Panoramic Investment Advisors

DENVER, COfiles as PANORAMIC INVESTMENT ADVISORS, LLC

$209m in 141 US stocks at the end of 30 June 2026. The top 10 are 39.1% of the money. It changed about 6.1% of the portfolio this quarter.

Value

$209m

Stocks

141

Top 10 share

39.1%

Turnover

6.1%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRGOVT
0.4% of the fund
Advanced Micro DevicesAMD
0.2% of the fund
IntelINTC
0.2% of the fund
Lam ResearchLRCX
0.2% of the fund
Tidal Trust IIIGRNI
0.1% of the fund
Micron TechnologyMU
0.1% of the fund
CorningGLW
0.1% of the fund
Ishares TRIXN
0.1% of the fund
Ishares TRIWM
0.1% of the fund
Ishares TRIJR
0.1% of the fund
Spdr Series TrustKRE
0.1% of the fund
Space Exploration TechnologiesSPCX
0.1% of the fund
Ishares TRSUSA
0.1% of the fund
DavitaDVA
0.1% of the fund
Dimensional ETF TrustDFAC
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVUG
3.8% of the fund
+3%
Vanguard Malvern FDSVPLS
3.4% of the fund
+4%
Ishares TRIEFA
1.8% of the fund
+54%
J P Morgan Exchange Traded FJEPI
1.6% of the fund
+6%
Schwab Strategic TRSCHA
1.6% of the fund
+6%
Schwab Strategic TRSCHM
1.5% of the fund
+6%
Ishares TREFV
1.0% of the fund
+13%
Ishares TRIDV
0.7% of the fund
+5%
Tidal Trust IGRNY
0.7% of the fund
+18%
Global X FDSSHLD
0.7% of the fund
+21%
Invesco Exch Traded FD TR IIPCEF
0.6% of the fund
+12%
J P Morgan Exchange Traded FJEPQ
0.5% of the fund
+26%
Morgan Stanley ETF TrustEVSM
0.5% of the fund
+14%
Goldman Sachs ETF TRGPIQ
0.4% of the fund
+17%
Doubleline ETF TrustDBND
0.4% of the fund
+3%
TeslaTSLA
0.3% of the fund
+3%
AIM ETF Products TrustJUNT
0.3% of the fund
+48%
Spdr Gold TRGLD
0.3% of the fund
+8%
Comfort Systems USAFIX
0.2% of the fund
+36%
Schwab Strategic TRSCHF
0.2% of the fund
+5%
DBX ETF TRDBEF
0.2% of the fund
+14%
Ishares TRESGU
0.2% of the fund
+5%
Select Sector Spdr TRXLV
0.2% of the fund
+5%
Schwab Strategic TRSCHE
0.2% of the fund
+5%
Quanta ServicesPWR
0.1% of the fund
+5%

Cut

Sold some of their stake.

AlphabetGOOG
2.8% of the fund
-2%
AlphabetGOOGL
1.6% of the fund
-3%
Vanguard World FDVGT
1.3% of the fund
-7%
Ishares TRTLT
1.2% of the fund
-2%
Northern LTS FD TR IIIQQH
0.8% of the fund
-11%
Northern LTS FD TR IIILGH
0.7% of the fund
-6%
Wisdomtree TRDGRW
0.7% of the fund
-23%
MicrosoftMSFT
0.6% of the fund
-5%
IsharesEMXC
0.5% of the fund
-8%
Abbott LaboratoriesABT
0.5% of the fund
-7%
BroadcomAVGO
0.3% of the fund
-3%
First TR Exchange-Traded FDFTCS
0.3% of the fund
-3%
Ishares TRICVT
0.2% of the fund
-37%
Ishares TRDSI
0.2% of the fund
-12%
Vanguard World FDVDE
0.2% of the fund
-4%
MidCap Financial InvestmentMFIC
0.2% of the fund
-24%
EatonETN
0.2% of the fund
-7%
Vanguard World FDVHT
0.2% of the fund
-6%
Realty IncomeO
0.2% of the fund
-2%
Ishares TRIHI
0.2% of the fund
-5%
Ishares TRIYW
0.1% of the fund
-78%
Palantir TechnologiesPLTR
0.1% of the fund
-7%
Vanguard World FDVCR
0.1% of the fund
-3%
Mplx LPMPLX
0.1% of the fund
-2%

Sold out

Sold their entire stake.

