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☆PANORAMIC INVESTMENT ADVISORS, LLC

CIK 0001967332 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.317
AUM ($M)
209
Positions
141
Turnover
0.06
Top-10 wt
39%
Herfindahl
0.033
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 159 positions · portfolio value $209M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYM funds › SPDR SERIES TRUST NEW — 14.0% +14.0% 29.2 332,122 +332,122 0 —
☆SCHV funds › SCHWAB STRATEGIC TR NEW — 3.8% +3.8% 7.9 227,702 +227,702 0 —
☆VUG funds › VANGUARD INDEX FDS NEW — 3.8% +3.8% 7.9 91,944 +91,944 0 —
☆VPLS funds › VANGUARD MALVERN FDS NEW — 3.4% +3.4% 7.2 92,412 +92,412 0 —
☆SCHG funds › SCHWAB STRATEGIC TR NEW — 2.8% +2.8% 6.0 175,967 +175,967 0 —
☆GOOG funds › ALPHABET INC NEW Common Stock 2.8% +2.8% 5.9 16,690 +16,690 0 —
☆ICSH funds › ISHARES TR NEW — 2.4% +2.4% 5.0 99,644 +99,644 0 —
☆DFLV funds › DIMENSIONAL ETF TRUST NEW — 2.1% +2.1% 4.5 113,194 +113,194 0 —
☆SCHD funds › SCHWAB STRATEGIC TR NEW — 2.0% +2.0% 4.2 132,403 +132,403 0 —
☆QQQ funds › INVESCO QQQ TR NEW — 1.9% +1.9% 4.1 5,534 +5,534 0 —
☆VYM funds › VANGUARD WHITEHALL FDS NEW — 1.8% +1.8% 3.7 23,474 +23,474 0 —
☆IEFA funds › ISHARES TR NEW — 1.8% +1.8% 3.7 38,002 +38,002 0 —
☆BAI funds › BLACKROCK ETF TRUST NEW — 1.7% +1.7% 3.6 68,712 +68,712 0 —
☆IVV funds › ISHARES TR NEW — 1.6% +1.6% 3.4 4,583 +4,583 0 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 1.6% -9.5% 3.4 59,374 -343,812 0 —
☆GOOGL funds › ALPHABET INC NEW Common Stock 1.6% +1.6% 3.4 9,380 +9,380 0 —
☆SCHA funds › SCHWAB STRATEGIC TR NEW — 1.6% +1.6% 3.3 90,195 +90,195 0 —
☆MOAT funds › VANECK ETF TRUST NEW — 1.6% +1.6% 3.3 31,275 +31,275 0 —
☆SCHM funds › SCHWAB STRATEGIC TR NEW — 1.5% +1.5% 3.2 86,533 +86,533 0 —
☆VOO funds › VANGUARD INDEX FDS NEW — 1.4% +1.4% 3.0 4,347 +4,347 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL NEW — 1.4% +1.4% 2.9 5,842 +5,842 0 —
☆NVDA funds › NVIDIA CORPORATION NEW — 1.4% +1.4% 2.9 14,304 +14,304 0 —
☆AAPL funds › APPLE INC NEW — 1.3% +1.3% 2.8 9,671 +9,671 0 —
☆XLE funds › SELECT SECTOR SPDR TR NEW — 1.3% +1.3% 2.8 52,133 +52,133 0 —
☆VGT funds › VANGUARD WORLD FD NEW — 1.3% +1.3% 2.7 22,689 +22,689 0 —
☆SCHB funds › SCHWAB STRATEGIC TR NEW — 1.2% +1.2% 2.6 89,992 +89,992 0 —
☆TLT funds › ISHARES TR NEW — 1.2% +1.2% 2.5 29,403 +29,403 0 —
☆QUAL funds › ISHARES TR NEW — 1.1% +1.1% 2.2 10,250 +10,250 0 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN NEW — 1.0% +1.0% 2.1 40,882 +40,882 0 —
