PANORAMIC INVESTMENT ADVISORS, LLC

• SPDR
  $29.2M
• SCHWAB
  $7.9M
• VANGUARD
  $7.9M
• VANGUARD
  $7.2M
• SCHWAB
  $6.0M
• GOOG
  $5.9M
• ISHARES
  $5.0M
• DIMENSIONAL
  $4.5M
• SCHWAB
  $4.2M
• QQQ
  $4.1M
• VANGUARD
  $3.7M
• ISHARES
  $3.7M
• BLACKROCK
  $3.6M
• ISHARES
  $3.4M
• J
  $3.4M
• GOOGL
  $3.4M
• SCHWAB
  $3.3M
• VANECK
  $3.3M
• SCHWAB
  $3.2M
• VANGUARD
  $3.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/panoramic-investment-advisors-llc-1967332

PANORAMIC INVESTMENT ADVISORS, LLC 13F holdings — Q2 2026

$209.1M portfolio (+1.2% QoQ) · 141 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio

• 1

  SPDR SERIES TRUST - ST STR P500ETF

  $29.2M

  14.0% of stocks

  NewThis quarter—Since filedNew this quarterHeld
  AIQuality—Est. buy—
• 2

  SCHWAB STRATEGIC TR - US LCAP VA ETF

  $7.9M

  3.8% of stocks

  NewThis quarter—Since filedNew this quarterHeld
  AIQuality—Est. buy—
• 3

  VANGUARD INDEX FDS - GROWTH ETF

  $7.9M

  3.8% of stocks

  NewThis quarter—Since filedNew this quarterHeld
  AIQuality—Est. buy—
• 4

  VANGUARD MALVERN FDS - CORE-PLUS BD ETF

  $7.2M

  3.4% of stocks

  NewThis quarter—Since filedNew this quarterHeld
  AIQuality—Est. buy—
• 5

  SCHWAB STRATEGIC TR - US LCAP GR ETF

  $6.0M

  2.9% of stocks

  NewThis quarter—Since filedNew this quarterHeld
  AIQuality—Est. buy—
• 6

  Alphabet Inc.

  $GOOG

  $5.9M

  2.8% of stocks

  NewThis quarter-8.7%Since filedNew this quarterHeld
  AIQuality77.7#61Est. buyEstimated buy price is Pro: unlock with a free trial
• 7

  ISHARES TR - ULTRA SHORT DUR

  $5.0M

  2.4% of stocks

  NewThis quarter—Since filedNew this quarterHeld
  AIQuality—Est. buy—
• 8

  DIMENSIONAL ETF TRUST - US LARG VALU ETF

  $4.5M

  2.1% of stocks

  NewThis quarter—Since filedNew this quarterHeld
  AIQuality—Est. buy—
• 9

  SCHWAB STRATEGIC TR - US DIVIDEND EQ

  $4.2M

  2.0% of stocks

  NewThis quarter—Since filedNew this quarterHeld
  AIQuality—Est. buy—
• 10

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  $4.1M

  1.9% of stocks

  NewThis quarter-2.7%Since filedNew this quarterHeld
  AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR SERIES TRUST - ST STR P500ETF	$29.2M	14.0%	New	—	New this quarter	—	—
2	SCHWAB STRATEGIC TR - US LCAP VA ETF	$7.9M	3.8%	New	—	New this quarter	—	—
3	VANGUARD INDEX FDS - GROWTH ETF	$7.9M	3.8%	New	—	New this quarter	—	—
4	VANGUARD MALVERN FDS - CORE-PLUS BD ETF	$7.2M	3.4%	New	—	New this quarter	—	—
5	SCHWAB STRATEGIC TR - US LCAP GR ETF	$6.0M	2.9%	New	—	New this quarter	—	—
6	Alphabet Inc.$GOOG	$5.9M	2.8%	New	-8.7%	New this quarter	77.7#61	Estimated buy price is Pro: unlock with a free trial
7	ISHARES TR - ULTRA SHORT DUR	$5.0M	2.4%	New	—	New this quarter	—	—
8	DIMENSIONAL ETF TRUST - US LARG VALU ETF	$4.5M	2.1%	New	—	New this quarter	—	—
9	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$4.2M	2.0%	New	—	New this quarter	—	—
10	INVESCO QQQ TRUST, SERIES 1$QQQ	$4.1M	1.9%	New	-2.7%	New this quarter	—	Estimated buy price is Pro: unlock with a free trial

