Panoramic Investment Advisors, LLC Incresed Positions in Q3 2025

Panoramic Investment Advisors, LLC

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.62K
+ 2.39%
$72.65 - $78.68 $554K - $600K
326K $25.6B
VUG
Vanguard Growth ETF

ETFs
2.23K
+ 23.36%
$433.97 - $484.08 $966K - $1.08M
11.8K $5.64B
Dimensional ETF Trust
18K
+ 20.32%
N/A
107K $3.51B
NVDA
Nvidia Corp

Technology
2.09K
+ 16.55%
$153.3 - $186.58 $321K - $390K
14.7K $2.75B
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.87K
+ 6.16%
$28.92 - $32.19 $285K - $318K
170K $5.43B
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.07K
+ 30.84%
$85.01 - $90.35 $601K - $639K
30K $2.68B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.4K
+ 27.14%
$28.15 - $30.13 $489K - $524K
81.4K $2.41B
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.1K
+ 4.9%
$27.61 - $29.15 $279K - $294K
216K $6.29B
SCHA
Schwab Strategic Tr Us Small C

ETFs
14K
+ 21.26%
$25.29 - $28.33 $354K - $397K
79.8K $2.23B
PEP
Pepsico Inc

Consumer Defensive
3.27K
+ 45.52%
$133.81 - $152.16 $438K - $498K
10.5K $1.47B
Fidelity Wise Origin Bitcoin
664
+ 1.68%
N/A
40.2K $4.02B
Ishares Bitcoin Trust ETF
1.19K
+ 2.25%
N/A
54.1K $3.51B
IEFA
Ishares Tr

ETFs
1.58K
+ 5.05%
$81.7 - $87.53 $129K - $138K
32.9K $2.87B
IVV
Ishares Core S&P 500 ETF

ETFs
50
+ 1.15%
$620.67 - $670.08 $31K - $33.5K
4.38K $2.93B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
43
+ 0.9%
$567.77 - $614.76 $24.4K - $26.4K
4.8K $2.94B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.27K
+ 3.18%
$26.38 - $27.95 $113K - $119K
139K $3.78B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
318
+ 1.42%
$132.9 - $142.03 $42.3K - $45.2K
22.8K $3.21B
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.13K
+ 5.22%
$50.52 - $50.75 $209K - $209K
83.2K $4.22B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.43K
+ 1.64%
$23.82 - $25.84 $34K - $36.9K
88.7K $2.28B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
780
+ 3.69%
$84.28 - $89.46 $65.7K - $69.8K
21.9K $1.95B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
141
+ 2.3%
$459.11 - $506.91 $64.7K - $71.5K
6.26K $3.15B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.82K
+ 5.58%
$55.61 - $57.37 $157K - $162K
53.3K $3.04B
SCHW
Schwab Charles Corp

Financial Services
800
+ 6.38%
$91.03 - $98.69 $72.8K - $79K
13.3K $1.27B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
989
+ 10.77%
$62.54 - $68.42 $61.9K - $67.7K
10.2K $687M
XLE
Energy Sector Spdr

ETFs
40
+ 0.18%
$84.25 - $91.99 $3.37K - $3.68K
22.1K $1.97B
IDV
Ishares Tr

ETFs
522
+ 1.55%
$34.54 - $37.28 $18K - $19.5K
34.1K $1.25B
IAU
Ishares Gold Trust

ETFs
200
+ 2.93%
$61.62 - $72.77 $12.3K - $14.6K
7.03K $512M
PCEF
Invesco Cef Income Composite E

ETFs
3.18K
+ 6.21%
$19.5 - $20.24 $62K - $64.4K
54.4K $1.09B
ISCV
Ishares Morningstar Small Cap

ETFs
62
+ 0.46%
$61.33 - $67.87 $3.8K - $4.21K
13.4K $896M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
55
+ 0.35%
$68.24 - $73.73 $3.75K - $4.06K
15.7K $1.16B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
356
+ 3.46%
$81.55 - $85.33 $29K - $30.4K
10.6K $905M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.03K
+ 20.62%
$21.69 - $23.34 $44K - $47.3K
11.9K $276M
Morgan Stanley ETF Trust
1.01K
+ 5.8%
N/A
18.4K $929M
XOM
Exxon Mobil Corp

Energy
300
+ 6.37%
$105.83 - $117.22 $31.7K - $35.2K
5.01K $565M
VOX
Vanguard Communication Service

ETFs
195
+ 16.32%
$169.0 - $192.17 $33K - $37.5K
1.39K $261M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1
+ 0.01%
$79.83 - $84.0 $79.8 - $84
11.6K $972M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
100
+ 1.13%
$79.76 - $85.78 $7.98K - $8.58K
8.95K $758M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
341
+ 4.38%
$62.09 - $66.51 $21.2K - $22.7K
8.13K $530M
SCHX
Schwab Strategic Tr Us Large C

ETFs
29
+ 0.21%
$24.46 - $26.5 $709 - $769
13.8K $365M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
270
+ 5.45%
$43.65 - $46.42 $11.8K - $12.5K
5.22K $242M
V
Visa Inc.

Financial Services
97
+ 16.11%
$332.09 - $358.86 $32.2K - $34.8K
699 $239M
VPU
Vanguard Utilities ETF

ETFs
8
+ 0.49%
$175.25 - $189.41 $1.4K - $1.52K
1.65K $312M
O
Realty Income Corp

Real Estate
62
+ 1.1%
$56.13 - $60.79 $3.48K - $3.77K
5.7K $346M
VDE
Vanguard Energy ETF

ETFs
18
+ 0.63%
$118.37 - $129.65 $2.13K - $2.33K
2.87K $361M
AMZN
Amazon Com Inc

Consumer Cyclical
83
+ 1.21%
$211.65 - $238.24 $17.6K - $19.8K
6.96K $1.53B
XLF
Financial Sector Spdr

ETFs
4
+ 0.04%
$51.37 - $54.25 $205 - $217
11.4K $614M
VFH
Vanguard Financial ETF

ETFs
12
+ 0.31%
$125.23 - $132.78 $1.5K - $1.59K
3.83K $502M
VOE
Vanguard Mid Cap Value Index F

ETFs
7
+ 0.49%
$164.63 - $174.58 $1.15K - $1.22K
1.44K $252M
Morgan Stanley ETF Trust
294
+ 5.32%
N/A
5.82K $289M
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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