAT GRANNYDTDWisdomTree U.S. Total Dividend Fund$1,042,037$23,318 â–²2.3%12,0660.6%FinancePCEFInvesco CEF Income Composite ETF$1,011,252$22,057 â–¼-2.1%53,7330.5%ETFIYWiShares U.S. Technology ETF$1,001,520$19,776 â–¼-1.9%5,5200.5%ManufacturingRDVYFirst Trust Rising Dividend Achievers ETF$994,5660.0%14,5660.5%ManufacturingJANTAllianzIM U.S. Large Cap Buffer10 Jan ETF$969,804$483,398 â–²99.4%24,1750.5%ETFMORGAN STANLEY ETF TRUST$952,009$15,509 â–²1.7%18,9680.5%EATON VANCE SHRTISCViShares Morningstar Small-Cap Value ETF$943,409$3,267 â–²0.3%13,5720.5%ETFVYMIVanguard International High Dividend Yield ETF$864,652$65,968 â–²8.3%9,1750.5%ETFDBNDDoubleLine Opportunistic Bond ETF$860,083$167,207 â–²24.1%18,7750.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$856,081$37,601 â–²4.6%10,8830.5%ManufacturingWELLWelltower$831,173$9,490 â–¼-1.1%4,2040.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$793,781$142,021 â–²21.8%4,1360.4%ETFCLOAiShares AAA CLO Active ETF$787,425$101,234 â–²14.8%15,1910.4%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$781,444$14,990 â–²2.0%14,0750.4%ETFXOMExxonMobil$740,424$339 â–²0.0%4,3640.4%EnergyICVTiShares Convertible Bond ETF$690,034$184,647 â–²36.5%6,7790.4%ETFGLDSPDR Gold Shares$669,101$13,339 â–¼-2.0%1,5550.4%FinanceBINCiShares Flexible Income Active ETF$659,511$137,615 â–²26.4%12,7000.4%ETFGOLDMAN SACHS ETF TR$647,478$79,234 â–²13.9%13,0830.4%NASDAQ-100 PREMIITOTiShares Core S&P Total U.S. Stock Market ETF$622,846$1,709 â–²0.3%4,3730.3%ETFXLFFinancial Select Sector SPDR Fund$605,562$12,737 â–²2.1%12,2660.3%ETFMFICMidCap Financial Investment$602,8010.0%53,6300.3%FinanceIAUiShares Gold Trust$600,810$32,531 â–¼-5.1%6,8150.3%FinanceFTCSFirst Trust Capital Strength ETF$590,603$13,543 â–¼-2.2%6,3670.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$579,859$2,633 â–²0.5%7,9280.3%ETFTSLATesla$573,610$150,930 â–²35.7%1,5430.3%Auto/Tires/TrucksAB ACTIVE ETFS INC$566,508$58,430 â–²11.5%15,9490.3%SHORT DURATION HOCTTAllianzIM U.S. Large Cap Buffer10 Oct ETF$560,7490.0%13,2500.3%ETFAVGOBroadcom$558,975$10,833 â–¼-1.9%1,8060.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$548,275$675 â–¼-0.1%8,1190.3%ETFPNCThe PNC Financial Services Group$535,207$535,207 â–²New Holding2,5720.3%FinanceVDEVanguard Energy ETF$502,696$2,423 â–²0.5%2,9050.3%ETFVDCVanguard Consumer Staples ETF$483,089$2,021 â–²0.4%2,1510.3%ETFSLViShares Silver Trust$473,846$41,634 â–²9.6%6,9540.3%ETFVFHVanguard Financials ETF$471,391$1,450 â–²0.3%3,9020.3%ETFDSIiShares ESG MSCI KLD 400 ETF$448,524$205,538 â–²84.6%3,7010.2%ETFCOSTCostco Wholesale$447,4090.0%4490.2%Retail/WholesaleCRWDCrowdStrike$401,341$50,753 â–²14.5%1,0280.2%Computer and TechnologyJUNTAllianzIM U.S. Large Cap Buffer10 Jun ETF$397,168$26,957 â–²7.3%11,0500.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$384,250$33,125 â–²9.4%2,9000.2%ETFBIVVanguard Intermediate-Term Bond ETF$374,323$57,885 â–²18.3%4,8500.2%ETFIHIiShares U.S. Medical Devices ETF$354,765$53 â–²0.0%6,6500.2%ETFETNEaton$353,7360.0%9890.2%IndustrialsIBDInspire Corporate Bond ETF$345,927$95,428 â–²38.1%14,5000.2%ETFMRKMerck & Co., Inc.$345,834$12,270 â–²3.7%2,8750.2%MedicalSCHXSchwab US Large-Cap ETF$338,869$16,974 â–¼-4.8%13,2160.2%ETFORealty Income$338,829$3,426 â–²1.0%5,5380.2%FinanceVHTVanguard Health Care ETF$332,583$1,090 â–²0.3%1,2210.2%ETFSCHFSchwab International Equity ETF$327,693$27,423 â–²9.1%13,2400.2%ETFJPMJPMorgan Chase & Co.$324,320$26,463 â–²8.9%1,1030.2%FinanceAPRTAllianzIM U.S. Large Cap Buffer10 Apr ETF$319,813$53,125 â–²19.9%7,5250.2%ETFVPUVanguard Utilities ETF$318,417$9,313 â–¼-2.8%1,6070.2%ETFPALANTIR TECHNOLOGIES INC$315,380$29,256 â–²10.2%2,1560.2%CL AMSTRStrategy$313,997$313,997 â–²New Holding2,5160.2%Computer and TechnologyJANWAllianzIM U.S. Large Cap Buffer20 Jan ETF$290,746$290,746 â–²New Holding7,9700.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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