Institutional Fund
Panoramic Investment Advisors, LLC
Denver, COCIK 19673326 filings on record
Portfolio Value
$184.93M
Q1 2026
Holdings
130
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+0.5%
from $184.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust13.6%
- Vanguard Malvern Fds3.7%
- Schwab Strategic Tr3.7%
- Vanguard Index Fds3.5%
- Schwab Strategic Tr2.8%
- Ishares Tr2.7%
- Other69.9%
Portfolio Holdings
130 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 328.8K | $25.16M | 13.6% | +6.5K | Added |
| 2 | Vanguard Malvern Fds | 88.5K | $6.86M | 3.7% | +2.8K | Added |
| 3 | Schwab Strategic Tr | 224.4K | $6.84M | 3.7% | +4.4K | Added |
| 4 | Vanguard Index Fds | 14.9K | $6.50M | 3.5% | +1.1K | Added |
| 5 | Schwab Strategic Tr | 178.3K | $5.19M | 2.8% | +401 | Added |
| 6 | Ishares Tr | 99.0K | $5.01M | 2.7% | +3.3K | Added |
| 7 | Alphabet Inc | 17.0K | $4.89M | 2.6% | −1.0K | Reduced |
| 8 | Schwab Strategic Tr | 132.5K | $4.06M | 2.2% | −2.8K | Reduced |
| 9 | Dimensional ETF Trust | 111.5K | $3.98M | 2.2% | +6.9K | Added |
| 10 | Vanguard Whitehall Fds | 23.4K | $3.47M | 1.9% | +263 | Added |
120 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio