The Analysis of PANORAMIC INVESTMENT ADVISORS, LLC's Holdings

Currently, PANORAMIC INVESTMENT ADVISORS, LLC holds 125 types of securities in its portfolio with a total value $177.8M. In the most recent quarter, they have increased their positions in VUG (+2.2K shares, valued at $1.1M), BAI (+30.2K shares, valued at $1.0M), GRNY (+27.9K shares, valued at $697.8K); decreased their positions in QUAL (-11.7K shares, valued at $2.3M), IYW (-7.0K shares, valued at $1.4M), GOOG (-4.3K shares, valued at $1.1M); initiated new positions in BAI (+30.2K shares, valued at $1.0M), GRNY (+27.9K shares, valued at $697.8K), SLV (+6.2K shares, valued at $261.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST326.3K shares2.39%2025-09-302025-10-24

SCHV SCHWAB STRATEGIC TR216.0K shares4.90%2025-09-302025-10-24

VPLS VANGUARD MALVERN FDS77.7K shares6.87%2025-09-302025-10-24

VUG VANGUARD INDEX FDS11.8K shares23.36%2025-09-302025-10-24

SCHG SCHWAB STRATEGIC TR170.1K shares6.16%2025-09-302025-10-24

GOOG ALPHABET INC18.6K shares-18.92%2025-09-302025-10-24

ICSH ISHARES TR83.2K shares5.22%2025-09-302025-10-24

FBTC FIDELITY WISE ORIGIN BITCOIN40.2K shares1.68%2025-09-302025-10-24

Sponsored

SCHD SCHWAB STRATEGIC TR138.6K shares3.18%2025-09-302025-10-24

IBIT ISHARES BITCOIN TRUST ETF54.1K shares2.25%2025-09-302025-10-24

DFLV DIMENSIONAL ETF TRUST106.7K shares20.32%2025-09-302025-10-24

QQQ INVESCO QQQ TR5.5K shares-0.33%2025-09-302025-10-24

MOAT VANECK ETF TRUST32.7K shares-2.82%2025-09-302025-10-24

VYM VANGUARD WHITEHALL FDS22.8K shares1.42%2025-09-302025-10-24

BRK.B BERKSHIRE HATHAWAY INC DEL6.3K shares2.30%2025-09-302025-10-24

JEPI J P MORGAN EXCHANGE TRADED F53.3K shares5.58%2025-09-302025-10-24

Sponsored

VOO VANGUARD INDEX FDS4.8K shares0.90%2025-09-302025-10-24

IVV ISHARES TR4.4K shares1.15%2025-09-302025-10-24

IEFA ISHARES TR32.9K shares5.05%2025-09-302025-10-24

NVDA NVIDIA CORPORATION14.7K shares16.55%2025-09-302025-10-24

QUAL ISHARES TR13.8K shares-45.92%2025-09-302025-10-24

TLT ISHARES TR30.0K shares30.84%2025-09-302025-10-24

SCHM SCHWAB STRATEGIC TR81.4K shares27.14%2025-09-302025-10-24

AAPL APPLE INC9.4K shares-7.03%2025-09-302025-10-24

Sponsored

GOOGL ALPHABET INC9.8K shares-10.04%2025-09-302025-10-24

SCHB SCHWAB STRATEGIC TR88.7K shares1.64%2025-09-302025-10-24

VGT VANGUARD WORLD FD3.0K shares-0.20%2025-09-302025-10-24

SCHA SCHWAB STRATEGIC TR79.8K shares21.26%2025-09-302025-10-24

XLE SELECT SECTOR SPDR TR22.1K shares0.18%2025-09-302025-10-24

DGRW WISDOMTREE TR21.9K shares3.69%2025-09-302025-10-24

MAXJ ISHARES TR68.3K shares0.00%2025-09-302025-10-24

QQH NORTHERN LTS FD TR III24.4K shares-0.51%2025-09-302025-10-24

Sponsored

META META PLATFORMS INC2.5K shares-5.40%2025-09-302025-10-24

MSFT MICROSOFT CORP3.4K shares-5.25%2025-09-302025-10-24

IYW ISHARES TR8.4K shares-45.28%2025-09-302025-10-24

