Panoramic Investment Advisors, LLC holds a diversified book of 141 stocks worth $209.1M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Ishares US Treasury Bond ETF and trimmed Schwab US Large-Cap Growth. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 14% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Panoramic Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $96.0B |
| LPL Financial LLC | 80 / 80 | $93.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $88.8B |
| Cetera Investment Advisers | 79 / 80 | $24.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $18.6B |
| IFP Advisors, Inc | 77 / 80 | $1.6B |
| MORGAN STANLEY | 76 / 80 | $467.2B |
Ranked by how many of Panoramic Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $29.2M | 332.1K | 14.0% | ▲+1.0% Added · +3K sh | |
| 2 | Schwab Strategic TR US LCAP VA ETF | $7.9M | 227.7K | 3.8% | ▲+1.5% Added · +3K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $7.9M | 91.9K | 3.8% | ▲+518% Added · +77K sh | |
| 4 | Vanguard Malvern FDS CORE-PLUS BD ETF | $7.2M | 92.4K | 3.4% | ▲+4.5% Added · +4K sh | |
| 5 | Schwab Strategic TR US LCAP GR ETF | $6.0M | 176.0K | 2.8% | ▼−1.3% Reduced · −2K sh | |
| 6 | Alphabet Inc CAP STK CL C | $5.9M | 16.7K | 2.8% | ▼−2.1% Reduced · −359 sh | |
| 7 | Ishares TR ULTRA SHORT DUR | $5.0M | 99.6K | 2.4% | ▲+0.7% Added · +650 sh | |
| 8 | Dimensional ETF Trust US LARG VALU ETF | $4.5M | 113.2K | 2.1% | ▲+1.5% Added · +2K sh | |
| 9 | Schwab Strategic TR US DIVIDEND EQ | $4.2M | 132.4K | 2.0% | ▼−0.1% Reduced · −69 sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $4.1M | 5.5K | 1.9% | ▼−1.0% Reduced · −56 sh | |
| 11 | Vanguard Whitehall FDS HIGH DIV YLD | $3.7M | 23.5K | 1.8% | ▲+0.2% Added · +53 sh | |
| 12 | Ishares TR CORE MSCI EAFE | $3.7M | 38.0K | 1.8% | ▲+54% Added · +13K sh | |
| 13 | BlackRock ETF Trust ISHA I IN TE ETF | $3.6M | 68.7K | 1.7% | ▼−0.9% Reduced · −638 sh | |
| 14 | Ishares TR CORE S&P500 ETF | $3.4M | 4.6K | 1.6% | ▲+1.1% Added · +49 sh | |
| 15 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.4M | 59.4K | 1.6% | ▲+6.3% Added · +4K sh | |
| 16 | Alphabet Inc CAP STK CL A | $3.4M | 9.4K | 1.6% | ▼−3.0% Reduced · −294 sh | |
| 17 | Schwab Strategic TR US SML CAP ETF | $3.3M | 90.2K | 1.6% | ▲+5.8% Added · +5K sh | |
| 18 | Vaneck ETF Trust MRNGSTR WDE MOAT | $3.3M | 31.3K | 1.6% | ▼−1.3% Reduced · −400 sh | |
| 19 | Schwab Strategic TR US MID-CAP ETF | $3.2M | 86.5K | 1.5% | ▲+5.7% Added · +5K sh | |
| 20 | Vanguard Index FDS S&P 500 ETF SHS | $3.0M | 4.3K | 1.4% | ▼−1.3% Reduced · −56 sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $2.9M | 5.8K | 1.4% | ▼−1.7% Reduced · −100 sh | |
| 22 | Nvidia Corporation COM | $2.9M | 14.3K | 1.4% | ▼−1.1% Reduced · −164 sh | |
| 23 | Apple Inc COM | $2.8M | 9.7K | 1.3% | ▲+1.2% Added · +111 sh | |
