You're signed outSign in or to get full access.
Panoramic Capital Partners, LLC
Panoramic Capital Partners LLC is an investment advisory firm headquartered in Lake Oswego, Oregon, United States. The firm was founded in 2024 as a Delaware limited liability company and is wholly owned by Carter Living Trust, Nicholas Hubert, and Taylor Gentry. Panoramic specializes in providing investment advisory and asset management services to individuals, particularly high net worth clients, and offers business consulting oriented toward real estate and business owner clients. It employs 5 people and serves a range of clients across diversified portfolios, prioritizing client education and open communication.
Investment Strategy
Panoramic Capital Partners creates customized portfolios for clients that consist of individual stocks, bonds, ETFs, and mutual funds, tailored to each client’s risk tolerance, investment objectives, and time horizon. The firm employs a service-oriented approach, focusing on understanding client needs and objectives and providing holistic asset management and business consulting. This includes advice on real estate, business valuation and operations, capital allocation decisions, and comprehensive planning that incorporates both liquid and illiquid assets.
Latest 13F Filing Activity
Panoramic Capital Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 59 equity positions with a total 13F market value of $156M. The fund increased holdings in Ishares TR, Capital GRP Fixed Incm Etf T, Ishares TR among other positions. Panoramic Capital Partners, LLC reduced exposure to Ishares TR, Salesforce Inc., Amgen Inc. among others.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 24.42% | $38.0M | 56,782 | $593.66 | $669.30 | +$3.4M |
O OEF | ISHARES TR | 13.24% | $20.6M | 61,900 | $288.59 | $332.84 | +$1.4M |
C CGCB | CAPITAL GRP FIXED INCM ETF T | 10.86% | $16.9M | 635,979 | $26.32 | $26.58 | +$1.5M |
I IJR | ISHARES TR | 9.42% | $14.7M | 123,357 | $113.23 | $118.83 | +$1.3M |
I IJH | ISHARES TR | 8.20% | $12.8M | 195,635 | $61.84 | $65.26 | +$782.7K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more