☆MAXJ funds › ISHARES TR NEW — 1.0% +1.0% 2.0 69,150 +69,150 0 —
☆EFV funds › ISHARES TR NEW — 1.0% +1.0% 2.0 26,240 +26,240 0 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF NEW — 0.9% +0.9% 1.8 55,129 +55,129 0 —
☆QQH funds › NORTHERN LTS FD TR III NEW — 0.8% +0.8% 1.8 20,601 +20,601 0 —
☆AMZN funds › AMAZON COM INC NEW Common Stock 0.8% +0.8% 1.7 7,246 +7,246 0 —
☆IDV funds › ISHARES TR NEW — 0.7% +0.7% 1.6 37,790 +37,790 0 —
☆META funds › META PLATFORMS INC NEW — 0.7% +0.7% 1.6 2,764 +2,764 0 —
☆GRNY funds › TIDAL TRUST I NEW — 0.7% +0.7% 1.5 54,715 +54,715 0 —
☆LGH funds › NORTHERN LTS FD TR III NEW — 0.7% +0.7% 1.5 23,593 +23,593 0 —
☆SHLD funds › GLOBAL X FDS NEW — 0.7% +0.7% 1.5 24,792 +24,792 0 —
☆DGRW funds › WISDOMTREE TR NEW — 0.7% +0.7% 1.4 14,421 +14,421 0 —
☆MSFT funds › MICROSOFT CORP NEW — 0.6% +0.6% 1.3 3,599 +3,599 0 —
☆VXUS funds › VANGUARD STAR FDS NEW — 0.6% +0.6% 1.3 15,374 +15,374 0 —
☆PEP funds › PEPSICO INC NEW — 0.6% +0.6% 1.3 9,268 +9,268 0 —
☆PCEF funds › INVESCO EXCH TRADED FD TR II NEW — 0.6% +0.6% 1.2 60,418 +60,418 0 —
☆SCHW funds › SCHWAB CHARLES CORP NEW — 0.6% +0.6% 1.2 13,083 +13,083 0 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD NEW — 0.6% +0.6% 1.2 14,366 +14,366 0 —
☆DTD funds › WISDOMTREE TR NEW — 0.5% +0.5% 1.1 12,121 +12,121 0 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.5% -0.2% 1.1 17,775 -9,378 0 —
☆EVSM funds › MORGAN STANLEY ETF TRUST NEW — 0.5% +0.5% 1.1 21,598 +21,598 0 —
☆ISCV funds › ISHARES TR NEW — 0.5% +0.5% 1.1 13,625 +13,625 0 —
☆JANT funds › AIM ETF PRODUCTS TRUST NEW ETP 0.5% +0.5% 1.1 24,175 +24,175 0 —
☆EMXC funds › ISHARES INC NEW — 0.5% +0.5% 1.0 10,013 +10,013 0 —
☆ABT funds › ABBOTT LABORATORIES NEW Common Stock 0.5% +0.5% 1.0 10,747 +10,747 0 —
☆WELL funds › WELLTOWER INC NEW — 0.5% +0.5% 1.0 4,204 +4,204 0 —
☆GPIQ funds › GOLDMAN SACHS ETF TR NEW — 0.4% +0.4% 0.9 15,362 +15,362 0 —
☆VYMI funds › VANGUARD WHITEHALL FDS NEW — 0.4% +0.4% 0.9 9,175 +9,175 0 —
☆DBND funds › DOUBLELINE ETF TRUST NEW — 0.4% +0.4% 0.9 19,375 +19,375 0 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T NEW — 0.4% +0.4% 0.9 4,136 +4,136 0 —
☆GOVT funds › ISHARES TR NEW — 0.4% +0.4% 0.8 35,759 +35,759 0 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.4% +0.4% 0.8 1,044 +1,044 0 —
☆CLOA funds › BLACKROCK ETF TRUST II NEW — 0.4% +0.4% 0.8 15,236 +15,236 0 —
☆ITOT funds › ISHARES TR NEW — 0.3% +0.3% 0.7 4,357 +4,357 0 —