| 24 | Select Sector SPDR TR ST STR ENERG ETF | $2.8M | 52.1K | 1.3% | ▼−1.0% Reduced · −507 sh | |
| 25 | Vanguard World FD INF TECH ETF | $2.7M | 22.7K | 1.3% | ▲+640% Added · +20K sh | |
| 26 | Schwab Strategic TR US BRD MKT ETF | $2.6M | 90.0K | 1.2% | ▼−0.3% Reduced · −307 sh | |
| 27 | Ishares TR 20 YR TR BD ETF | $2.5M | 29.4K | 1.2% | ▼−2.2% Reduced · −669 sh | |
| 28 | Ishares TR MSCI USA QLT FCT | $2.2M | 10.3K | 1.1% | ▲~0% Added · +2 sh | |
| 29 | Fidelity Wise Origin Bitcoin SHS | $2.1M | 40.9K | 1.0% | ▲+0.1% Added · +40 sh | |
| 30 | Ishares TR LARG CAP JUN ETF | $2.0M | 69.2K | 1.0% | —Held | |
| 31 | Ishares TR EAFE VALUE ETF | $2.0M | 26.2K | 1.0% | ▲+13% Added · +3K sh | |
| 32 | Ishares Bitcoin Trust ETF SHS BEN INT | $1.8M | 55.1K | 0.9% | ▲~0% Added · +17 sh | |
| 33 | Northern LTS FD TR III HCM DEFND 100 | $1.8M | 20.6K | 0.8% | ▼−11% Reduced · −2K sh | |
| 34 | Amazon Com Inc COM | $1.7M | 7.2K | 0.8% | ▲+1.3% Added · +92 sh | |
| 35 | Ishares TR INTL SEL DIV ETF | $1.6M | 37.8K | 0.7% | ▲+4.8% Added · +2K sh | |
| 36 | Meta Platforms Inc CL A | $1.6M | 2.8K | 0.7% | ▲+1.4% Added · +38 sh | |
| 37 | Tidal Trust I FUND GRAN US ETF | $1.5M | 54.7K | 0.7% | ▲+18% Added · +8K sh | |
| 38 | Northern LTS FD TR III HCM DEFEN 500 | $1.5M | 23.6K | 0.7% | ▼−5.8% Reduced · −1K sh | |
| 39 | Global X FDS DEFENSE TECH ETF | $1.5M | 24.8K | 0.7% | ▲+21% Added · +4K sh | |
| 40 | Wisdomtree TR US QTLY DIV GRT | $1.4M | 14.4K | 0.7% | ▼−23% Reduced · −4K sh | |
| 41 | Microsoft Corp COM | $1.3M | 3.6K | 0.6% | ▼−5.3% Reduced · −200 sh | |
| 42 | Vanguard Star FDS VG TL INTL STK F | $1.3M | 15.4K | 0.6% | ▼−0.3% Reduced · −55 sh | |
| 43 | Pepsico Inc COM | $1.3M | 9.3K | 0.6% | ▼−1.0% Reduced · −90 sh | |
| 44 | Invesco Exch Traded FD TR II CEF INM COMPSI | $1.2M | 60.4K | 0.6% | ▲+12% Added · +7K sh | |
| 45 | Schwab Charles Corp COM | $1.2M | 13.1K | 0.6% | ▼−1.1% Reduced · −150 sh | |
| 46 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.2M | 14.4K | 0.6% | ▼−1.4% Reduced · −200 sh | |
| 47 | Wisdomtree TR US TOTAL DIVIDND | $1.1M | 12.1K | 0.5% | ▲+0.5% Added · +55 sh | |
| 48 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $1.1M | 17.8K | 0.5% | ▲+26% Added · +4K sh | |
| 49 | Morgan Stanley ETF Trust EATON VANCE SHRT | $1.1M | 21.6K | 0.5% | ▲+14% Added · +3K sh | |
| 50 | Ishares TR MRNING SM CP ETF | $1.1M | 13.6K | 0.5% | ▲+0.4% Added · +53 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1967332/holdings"
Use Arkolith to show PANORAMIC INVESTMENT ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q3 2026 | Aug 13, 2026 | Aug 13, 2026 | 141 | $209.1M | 13F-HR |
| Q2 2026 | May 12, 2026 | May 12, 2026 | 130 | $184.9M | 13F-HR/A |
| Q1 2026 | Feb 5, 2026 | Feb 5, 2026 | 126 | $184.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.