Panoramic Investment Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $23.2B, Schwab Strategic Tr Us Large C with a value of $5.7B, Vanguard Malvern Fds with a value of $5.66B, Schwab Strategic Tr Us Large C with a value of $4.68B, and Ishares Msci Usa Quality Facto with a value of $4.67B.
Examining the 13F form we can see an increase of $14.8B in the current position value, from $148B to 163B.
Panoramic Investment Advisors, LLC is based out at Denver, CO
Below you can find more details about Panoramic Investment Advisors, LLC portfolio as well as his latest detailed transactions.