PANORAMIC INVESTMENT ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$206,648
Net value change ($000)
+22,623 (12.3%)
New positions
18
Sold out positions
122
Turnover %
171.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JEPI 19,828 655.5%
TRIN 19,086 NEW
PFFA 15,774 NEW
GAIN 15,190 NEW
ARCC 14,704 NEW
BCSF 14,424 NEW
OCSL 14,026 NEW
OBDC 13,422 NEW
YBTC 12,660 NEW
HTGC 11,813 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPYM -25,851 -100.0%
VUG -6,736 -100.0%
VPLS -6,693 -100.0%
SCHV -6,516 -100.0%
SCHG -5,803 -100.0%
GOOGL -5,666 -100.0%
ICSH -4,842 -100.0%
SCHD -3,711 -100.0%
DFLV -3,576 -100.0%
QQQ -3,420 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type