Panoramic Investment Advisors, LLC
- SEC CIK
- 0001967332
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Mar 1, 2023. Long positions only.
- Positions
- 94
- No filing for Q3 2022
- Portfolio value
- $97.5M
- No filing for Q3 2022
Panoramic Investment Advisors, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 128,882 | $9.74M | 10.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 146,407 | $6.59M | 6.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 51,542 | $4.57M | 4.7% | – | – | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 57,199 | $3.78M | 3.9% | – | – | – |
| ABTAbbott Laboratories | Stock | 33,631 | $3.69M | 3.8% | – | – | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 64,759 | $3.24M | 3.3% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 48,473 | $3.15M | 3.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,157 | $2.87M | 2.9% | – | – | – |
| PEPPepsiCo Inc | Stock | 14,974 | $2.71M | 2.8% | – | – | History |
| iShares Tr46434V860 | TRS FLT RT BD | 46,355 | $2.34M | 2.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 22,879 | $2.22M | 2.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 19,768 | $2.14M | 2.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 36,719 | $2.04M | 2.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,299 | $1.95M | 2.0% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 28,530 | $1.50M | 1.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,169 | $1.38M | 1.4% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 15,386 | $1.35M | 1.4% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 17,452 | $1.31M | 1.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 21,015 | $1.30M | 1.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,275 | $1.26M | 1.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,773 | $1.23M | 1.3% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 17,716 | $1.16M | 1.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,173 | $1.15M | 1.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 12,935 | $1.14M | 1.2% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 24,929 | $1.12M | 1.1% | – | – | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 44,556 | $1.09M | 1.1% | – | – | – |
| Northern LTS FD Tr III66538R730 | HCM DEFEN 500 | 31,854 | $1.06M | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 7,989 | $1.04M | 1.1% | – | – | History |
| Northern LTS FD Tr III66538R748 | HCM DEFND 100 | 29,937 | $1.02M | 1.0% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,085 | $988.1K | 1.0% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 19,066 | $987.4K | 1.0% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 23,598 | $956.0K | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,908 | $937.3K | 1.0% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,365 | $898.1K | 0.9% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,722 | $869.4K | 0.9% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 18,366 | $806.6K | 0.8% | – | – | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 39,964 | $788.9K | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,882 | $775.3K | 0.8% | – | – | – |
| iShares Tr464288703 | MRNING SM CP ETF | 14,170 | $737.7K | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 8,557 | $718.8K | 0.7% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 6,224 | $690.6K | 0.7% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 7,597 | $626.6K | 0.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 11,375 | $619.8K | 0.6% | – | – | – |
| MFICMidCap Financial Investment Corp | COM NEW | 53,630 | $611.4K | 0.6% | – | – | History |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 9,839 | $596.8K | 0.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,861 | $590.9K | 0.6% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,900 | $529.8K | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 11,057 | $524.2K | 0.5% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,849 | $496.0K | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,758 | $495.7K | 0.5% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,342 | $462.5K | 0.5% | – | – | – |
| FSKFS KKR Capital Corp | COM | 26,117 | $457.0K | 0.5% | – | – | History |
| Vanguard Utilities ETF92204A876 | ETF | 2,838 | $435.2K | 0.4% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 9,607 | $431.6K | 0.4% | – | – | – |
| WELLWelltower Inc. | REIT | 6,575 | $431.0K | 0.4% | – | – | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,599 | $408.2K | 0.4% | – | – | – |
| ORealty Income Corp | REIT | 6,177 | $391.8K | 0.4% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 3,545 | $391.0K | 0.4% | – | – | History |
| Aim ETF Products Trust00888H604 | ALLIANZIM US EQT | 13,500 | $381.4K | 0.4% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 3,132 | $379.9K | 0.4% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 4,291 | $353.2K | 0.4% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,400 | $347.4K | 0.4% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 4,160 | $344.1K | 0.4% | – | – | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 7,130 | $341.8K | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 10,115 | $338.5K | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 8,523 | $337.3K | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,335 | $336.2K | 0.3% | – | – | – |
| BAXBaxter International Inc | Stock | 6,437 | $328.1K | 0.3% | – | – | History |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 18,080 | $327.6K | 0.3% | – | – | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,808 | $307.6K | 0.3% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 5,050 | $300.8K | 0.3% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 9,620 | $293.7K | 0.3% | – | – | – |
| XELXcel Energy Inc | Stock | 4,189 | $293.7K | 0.3% | – | – | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 6,500 | $289.7K | 0.3% | – | – | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,484 | $284.3K | 0.3% | – | – | – |
| BBDCBarings BDC, Inc. | COM | 34,388 | $280.3K | 0.3% | – | – | History |
| FFord Motor Co | Stock | 23,770 | $276.4K | 0.3% | – | – | History |
| MMM3M Co | Stock | 2,231 | $267.5K | 0.3% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 2,640 | $267.2K | 0.3% | – | – | History |
| ABRArbor Realty Trust Inc | COM | 19,185 | $253.1K | 0.3% | – | – | History |
| CMCSAComcast Corp | Stock | 7,184 | $251.2K | 0.3% | – | – | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 8,966 | $243.5K | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 496 | $241.3K | 0.2% | – | – | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,750 | $231.7K | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,359 | $230.5K | 0.2% | – | – | History |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 8,414 | $227.4K | 0.2% | – | – | – |
| IAUiShares Gold Trust | ETF | 6,480 | $224.1K | 0.2% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 2,011 | $214.1K | 0.2% | – | – | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 7,500 | $208.7K | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,854 | $200.2K | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 13,518 | $194.7K | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 10,491 | $193.1K | 0.2% | – | – | History |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 37,509 | $176.7K | 0.2% | – | – | History |
| Aethlon Med Inc00808Y307 | COM | 35,000 | $9.64K | <0.1% | – | – | – |