Panoramic-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "MPLX",
  "ABT",
  null,
  "GOOGL",
  "VDE",
  null,
  null,
  "AVGO",
  "MFIC",
  "ABR",
  "BBDC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  "FSCO",
  null,
  "EMXC",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "SILA",
  null,
  null,
  "MSFT",
  "IJR",
  null,
  null,
  "VHT",
  null,
  "PEP",
  "IVV",
  null,
  "AAPL",
  "NVDA",
  "LMT",
  "MRK",
  "IEFA",
  "SCHX",
  null,
  "O",
  "GLD",
  null,
  "SPLG",
  "BIV",
  "VNQ",
  "VOE",
  "SCHW",
  null,
  null,
  null,
  null,
  "FSK",
  "VYM",
  "AHR",
  "MGC",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VFH",
  "VYMI",
  "VXUS",
  "VOO",
  null,
  "V",
  "WELL",
  null,
  null,
  "XEL",
  "SCHD",
  "SOFI",
  "SCHG",
  null,
  "SCHA",
  null,
  null,
  null,
  "BRK-B",
  "CMCSA",
  "CRWD",
  "RSP",
  "IJJ",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "TSLA",
  "ITOT",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 115
Total Value: 148106445
Accession Number: 0001986152-25-000041
Form Type: 13F-HR
CIK: panoramic-investment-advisors
Manager Name: Panoramic-Investment-Advisors

Data Enrichment

56% identified

64 identified51 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $148.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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78464A854

SPLG|78464A854

Shares:282.6K

Value:$18.6M

% of Portfolio:12.5% ($18.6M/$148.1M)

922020755

Shares:99.3K

Value:$7.7M

% of Portfolio:5.2% ($7.7M/$148.1M)

808524409

Shares:195.6K

Value:$5.2M

% of Portfolio:3.5% ($5.2M/$148.1M)

46432F339

QUAL|46432F339

Shares:26.3K

Value:$4.5M

% of Portfolio:3.0% ($4.5M/$148.1M)

808524797

SCHD|808524797

Shares:153.3K

Value:$4.3M

% of Portfolio:2.9% ($4.3M/$148.1M)

808524300

SCHG|808524300

Shares:149.4K

Value:$3.7M

% of Portfolio:2.5% ($3.7M/$148.1M)

Alphabet Inc.

GOOG|02079K107

Shares:23.4K

Value:$3.7M

% of Portfolio:2.5% ($3.7M/$148.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.3K

Value:$3.3M

% of Portfolio:2.3% ($3.3M/$148.1M)

92189F643

Shares:36.8K

Value:$3.2M

% of Portfolio:2.2% ($3.2M/$148.1M)

922908736

VUG|922908736

Shares:8.1K

Value:$3.0M

% of Portfolio:2.0% ($3.0M/$148.1M)

921946406

VYM|921946406

Shares:22.4K

Value:$2.9M

% of Portfolio:1.9% ($2.9M/$148.1M)

315948109

Shares:39.9K

Value:$2.9M

% of Portfolio:1.9% ($2.9M/$148.1M)

46641Q332

Shares:49.7K

Value:$2.8M

% of Portfolio:1.9% ($2.8M/$148.1M)

25434V666

Shares:87.4K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$148.1M)

922908363

VOO|922908363

Shares:5.1K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$148.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:5.5K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$148.1M)

Apple Inc.

AAPL|037833100

Shares:11.4K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$148.1M)

46438F101

Shares:53.2K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$148.1M)

46434V878

Shares:48.5K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$148.1M)

