§ 13F · FUND PROFILE
PANORAMIC INVESTMENT ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $162.9T (13F)Positions · 121Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 322K | $25.9T | 14.0% | −1% |
| 2 | VUG | VANGUARD INDEX FDS | 14K | $6.7T | 3.7% | +17% |
| 3 | VPLS | VANGUARD MALVERN FDS | 86K | $6.7T | 3.6% | +10% |
| 4 | SCHV | SCHWAB STRATEGIC TR | 220K | $6.5T | 3.5% | +2% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 178K | $5.8T | 3.2% | +5% |
| 6 | GOOG | ALPHABET INC | 18K | $5.7T | 3.1% | −3% |
| 7 | ICSH | ISHARES TR | 96K | $4.8T | 2.6% | +15% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 135K | $3.7T | 2.0% | −2% |
| 9 | DFLV | DIMENSIONAL ETF TRUST | 105K | $3.6T | 1.9% | −2% |
| 10 | QQQ | INVESCO QQQ TR | 6K | $3.4T | 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 $162860.1 trillion in assets. The fund runs a portfolio of 121 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed