Arkolith/Funds/Panoramic Investment Advisors, LLC

Panoramic Investment Advisors, LLC

CIK 1967332
Holdings as of Aug 13, 2026·disclosed Aug 13, 2026·~0-day 13F lag·13F-HR
Active Filer

Panoramic Investment Advisors, LLC holds a diversified book of 141 stocks worth $209.1M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Ishares US Treasury Bond ETF and trimmed Schwab US Large-Cap Growth. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 14% of the equity book.

Opened
15
bought for the first time
Added to
57
already held, bought more
Trimmed
42
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
39%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
10%
Financials
5%
Consumer Discretionary
1%
Industrials
1%
Health Care
1%
Real Estate
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Panoramic Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC80 / 80$96.0B
LPL Financial LLC80 / 80$93.3B
OSAIC HOLDINGS, INC.80 / 80$18.4B
RAYMOND JAMES FINANCIAL INC79 / 80$88.8B
Cetera Investment Advisers79 / 80$24.3B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$18.6B
IFP Advisors, Inc77 / 80$1.6B
MORGAN STANLEY76 / 80$467.2B

Ranked by how many of Panoramic Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

141 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$29.2M332.1K
14.0%
+1.0%
Added · +3K sh
2Schwab Strategic TR
US LCAP VA ETF
$7.9M227.7K
3.8%
+1.5%
Added · +3K sh
3Vanguard Index FDS
GROWTH ETF
$7.9M91.9K
3.8%
+518%
Added · +77K sh
4Vanguard Malvern FDS
CORE-PLUS BD ETF
$7.2M92.4K
3.4%
+4.5%
Added · +4K sh
5Schwab Strategic TR
US LCAP GR ETF
$6.0M176.0K
2.8%
−1.3%
Reduced · −2K sh
6Alphabet Inc
CAP STK CL C
$5.9M16.7K
2.8%
−2.1%
Reduced · −359 sh
7Ishares TR
ULTRA SHORT DUR
$5.0M99.6K
2.4%
+0.7%
Added · +650 sh
8Dimensional ETF Trust
US LARG VALU ETF
$4.5M113.2K
2.1%
+1.5%
Added · +2K sh
9Schwab Strategic TR
US DIVIDEND EQ
$4.2M132.4K
2.0%
−0.1%
Reduced · −69 sh
10Invesco QQQ TR
UNIT SER 1
$4.1M5.5K
1.9%
−1.0%
Reduced · −56 sh
11Vanguard Whitehall FDS
HIGH DIV YLD
$3.7M23.5K
1.8%
+0.2%
Added · +53 sh
12Ishares TR
CORE MSCI EAFE
$3.7M38.0K
1.8%
+54%
Added · +13K sh
13BlackRock ETF Trust
ISHA I IN TE ETF
$3.6M68.7K
1.7%
−0.9%
Reduced · −638 sh
14Ishares TR
CORE S&P500 ETF
$3.4M4.6K
1.6%
+1.1%
Added · +49 sh
15J P Morgan Exchange Traded F
EQUITY PREMIUM
$3.4M59.4K
1.6%
+6.3%
Added · +4K sh
16Alphabet Inc
CAP STK CL A
$3.4M9.4K
1.6%
−3.0%
Reduced · −294 sh
17Schwab Strategic TR
US SML CAP ETF
$3.3M90.2K
1.6%
+5.8%
Added · +5K sh
18Vaneck ETF Trust
MRNGSTR WDE MOAT
$3.3M31.3K
1.6%
−1.3%
Reduced · −400 sh