☆TSLA funds › TESLA INC NEW — 0.3% +0.3% 0.7 1,593 +1,593 0 —
☆BINC funds › BLACKROCK ETF TRUST II NEW — 0.3% +0.3% 0.7 12,700 +12,700 0 —
☆AVGO funds › BROADCOM INC NEW — 0.3% +0.3% 0.7 1,756 +1,756 0 —
☆XLF funds › SELECT SECTOR SPDR TR NEW — 0.3% +0.3% 0.7 12,371 +12,371 0 —
☆PNC funds › PNC FINL SVCS GROUP INC NEW — 0.3% +0.3% 0.6 2,572 +2,572 0 —
☆IJH funds › ISHARES TR NEW — 0.3% +0.3% 0.6 8,019 +8,019 0 —
☆JUNT funds › AIM ETF PRODUCTS TRUST NEW ETP 0.3% +0.3% 0.6 16,350 +16,350 0 —
☆OCTT funds › AIM ETF PRODUCTS TRUST NEW ETP 0.3% +0.3% 0.6 13,250 +13,250 0 —
☆GLD funds › SPDR GOLD TR NEW — 0.3% +0.3% 0.6 1,676 +1,676 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.3% -0.0% 0.6 4,367 +313 0 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II NEW — 0.3% +0.3% 0.6 7,964 +7,964 0 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.3% +0.3% 0.6 6,147 +6,147 0 —
☆SYFI funds › AB ACTIVE ETFS INC NEW ETP 0.3% +0.3% 0.6 15,956 +15,956 0 —
☆ICVT funds › ISHARES TR NEW — 0.2% +0.2% 0.5 4,264 +4,264 0 —
☆VFH funds › VANGUARD WORLD FD NEW — 0.2% +0.2% 0.5 3,926 +3,926 0 —
☆IAU funds › ISHARES GOLD TR NEW — 0.2% +0.2% 0.5 6,815 +6,815 0 —
☆VDC funds › VANGUARD WORLD FD NEW — 0.2% +0.2% 0.5 2,159 +2,159 0 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW Common Stock 0.2% +0.2% 0.5 838 +838 0 —
☆DSI funds › ISHARES TR NEW — 0.2% +0.2% 0.5 3,250 +3,250 0 —
☆FIX funds › COMFORT SYS USA INC NEW — 0.2% +0.2% 0.4 225 +225 0 —
☆IJJ funds › ISHARES TR NEW — 0.2% +0.2% 0.4 2,900 +2,900 0 —
☆VDE funds › VANGUARD WORLD FD NEW — 0.2% +0.2% 0.4 2,799 +2,799 0 —
☆COST funds › COSTCO WHOLESALE CORPORATION NEW — 0.2% +0.2% 0.4 449 +449 0 —
☆MFIC funds › MIDCAP FINANCIAL INVSTMNT CO NEW — 0.2% +0.2% 0.4 40,780 +40,780 0 —
☆INTC funds › INTEL CORP NEW — 0.2% +0.2% 0.4 2,933 +2,933 0 —
☆ETN funds › EATON CORP PLC NEW — 0.2% +0.2% 0.4 919 +919 0 —
☆SCHX funds › SCHWAB STRATEGIC TR NEW — 0.2% +0.2% 0.4 13,243 +13,243 0 —
☆SCHF funds › SCHWAB STRATEGIC TR NEW — 0.2% +0.2% 0.4 13,861 +13,861 0 —
☆BIV funds › VANGUARD BD INDEX FDS NEW — 0.2% +0.2% 0.4 4,850 +4,850 0 —
☆SLV funds › ISHARES SILVER TR NEW — 0.2% +0.2% 0.4 6,954 +6,954 0 —
☆MRK funds › MERCK & CO INC NEW — 0.2% +0.2% 0.4 2,875 +2,875 0 —
☆JPM funds › JPMORGAN CHASE & CO NEW — 0.2% +0.2% 0.4 1,089 +1,089 0 —
☆APRT funds › AIM ETF PRODUCTS TRUST NEW ETP 0.2% +0.2% 0.3 7,525 +7,525 0 —
☆GS funds › GOLDMAN SACHS GROUP INC NEW — 0.2% +0.2% 0.3 341 +341 0 —
