Panoramic Investment Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| VANGUARD WORLD FD | $2.29M | 1.2% |
| SCHWAB STRATEGIC TR | $2.25M | 1.2% |
| ISHARES TR | $2.17M | 1.2% |
| BLACKROCK ETF TRUST | $2.16M | 1.2% |
| SELECT SECTOR SPDR TR | $1.95M | 1.1% |
| ISHARES TR | $1.92M | 1.0% |
| NORTHERN LTS FD TR III | $1.88M | 1.0% |
| Meta Platforms Inc | $1.74M | 0.9% |
| WISDOMTREE TR | $1.73M | 0.9% |
| NORTHERN LTS FD TR III | $1.67M | 0.9% |
| Amazon.com Inc | $1.59M | 0.9% |
| MICROSOFT CORP | $1.54M | 0.8% |
| ABBOTT LABORATORIES | $1.50M | 0.8% |
| ISHARES TR | $1.45M | 0.8% |
| ISHARES TR | $1.42M | 0.8% |
| SCHWAB CHARLES CORP | $1.33M | 0.7% |
| PEPSICO INC | $1.33M | 0.7% |
| GLOBAL X FDS | $1.22M | 0.7% |
| VANGUARD STAR FDS | $1.17M | 0.6% |
| ISHARES TR | $1.12M | 0.6% |
| INVESCO EXCH TRADED FD TR II | $1.09M | 0.6% |
| FIRST TR EXCHANGE TRADED FD | $1.01M | 0.5% |
| TIDAL TRUST I | $1.00M | 0.5% |
| WISDOMTREE TR | $1.00M | 0.5% |
| MORGAN STANLEY ETF TRUST | $939.9K | 0.5% |