PANORAMIC INVESTMENT ADVISORS, LLC
•CIK: 1967332•Filing: Q4 2025
**PANORAMIC INVESTMENT ADVISORS, LLC** manages $184M across a diverse portfolio of 126 positions. The strategy exhibits a notable tilt toward growth and technology, evidenced by the top holding in SPYM at $25.9M. Significant allocations are also directed into sector-specific ETFs, including VUG ($6.7M) and VPLS ($6.7M), alongside core holdings like SCHV ($6.5M) and SCHG ($5.8M). This concentration suggests a tactical emphasis on high-beta and growth-oriented market segments.
Total AUM
$184.0M
QoQ Performance
+3.5%
Positions
74
Top 10 Concentration
39.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPYM14.0%
VUG3.7%
VPLS3.6%
SCHV3.5%
SCHG3.2%
GOOG3.1%
ICSH2.6%
SCHD2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.7%
Technology9.7%
ETF3.2%
Financial2.7%
Consumer1.4%
Healthcare1.0%
Consumer Staples0.7%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW7 new positions
↑49 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024Q4 2023