☆IBD funds › NORTHERN LTS FD TR IV NEW — 0.2% +0.2% 0.3 14,500 +14,500 0 —
☆VHT funds › VANGUARD WORLD FD NEW — 0.2% +0.2% 0.3 1,149 +1,149 0 —
☆DBEF funds › DBX ETF TR NEW — 0.2% +0.2% 0.3 6,220 +6,220 0 —
☆O funds › REALTY INCOME CORP NEW — 0.2% +0.2% 0.3 5,416 +5,416 0 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.2% +0.2% 0.3 764 +764 0 —
☆MGC funds › VANGUARD WORLD FD NEW — 0.2% +0.2% 0.3 1,200 +1,200 0 —
☆ESGU funds › ISHARES TR NEW — 0.2% +0.2% 0.3 2,006 +2,006 0 —
☆XLV funds › SELECT SECTOR SPDR TR NEW — 0.2% +0.2% 0.3 2,025 +2,025 0 —
☆VPU funds › VANGUARD WORLD FD NEW — 0.2% +0.2% 0.3 1,615 +1,615 0 —
☆SCHE funds › SCHWAB STRATEGIC TR NEW — 0.2% +0.2% 0.3 8,712 +8,712 0 —
☆IHI funds › ISHARES TR NEW — 0.2% +0.2% 0.3 6,350 +6,350 0 —
☆IJS funds › ISHARES TR NEW — 0.2% +0.2% 0.3 2,295 +2,295 0 —
☆IYW funds › ISHARES TR NEW — 0.1% +0.1% 0.3 1,236 +1,236 0 —
☆JANW funds › AIM ETF PRODUCTS TRUST NEW ETP 0.1% +0.1% 0.3 7,970 +7,970 0 —
☆OCTW funds › AIM ETF PRODUCTS TRUST NEW ETP 0.1% +0.1% 0.3 7,500 +7,500 0 —
☆GRNI funds › TIDAL TRUST III NEW — 0.1% +0.1% 0.3 14,500 +14,500 0 —
☆PWR funds › QUANTA SVCS INC NEW — 0.1% +0.1% 0.3 410 +410 0 —
☆VOE funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.3 1,468 +1,468 0 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.3 246 +246 0 —
☆GLW funds › CORNING INC NEW — 0.1% +0.1% 0.3 1,076 +1,076 0 —
☆IGSB funds › ISHARES TR NEW — 0.1% +0.1% 0.3 5,208 +5,208 0 —
☆VOX funds › VANGUARD WORLD FD NEW — 0.1% +0.1% 0.3 1,467 +1,467 0 —
☆FNCL funds › FIDELITY COVINGTON TRUST NEW — 0.1% +0.1% 0.3 3,400 +3,400 0 —
☆HIGH funds › SIMPLIFY EXCHANGE TRADED FUN NEW — 0.1% +0.1% 0.3 11,850 +11,850 0 —
☆IXN funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,690 +1,690 0 —
☆CLDX funds › CELLDEX THERAPEUTICS INC NEW NEW — 0.1% +0.1% 0.2 6,500 +6,500 0 —
☆LMT funds › LOCKHEED MARTIN CORP NEW — 0.1% +0.1% 0.2 474 +474 0 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T NEW — 0.1% +0.1% 0.2 322 +322 0 —
☆IWM funds › ISHARES TR NEW — 0.1% +0.1% 0.2 799 +799 0 —
☆IJR funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,606 +1,606 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC NEW — 0.1% +0.1% 0.2 2,005 +2,005 0 —
☆SPYD funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.2 4,829 +4,829 0 —
☆KRE funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.2 3,000 +3,000 0 —
☆VCR funds › VANGUARD WORLD FD NEW — 0.1% +0.1% 0.2 566 +566 0 —