All holdings — PANORAMIC INVESTMENT ADVISORS, LLC (Q2 2026)

SortLargest valueBiggest addBiggest trimWeightSharesAI qualityName A-ZSector A-Z

141 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#	Ticker	Company	Sector	Value	Weight	Shares	QoQ	Held	AI quality	Source
11	—	VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund	—	$3.7M	1.8%	23K	New	—	—	13F
12	—	ISHARES TR - CORE MSCI EAFEetf/fund	—	$3.7M	1.8%	38K	New	—	—	13F
13	—	BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund	—	$3.6M	1.7%	69K	New	—	—	13F
14	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$3.4M	1.6%	4,583	New	—	—	13F
15	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$3.4M	1.6%	59K	-85%	—	—	13F
16	$GOOGL	Alphabet Inc.	Technology	$3.4M	1.6%	9,380	New	1 qtr	77.7	13F
17	—	SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund	—	$3.3M	1.6%	90K	New	—	—	13F
18	—	VANECK ETF TRUST - MRNGSTR WDE MOATetf/fund	—	$3.3M	1.6%	31K	New	—	—	13F
19	—	SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund	—	$3.2M	1.5%	87K	New	—	—	13F
20	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$3.0M	1.4%	4,347	New	—	—	13F
21	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.9M	1.4%	5,842	New	1 qtr	73.5	13F
22	$NVDA	NVIDIA CORP	Technology	$2.9M	1.4%	14K	New	1 qtr	86.0	13F
23	$AAPL	Apple Inc.	Technology	$2.8M	1.3%	9,671	New	1 qtr	AI quality score is Pro: unlock with a free trial	13F
24	—	SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund	—	$2.8M	1.3%	52K	New	—	—	13F
25	—	VANGUARD WORLD FD - INF TECH ETFetf/fund	—	$2.7M	1.3%	23K	New	—	—	13F
26	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$2.6M	1.3%	90K	New
27	—	ISHARES TR - 20 YR TR BD ETF	—	$2.5M	1.2%	29K	New
28	—	ISHARES TR - MSCI USA QLT FCT	—	$2.2M	1.1%	10K	New
29	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$2.1M	1.0%	41K	New
30	—	ISHARES TR - LARG CAP JUN ETF	—	$2.0M	1.0%	69K	New
31	—	ISHARES TR - EAFE VALUE ETF	—	$2.0M	1.0%	26K	New
32	$IBIT	iShares Bitcoin Trust ETF	Financials	$1.8M	0.9%	55K	New
33	—	NORTHERN LTS FD TR III - HCM DEFND 100	—	$1.8M	0.8%	21K	New
34	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.7M	0.8%	7,246	New
35	—	ISHARES TR - INTL SEL DIV ETF	—	$1.6M	0.8%	38K	New
36	$META	Meta Platforms, Inc.	Technology	$1.6M	0.7%	2,764	New
37	—	TIDAL TRUST I - FUND GRAN US ETF	—	$1.5M	0.7%	55K	New
38	—	NORTHERN LTS FD TR III - HCM DEFEN 500	—	$1.5M	0.7%	24K	New
39	—	GLOBAL X FDS - DEFENSE TECH ETF	—	$1.5M	0.7%	25K	New
40	$WT	WisdomTree, Inc.	Financials	$1.4M	0.7%	14K	New
41	$MSFT	MICROSOFT CORP	Technology	$1.3M	0.6%	3,599	New
42	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$1.3M	0.6%	15K	New
43	$PEP	PEPSICO INC	Consumer Staples	$1.3M	0.6%	9,268	New
44	—	INVESCO EXCH TRADED FD TR II - CEF INM COMPSI	—	$1.2M	0.6%	60K	New
45	$SCHW	SCHWAB CHARLES CORP	Financials	$1.2M	0.6%	13K	New
46	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$1.2M	0.6%	14K	New
47	$WT	WisdomTree, Inc.	Financials	$1.1M	0.5%	12K	New
48	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$1.1M	0.5%	18K	-35%
49	—	MORGAN STANLEY ETF TRUST - EATON VANCE SHRT	—	$1.1M	0.5%	22K	New
