PANORAMIC INVESTMENT ADVISORS, LLC: 13F holdings
CIK 19673322026Q2
| Positions | 141 |
|---|---|
| Reported value | $209.1m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 332,122 | $29.2m | 14.0% |
| SCHV SCHWAB STRATEGIC TR | 227,702 | $7.9m | 3.8% |
| VUG VANGUARD INDEX FDS | 91,944 | $7.9m | 3.8% |
| VANGUARD MALVERN FDS | 92,412 | $7.2m | 3.4% |
| SCHG SCHWAB STRATEGIC TR | 175,967 | $6.0m | 2.8% |
| GOOG ALPHABET INC | 16,690 | $5.9m | 2.8% |
| ICSH ISHARES TR | 99,644 | $5.0m | 2.4% |
| WSBC DIMENSIONAL ETF TRUST | 113,194 | $4.5m | 2.1% |
| SCHD SCHWAB STRATEGIC TR | 132,403 | $4.2m | 2.0% |
| QQQ INVESCO QQQ TR | 5,534 | $4.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1967332")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.