PI
Panoramic Investment Advisors, LLC SEC 13F Holdings (Q2 2026) — Top Position: STE STR SPDR PT S&P 500 ETF
Panoramic Investment Advisors, LLCCIK: 0001967332
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$209.1M
Reporting period: 2026-06-30 · Number of holdings: 141
PANORAMIC INVESTMENT ADVISORS, LLC disclosed 141 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $209.1M and a quarterly turnover rate of 16.9%.
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Personality snowflake
- Concentration
- 13.02
- Portfolio Stability
- 16.87
- Momentum
- 100
- Sector conviction
- 68.83
- Diversification
- 100
- Sizing Uniformity
- 80.98
Panoramic Investment Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.033 — mathematically equivalent to about 31 equally-sized positions, well below its 141 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.90), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 16% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd IEFA
+54.3% $1.4M
Add BAI
-0.9% $1.3M
Trim XLE
-1.0% -$455.9K
New buy GOVT
Trim IYW
-77.6% -$689.7K
Add SPYM
+1.0% $4.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.96% | +0.35% | +1.02% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.79% | +0.09% | +1.46% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.79% | +0.27% | +517.57% | |
| 4 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 3.43% | -0.28% | +4.47% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.85% | +0.04% | -1.31% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.82% | +0.18% | -2.11% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.41% | -0.30% | +0.66% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.14% | -0.01% | +1.55% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.01% | -0.19% | -0.05% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.95% | +0.21% | -1.00% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.77% | -0.11% | +0.23% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.76% | +0.55% | +54.30% | |
| 13 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.73% | +0.49% | -0.92% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | +0.04% | +1.08% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.60% | -0.11% | -85.27% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.10% | -3.04% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.56% | +0.22% | +5.83% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.56% | -0.10% | -1.26% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.53% | +0.16% | +5.67% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.01% | -1.27% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | -0.14% | -1.68% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.01% | -1.13% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.03% | +1.16% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 1.32% | -0.42% | -0.96% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.30% | +0.14% | +640.26% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.25% | +0.02% | -0.34% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.22% | -0.19% | -2.22% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.08% | +0.02% | +0.02% | |
| 29 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.00% | -0.30% | +0.10% | |
| 30 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 0.96% | -0.09% | — | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.96% | +0.02% | +12.57% | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.88% | -0.26% | +0.03% | |
| 33 | QQH | Hcm Defender 100 Index ETF | ETF-Large Cap & Growth | 0.84% | -0.03% | -10.51% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.02% | +1.29% | |
| 35 | IDV | Ishares International Select | ETF-Other | 0.75% | -0.08% | +4.84% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.10% | +1.39% | |
| 37 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.72% | +0.12% | +17.63% | |
| 38 | LGH | Hcm Defender 500 Index ETF | ETF-Large Cap & Growth | 0.72% | -0.05% | -5.80% | |
| 39 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.71% | -0.07% | +21.40% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.66% | -0.22% | -22.52% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.12% | -5.26% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.63% | -0.01% | -0.36% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.19% | -0.96% | |
| 44 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.59% | +0.04% | +12.44% | |
| 45 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.58% | -0.09% | -1.13% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-Other | 0.56% | +0.02% | -1.37% | |
| 47 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.54% | -0.02% | +0.46% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.52% | +0.10% | -34.54% | |
| 49 | EVSM | Eaton Vance Shrt Dur Muni | ETF-Other | 0.52% | +0.01% | +13.87% | |
| 50 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 0.51% | — | +0.39% |
1–50 of 141
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+17.2%
- Stdev
- +11.3%
- Beta
- +0.84
- Alpha
- +0.3%
- Max Drawdown
- -7.1%
- Annualized Perf
- +17.7%
- Batting Avg vs S&P
- +52.8%
- Sortino
- +3.24
- Stutzer
- +0.45
- Treynor
- +0.2
- Sterling
- +1.19
- Calmar
- +2.5
- Information Ratio
- -0.76
- Tracking Error
- +3.9%
- Stdev Down
- +5.3%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +29.6%
- Worst 12 Months
- +8.6%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.51
- Stdev Sectors
- +11.5%
- Skewness
- +0.12
- Kurtosis
- -0.36
