Filed: 7/18/2025ACC: 0001951757-25-000893
📋 What this filing means
PANORAMIC CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $144.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$144.19M
Total AUM (reported)
1.28M
Total Shares
Allocation by class
CORE S&P500 ETF$34.64M24.0%
COM$30.96M21.5%
S&P 100 ETF$19.20M13.3%
CORE BOND ETF$15.36M10.7%
CORE S&P SCP ETF$13.38M9.3%
CORE S&P MCP ETF$11.98M8.3%
0-3 MNTH TREASRY$5.53M3.8%
Portfolio Concentration
Top 3$69.21M48.0%
4–10$49.75M34.5%
11–25$14.32M9.9%
Rest$10.90M7.6%
Top 3 weight
48.0%
Top 10 weight
82.5%
Voting Authority Distribution
Total shares with voting rights: 1.28M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.28M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole16
Shared0
Other43
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings59
Rows:
ISHARES TR
SOLEShares55.15K
TypeSH
Market value$34.64M
24.03%
Sole
0.00
Shared
0.00
None
55.15K
ISHARES TR
SOLEShares62.37K
TypeSH
Market value$19.20M
13.32%
Sole
0.00
Shared
0.00
None
62.37K
CAPITAL GRP FIXED INCM ETF T
SOLEShares586.90K
TypeSH
Market value$15.36M
10.66%
Sole
0.00
Shared
0.00
None
586.90K
ISHARES TR
SOLEShares118.30K
TypeSH
Market value$13.38M
9.28%
Sole
0.00
Shared
0.00
None
118.30K
ISHARES TR
SOLEShares187.87K
TypeSH
Market value$11.98M
8.31%
Sole
0.00
Shared
0.00
None
187.87K
MICROSOFT CORP
DFNDShares16.86K
TypeSH
Market value$8.41M
5.83%
Sole
0.00
Shared
0.00
None
16.86K
ISHARES TR
SOLEShares55.08K
TypeSH
Market value$5.53M
3.84%
Sole
0.00
Shared
0.00
None
55.08K
APPLE INC
DFNDShares18.84K
TypeSH
Market value$4.02M
2.79%
Sole
0.00
Shared
0.00
None
18.84K
NVIDIA CORPORATION
DFNDShares25.12K
TypeSH
Market value$4.00M
2.78%
Sole
0.00
Shared
0.00
None
25.12K
SPDR S&P 500 ETF TR
SOLEShares3.88K
TypeSH
Market value$2.42M
1.68%
Sole
0.00
Shared
0.00
None
3.88K
AMAZON COM INC
DFNDShares7.98K
TypeSH
Market value$1.78M
1.24%
Sole
0.00
Shared
0.00
None
7.98K
COSTCO WHSL CORP NEW
DFNDShares1.80K
TypeSH
Market value$1.78M
1.23%
Sole
0.00
Shared
0.00
None
1.80K
VANGUARD INDEX FDS
SOLEShares4.52K
TypeSH
Market value$1.39M
0.97%
Sole
0.00
Shared
0.00
None
4.52K
ALPHABET INC
DFNDShares6.49K
TypeSH
Market value$1.17M
0.81%
Sole
0.00
Shared
0.00
None
6.49K
VISA INC
DFNDShares3.09K
TypeSH
Market value$1.11M
0.77%
Sole
0.00
Shared
0.00
None
3.09K
META PLATFORMS INC
DFNDShares1.30K
TypeSH
Market value$931.8K
0.65%
Sole
0.00
Shared
0.00
None
1.30K
ALPHABET INC
DFNDShares5.09K
TypeSH
Market value$918.8K
0.64%
Sole
0.00
Shared
0.00
None
5.09K
ISHARES TR
SOLEShares16.52K
TypeSH
Market value$875.5K
0.61%
Sole
0.00
Shared
0.00
None
16.52K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares1.43K
TypeSH
Market value$831.7K
0.58%
Sole
0.00
Shared
0.00
None
1.43K
JPMORGAN CHASE & CO.
