PANORAMIC INVESTMENT ADVISORS, LLC

Q1 2026 13F-HR/A Holdings

Location
Denver, CO
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
130
Total value ($000)
$184,927
Net value change ($000)
+902 (0.5%)
New positions
11
Sold out positions
7
Turnover %
2.5%
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)
XLE 1,277 65.6%
PNC 535 NEW
JANT 470 94.0%
DFLV 405 11.3%
SCHD 353 9.5%
SCHV 329 5.0%
MSTR 314 NEW
JANW 291 NEW
GS 288 NEW
EFV 288 19.9%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -775 -13.7%
SPYM -687 -2.7%
FBTC -660 -21.5%
SCHG -609 -10.5%
QUAL -581 -22.8%
IBIT -573 -21.3%
AHR -377 -100.0%
ABT -321 -21.4%
NVDA -307 -10.8%
QQH -272 -14.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type