Panoramic Investment Advisors, LLC
- SEC CIK
- 0001967332
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 31, 2024. Long positions only.
- Positions
- 118
- No filing for Q2 2024
- Portfolio value
- $144.7M
- No filing for Q2 2024
Panoramic Investment Advisors, LLC did not file a 13F for Q2 2024, 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 253,595 | $17.1M | 11.8% | – | – | – |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 80,877 | $6.42M | 4.4% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 64,783 | $5.21M | 3.6% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 56,345 | $4.76M | 3.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 25,124 | $4.50M | 3.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 25,936 | $4.34M | 3.0% | – | – | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 43,156 | $4.18M | 2.9% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 35,950 | $3.75M | 2.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,850 | $3.09M | 2.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 29,483 | $2.89M | 2.0% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 48,408 | $2.88M | 2.0% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22,053 | $2.83M | 2.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,108 | $2.73M | 1.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,468 | $2.67M | 1.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,183 | $2.41M | 1.7% | – | – | – |
| AAPLApple Inc. | Stock | 10,188 | $2.37M | 1.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,038 | $2.32M | 1.6% | – | – | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 43,928 | $2.23M | 1.5% | – | – | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 38,250 | $2.12M | 1.5% | – | – | History |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 64,412 | $1.98M | 1.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,412 | $1.98M | 1.4% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 50,716 | $1.83M | 1.3% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,723 | $1.82M | 1.3% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 27,195 | $1.81M | 1.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 10,670 | $1.77M | 1.2% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,988 | $1.75M | 1.2% | – | – | – |
| Northern LTS FD Tr III66538R748 | HCM DEFND 100 | 27,154 | $1.71M | 1.2% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 11,006 | $1.67M | 1.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 14,251 | $1.62M | 1.1% | – | – | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 18,773 | $1.56M | 1.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 18,666 | $1.55M | 1.1% | – | – | – |
| Northern LTS FD Tr III66538R730 | HCM DEFEN 500 | 30,406 | $1.54M | 1.1% | – | – | – |
| iShares Tr46438G612 | LARG CAP JUN ETF | 56,900 | $1.48M | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,388 | $1.46M | 1.0% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 28,078 | $1.45M | 1.0% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,521 | $1.44M | 1.0% | – | – | History |
| PEPPepsiCo Inc | Stock | 8,367 | $1.42M | 1.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 6,295 | $1.17M | 0.8% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 16,470 | $1.07M | 0.7% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 16,566 | $980.9K | 0.7% | – | – | – |
| iShares Tr464288703 | MRNING SM CP ETF | 13,475 | $855.4K | 0.6% | – | – | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 10,588 | $811.8K | 0.6% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 12,268 | $795.1K | 0.5% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,685 | $790.5K | 0.5% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,950 | $762.4K | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,055 | $735.3K | 0.5% | – | – | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 8,095 | $735.0K | 0.5% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 5,935 | $733.7K | 0.5% | – | – | – |
| MFICMidCap Financial Investment Corp | COM NEW | 53,630 | $718.1K | 0.5% | – | – | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 12,550 | $689.4K | 0.5% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 12,517 | $671.3K | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 33,945 | $669.1K | 0.5% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 8,900 | $653.4K | 0.5% | – | – | – |
| SILASila Realty Trust, Inc. | COMMON STOCK | 25,637 | $648.4K | 0.4% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,437 | $615.8K | 0.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,883 | $613.4K | 0.4% | – | – | – |
| WELLWelltower Inc. | REIT | 4,652 | $595.6K | 0.4% | – | – | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 19,658 | $594.3K | 0.4% | – | – | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 12,200 | $577.8K | 0.4% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 9,214 | $563.1K | 0.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,699 | $552.2K | 0.4% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,980 | $536.1K | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 2,017 | $527.7K | 0.4% | – | – | History |
| iShares Tr46435U713 | US INFRASTRUC | 11,214 | $526.7K | 0.4% | – | – | – |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 18,978 | $501.0K | 0.3% | – | – | – |
| Aim ETF Products Trust00888H604 | ALLIANZIM US EQT | 13,250 | $497.2K | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 17,089 | $494.6K | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 4,000 | $468.9K | 0.3% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,649 | $455.5K | 0.3% | – | – | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 9,719 | $452.1K | 0.3% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 7,557 | $447.5K | 0.3% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,978 | $432.2K | 0.3% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 3,893 | $427.8K | 0.3% | – | – | – |
| ORealty Income Corp | REIT | 6,692 | $424.4K | 0.3% | – | – | History |
| DGDollar General Corp | COM | 5,007 | $423.4K | 0.3% | – | – | History |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 15,957 | $416.5K | 0.3% | – | – | History |
| Aim ETF Products Trust00888H703 | ALLIANZIM US EQT | 11,675 | $409.9K | 0.3% | – | – | – |
| FSKFS KKR Capital Corp | COM | 20,652 | $407.5K | 0.3% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,406 | $396.9K | 0.3% | – | – | – |
| Morgan Stanley ETF Trust61774R858 | EATON VANCE SHRT | 7,660 | $384.9K | 0.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,166 | $359.5K | 0.2% | – | – | History |
| Aim ETF Products Trust00888H745 | ALLIANZIM US EQT | 11,050 | $349.9K | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 587 | $343.1K | 0.2% | – | – | History |
| GLDSPDR Gold Trust | ETF | 1,405 | $341.5K | 0.2% | – | – | History |
| Vanguard Energy ETF92204A306 | ETF | 2,777 | $340.1K | 0.2% | – | – | – |
| IAUiShares Gold Trust | ETF | 6,748 | $335.4K | 0.2% | – | – | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 6,218 | $334.0K | 0.2% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,100 | $321.3K | 0.2% | – | – | – |
| ETNEaton Corp plc | Stock | 934 | $309.6K | 0.2% | – | – | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,510 | $306.0K | 0.2% | – | – | – |
| Aim ETF Products Trust00888H109 | ALLIANZIM US EQ | 7,525 | $284.3K | 0.2% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 2,351 | $283.0K | 0.2% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,350 | $279.0K | 0.2% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,601 | $278.6K | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,130 | $277.8K | 0.2% | – | – | – |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 42,106 | $267.4K | 0.2% | – | – | History |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,648 | $265.6K | 0.2% | – | – | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 7,500 | $263.3K | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,702 | $263.2K | 0.2% | – | – | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,075 | $260.2K | 0.2% | – | – | – |