PANORAMIC INVESTMENT ADVISORS, LLC

Registered adviser

CIK

1967332

Location

DENVER, CO

Portfolio Value

Small $203,323,115

Diversification

Diversified

Filing Date

Global Rank

#6,443 / 8,816 ▲ 17

Top Industry

Internet Content & Information 27.8%

Period ended 4 months ago

Filed Aug 13, 2026 · 2mo

12 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 290770

Roster of Oct 1, 2026

Regulatory AUM

$350,608,741

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$350,608,741	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$292,521,348	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$242,035,085	Individuals and high net worth (100%)
May 2023 to Mar 2024	$198,391,037	Individuals and high net worth (100%)
Feb 2023 to Apr 2023	$198,391,037	Individuals and high net worth (100%)
Apr 2022 to Jan 2023	$191,461,660	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.6% of the book (60%+)

Turnover

Low turnover

10.2% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 76.2%; sector active share 68.4% against the combined 13F book's sector weights.

Over time 12 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

141 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.5%

+0.1 pts

Top 5

48.2%

+0.7 pts

Top 10

61.6%

+0.2 pts

HHI

627

Diversified+7

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.9%	$164,418,173	100
Communication Services	5.3%	$10,806,140	3
Technology	5.3%	$10,706,822	12
Financial Services	3.8%	$7,766,422	8
Consumer Cyclical	1.2%	$2,397,026	2
Healthcare	0.9%	$1,798,062	4
Consumer Defensive	0.8%	$1,674,913	2
Industrials	0.8%	$1,592,259	5
Real Estate	0.7%	$1,353,202	3
Energy	0.4%	$810,096	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+77,056	91,944	$7,920,056
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+19,624	22,689	$2,711,789
IEFA	iShares Core MSCI EAFE ETF	+13,374	38,002	$3,670,233
—		+8,200	54,715	$1,512,869
PCEF	Invesco Ltd.	+6,685	60,418	$1,227,089
JUNT	AllianzIM U.S. Equity Buffer10 Jun ETF	+5,300	16,350	$617,866
SCHA	Schwab U.S. Small-Cap ETF	+4,968	90,195	$3,258,745
SCHM	Schwab U.S. Mid-Cap ETF	+4,644	86,533	$3,190,471
SHLD	Global X Defense Tech ETF	+4,370	24,792	$0
VPLS	VANGUARD CORE-PLUS BOND ETF	+3,956	92,412	$7,168,953
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+3,700	17,775	$1,092,451
JEPI	JPMorgan Equity Premium Income ETF	+3,510	59,374	$3,353,443
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+3,351	332,122	$29,186,881
SCHV	Schwab U.S. Large-Cap Value ETF	+3,283	227,702	$7,926,306
EFV	iShares MSCI EAFE Value ETF	+2,931	26,240	$0
EVSM	Eaton Vance Short Duration Municipal Income ETF	+2,630	21,598	$1,086,595
GPIQ	Goldman Sachs Nasdaq-100 Premium Income ETF	+2,279	15,362	$911,120
IDV	iShares International Select Dividend ETF	+1,744	37,790	$1,565,639
DFLV	Dimensional US Large Cap Value ETF	+1,725	113,194	$4,475,690