Grayscale Bitcoin Trust ETFGBTC
-100%
Ishares TRIGIB
-100%
SoFi TechnologiesSOFI
-100%
Rocket CompaniesRKT
-100%

Holdings

Spdr Series TrustSPYM
Share
14.0%
Value
$29m
Shares
332,122
Held
Schwab Strategic TRSCHV
Share
3.8%
Value
$8m
Shares
227,702
Held
Vanguard Index FDSVUG
Share
3.8%
Value
$8m
Shares
91,944
+3%
Vanguard Malvern FDSVPLS
Share
3.4%
Value
$7m
Shares
92,412
+4%
Schwab Strategic TRSCHG
Share
2.8%
Value
$6m
Shares
175,967
Held
AlphabetGOOG
Share
2.8%
Value
$6m
Shares
16,690
-2%
Ishares TRICSH
Share
2.4%
Value
$5m
Shares
99,644
Held
Dimensional ETF TrustDFLV
Share
2.1%
Value
$4m
Shares
113,194
Held
Schwab Strategic TRSCHD
Share
2.0%
Value
$4m
Shares
132,403
Held
Invesco QQQ TRQQQ
Share
1.9%
Value
$4m
Shares
5,534
Held
Vanguard Whitehall FDSVYM
Share
1.8%
Value
$4m
Shares
23,474
Held
Ishares TRIEFA
Share
1.8%
Value
$4m
Shares
38,002
+54%
Blackrock ETF TrustBAI
Share
1.7%
Value
$4m
Shares
68,712
Held
Ishares TRIVV
Share
1.6%
Value
$3m
Shares
4,583
Held
J P Morgan Exchange Traded FJEPI
Share
1.6%
Value
$3m
Shares
59,374
+6%
AlphabetGOOGL
Share
1.6%
Value
$3m
Shares
9,380
-3%
Schwab Strategic TRSCHA
Share
1.6%
Value
$3m
Shares
90,195
+6%
Vaneck ETF TrustMOAT
Share
1.6%
Value
$3m
Shares
31,275
Held
Schwab Strategic TRSCHM
Share
1.5%
Value
$3m
Shares
86,533
+6%
Vanguard Index FDSVOO
Share
1.4%
Value
$3m
Shares
4,347
Held
Berkshire HathawayBRK-B
Share
1.4%
Value
$3m
Shares
5,842
Held
NvidiaNVDA
Share
1.4%
Value
$3m
Shares
14,304
Held
AppleAAPL
Share
1.3%
Value
$3m
Shares
9,671
Held
Select Sector Spdr TRXLE
Share
1.3%
Value
$3m
Shares
52,133
Held
Vanguard World FDVGT
Share
1.3%
Value
$3m
Shares
22,689
-7%
Schwab Strategic TRSCHB
Share
1.2%
Value
$3m
Shares
89,992
Held
Ishares TRTLT
Share
1.2%
Value
$3m
Shares
29,403
-2%
Ishares TRQUAL
Share
1.1%
Value
$2m
Shares
10,250
Held
Fidelity Wise Origin BitcoinFBTC
Share
1.0%
Value
$2m
Shares
40,882
Held
Ishares TRMAXJ
Share
1.0%
Value
$2m
Shares
69,150
Held
Ishares TREFV
Share
1.0%
Value
$2m
Shares
26,240
+13%
Ishares Bitcoin Trust ETFIBIT
Share
0.9%
Value
$2m
Shares
55,129
Held
Northern LTS FD TR IIIQQH
Share
0.8%
Value
$2m
Shares
20,601
-11%
Amazon.comAMZN
Share
0.8%
Value
$2m
Shares
7,246
Held
Ishares TRIDV
Share
0.7%
Value
$2m
Shares
37,790
+5%
Meta PlatformsMETA
Share
0.7%
Value
$2m
Shares
2,764
Held
Tidal Trust IGRNY
Share
0.7%
Value
$2m
Shares
54,715
+18%
Northern LTS FD TR IIILGH
Share
0.7%
Value
$2m
Shares
23,593
-6%
Global X FDSSHLD
Share
0.7%
Value
$1m
Shares
24,792
+21%
Wisdomtree TRDGRW
Share
0.7%
Value
$1m
Shares
14,421
-23%
MicrosoftMSFT
Share
0.6%
Value
$1m
Shares
3,599
-5%
Vanguard Star FDSVXUS
Share
0.6%
Value
$1m
Shares
15,374
Held
PepsiCoPEP
Share
0.6%
Value
$1m
Shares
9,268
Held
Invesco Exch Traded FD TR IIPCEF
Share
0.6%
Value
$1m
Shares
60,418
+12%
Charles SchwabSCHW
Share
0.6%
Value
$1m
Shares
13,083
Held
First TR Exchange Traded FDRDVY
Share
0.6%
Value
$1m
Shares
14,366
Held
Wisdomtree TRDTD
Share
0.5%
Value
$1m
Shares
12,121
Held
J P Morgan Exchange Traded FJEPQ
Share
0.5%
Value
$1m
Shares
17,775
+26%
Morgan Stanley ETF TrustEVSM
Share
0.5%
Value
$1m
Shares
21,598
+14%
Ishares TRISCV
Share
0.5%
Value
$1m
Shares
13,625
Held
AIM ETF Products TrustJANT
Share
0.5%
Value
$1m
Shares