LGH NORTHERN LTS FD TR III27.2K shares-0.53%2025-09-302025-10-24

ABT ABBOTT LABS12.0K shares-0.83%2025-09-302025-10-24

AMZN AMAZON COM INC7.0K shares1.21%2025-09-302025-10-24

PEP PEPSICO INC10.5K shares45.52%2025-09-302025-10-24

SCHW SCHWAB CHARLES CORP13.3K shares6.38%2025-09-302025-10-24

Sponsored

IDV ISHARES TR34.1K shares1.55%2025-09-302025-10-24

VXUS VANGUARD STAR FDS15.7K shares0.35%2025-09-302025-10-24

PCEF INVESCO EXCH TRADED FD TR II54.4K shares6.21%2025-09-302025-10-24

BAI BLACKROCK ETF TRUST30.2K sharesnew addition2025-09-302025-10-24

RDVY FIRST TR EXCHANGE TRADED FD14.6K shares0.00%2025-09-302025-10-24

DTD WISDOMTREE TR11.6K shares0.01%2025-09-302025-10-24

EVSM MORGAN STANLEY ETF TRUST18.4K shares5.80%2025-09-302025-10-24

GSEW GOLDMAN SACHS ETF TR10.6K shares3.46%2025-09-302025-10-24

Sponsored

ISCV ISHARES TR13.4K shares0.46%2025-09-302025-10-24

JEPQ J P MORGAN EXCHANGE TRADED F13.6K shares0.00%2025-09-302025-10-24

VYMI VANGUARD WHITEHALL FDS8.9K shares1.13%2025-09-302025-10-24

WELL WELLTOWER INC4.3K shares0.00%2025-09-302025-10-24

RSP INVESCO EXCHANGE TRADED FD T3.7K shares-1.12%2025-09-302025-10-24

GRNY TIDAL TRUST I27.9K sharesnew addition2025-09-302025-10-24

EMXC ISHARES INC10.2K shares10.77%2025-09-302025-10-24

ITOT ISHARES TR4.4K shares-2.27%2025-09-302025-10-24

Sponsored

MFIC MIDCAP FINANCIAL INVSTMNT CO53.6K shares0.00%2025-09-302025-10-24

FTCS FIRST TR EXCHANGE-TRADED FD6.6K shares-1.93%2025-09-302025-10-24

XLF SELECT SECTOR SPDR TR11.4K shares0.04%2025-09-302025-10-24

AVGO BROADCOM INC1.8K shares-0.32%2025-09-302025-10-24

SPLV INVESCO EXCH TRADED FD TR II7.9K shares0.46%2025-09-302025-10-24

DBND DOUBLELINE ETF TRUST12.2K shares0.00%2025-09-302025-10-24

XOM EXXON MOBIL CORP5.0K shares6.37%2025-09-302025-10-24

OCTT AIM ETF PRODUCTS TRUST13.3K shares0.00%2025-09-302025-10-24

Sponsored

GLD SPDR GOLD TR1.5K shares-24.63%2025-09-302025-10-24

IJH ISHARES TR8.1K shares4.38%2025-09-302025-10-24

IAU ISHARES GOLD TR7.0K shares2.93%2025-09-302025-10-24

VFH VANGUARD WORLD FD3.8K shares0.31%2025-09-302025-10-24

JANT AIM ETF PRODUCTS TRUST12.1K shares0.00%2025-09-302025-10-24

TSLA TESLA INC1.1K shares-1.19%2025-09-302025-10-24

VDC VANGUARD WORLD FD2.1K shares0.52%2025-09-302025-10-24

BINC BLACKROCK ETF TRUST II8.6K shares0.00%2025-09-302025-10-24

Sponsored

CRWD CROWDSTRIKE HLDGS INC918 shares-5.17%2025-09-302025-10-24

COST COSTCO WHSL CORP NEW449 shares-18.36%2025-09-302025-10-24

IHI ISHARES TR6.8K shares-4.15%2025-09-302025-10-24

JUNT AIM ETF PRODUCTS TRUST11.1K shares0.00%2025-09-302025-10-24

IJJ ISHARES TR2.9K shares0.00%2025-09-302025-10-24

ETN EATON CORP PLC989 shares-3.89%2025-09-302025-10-24

MSTR STRATEGY INC1.1K shares0.35%2025-09-302025-10-24

AHR AMERICAN HEALTHCARE REIT INC8.7K shares-10.30%2025-09-302025-10-24

Sponsored