50	—	ISHARES TR - MRNING SM CP ETF	—	$1.1M	0.5%	14K	New
51	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$1.1M	0.5%	24K	New
52	—	ISHARES INC - MSCI EMRG CHN	—	$1.0M	0.5%	10K	New
53	$ABT	ABBOTT LABORATORIES	Healthcare	$975K	0.5%	11K	New
54	$WELL	WELLTOWER INC.	Real Estate	$954K	0.5%	4,204	New
55	—	GOLDMAN SACHS ETF TR - NASDA 100 ETF	—	$911K	0.4%	15K	New
56	—	VANGUARD WHITEHALL FDS - INTL HIGH ETF	—	$901K	0.4%	9,175	New
57	—	DOUBLELINE ETF TRUST - OPPO CORE BD ETF	—	$883K	0.4%	19K	New
58	$IVZ	Invesco Ltd.	Financials	$880K	0.4%	4,136	New
59	—	ISHARES TR - US TREAS BD ETF	—	$815K	0.4%	36K	New
60	$CRWD	CrowdStrike Holdings, Inc.	Technology	$797K	0.4%	1,044	New
61	—	BLACKROCK ETF TRUST II - ISHARES AAA CLO	—	$791K	0.4%	15K	New
62	—	ISHARES TR - CORE S&P TTL STK	—	$716K	0.3%	4,357	New
63	$TSLA	Tesla, Inc.	Consumer Discretionary	$670K	0.3%	1,593	New
64	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$665K	0.3%	13K	New
65	$AVGO	Broadcom Inc.	Technology	$663K	0.3%	1,756	New
66	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$663K	0.3%	12K	New
67	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$633K	0.3%	2,572	New
68	—	ISHARES TR - CORE S&P MCP ETF	—	$618K	0.3%	8,019	New
69	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$618K	0.3%	16K	New
70	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$617K	0.3%	13K	New
71	$GLD	SPDR GOLD TRUST	Financials	$617K	0.3%	1,676	New
72	$XOM.R34088	EXXON MOBIL CORP	Energy	$597K	0.3%	4,367	+8%
73	$IVZ	Invesco Ltd.	Financials	$597K	0.3%	7,964	New
74	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$577K	0.3%	6,147	New
75	—	AB ACTIVE ETFS INC - SHOR DU YIEL ETF	—	$570K	0.3%	16K	New
76	—	ISHARES TR - CONV BD ETF	—	$519K	0.3%	4,264	New
77	—	VANGUARD WORLD FD - FINANCIALS ETF	—	$517K	0.3%	3,926	New
78	$IAU	ISHARES GOLD TRUST	Financials	$515K	0.3%	6,815	New
79	—	VANGUARD WORLD FD - CONSUM STP ETF	—	$487K	0.2%	2,159	New
80	$AMD	ADVANCED MICRO DEVICES INC	Technology	$487K	0.2%	838	New
81	—	ISHARES TR - ESG MSCI KLD ETF	—	$463K	0.2%	3,250	New
82	$FIX	COMFORT SYSTEMS USA INC	Industrials	$446K	0.2%	225	New
83	—	ISHARES TR - S&P MC 400VL ETF	—	$428K	0.2%	2,900	New
84	—	VANGUARD WORLD FD - ENERGY ETF	—	$420K	0.2%	2,799	New
85	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$420K	0.2%	449	New
86	$MFIC	MidCap Financial Investment Corp	Other	$411K	0.2%	41K	New
87	$INTC	INTEL CORP	Technology	$409K	0.2%	2,933	New
88	$ETN	Eaton Corp plc	Industrials	$392K	0.2%	919	New
89	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$390K	0.2%	13K	New
90	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$384K	0.2%	14K	New
91	—	VANGUARD BD INDEX FDS - INTERMED TERM	—	$372K	0.2%	4,850	New
92	$SLV	iShares Silver Trust	Financials	$372K	0.2%	6,954	New
93	$MRK	Merck & Co., Inc.	Healthcare	$369K	0.2%	2,875	New
94	$JPM	JPMORGAN CHASE & CO	Financials	$356K	0.2%	1,089	New
95	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQ	—	$345K	0.2%	7,525	New
96	$GS	GOLDMAN SACHS GROUP INC	Financials	$345K	0.2%	341	New
97	—	NORTHERN LTS FD TR IV - INSPIRE CORP BD	—	$345K	0.2%	15K	New