24,175
Held
IsharesEMXC
Share
0.5%
Value
$1m
Shares
10,013
-8%
Abbott LaboratoriesABT
Share
0.5%
Value
$975,172
Shares
10,747
-7%
WelltowerWELL
Share
0.5%
Value
$954,182
Shares
4,204
Held
Goldman Sachs ETF TRGPIQ
Share
0.4%
Value
$911,120
Shares
15,362
+17%
Vanguard Whitehall FDSVYMI
Share
0.4%
Value
$900,985
Shares
9,175
Held
Doubleline ETF TrustDBND
Share
0.4%
Value
$883,316
Shares
19,375
+3%
Invesco Exchange Traded FD TRSP
Share
0.4%
Value
$880,017
Shares
4,136
Held
Ishares TRGOVT
Share
0.4%
Value
$814,597
Shares
35,759
New
CrowdStrike HoldingsCRWD
Share
0.4%
Value
$796,718
Shares
1,044
Held
Blackrock ETF Trust IICLOA
Share
0.4%
Value
$790,901
Shares
15,236
Held
Ishares TRITOT
Share
0.3%
Value
$715,724
Shares
4,357
Held
TeslaTSLA
Share
0.3%
Value
$670,016
Shares
1,593
+3%
Blackrock ETF Trust IIBINC
Share
0.3%
Value
$664,718
Shares
12,700
Held
BroadcomAVGO
Share
0.3%
Value
$663,329
Shares
1,756
-3%
Select Sector Spdr TRXLF
Share
0.3%
Value
$663,223
Shares
12,371
Held
PNC Financial Services GroupPNC
Share
0.3%
Value
$633,278
Shares
2,572
Held
Ishares TRIJH
Share
0.3%
Value
$618,376
Shares
8,019
Held
AIM ETF Products TrustJUNT
Share
0.3%
Value
$617,867
Shares
16,350
+48%
AIM ETF Products TrustOCTT
Share
0.3%
Value
$617,461
Shares
13,250
Held
Spdr Gold TRGLD
Share
0.3%
Value
$617,405
Shares
1,676
+8%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$597,071
Shares
4,367
Held
Invesco Exch Traded FD TR IISPLV
Share
0.3%
Value
$596,512
Shares
7,964
Held
First TR Exchange-Traded FDFTCS
Share
0.3%
Value
$577,326
Shares
6,147
-3%
AB Active EtfsSYFI
Share
0.3%
Value
$569,869
Shares
15,956
Held
Ishares TRICVT
Share
0.2%
Value
$519,101
Shares
4,264
-37%
Vanguard World FDVFH
Share
0.2%
Value
$516,637
Shares
3,926
Held
Ishares Gold TRIAU
Share
0.2%
Value
$514,601
Shares
6,815
Held
Vanguard World FDVDC
Share
0.2%
Value
$486,892
Shares
2,159
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$486,803
Shares
838
New
Ishares TRDSI
Share
0.2%
Value
$462,768
Shares
3,250
-12%
Comfort Systems USAFIX
Share
0.2%
Value
$445,939
Shares
225
+36%
Ishares TRIJJ
Share
0.2%
Value
$428,417
Shares
2,900
Held
Vanguard World FDVDE
Share
0.2%
Value
$420,228
Shares
2,799
-4%
Costco WholesaleCOST
Share
0.2%
Value
$420,153
Shares
449
Held
MidCap Financial InvestmentMFIC
Share
0.2%
Value
$411,062
Shares
40,780
-24%
IntelINTC
Share
0.2%
Value
$409,473
Shares
2,933
New
EatonETN
Share
0.2%
Value
$391,604
Shares
919
-7%
Schwab Strategic TRSCHX
Share
0.2%
Value
$389,753
Shares
13,243
Held
Schwab Strategic TRSCHF
Share
0.2%
Value
$383,950
Shares
13,861
+5%
Vanguard BD Index FDSBIV
Share
0.2%
Value
$371,995
Shares
4,850
Held
Ishares Silver TRSLV
Share
0.2%
Value
$371,830
Shares
6,954
Held
MerckMRK
Share
0.2%
Value
$369,438
Shares
2,875
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$356,308
Shares
1,089
Held
AIM ETF Products TrustAPRT
Share
0.2%
Value
$345,200
Shares
7,525
Held
Goldman Sachs GroupGS
Share
0.2%
Value
$344,877
Shares
341
Held
Northern LTS FD TR IVIBD
Share
0.2%
Value
$344,665
Shares
14,500
Held
Vanguard World FDVHT
Share
0.2%
Value
$343,532
Shares
1,149
-6%
DBX ETF TRDBEF
Share
0.2%
Value
$339,799
Shares
6,220
+14%
Realty IncomeO
Share
0.2%
Value
$335,589
Shares
5,416
-2%