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	+750	6,220	$339,798
ICSH	iShares Ultra Short Duration Bond Active ETF	+650	99,644	$5,039,993
SCHF	Schwab International Equity ETF	+621	13,861	$383,949
DBND	DoubleLine Opportunistic Core Bond ETF	+600	19,375	$883,325
SCHE	Schwab Emerging Markets Equity ETF	+436	8,712	$315,897
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+136	4,627	$209,788
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MFIC	MidCap Financial Investment Corp	−12,850	40,780	$411,062
IYW	iShares, Inc.	−4,284	1,236	$311,756
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−4,191	14,421	$1,378,936
ICVT	iShares Convertible Bond ETF	−2,515	4,264	$519,099
QQH	HCM Defender 100 Index ETF	−2,420	20,601	$1,763,445
SCHG	Schwab U.S. Large-Cap Growth ETF	−2,344	175,967	$5,954,723
LGH	HCM Defender 500 Index ETF	−1,453	23,593	$1,504,289
EMXC	iShares MSCI Emerging Markets ex China ETF	−870	10,013	$1,024,329
ABT	Abbott Laboratories	−759	10,747	$975,182
TLT	iShares 20+ Year Treasury Bond ETF	−669	29,403	$2,541,007
BAI	BlackRock ETF Trust	−638	68,712	$3,622,496
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−507	52,133	$2,768,783
DSI	iShares ESG MSCI KLD 400 ETF	−451	3,250	$462,767
MOAT	VanEck Morningstar Wide Moat ETF	−400	31,275	$3,251,349
GOOG	Alphabet Inc.	−359	16,690	$5,897,077
SCHB	Schwab U.S. Broad Market ETF	−307	89,992	$2,606,168
IHI	iShares U.S. Medical Devices ETF	−300	6,350	$313,753
GOOGL	Alphabet Inc.	−294	9,380	$3,352,130
FTCS	First Trust Capital Strength ETF	−220	6,147	$577,326
RDVY	First Trust Rising Dividend Achievers ETF	−200	14,366	$1,164,507
MSFT	Microsoft Corp	−200	3,599	$1,342,498
NVDA	Nvidia Corp	−164	14,304	$2,862,087
PLTR	Palantir Technologies Inc.	−151	2,005	$233,923
SCHW	Schwab Charles Corp	−150	13,083	$1,207,168
O	Realty Income Corp	−122	5,416	$335,575
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
GOVT	iShares U.S. Treasury Bond ETF	35,759	$814,590
AMD	Advanced Micro Devices Inc	838	$486,802
INTC	Intel Corp	2,933	$409,534
LRCX	Lam Research Corp	764	$331,064
GRNI	Fundstrat Granny Shots US Large Cap & Income ETF	14,500	$305,950
MU	Micron Technology Inc	246	$283,955
GLW	Corning Inc	1,076	$274,842
IXN	iShares Global Tech ETF	1,690	$244,171
IWM	iShares Russell 2000 ETF	799	$240,059
IJR	iShares Core S&P Small-Cap ETF	1,606	$238,185
KRE	State Street(R) SPDR(R) S&P(R) Regional Banking ETF	3,000	$224,550
SPCX	Space Exploration Technologies Corp	1,276	$218,017
—		1,373	$211,853
DVA	Davita Inc.	951	$211,578
DFAC	Dimensional U.S. Core Equity 2 ETF	4,601	$204,100
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
GBTC	Grayscale Bitcoin Trust ETF	4,033	$212,781
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	3,777	$201,011
SOFI	SoFi Technologies, Inc.	10,450	$165,946
RKT	Rocket Companies, Inc.	11,450	$163,162
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

