PANORAMIC INVESTMENT ADVISORS, LLC - Portfolio overview

PANORAMIC INVESTMENT ADVISORS, LLC has 142 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. SPLG - SPDR SERIES TRUST, 11.95%
2. SPYM - SPDR SERIES TRUST, 11.76%
3. VPLS - VANGUARD MALVERN FDS, 3.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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