☆MSTR funds › STRATEGY INC NEW — 0.1% +0.1% 0.2 2,573 +2,573 0 —
☆GDX funds › VANECK ETF TRUST NEW — 0.1% +0.1% 0.2 2,950 +2,950 0 —
☆DVY funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,412 +1,412 0 —
☆VNQ funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.2 2,264 +2,264 0 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 0.2 1,276 +1,276 0 —
☆MPLX funds › MPLX LP NEW — 0.1% +0.1% 0.2 3,782 +3,782 0 —
☆SUSA funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,373 +1,373 0 —
☆DVA funds › DAVITA INC NEW — 0.1% +0.1% 0.2 951 +951 0 —
☆XLU funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.2 4,627 +4,627 0 —
☆DFAC funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.2 4,601 +4,601 0 —
☆ABR funds › ARBOR REALTY TRUST INC TRIM — 0.0% -3.5% 0.1 11,706 -946,670 0 —
☆OHI funds › OMEGA HEALTHCARE INVS INC EXIT — 0.0% -5.2% 0.0 0 -243,699 0 —
☆PSLV funds › SPROTT ASSET MANAGEMENT LP EXIT — 0.0% -0.2% 0.0 0 -19,623 0 —
☆OCSL funds › OAKTREE SPECIALTY LENDING EXIT — 0.0% -6.8% 0.0 0 -1,241,204 0 —
☆BCSF funds › BAIN CAP SPECIALTY FIN INC EXIT — 0.0% -7.0% 0.0 0 -1,163,189 0 —
☆HTGC funds › HERCULES CAPITAL INC EXIT — 0.0% -5.7% 0.0 0 -799,775 0 —
☆TSLX funds › SIXTH STREET SPECIALTY LENDI EXIT — 0.0% -5.4% 0.0 0 -611,047 0 —
☆OBDC funds › BLUE OWL CAPITAL CORPORATION EXIT — 0.0% -6.5% 0.0 0 -1,213,584 0 —
☆CUSIP:562803106 funds › MANHATTAN BRDG CAP INC EXIT — 0.0% -1.0% 0.0 0 -441,286 0 —
☆CSWC funds › CAPITAL SOUTHWEST CORP EXIT — 0.0% -5.5% 0.0 0 -515,525 0 —
☆SACH funds › SACHEM CAP CORP EXIT — 0.0% -1.4% 0.0 0 -2,828,064 0 —
☆LFT funds › LUMENT FINANCE TRUST INC EXIT — 0.0% -0.8% 0.0 0 -1,383,836 0 —
☆TRIN funds › TRINITY CAP INC EXIT — 0.0% -9.2% 0.0 0 -1,297,480 0 —
☆GAIN funds › GLADSTONE INVT CORP EXIT — 0.0% -7.4% 0.0 0 -1,069,685 0 —
☆PFFA funds › ETFIS SER TR I EXIT — 0.0% -7.6% 0.0 0 -774,731 0 —
☆ARCC funds › ARES CAPITAL CORP EXIT — 0.0% -7.1% 0.0 0 -815,994 0 —
☆OKE funds › ONEOK INC NEW EXIT — 0.0% -0.2% 0.0 0 -4,198 0 —
☆RITM funds › RITHM CAPITAL CORP EXIT — 0.0% -1.2% 0.0 0 -250,888 0 —
☆YBTC funds › ROUNDHILL ETF TRUST EXIT — 0.0% -6.1% 0.0 0 -601,149 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 209 141 0.98 39% 0.033 0.000 — out
2026Q1 207 22 0.98 74% 0.068 0.000 — left
2025Q4 184 126 0.06 40% 0.033 0.273 — in
2025Q3 178 125 0.05 39% 0.034 0.282 — in
2025Q2 163 121 0.09 39% 0.034 0.246 — entered
2025Q1 148 115 0.00 39% 0.031 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status