PANORAMIC INVESTMENT ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$209,062
Net value change ($000)
+24,135 (13.1%)
New positions
15
Sold out positions
4
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 4,023 16.0%
IEFA 1,440 64.6%
VUG 1,417 21.8%
BAI 1,337 58.5%
SCHV 1,081 15.8%
GOOGL 1,006 20.6%
QQQ 850 26.3%
GOVT 815 NEW
SCHA 781 31.5%
SCHG 761 14.7%
Top Reduces (Value $000, Stocks/ETFs)
IYW -690 -68.9%
XLE -456 -14.1%
FBTC -324 -13.4%
IBIT -282 -13.3%
DGRW -256 -15.7%
GBTC -213 -100.0%
ABT -206 -17.4%
IGIB -201 -100.0%
PEP -198 -13.6%
MFIC -192 -31.8%
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