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYM	14.0%	$29m	332,122	Held
Schwab Strategic TRSCHV	3.8%	$8m	227,702	Held
Vanguard Index FDSVUG	3.8%	$8m	91,944	+3%
Vanguard Malvern FDSVPLS	3.4%	$7m	92,412	+4%
Schwab Strategic TRSCHG	2.8%	$6m	175,967	Held
AlphabetGOOG	2.8%	$6m	16,690	-2%
Ishares TRICSH	2.4%	$5m	99,644	Held
Dimensional ETF TrustDFLV	2.1%	$4m	113,194	Held
Schwab Strategic TRSCHD	2.0%	$4m	132,403	Held
Invesco QQQ TRQQQ	1.9%	$4m	5,534	Held
Vanguard Whitehall FDSVYM	1.8%	$4m	23,474	Held
Ishares TRIEFA	1.8%	$4m	38,002	+54%
Blackrock ETF TrustBAI	1.7%	$4m	68,712	Held
Ishares TRIVV	1.6%	$3m	4,583	Held
J P Morgan Exchange Traded FJEPI	1.6%	$3m	59,374	+6%
AlphabetGOOGL	1.6%	$3m	9,380	-3%
Schwab Strategic TRSCHA	1.6%	$3m	90,195	+6%
Vaneck ETF TrustMOAT	1.6%	$3m	31,275	Held
Schwab Strategic TRSCHM	1.5%	$3m	86,533	+6%
Vanguard Index FDSVOO	1.4%	$3m	4,347	Held
Berkshire HathawayBRK-B	1.4%	$3m	5,842	Held
NvidiaNVDA	1.4%	$3m	14,304	Held
AppleAAPL	1.3%	$3m	9,671	Held
Select Sector Spdr TRXLE	1.3%	$3m	52,133	Held
Vanguard World FDVGT	1.3%	$3m	22,689	-7%
Schwab Strategic TRSCHB	1.2%	$3m	89,992	Held
Ishares TRTLT	1.2%	$3m	29,403	-2%
Ishares TRQUAL	1.1%	$2m	10,250	Held
Fidelity Wise Origin BitcoinFBTC	1.0%	$2m	40,882	Held
Ishares TRMAXJ	1.0%	$2m	69,150	Held
Ishares TREFV	1.0%	$2m	26,240	+13%
Ishares Bitcoin Trust ETFIBIT	0.9%	$2m	55,129	Held
Northern LTS FD TR IIIQQH	0.8%	$2m	20,601	-11%
Amazon.comAMZN	0.8%	$2m	7,246	Held
Ishares TRIDV	0.7%	$2m	37,790	+5%
Meta PlatformsMETA	0.7%	$2m	2,764	Held
Tidal Trust IGRNY	0.7%	$2m	54,715	+18%
Northern LTS FD TR IIILGH	0.7%	$2m	23,593	-6%
Global X FDSSHLD	0.7%	$1m	24,792	+21%
Wisdomtree TRDGRW	0.7%	$1m	14,421	-23%
MicrosoftMSFT	0.6%	$1m	3,599	-5%
Vanguard Star FDSVXUS	0.6%	$1m	15,374	Held
PepsiCoPEP	0.6%	$1m	9,268	Held
Invesco Exch Traded FD TR IIPCEF	0.6%	$1m	60,418	+12%
Charles SchwabSCHW	0.6%	$1m	13,083	Held
First TR Exchange Traded FDRDVY	0.6%	$1m	14,366	Held
Wisdomtree TRDTD	0.5%	$1m	12,121	Held
J P Morgan Exchange Traded FJEPQ	0.5%	$1m	17,775	+26%
Morgan Stanley ETF TrustEVSM	0.5%	$1m	21,598	+14%
Ishares TRISCV	0.5%	$1m	13,625	Held
AIM ETF Products TrustJANT	0.5%	$1m	24,175	Held
IsharesEMXC	0.5%	$1m	10,013	-8%
Abbott LaboratoriesABT	0.5%	$975,172	10,747	-7%
WelltowerWELL	0.5%	$954,182	4,204	Held
Goldman Sachs ETF TRGPIQ	0.4%	$911,120	15,362	+17%
Vanguard Whitehall FDSVYMI	0.4%	$900,985	9,175	Held
