13F Insight
DOSSIER · 13F-HR · Q2 2026

PANORAMIC INVESTMENT ADVISORS, LLC

$209M in tracked AUM across 141 positions as of Q2 2026.

PI
CIK 0001967332 · last filed Jun 30, 2026
Total AUM
$209M
as of Q2 2026
Holdings
141
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PANORAMIC INVESTMENT ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$29M332K14.0%02
SCHV
SCHWAB STRATEGIC TR
$8M228K3.8%03
VUG
VANGUARD INDEX FDS
$8M92K3.8%04
VPLS
VANGUARD MALVERN FDS
$7M92K3.4%05
SCHG
SCHWAB STRATEGIC TR
$6M176K2.8%06
GOOG
ALPHABET INC
$6M17K2.8%07
ICSH
ISHARES TR
$5M100K2.4%08
DFLV
DIMENSIONAL ETF TRUST
$4M113K2.1%09
SCHD
SCHWAB STRATEGIC TR
$4M132K2.0%10
QQQ
INVESCO QQQ TR
$4M6K1.9%

Filing history

2026Q2Jun 30
$209M▲ 13.1%
141 positionsView →2026Q1Mar 31
$185M▲ 0.5%
130 positionsView →2025Q4Dec 31
$184M▲ 3.5%
126 positionsView →2025Q3Sep 30
$178M▲ 9.2%
125 positionsView →2025Q2Jun 30
$163M▲ 10.0%
121 positionsLocked2025Q1Mar 31
$148M▼ 3.5%
115 positionsLocked2024Q4Dec 31
$154M▲ 6.1%
118 positionsLocked2024Q3Sep 30
$145M▲ 6.7%
118 positionsLocked2024Q1Mar 31
$136M▲ 17.3%
113 positionsLocked2023Q4Dec 31
$116M▲ 6.3%
103 positionsLocked2023Q3Sep 30
$109M▲ 11.5%
99 positionsLocked2022Q4Dec 31
$98M—
94 positionsLocked