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Panoramic Investment Advisors, LLC
Panoramic Investment Advisors, LLC is an investment management firm headquartered in Denver, Colorado, founded in November 2017. The firm employs approximately 12 staff and operates as a Registered Investment Adviser, primarily serving individual investors—including high net worth individuals—and a small number of organizations. Panoramic specializes in providing tailored portfolio management, financial planning, and advisory services to help clients achieve their financial goals through professional guidance and personalized strategies.
Investment Strategy
Panoramic Investment Advisors delivers customized investment advisory services using a blend of strategic and tactical asset allocation. The firm focuses on balancing risk and return through diversified investment portfolios, utilizing various exchange traded funds (ETFs), mutual funds, and individual securities. Their approach emphasizes long-term growth, capital preservation, and disciplined portfolio management tailored to each client's objectives, prioritizing transparency, professionalism, and holistic financial support.
Latest 13F Filing Activity
Panoramic Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 119 equity positions with a total 13F market value of $163M. The fund increased holdings in SPDR Series Trust, Ishares TR, Vanguard Index FDS among other positions. Panoramic Investment Advisors, LLC reduced exposure to Vanguard Malvern FDS, Schwab Strategic TR, Ishares TR among others.
Top Holdings
Equity Positions (119)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 14.22% | $23.2M | 318,691 | $68.19 | $72.69 | +$4.6M |
S SCHV | SCHWAB STRATEGIC TR | 3.50% | $5.7M | 205,930 | $26.83 | $27.67 | +$498.5K |
V VPLS | VANGUARD MALVERN FDS | 3.47% | $5.7M | 72,716 | $78.80 | $77.80 | -$2.0M |
S SCHG | SCHWAB STRATEGIC TR | 2.87% | $4.7M | 160,181 | $26.26 | $29.21 | +$937.5K |
Q QUAL | ISHARES TR | 2.87% | $4.7M | 25,554 | $179.21 | $182.82 | +$171.5K |
Industry Allocation
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