§ 13F · FUND PROFILE
PANORAMIC INVESTMENT ADVISORS, LLC.
AUM · $209M (13F)Positions · 141Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 332K | $29M | 14.0% | +1% |
| 2 | SCHV | SCHWAB STRATEGIC TR | 228K | $8M | 3.8% | +1% |
| 3 | VUG | VANGUARD INDEX FDS | 92K | $8M | 3.8% | +518% |
| 4 | VPLS | VANGUARD MALVERN FDS | 92K | $7M | 3.4% | +4% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 176K | $6M | 2.8% | −1% |
| 6 | GOOG | ALPHABET INC | 17K | $6M | 2.8% | −2% |
| 7 | ICSH | ISHARES TR | 100K | $5M | 2.4% | +1% |
| 8 | DFLV | DIMENSIONAL ETF TRUST | 113K | $4M | 2.1% | +2% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 132K | $4M | 2.0% | ±0% |
| 10 | QQQ | INVESCO QQQ TR | 6K | $4M | 1.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PANORAMIC SIGNAL
AC read
PANORAMIC INVESTMENT ADVISORS, LLC is a Other fund managing $209 million in assets. The fund runs a portfolio of 141 positions.
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