141 tracked positions · $203,323,115 total · filing declares 141 positions · $209,061,805 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 141 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	332,122	+3,351	$29,186,881	+16.0%	12	before history	14.35%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	227,702	+3,283	$7,926,306	+15.8%	12	before history	3.90%
VUG	VANGUARD GROWTH INDEX FUND	Added	91,944	+77,056	$7,920,056	+21.8%	12	before history	3.90%
VPLS	VANGUARD CORE-PLUS BOND ETF	Added	92,412	+3,956	$7,168,953	+4.5%	10	before history	3.53%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	175,967	-2,344	$5,954,723	+14.6%	12	before history	2.93%
GOOG	Alphabet Inc. Communication Services	Reduced	16,690	-359	$5,897,077	+20.6%	12	before history	2.90%
ICSH	iShares Ultra Short Duration Bond Active ETF	Added	99,644	+650	$5,039,993	+0.6%	12	before history	2.48%
DFLV	Dimensional US Large Cap Value ETF	Added	113,194	+1,725	$4,475,690	+12.4%	8	before history	2.20%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	132,403	-69	$4,198,499	+3.3%	12	before history	2.06%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,534	-56	$4,075,237	+26.3%	12	before history	2.00%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	23,474	+53	$3,709,596	+6.9%	12	before history	1.82%
IEFA	iShares Core MSCI EAFE ETF	Added	38,002	+13,374	$3,670,233	+64.6%	12	before history	1.81%
BAI	BlackRock ETF Trust	Reduced	68,712	-638	$3,622,496	+58.5%	4	$33.29	1.78%
IVV	iShares Core S&P 500 ETF	Added	4,583	+49	$3,432,162	+15.9%	12	before history	1.69%
JEPI	JPMorgan Equity Premium Income ETF	Added	59,374	+3,510	$3,353,443	+5.9%	12	before history	1.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,380	-294	$3,352,130	+20.5%	12	before history	1.65%
SCHA	Schwab U.S. Small-Cap ETF	Added	90,195	+4,968	$3,258,745	+31.5%	12	before history	1.60%
MOAT	VanEck Morningstar Wide Moat ETF	Reduced	31,275	-400	$3,251,349	+6.2%	12	before history	1.60%
SCHM	Schwab U.S. Mid-Cap ETF	Added	86,533	+4,644	$3,190,471	+25.8%	12	before history	1.57%
VOO	VANGUARD 500 INDEX FUND	Reduced	4,347	-56	$2,985,563	+13.5%	12	before history	1.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,842	-100	$2,923,278	+2.7%	12	before history	1.44%
NVDA	Nvidia Corp Technology	Reduced	14,304	-164	$2,862,087	+13.4%	11	before history	1.41%
AAPL	Apple Inc. Technology	Added	9,671	+111	$2,798,400	+15.3%	12	before history	1.38%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	52,133	-507	$2,768,783	−14.1%	12	before history	1.36%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	22,689	+19,624	$2,711,789	—	12	before history	1.33%
SCHB	Schwab U.S. Broad Market ETF	Reduced	89,992	-307	$2,606,168	+15.0%	12	before history	1.28%
TLT	iShares 20+ Year Treasury Bond ETF	Reduced	29,403	-669	$2,541,007	−2.5%	12	before history	1.25%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	40,882	+40	$2,087,026	−13.4%	10	before history	1.03%
MAXJ	iShares Large Cap Max Buffer Jun ETF	Held	69,150	0	$2,014,339	+3.4%	8	before history	0.99%
IBIT	iShares Bitcoin Trust ETF	Added	55,129	+17	$1,835,244	−13.3%	10	before history	0.90%
QQH	HCM Defender 100 Index ETF	Reduced	20,601	-2,420	$1,763,445	+9.7%	12	before history	0.87%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,246	+92	$1,727,011	+15.9%	12	before history	0.85%
IDV	iShares International Select Dividend ETF	Added	37,790	+1,744	$1,565,639	+2.1%	12	before history	0.77%
META	Meta Platforms, Inc. Communication Services	Added	2,764	+38	$1,556,933	−0.2%	12	before history	0.77%
		Added	54,715	+8,200	$1,512,869	+36.3%	4	$24.56	0.74%
LGH	HCM Defender 500 Index ETF	Reduced	23,593	-1,453	$1,504,289	+5.4%	12	before history	0.74%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Reduced	14,421	-4,191	$1,378,936	−15.7%	12	before history	0.68%
MSFT	Microsoft Corp Technology	Reduced	3,599	-200	$1,342,498	−4.5%	12	before history	0.66%
VXUS	Vanguard Total International Stock ETF	Reduced	15,374	-55	$1,314,323	+10.5%	12	before history	0.65%
PEP	Pepsico Inc Consumer Defensive	Reduced	9,268	-90	$1,254,887	−13.6%	12	before history	0.62%
PCEF	Invesco Ltd. Financial Services	Added	60,418	+6,685	$1,227,089	+21.3%	12	before history	0.60%
SCHW	Schwab Charles Corp Financial Services	Reduced	13,083	-150	$1,207,168	−2.9%	12	before history	0.59%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	14,366	-200	$1,164,507	+17.1%	12	before history	0.57%
DTD	WisdomTree U.S. Total Dividend Fund	Added	12,121	+55	$1,130,283	+8.5%	12	before history	0.56%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	17,775	+3,700	$1,092,451	+39.8%	12	before history	0.54%
EVSM	Eaton Vance Short Duration Municipal Income ETF	Added	21,598	+2,630	$1,086,595	+14.1%	8	before history	0.53%
ISCV	iShares Morningstar Small-Cap Value ETF	Added	13,625	+53	$1,067,110	+13.1%	12	before history	0.52%
JANT	AllianzIM U.S. Equity Buffer10 Jan ETF	Held	24,175	0	$1,063,869	+9.7%	12	before history	0.52%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	10,013	-870	$1,024,329	+19.7%	12	before history	0.50%
ABT	Abbott Laboratories Healthcare	Reduced	10,747	-759	$975,182	−17.4%	12	before history	0.48%

Showing the top 50 of 141 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.