PANORAMIC INVESTMENT ADVISORS, LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 209,062
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 141 | 209,062 | 13F-HR | PANORAMIC INVESTMENT ADVISORS, LLC |
| Q1 2026 | 5/12/2026 | 130 | 184,927 | 13F-HR/A - RESTATEMENT | PANORAMIC INVESTMENT ADVISORS, LLC |
| Q1 2026 | 5/6/2026 | 22 | 206,648 | 13F-HR | PANORAMIC INVESTMENT ADVISORS, LLC |
| Q4 2025 | 2/5/2026 | 126 | 184,025 | 13F-HR | PANORAMIC INVESTMENT ADVISORS, LLC |
| Q3 2025 | 10/24/2025 | 125 | 177,831 | 13F-HR | PANORAMIC INVESTMENT ADVISORS, LLC |
| Q2 2025 | 8/7/2025 | 121 | 162,860 | 13F-HR | PANORAMIC INVESTMENT ADVISORS, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 45.48 K | 21.8% | 2.748 K | 0 | 2.748 K |
| ETFs | 163.6 K | 78.2% | 21.39 K | 0 | 21.39 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
209,062
Holdings
141
QoQ value change ($000)
24,135
(13.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.