PANORAMIC INVESTMENT ADVISORS, LLC - Portfolio Stock Holdings
PANORAMIC INVESTMENT ADVISORS, LLC disclosed 158 stock positions in a recent SEC 13F filing. $207,866,646 of stock holdings were filed, with the largest holdings including SPYM, SCHV, and VUG. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.We estimate the fund has a total AUM of $350,608,741 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
158Est. Stock Holding Value:
$207,866,646Top Stock Holdings By Sector
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Portfolio Stock Holdings - PANORAMIC INVESTMENT ADVISORS, LLC
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