Panoramic Investment Advisors, LLC Portfolio Holdings

Panoramic Investment Advisors, LLC

  • $178 Billion
  • Q3 2025

Panoramic Investment Advisors, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $25.6B, Schwab Strategic Tr Us Large C with a value of $6.29B, Vanguard Malvern Fds with a value of $6.11B, Vanguard Growth ETF with a value of $5.64B, and Schwab Strategic Tr Us Large C with a value of $5.43B.

Examining the 13F form we can see an increase of $15B in the current position value, from $163B to 178B.

Panoramic Investment Advisors, LLC is based out at Denver, CO

Below you can find more details about Panoramic Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $121 Billion
Technology: $8.92 Billion
Communication Services: $8.72 Billion
Financial Services: $6.3 Billion
Consumer Cyclical: $2.23 Billion
Consumer Defensive: $2.19 Billion
Healthcare: $1.84 Billion
Real Estate: $1.25 Billion
Other: $1.37 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $178 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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