Doubleline ETF TrustDBND	0.4%	$883,316	19,375	+3%
Invesco Exchange Traded FD TRSP	0.4%	$880,017	4,136	Held
Ishares TRGOVT	0.4%	$814,597	35,759	New
CrowdStrike HoldingsCRWD	0.4%	$796,718	1,044	Held
Blackrock ETF Trust IICLOA	0.4%	$790,901	15,236	Held
Ishares TRITOT	0.3%	$715,724	4,357	Held
TeslaTSLA	0.3%	$670,016	1,593	+3%
Blackrock ETF Trust IIBINC	0.3%	$664,718	12,700	Held
BroadcomAVGO	0.3%	$663,329	1,756	-3%
Select Sector Spdr TRXLF	0.3%	$663,223	12,371	Held
PNC Financial Services GroupPNC	0.3%	$633,278	2,572	Held
Ishares TRIJH	0.3%	$618,376	8,019	Held
AIM ETF Products TrustJUNT	0.3%	$617,867	16,350	+48%
AIM ETF Products TrustOCTT	0.3%	$617,461	13,250	Held
Spdr Gold TRGLD	0.3%	$617,405	1,676	+8%
ExxonMobil HoldingsXOM	0.3%	$597,071	4,367	Held
Invesco Exch Traded FD TR IISPLV	0.3%	$596,512	7,964	Held
First TR Exchange-Traded FDFTCS	0.3%	$577,326	6,147	-3%
AB Active EtfsSYFI	0.3%	$569,869	15,956	Held
Ishares TRICVT	0.2%	$519,101	4,264	-37%
Vanguard World FDVFH	0.2%	$516,637	3,926	Held
Ishares Gold TRIAU	0.2%	$514,601	6,815	Held
Vanguard World FDVDC	0.2%	$486,892	2,159	Held
Advanced Micro DevicesAMD	0.2%	$486,803	838	New
Ishares TRDSI	0.2%	$462,768	3,250	-12%
Comfort Systems USAFIX	0.2%	$445,939	225	+36%
Ishares TRIJJ	0.2%	$428,417	2,900	Held
Vanguard World FDVDE	0.2%	$420,228	2,799	-4%
Costco WholesaleCOST	0.2%	$420,153	449	Held
MidCap Financial InvestmentMFIC	0.2%	$411,062	40,780	-24%
IntelINTC	0.2%	$409,473	2,933	New
EatonETN	0.2%	$391,604	919	-7%
Schwab Strategic TRSCHX	0.2%	$389,753	13,243	Held
Schwab Strategic TRSCHF	0.2%	$383,950	13,861	+5%
Vanguard BD Index FDSBIV	0.2%	$371,995	4,850	Held
Ishares Silver TRSLV	0.2%	$371,830	6,954	Held
MerckMRK	0.2%	$369,438	2,875	Held
JPMorgan ChaseJPM	0.2%	$356,308	1,089	Held
AIM ETF Products TrustAPRT	0.2%	$345,200	7,525	Held
Goldman Sachs GroupGS	0.2%	$344,877	341	Held
Northern LTS FD TR IVIBD	0.2%	$344,665	14,500	Held
Vanguard World FDVHT	0.2%	$343,532	1,149	-6%
DBX ETF TRDBEF	0.2%	$339,799	6,220	+14%
Realty IncomeO	0.2%	$335,589	5,416	-2%

Showing the largest 100 of 141.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 28.4% since 30 June 2025.

Where the money is

Media & telecom5.2%

Technology5.1%

Financial services2.7%

Retail & consumer1.1%

Health care0.9%

Everyday goods0.8%

Industrials0.7%

Real estate0.6%

Energy0.3%

Other82.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.