DFNDShares2.32K
TypeSH
Market value$685.8K
0.48%
Sole
0.00
Shared
0.00
None
2.32K
ISHARES TR
SOLEShares6.89K
TypeSH
Market value$617.0K
0.43%
Sole
0.00
Shared
0.00
None
6.89K
SYSCO CORP
DFNDShares7.84K
TypeSH
Market value$605.5K
0.42%
Sole
0.00
Shared
0.00
None
7.84K
TESLA INC
DFNDShares1.84K
TypeSH
Market value$579.6K
0.40%
Sole
0.00
Shared
0.00
None
1.84K
BROADCOM INC
DFNDShares1.90K
TypeSH
Market value$521.5K
0.36%
Sole
0.00
Shared
0.00
None
1.90K
BERKSHIRE HATHAWAY INC DEL
DFNDShares1.07K
TypeSH
Market value$520.4K
0.36%
Sole
0.00
Shared
0.00
None
1.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 55.15K | SH | $34.64M 24.03% | 0.00 | 0.00 | 55.15K |
ISHARES TRSOLE | S&P 100 ETF | 62.37K | SH | $19.20M 13.32% | 0.00 | 0.00 | 62.37K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 586.90K | SH | $15.36M 10.66% | 0.00 | 0.00 | 586.90K |
ISHARES TRSOLE | CORE S&P SCP ETF | 118.30K | SH | $13.38M 9.28% | 0.00 | 0.00 | 118.30K |
ISHARES TRSOLE | CORE S&P MCP ETF | 187.87K | SH | $11.98M 8.31% | 0.00 | 0.00 | 187.87K |
MICROSOFT CORPDFND | COM | 16.86K | SH | $8.41M 5.83% | 0.00 | 0.00 | 16.86K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 55.08K | SH | $5.53M 3.84% | 0.00 | 0.00 | 55.08K |
APPLE INCDFND | COM | 18.84K | SH | $4.02M 2.79% | 0.00 | 0.00 | 18.84K |
NVIDIA CORPORATIONDFND | COM | 25.12K | SH | $4.00M 2.78% | 0.00 | 0.00 | 25.12K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.88K | SH | $2.42M 1.68% | 0.00 | 0.00 | 3.88K |
AMAZON COM INCDFND | COM | 7.98K | SH | $1.78M 1.24% | 0.00 | 0.00 | 7.98K |
COSTCO WHSL CORP NEWDFND | COM | 1.80K | SH | $1.78M 1.23% | 0.00 | 0.00 | 1.80K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.52K | SH | $1.39M 0.97% | 0.00 | 0.00 | 4.52K |
ALPHABET INCDFND | CAP STK CL A | 6.49K | SH | $1.17M 0.81% | 0.00 | 0.00 | 6.49K |
VISA INCDFND | COM CL A | 3.09K | SH | $1.11M 0.77% | 0.00 | 0.00 | 3.09K |
META PLATFORMS INCDFND | CL A | 1.30K | SH | $931.8K 0.65% | 0.00 | 0.00 | 1.30K |
ALPHABET INCDFND | CAP STK CL C | 5.09K | SH | $918.8K 0.64% | 0.00 | 0.00 | 5.09K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 16.52K | SH | $875.5K 0.61% | 0.00 | 0.00 | 16.52K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 1.43K | SH | $831.7K 0.58% | 0.00 | 0.00 | 1.43K |
JPMORGAN CHASE & CO.DFND | COM | 2.32K | SH | $685.8K 0.48% | 0.00 | 0.00 | 2.32K |
ISHARES TRSOLE | MSCI EAFE ETF | 6.89K | SH | $617.0K 0.43% | 0.00 | 0.00 | 6.89K |
SYSCO CORPDFND | COM | 7.84K | SH | $605.5K 0.42% | 0.00 | 0.00 | 7.84K |
TESLA INCDFND | COM | 1.84K | SH | $579.6K 0.40% | 0.00 | 0.00 | 1.84K |
BROADCOM INCDFND | COM | 1.90K | SH | $521.5K 0.36% | 0.00 | 0.00 | 1.90K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 1.07K | SH | $520.4K 0.36% | 0.00 | 0.00 | 1.07K |
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