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Manager record

Panoramic Investment Advisors, Llc

Denver, CO · CIK 1967332 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$209.06MReported 13F valueQ2 2026 · as filed
141Holdings listed
+13.1%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $162.9M$162.9MQ2 2025121 holdingsQ3 2025: $177.8M$177.8MQ3 2025125 holdingsQ4 2025: $184.0M$184.0MQ4 2025126 holdingsQ1 2026: $184.9M$184.9MQ1 2026130 holdingsQ2 2026: $209.1M$209.1MQ2 2026141 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$209.06M · 141 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR/A · period Q1 2026

$184.93M · 130 holdings listed · amendment (restatement) · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$206.65M · 22 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$184.02M · 126 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$177.83M · 125 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$162.86M · 121 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology