ETF Holders

Panoramic Capital Partners, LLC ETF holdings

Lake Oswego, OR

Reported $174.0M in 25 ETFs in its Form 13F for June 30, 2026.

ETF value
$174.0M
ETFs held
25
Change from prior quarter
+43.6%
With price moves
ETFs as a share of its 13F
82.2%
of $211.5M

Top 10 of 25 ETF holdings

TickerFundValueSharesChange
IVViShares Core S&P 500 ETF$46.6M1,176,056+1,117,462 shares
OEFiShares S&P 100 ETF$23.7M64,788+2,232 shares
CGCBCapital Group Core Bond ETF$21.9M836,040+8,905 shares
IJRiShares Core S&P Small-Cap ETF$19.9M134,244+5,637 shares
CGGECapital Group Global Equity ETF$17.7M502,212New position
IJHiShares Core S&P Mid-Cap ETF$17.3M224,816+14,261 shares
CGGRCapital Group Growth ETF$13.4M284,658New position
SPYState Street SPDR S&P 500 ETF Trust$3.0M3,956+13 shares
SGOViShares 0-3 Month Treasury Bond ETF$2.2M21,993−9,587 shares
VTIVanguard Morningstar Total Stock Market ETF$2.1M5,640+762 shares
15 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002052992. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Panoramic Capital Partners, LLC own?

Panoramic Capital Partners, LLC reported 25 ETF positions worth $174.0M in its Form 13F for June 30, 2026. The largest was IVV, at $46.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.