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Latest PANORAMIC INVESTMENT ADVISORS, LLC Stock Portfolio

$209Million | No. of Holdings #141

PANORAMIC INVESTMENT ADVISORS, LLC Performance

2026 Q2-4.28%
YTD-7.11%
2025+13.21%

About PANORAMIC INVESTMENT ADVISORS, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, PANORAMIC INVESTMENT ADVISORS, LLC reported an equity portfolio of $209.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of PANORAMIC INVESTMENT ADVISORS, LLC are BIL, FNDA, VB. The fund has invested 14% of it's portfolio in SPDR SERIES TRUST and 3.8% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off GRAYSCALE BITCOIN TRUST ETF, ISHARES TR (AAXJ) and SOFI TECHNOLOGIES INC (SOFI) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AGT) and MIDCAP FINANCIAL INVSTMNT CO (AIB). PANORAMIC INVESTMENT ADVISORS, LLC opened new stock positions in ISHARES TR (AMPS), ADVANCED MICRO DEVICES INC (AMD) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (IBCE).
PANORAMIC INVESTMENT ADVISORS, LLC Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$209Million
  as of Aug 13, 2026

PANORAMIC INVESTMENT ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PANORAMIC INVESTMENT ADVISORS, LLC made a return of -4.28% in the last quarter. In trailing 12 months, it's portfolio return was 0.96%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr814,597
advanced micro devices inc486,803
intel corp409,473
lam research corp331,064
tidal trust iii305,950
micron technology inc283,955
corning inc274,843
ishares tr244,171
New stocks bought by PANORAMIC INVESTMENT ADVISORS, LLC

Additions

Ticker% Inc.
vanguard world fd640
vanguard index fds517
ishares tr54.3
aim etf products trust47.96
comfort sys usa inc36.36
j p morgan exchange traded f26.29
global x fds21.4
tidal trust i17.63
Additions to existing portfolio by PANORAMIC INVESTMENT ADVISORS, LLC

Reductions

Ticker% Reduced
ishares tr-77.61
ishares tr-37.1
midcap financial invstmnt co-23.96
wisdomtree tr-22.52
ishares tr-12.19
northern lts fd tr iii-10.51
ishares inc-7.99
eaton corp plc-7.08
PANORAMIC INVESTMENT ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
rocket cos inc-163,163
sofi technologies inc-165,946
grayscale bitcoin trust etf-212,781
ishares tr-200,997
PANORAMIC INVESTMENT ADVISORS, LLC got rid off the above stocks

Sector Distribution

PANORAMIC INVESTMENT ADVISORS, LLC has about 82.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
Sector%
Others82.9
Technology5.8
Communication Services5.2
Financial Services1.2
Consumer Cyclical1.1

Market Cap. Distribution

PANORAMIC INVESTMENT ADVISORS, LLC has about 16.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED82.9
MEGA-CAP12.2
LARGE-CAP4

Stocks belong to which Index?

About 16.4% of the stocks held by PANORAMIC INVESTMENT ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others83.5
S&P 50014.9
RUSSELL 20001.5
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
94.0 %
BECO
blackrock etf trust
59.7 %
FIX
comfort sys usa inc
35.8 %
PWR
quanta svcs inc
30.2 %
EMGF
ishares inc
28.9 %
Top 5 Winners ($)$
BIL
spdr series trust
3.7 M
BECO
blackrock etf trust
1.4 M
GOOG
alphabet inc
1.1 M
FNDA
schwab strategic tr
1.0 M
QQQ
invesco qqq tr
0.9 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.3 %
VB
vanguard index fds
-70.3 %
MSTR
strategy inc
-30.1 %
ABR
arbor realty trust inc
-29.7 %
SLV
ishares silver tr
-21.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-18.7 M
VAW
vanguard world fd
-7.4 M
XLB
select sector spdr tr
-0.4 M
fidelity wise origin bitcoin
-0.3 M
ishares bitcoin trust etf
-0.3 M

PANORAMIC INVESTMENT ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PANORAMIC INVESTMENT ADVISORS, LLC

PANORAMIC INVESTMENT ADVISORS, LLC has 141 stocks in it's portfolio. About 39.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for PANORAMIC INVESTMENT ADVISORS, LLC last quarter.

$209.06MTotal Value
145Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of PANORAMIC INVESTMENT ADVISORS, LLC, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.96%26,240
$2.01M
0.96%
increased 12.57 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.75%37,790
$1.57M
0.75%
increased 4.84 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.51%13,625
$1.07M
0.51%
increased 0.39 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.22%3,250
$462.8K
0.22%
decreased 12.19 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.15%6,350
$313.8K
0.15%
decreased 4.51 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.13%5,208
$272.9K
0.13%
decreased 1.23 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.1%1,373
$211.9K
0.1%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Dbx Etf Tr over time
0.16%6,220
$339.8K
0.16%
increased 13.71 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Tidal Trust I over time
0.72%54,715
$1.51M
0.72%
increased 17.63 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
2.41%99,644
$5.04M
2.41%
increased 0.66 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Vaneck Etf Trust over time
1.55%31,275
$3.25M
1.55%
decreased 1.26 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Vaneck Etf Trust over time
0.11%2,950
$222.5K
0.11%
unchanged 0 percentunchanged
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Simplify Exchange Traded Fun over time
0.12%11,850
$256.3K
0.12%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.25%4,264
$519.1K
0.25%
decreased 37.1 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.16%2,006
$328.3K
0.16%
increased 4.7 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
PANORAMIC INVESTMENT ADVISORS, LLC's holding in Wisdomtree Tr over time
0.54%12,121
$1.13M
0.54%
increased 0.46 percentadded