19Schwab Strategic TR
US MID-CAP ETF
$3.2M86.5K
1.5%
+5.7%
Added · +5K sh
20Vanguard Index FDS
S&P 500 ETF SHS
$3.0M4.3K
1.4%
−1.3%
Reduced · −56 sh
21Berkshire Hathaway Inc Del
CL B NEW
$2.9M5.8K
1.4%
−1.7%
Reduced · −100 sh
22Nvidia Corporation
COM
$2.9M14.3K
1.4%
−1.1%
Reduced · −164 sh
23Apple Inc
COM
$2.8M9.7K
1.3%
+1.2%
Added · +111 sh
24Select Sector SPDR TR
ST STR ENERG ETF
$2.8M52.1K
1.3%
−1.0%
Reduced · −507 sh
25Vanguard World FD
INF TECH ETF
$2.7M22.7K
1.3%
+640%
Added · +20K sh
26Schwab Strategic TR
US BRD MKT ETF
$2.6M90.0K
1.2%
−0.3%
Reduced · −307 sh
27Ishares TR
20 YR TR BD ETF
$2.5M29.4K
1.2%
−2.2%
Reduced · −669 sh
28Ishares TR
MSCI USA QLT FCT
$2.2M10.3K
1.1%
~0%
Added · +2 sh
29Fidelity Wise Origin Bitcoin
SHS
$2.1M40.9K
1.0%
+0.1%
Added · +40 sh
30Ishares TR
LARG CAP JUN ETF
$2.0M69.2K
1.0%
Held
31Ishares TR
EAFE VALUE ETF
$2.0M26.2K
1.0%
+13%
Added · +3K sh
32Ishares Bitcoin Trust ETF
SHS BEN INT
$1.8M55.1K
0.9%
~0%
Added · +17 sh
33Northern LTS FD TR III
HCM DEFND 100
$1.8M20.6K
0.8%
−11%
Reduced · −2K sh
34Amazon Com Inc
COM
$1.7M7.2K
0.8%
+1.3%
Added · +92 sh
35Ishares TR
INTL SEL DIV ETF
$1.6M37.8K
0.7%
+4.8%
Added · +2K sh
36Meta Platforms Inc
CL A
$1.6M2.8K
0.7%
+1.4%
Added · +38 sh
37Tidal Trust I
FUND GRAN US ETF
$1.5M54.7K
0.7%
+18%
Added · +8K sh
38Northern LTS FD TR III
HCM DEFEN 500
$1.5M23.6K
0.7%
−5.8%
Reduced · −1K sh
39Global X FDS
DEFENSE TECH ETF
$1.5M24.8K
0.7%
+21%
Added · +4K sh
40Wisdomtree TR
US QTLY DIV GRT
$1.4M14.4K
0.7%
−23%
Reduced · −4K sh
41Microsoft Corp
COM
$1.3M3.6K
0.6%
−5.3%
Reduced · −200 sh
42Vanguard Star FDS
VG TL INTL STK F
$1.3M15.4K
0.6%
−0.3%
Reduced · −55 sh
43Pepsico Inc
COM
$1.3M9.3K
0.6%
−1.0%
Reduced · −90 sh
44Invesco Exch Traded FD TR II
CEF INM COMPSI
$1.2M60.4K
0.6%
+12%
Added · +7K sh
45Schwab Charles Corp
COM
$1.2M13.1K
0.6%
−1.1%
Reduced · −150 sh
46First TR Exchange Traded FD
RISNG DIVD ACHIV
$1.2M14.4K
0.6%
−1.4%
Reduced · −200 sh
47Wisdomtree TR
US TOTAL DIVIDND
$1.1M12.1K
0.5%
+0.5%
Added · +55 sh
48J P Morgan Exchange Traded F
NASDAQ EQT PREM
$1.1M17.8K
0.5%
+26%
Added · +4K sh
49Morgan Stanley ETF Trust
EATON VANCE SHRT
$1.1M21.6K
0.5%
+14%
Added · +3K sh
50Ishares TR
MRNING SM CP ETF
$1.1M13.6K
0.5%
+0.4%
Added · +53 sh
Showing 50 of 141 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q3 2026Aug 13, 2026Aug 13, 2026141$209.1M13F-HR
Q2 2026May 12, 2026May 12, 2026130$184.9M13F-HR/A
Q1 2026Feb 5, 2026Feb 5, 2026126$184.0M13F-HR
Amended / restated
  • Q2 2026 · filed May 7, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.