Institutions / Panoramic Investment Advisors, LLC
Panoramic Investment Advisors, LLC
CIK 1967332 · Institution · as of Dec 31, 2025
Portfolio value
$184.02M
Positions
126
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 126 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $25.85M | 14.0% |
| Vanguard Index Fds | $6.74M | 3.7% |
| Vanguard Malvern Fds | $6.69M | 3.6% |
| Schwab Strategic Tr | $6.52M | 3.5% |
| Schwab Strategic Tr | $5.80M | 3.2% |
| Alphabet Inc. | $5.67M | 3.1% |
| iShares Tr | $4.84M | 2.6% |
| Schwab Strategic Tr | $3.71M | 2.0% |
| Dimensional ETF Trust | $3.58M | 1.9% |
| Invesco Qqq Tr | $3.42M | 1.9% |
| Vanguard Whitehall Fds | $3.32M | 1.8% |
| VanEck ETF Trust | $3.27M | 1.8% |
| Warren E. Buffett | $3.11M | 1.7% |
| Fidelity Wise Origin Bitcoin | $3.07M | 1.7% |
| iShares Tr | $3.07M | 1.7% |
| J P Morgan Exchange Traded F | $3.03M | 1.6% |
| Alphabet Inc. | $3.02M | 1.6% |
| NVIDIA Corp | $2.83M | 1.5% |
| iShares Bitcoin Trust ETF | $2.69M | 1.5% |
| Vanguard Index Fds | $2.68M | 1.5% |
| iShares MSCI UAE ETF | $2.58M | 1.4% |
| iShares MSCI UAE ETF | $2.55M | 1.4% |
| Apple Inc. | $2.39M | 1.3% |
| Schwab Strategic Tr | $2.37M | 1.3% |
| Schwab Strategic Tr | $2.29M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.