Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PANORAMIC INVESTMENT ADVISORS, LLC (CIK 1967332) reported $184.9M across 130 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($25.2M, 13.61%), VPLS ($6.9M, 3.71%), SCHV ($6.8M, 3.70%), VUG ($6.5M, 3.52%), SCHG ($5.2M, 2.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $25.2M | 13.61% | 328,771 | Added |
| 2 | VPLS | VANGUARD MALVERN FDS | $6.9M | 3.71% | 88,456 | Added |
| 3 | SCHV | SCHWAB STRATEGIC TR | $6.8M | 3.70% | 224,419 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $6.5M | 3.52% | 14,888 | Added |
| 5 | SCHG | SCHWAB STRATEGIC TR | $5.2M | 2.81% | 178,311 | Added |
| 6 | ICSH | ISHARES TR | $5.0M | 2.71% | 98,994 | Added |
| 7 | GOOG | ALPHABET INC | $4.9M | 2.64% | 17,049 | Trimmed |
| 8 | SCHD | SCHWAB STRATEGIC TR | $4.1M | 2.20% | 132,472 | Trimmed |
| 9 | DFLV | DIMENSIONAL ETF TRUST | $4.0M | 2.15% | 111,469 | Added |
| 10 | VYM | VANGUARD WHITEHALL FDS | $3.5M | 1.88% | 23,421 | Added |
| 11 | QQQ | INVESCO QQQ TR | $3.2M | 1.74% | 5,590 | Added |
| 12 | XLE | SELECT SECTOR SPDR TR | $3.2M | 1.74% | 52,640 | Added |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.2M | 1.71% | 55,864 | Added |
| 14 | MOAT | VANECK ETF TRUST | $3.1M | 1.66% | 31,675 | Added |
| 15 | IVV | ISHARES TR | $3.0M | 1.60% | 4,534 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.8M | 1.54% | 5,942 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $2.8M | 1.50% | 9,674 | Added |
| 18 | VOO | VANGUARD INDEX FDS | $2.6M | 1.42% | 4,403 | Added |
| 19 | TLT | ISHARES TR | $2.6M | 1.41% | 30,072 | Added |
| 20 | SCHM | SCHWAB STRATEGIC TR | $2.5M | 1.37% | 81,889 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $2.5M | 1.36% | 14,468 | Trimmed |
| 22 | SCHA | SCHWAB STRATEGIC TR | $2.5M | 1.34% | 85,227 | Added |
| 23 | AAPL | APPLE INC | $2.4M | 1.31% | 9,560 | Added |
| 24 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $2.4M | 1.30% | 40,842 | Added |
| 25 | BAI | BLACKROCK ETF TRUST | $2.3M | 1.24% | 69,350 | Added |
Source: SEC Form 13F filings · as of 2026-03-31