98	—	VANGUARD WORLD FD - HEALTH CAR ETF	—	$344K	0.2%	1,149	New
99	—	DBX ETF TR - XTRACK MSCI EAFE	—	$340K	0.2%	6,220	New
100	$O	REALTY INCOME CORP	Real Estate	$336K	0.2%	5,416	New
101	$LRCX	LAM RESEARCH CORP	Technology	$331K	0.2%	764	New
102	—	VANGUARD WORLD FD - MEGA CAP INDEX	—	$328K	0.2%	1,200	New
103	—	ISHARES TR - ESG AWR MSCI USA	—	$328K	0.2%	2,006	New
104	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$321K	0.1%	2,025	New
105	—	VANGUARD WORLD FD - UTILITIES ETF	—	$316K	0.1%	1,615	New
106	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$316K	0.1%	8,712	New
107	—	ISHARES TR - U.S. MED DVC ETF	—	$314K	0.1%	6,350	New
108	—	ISHARES TR - SP SMCP600VL ETF	—	$314K	0.1%	2,295	New
109	—	ISHARES TR - U.S. TECH ETF	—	$312K	0.1%	1,236	New
110	—	AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF	—	$308K	0.1%	7,970	New
111	—	AIM ETF PRODUCTS TRUST - ALLIA US OCT ETF	—	$307K	0.1%	7,500	New
112	—	TIDAL TRUST III - FUND GR LARG ETF	—	$306K	0.1%	15K	New
113	$PWR	QUANTA SERVICES, INC.	Industrials	$295K	0.1%	410	New
114	—	VANGUARD INDEX FDS - MCAP VL IDXVIP	—	$290K	0.1%	1,468	New
115	$MU	MICRON TECHNOLOGY INC	Technology	$284K	0.1%	246	New
116	$GLW	CORNING INC /NY	Materials	$275K	0.1%	1,076	New
117	—	ISHARES TR - ISHS 1-5YR INVS	—	$273K	0.1%	5,208	New
118	—	VANGUARD WORLD FD - COMM SRVC ETF	—	$270K	0.1%	1,467	New
119	—	FIDELITY COVINGTON TRUST - MSCI FINLS IDX	—	$260K	0.1%	3,400	New
120	—	SIMPLIFY EXCHANGE TRADED FUN - ENHANCED INM ETF	—	$256K	0.1%	12K	New
121	—	ISHARES TR - GLOBAL TECH ETF	—	$244K	0.1%	1,690	New
122	$CLDX	Celldex Therapeutics, Inc.	Healthcare	$242K	0.1%	6,500	New
123	$LMT	LOCKHEED MARTIN CORP	Industrials	$241K	0.1%	474	New
124	$SPY	SPDR S&P 500 ETF TRUST	—	$240K	0.1%	322	New
125	—	ISHARES TR - RUSSELL 2000 ETF	—	$240K	0.1%	799	New
126	—	ISHARES TR - CORE S&P SCP ETF	—	$238K	0.1%	1,606	New
127	$PLTR	Palantir Technologies Inc.	Technology	$234K	0.1%	2,005	New
128	—	SPDR SERIES TRUST - ST STR SP500DIV	—	$230K	0.1%	4,829	New
129	—	SPDR SERIES TRUST - ST STR SP REGBNK	—	$225K	0.1%	3,000	New
130	—	VANGUARD WORLD FD - CONSUM DIS ETF	—	$225K	0.1%	566	New
131	$MSTR	Strategy Inc	Financials	$224K	0.1%	2,573	New
132	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$223K	0.1%	2,950	New
133	—	ISHARES TR - SELECT DIVID ETF	—	$221K	0.1%	1,412	New
134	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$218K	0.1%	2,264	New
135	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$218K	0.1%	1,276	New
136	$MPLX	MPLX LP	Energy	$213K	0.1%	3,782	New
137	—	ISHARES TR - ESG OPTIMIZED	—	$212K	0.1%	1,373	New
138	$DVA	DAVITA INC.	Healthcare	$212K	0.1%	951	New
139	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$210K	0.1%	4,627	New
140	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$204K	0.1%	4,601	New
141	$ABR	ARBOR REALTY TRUST INC	Real Estate	$63K	0.0%	12K	-99%

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Every 13F PANORAMIC INVESTMENT ADVISORS, LLC has filed, 11 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of PANORAMIC INVESTMENT ADVISORS's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)