464287200

IVV|464287200

Shares:4.3K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$148.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	282.6K	QoQ +1.18% (-3.3K) YoY +48.34% (+92.1K)	All Managers (Combined)	$18.6M	12.5% ($18.6M/$148.1M)	QoQ -3.48% (-$671.1K) YoY +58.53% (+$6.9M)
(cusip922020755)✕	99.3K	QoQ +6.88% (+6.4K) YoY +3310.67% (+96.4K)	All Managers (Combined)	$7.7M	5.2% ($7.7M/$148.1M)	QoQ +9.09% (+$642.3K) YoY +3348.01% (+$7.5M)
(cusip808524409)✕	195.6K	QoQ +0.29% (+576) YoY +211.24% (+132.8K)	All Managers (Combined)	$5.2M	3.5% ($5.2M/$148.1M)	QoQ +2.25% (+$114.8K) YoY +8.88% (+$424.2K)
(QUALcusip46432F339)	26.3K	QoQ -3.08% (-839) YoY +4.11% (+1.0K)	All Managers (Combined)	$4.5M	3.0% ($4.5M/$148.1M)	QoQ -7.00% (-$338.9K) YoY +8.25% (+$343.2K)
(SCHDcusip808524797)	153.3K	QoQ -5.18% (-8.4K) YoY +58.34% (-56.5K)	All Managers (Combined)	$4.3M	2.9% ($4.3M/$148.1M)	QoQ -2.96% (-$130.7K) YoY -45.09% (-$3.5M)
(SCHGcusip808524300)	149.4K	QoQ +2.47% (-3.6K) YoY +322.25% (+114.0K)	All Managers (Combined)	$3.7M	2.5% ($3.7M/$148.1M)	QoQ -7.92% (-$322.1K) YoY +14.03% (+$460.5K)
Alphabet Inc.(GOOGcusip02079K107)	23.4K	QoQ -6.69% (-1.7K) YoY -26.27% (-8.3K)	All Managers (Combined)	$3.7M	2.5% ($3.7M/$148.1M)	QoQ -23.45% (-$1.1M) YoY -24.35% (-$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.3K	QoQ +11.78% (+663) YoY +45.82% (+2.0K)	All Managers (Combined)	$3.3M	2.3% ($3.3M/$148.1M)	QoQ +31.34% (+$799.2K) YoY +84.68% (+$1.5M)
(cusip92189F643)✕	36.8K	QoQ -9.55% (-3.9K) YoY -30.63% (-16.2K)	All Managers (Combined)	$3.2M	2.2% ($3.2M/$148.1M)	QoQ -14.16% (-$534.2K) YoY -32.10% (-$1.5M)
(VUGcusip922908736)	8.1K	QoQ +1.69% (-134) YoY +57.19% (+2.9K)	All Managers (Combined)	$3.0M	2.0% ($3.0M/$148.1M)	QoQ -8.12% (-$263.9K) YoY +69.35% (+$1.2M)
(VYMcusip921946406)	22.4K	QoQ +1.33% (+295) YoY +3.16% (+686)	All Managers (Combined)	$2.9M	1.9% ($2.9M/$148.1M)	QoQ +2.42% (+$68.3K) YoY +9.95% (+$261.3K)
(cusip315948109)✕	39.9K	QoQ +1.68% (-661) YoY -52.84% (-44.7K)	All Managers (Combined)	$2.9M	1.9% ($2.9M/$148.1M)	QoQ -10.29% (-$329.2K) YoY -45.31% (-$2.4M)
(cusip46641Q332)✕	49.7K	QoQ -1.56% (-792) YoY +8.59% (+3.9K)	All Managers (Combined)	$2.8M	1.9% ($2.8M/$148.1M)	QoQ -2.23% (-$64.9K) YoY +7.24% (+$191.7K)
(cusip25434V666)✕	87.4K	QoQ +10.39% (+8.2K) YoY NEW(+87.4K)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$148.1M)	QoQ +12.38% (+$294.3K) YoY NEW(+$2.7M)
(VOOcusip922908363)	5.1K	QoQ -6.83% (-372) YoY -35.19% (-2.8K)	All Managers (Combined)	$2.6M	1.8% ($2.6M/$148.1M)	QoQ -11.14% (-$326.8K) YoY -30.71% (-$1.2M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5.5K	QoQ -0.28% (-16) YoY +3.18% (+171)	All Managers (Combined)	$2.6M	1.8% ($2.6M/$148.1M)	QoQ -8.54% (-$242.6K) YoY +8.96% (+$213.7K)
Apple Inc.(AAPLcusip037833100)	11.4K	QoQ -6.96% (-853) YoY +16.84% (+1.6K)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$148.1M)	QoQ -17.47% (-$535.7K) YoY +51.36% (+$858.5K)
(cusip46438F101)✕	53.2K	QoQ +1.94% (-1.0K) YoY -56.22% (-68.4K)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$148.1M)	QoQ -10.04% (-$278.2K) YoY -49.36% (-$2.4M)
(cusip46434V878)✕	48.5K	QoQ +3.56% (+1.7K) YoY +4.09% (+1.9K)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$148.1M)	QoQ +4.11% (+$97.1K) YoY +4.37% (+$103.1K)
(IVVcusip464287200)	4.3K	QoQ +0.94% (-40) YoY +9.93% (+388)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$148.1M)	QoQ -3.67% (-$92.0K) YoY +17.48% (+$359.1K)