account_balance
Investment manager · 13F filer · SEC CIK 1967332
Panoramic Investment Advisors, LLC
Reported value$209Mas of Jun 30, 2026
Positions141 137 new, 18 sold out
Top 10 weight39.1%SPYM alone is 14%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
14.0%New
SCHVSchwab Strategic Tr
3.8%New
VUGVanguard Index FDS
3.8%New
VPLSVanguard Malvern FDS
3.4%New
SCHGSchwab Strategic Tr
2.8%New
GOOGAlphabet Inc
2.8%New
ICSHiShares Tr
2.4%New
DFLVDimensional ETF Trust
2.1%New
SCHDSchwab Strategic Tr
2.0%New
QQQInvesco QQQ Tr
1.9%New
VYMVanguard Whitehall FDS
1.8%New
IEFAiShares Tr
1.8%New
SPYMSPDR Series Trust
14.0%New
SCHVSchwab Strategic Tr
3.8%New
VUGVanguard Index FDS
3.8%New
VPLSVanguard Malvern FDS
3.4%New
SCHG2.8%GOOG2.8%ICSH2.4%DFLV2.1%SCHD2.0%QQQ1.9%VYM1.8%IEFA1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 14.0% NewSCHV Schwab Strategic Tr 3.8% NewVUG Vanguard Index FDS 3.8% NewVPLS Vanguard Malvern FDS 3.4% NewSCHG Schwab Strategic Tr 2.8% NewGOOG Alphabet Inc 2.8% NewICSH iShares Tr 2.4% NewDFLV Dimensional ETF Trust 2.1% NewSCHD Schwab Strategic Tr 2.0% NewQQQ Invesco QQQ Tr 1.9% NewVYM Vanguard Whitehall FDS 1.8% NewIEFA iShares Tr 1.8% New
What changed