- Upside Potential
- +4.87
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
Panoramic Investment Advisors, LLC's most significant position changes for 2026-06-30: New buy: Ishares US Treasury Bond ETF (GOVT); New buy: Advanced Micro Devices (AMD); New buy: Intel CORP (INTC); New buy: Lam Research CORP (LRCX); New buy: Fundstr Gran Sh US L/c & Inc (GRNI).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +54.30% | Add |
| 2 | BAI | Ishrs Ai In And Tech Act ETF | +0.5% | -0.92% | Trim |
| 3 | GOVT | Ishares US Treasury Bond ETF | +0.4% | NEW | New buy |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +1.02% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +517.57% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 7 | SCHA | Schwab US Small-cap ETF | +0.2% | +5.83% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -1.00% | Trim |
| 9 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -2.11% | Trim |
| 11 | SCHM | Schwab US Mid Cap ETF | +0.2% | +5.67% | Add |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +1.56% | Add |
| 13 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 14 | GRNI | Fundstr Gran Sh US L/c & Inc | +0.2% | NEW | New buy |
| 15 | VGT | Vanguard Info Tech ETF | +0.1% | +640.26% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 17 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 18 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +17.63% | Add |
| 19 | IXN | Ishares Global Tech ETF | +0.1% | NEW | New buy |
| 20 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | New buy |
| 22 | KRE | Ss Spdr S&p Regional Bank | +0.1% | NEW | New buy |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.04% | Trim |
| 24 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | -34.54% | Add |
| 25 | ✓ | +0.1% | NEW | New buy | |
| 26 | SUSA | Ishares Esg Optimized Msci U | +0.1% | NEW | New buy |
| 27 | DVA | Davita Inc | +0.1% | NEW | New buy |
| 28 | DFAC | Dimensional US Core Equity 2 | +0.1% | NEW | New buy |
| 29 | SCHV | Schwab US Large-cap Value | +0.1% | +1.46% | Add |
| 30 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.1% | +17.42% | Add |
| 31 | JUNT | Allianzim US Eq Bffr10 Jn-us | +0.1% | +47.96% | Add |
| 32 | FIX | Comfort Systems USA Inc | +0.1% | +36.36% | Add |
| 33 | SCHG | Schwab US Large-cap Growth | 0% | -1.31% | Trim |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | +1.08% | Add |
| 35 | PCEF | Invesco Cef Income Composite | 0% | +12.44% | Add |
| 36 | AAPL | Apple Inc | 0% | +1.16% | Add |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -7.99% | Trim |
| 38 | SCHB | Schwab US Broad Market ETF | 0% | -0.34% | Trim |
| 39 | QUAL | Ishares Msci USA Quality Fac | 0% | +0.02% | Add |
| 40 | EFV | Ishares Msci Eafe Value ETF | 0% | +12.57% | Add |
| 41 | AMZN | Amazon.com Inc | 0% | +1.29% | Add |
| 42 | RDVY | First Trust Rising Dividend | 0% | -1.37% | Trim |
| 43 | AVGO | Broadcom Inc | 0% | -2.77% | Trim |
| 44 | PWR | Quanta Services Inc | 0% | +5.13% | Add |
| 45 | VOO | Vanguard S&p 500 ETF | 0% | -1.27% | Trim |
| 46 | NVDA | Nvidia CORP | 0% | -1.13% | Trim |
| 47 | EVSM | Eaton Vance Shrt Dur Muni | 0% | +13.87% | Add |
| 48 | WELL | Welltower Inc | 0% | — | Unchanged |
| 49 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 50 | TSLA | Tesla Inc | 0% | +3.24% | Add |
1–50 of 145
Filing History
FAQ
What is Panoramic Investment Advisors, LLC and what type of investor is it?
Panoramic Investment Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $209.1M, spread across 141 disclosed positions.
What are Panoramic Investment Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Panoramic Investment Advisors, LLC's top holdings by market value are:
1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $29.2M (14.0%)
2. Schwab US Large-cap Value (SCHV) — $7.9M (3.8%)
3. Vanguard Growth ETF (VUG) — $7.9M (3.8%)
4. Vanguard Core-plus Bond ETF (VPLS) — $7.2M (3.4%)
5. Schwab US Large-cap Growth (SCHG) — $6.0M (2.9%)
What changes did Panoramic Investment Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Panoramic Investment Advisors, LLC made 118 notable position adjustments: 15 new positions were initiated, 57 existing holdings were added to, 42 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Ishares US Treasury Bond ETF (GOVT); New buy: Advanced Micro Devices (AMD); New buy: Intel CORP (INTC); New buy: Lam Research CORP (LRCX); New buy: Fundstr Gran Sh US L/c & Inc (GRNI)
What sectors does Panoramic Investment Advisors, LLC focus on?
Panoramic Investment Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 32.5%
• Information Technology: 32.2%
• Financials: 7.7%
• Consumer Discretionary: 7.2%
• Consumer Staples: 5.0%
• Health Care: 4.7%
Investment Profile
Panoramic Investment Advisors, LLC returned an annualized 17.7% over the trailing 36 months — outperforming the S&P 500 by 0.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.84 (less volatile than the market) and a 53% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 32.5% of the portfolio concentrated in Communication Services.
Its turnover score has risen from 0 to 17 over the past 4 quarters — a shift toward more active trading.
It has added to its IEFA position over the past two quarters (+$1.5M, now $3.7M), while trimming FBTC over the same stretch (-$983.7K, still holding $2.1M).
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Developer Access
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REST API
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