Panoramic Investment Advisors, LLC ETF holdings
Denver, CO
Reported $172.0M in 102 ETFs in its Form 13F for June 30, 2026.
ETF value
$172.0M
ETFs held
102
Change from prior quarter
+12.8%
With price moves
ETFs as a share of its 13F
82.3%
of $209.1M
Top 10 of 102 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $29.2M | 332,122 | +3,351 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $7.9M | 227,702 | +3,283 shares |
| VUG | Vanguard Morningstar Growth ETF | $7.9M | 91,944 | +77,056 shares |
| VPLS | Vanguard Core-Plus Bond ETF | $7.2M | 92,412 | +3,956 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $6.0M | 175,967 | −2,344 shares |
| ICSH | iShares Ultra Short Duration Bond Active ETF | $5.0M | 99,644 | +650 shares |
| DFLV | Dimensional US Large Cap Value ETF | $4.5M | 113,194 | +1,725 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $4.2M | 132,403 | −69 shares |
| QQQ | Invesco QQQ Trust | $4.1M | 5,534 | −56 shares |
| VYM | Vanguard High Dividend Yield ETF | $3.7M | 23,474 | +53 shares |
92 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001967332. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Panoramic Investment Advisors, LLC own?
Panoramic Investment Advisors, LLC reported 102 ETF positions worth $172.0M in its Form 13F for June 30, 2026. The largest was SPYM, at $29.2M.
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.