SCHX SCHWAB STRATEGIC TR13.8K shares0.21%2025-09-302025-10-24

GBTC GRAYSCALE BITCOIN TRUST ETF4.0K shares0.00%2025-09-302025-10-24

VDE VANGUARD WORLD FD2.9K shares0.63%2025-09-302025-10-24

PLTR PALANTIR TECHNOLOGIES INC1.9K shares-1.65%2025-09-302025-10-24

O REALTY INCOME CORP5.7K shares1.10%2025-09-302025-10-24

JPM JPMORGAN CHASE & CO.1.0K shares-16.99%2025-09-302025-10-24

BIV VANGUARD BD INDEX FDS4.1K shares0.00%2025-09-302025-10-24

VHT VANGUARD WORLD FD1.2K shares-3.20%2025-09-302025-10-24

Sponsored

VPU VANGUARD WORLD FD1.6K shares0.49%2025-09-302025-10-24

APRT AIM ETF PRODUCTS TRUST7.5K shares0.00%2025-09-302025-10-24

TGT TARGET CORP3.4K shares0.06%2025-09-302025-10-24

FNCL FIDELITY COVINGTON TRUST3.9K shares0.00%2025-09-302025-10-24

IGSB ISHARES TR5.6K shares-17.23%2025-09-302025-10-24

MGC VANGUARD WORLD FD1.2K shares0.00%2025-09-302025-10-24

EVLN MORGAN STANLEY ETF TRUST5.8K shares5.32%2025-09-302025-10-24

OCTW AIM ETF PRODUCTS TRUST7.5K shares0.00%2025-09-302025-10-24

Sponsored

SILA SILA REALTY TRUST INC11.2K shares-30.14%2025-09-302025-10-24

XLV SELECT SECTOR SPDR TR2.0K shares0.00%2025-09-302025-10-24

SOFI SOFI TECHNOLOGIES INC10.4K shares-1.88%2025-09-302025-10-24

SCHF SCHWAB STRATEGIC TR11.9K shares20.62%2025-09-302025-10-24

SLV ISHARES SILVER TR6.2K sharesnew addition2025-09-302025-10-24

HIGH SIMPLIFY EXCHANGE TRADED FUN11.3K shares0.00%2025-09-302025-10-24

VOX VANGUARD WORLD FD1.4K shares16.32%2025-09-302025-10-24

IJS ISHARES TR2.3K shares0.00%2025-09-302025-10-24

Sponsored

SCHE SCHWAB STRATEGIC TR7.7K sharesnew addition2025-09-302025-10-24

DSI ISHARES TR2.0K sharesnew addition2025-09-302025-10-24

VOE VANGUARD INDEX FDS1.4K shares0.49%2025-09-302025-10-24

VCR VANGUARD WORLD FD613 shares-6.41%2025-09-302025-10-24

DBEF DBX ETF TR5.2K shares5.45%2025-09-302025-10-24

V VISA INC699 shares16.11%2025-09-302025-10-24

LMT LOCKHEED MARTIN CORP474 shares-12.55%2025-09-302025-10-24

MRK MERCK & CO INC2.8K shares-2.46%2025-09-302025-10-24

Sponsored

SPY SPDR S&P 500 ETF TR341 shares-7.08%2025-09-302025-10-24

HD HOME DEPOT INC553 shares-7.99%2025-09-302025-10-24

ORCL ORACLE CORP796 sharesnew addition2025-09-302025-10-24

VNQ VANGUARD INDEX FDS2.4K shares0.41%2025-09-302025-10-24

GDX VANECK ETF TRUST2.9K sharesnew addition2025-09-302025-10-24

IGIB ISHARES TR4.1K shares-8.78%2025-09-302025-10-24

RKT ROCKET COS INC11.0K shares0.00%2025-09-302025-10-24

SPYD SPDR SERIES TRUST4.7K sharesnew addition2025-09-302025-10-24

Sponsored

SUSA ISHARES TR1.5K shares-27.01%2025-09-302025-10-24

MPLX MPLX LP4.1K shares0.00%2025-09-302025-10-24

FSK FS KKR CAP CORP12.6K shares-19.60%2025-09-302025-10-24

FSCO FS CREDIT OPPORTUNITIES CORP26.1K shares-20.93%2025-09-302025-10-24

ABR ARBOR REALTY TRUST INC11.7K shares0.00%2025-09-302025-10-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available