PI

PANORAMIC INVESTMENT ADVISORS, LLC

13F
PANORAMIC INVESTMENT ADVISORS, LLC
Last update 2025-05-07 115 Stocks (2 new)
Value $148.00 Mil Turnover 2 %
Countries:
Top Holdings: SPLG(12.55%)VPLS(5.20%)SCHV(3.51%)QUAL(3.04%)SCHD(2.89%)
Summary Stock Picks Current Portfolio
PANORAMIC INVESTMENT ADVISORS,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
282,554
18,580.7
+1.18%
12.550
+0.15%
0.030
+18.39%
+8.49%
77,816.1
 
VPLS
Vanguard Core-Plus Bond ETF
99,319
7,703.2
+6.89%
5.200
+0.34%
1.550
+2.22%
+3.98%
560.0
 
SCHV
Schwab U.S. Large-Cap Value ETF
195,619
5,199.6
+0.30%
3.510
+0.01%
0.040
+12.72%
+9.89%
12,977.1
 
QUAL
iShares MSCI USA Quality Factor ETF
26,335
4,500.3
-3.09%
3.040
-0.10%
0.010
+13.68%
+4.72%
53,338.8
 
SCHD
Schwab US Dividend Equity ETF
153,253
4,285.0
-5.18%
2.890
-0.15%
0.010
+8.63%
+1.99%
71,407.4
 
SCHG
Schwab U.S. Large-Cap Growth ETF
149,415
3,741.4
+2.48%
2.530
+0.06%
0.010
+23.27%
+7.23%
45,554.0
 
GOOG
Alphabet Inc
23,416
3,658.3
-6.69%
2.470
-0.21%
0.000
+21.01%
+0.33%
2,308,146.9
Interactive Media
BRK.B
Berkshire Hathaway Inc
6,288
3,348.9
+11.79%
2.260
+0.24%
0.000
-8.13%
+6.77%
1,042,752.0
Insurance
MOAT
VanEck Morningstar Wide Moat ETF
36,775
3,236.2
-9.56%
2.190
-0.24%
0.030
+18.64%
+6.03%
13,027.0
 
VUG
Vanguard Growth ETF
8,053
2,986.3
+1.69%
2.020
+0.03%
0.000
+24.54%
+9.52%
164,659.1
 

PANORAMIC INVESTMENT ADVISORS, LLC's Historical Top Holdings Breakdowns

PANORAMIC INVESTMENT ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHP
Schwab U.S. Tips ETF
2025-03-31
Sold Out
Sold Out
-0.40%
●
25.69 ($26.29) 26.89
$26.58
1.10%
Sold Out
0
-23,984
VPLS
Vanguard Core-Plus Bond ETF
2025-03-31
Add
Add
+0.34%
●
75.18 ($76.71) 77.88
$77.22
0.66%
Add 6.89%
99,319
6,400
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.26%
●
222.15 ($333.26) 428.22
$332.38
-0.26%
Reduce -48.17%
1,036
-963
AVGO
Broadcom Inc
2025-03-31
New Buy
New Buy
+0.25%
●
167.43 ($211.65) 244.7
$280.45
32.51%
New holding
2,199
2,199
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Reduce
Reduce
-0.24%
●
87.69 ($92.02) 96.49
$98.32
6.85%
Reduce -9.56%
36,775
-3,886
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.24%
●
442.66 ($486.15) 534.52
$483.73
-0.50%
Add 11.79%
6,288
663
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.21%
●
156.06 ($183.12) 207.71
$190.72
4.15%
Reduce -6.69%
23,416
-1,679
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.19%
●
106.98 ($126.74) 149.43
$169.19
33.50%
Add 28.4%
11,466
2,536
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+0.17%
●
29.56 ($30.89) 31.77
$31.89
3.25%
Add 10.39%
87,382
8,228
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Sold Out
Sold Out
-0.16%
●
551.42 ($587.78) 612.93
$632.05
7.53%
Sold Out
0
-410

PANORAMIC INVESTMENT ADVISORS, LLC Total Holding History ($B)

To

PANORAMIC INVESTMENT ADVISORS, LLC's Asset Allocation

To

PANORAMIC INVESTMENT ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PANORAMIC INVESTMENT ADVISORS, LLC's Hypothetical Growth since 2025-03-31

PANORAMIC INVESTMENT ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PANORAMIC INVESTMENT ADVISORS, LLC's Holdings Heat Map

Size field:

PANORAMIC INVESTMENT ADVISORS, LLC's Holdings Bubble Chart

PANORAMIC INVESTMENT ADVISORS, LLC News

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