StockDriftsStockDriftsTop 50 Panoramic Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.96% | 332.1K | $29.2M | +1.02%(+3.35K) | $55.83(+63.46%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.79% | 227.7K | $7.9M | +1.46%(+3.28K) | $22.19(+59.62%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.79% | 91.9K | $7.9M | +2.93%(+2.62K) | $60.21(+48.12%) | 2026-06-30 | |
| VPLS | VANGUARD MALVERN FDS | 3.43% | 92.4K | $7.2M | +4.47%(+3.96K) | $77.72(-1.88%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.85% | 176.0K | $6.0M | -1.31%(-2.34K) | $17.21(+107.03%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.82% | 16.7K | $5.9M | -2.11%(-359) | $92.44(+270.67%) | 2026-06-30 | |
| ICSH | ISHARES TR | 2.41% | 99.6K | $5.0M | +0.66%(+650) | $50.39(+0.23%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 2.14% | 113.2K | $4.5M | +1.55%(+1.73K) | $30.90(+36.33%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.01% | 132.4K | $4.2M | -0.05%(-69) | $23.79(+44.40%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.95% | 5.5K | $4.1M | -1.00%(-56) | $284.84(+157.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +41.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.89% |
Panoramic Investment Advisors LLC reports $209.06M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (14.0%), SCHV (3.8%) and VUG (3.8%). The top 20 holdings account for 55.33% of reported assets. Its disclosed equity book has returned +41.14% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Panoramic Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1967332). View Panoramic Investment Advisors LLC’s 13F filings on SEC