Filed: 4/8/2026ACC: 0001951757-26-000534
📋 What this filing means
PANORAMIC CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $162.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$162.32M
Total AUM (reported)
1.55M
Total Shares
Allocation by class
CORE S&P500 ETF$38.27M23.6%
COM$32.80M20.2%
CORE BOND ETF$21.72M13.4%
S&P 100 ETF$19.90M12.3%
CORE S&P SCP ETF$15.99M9.8%
CORE S&P MCP ETF$14.22M8.8%
0-3 MNTH TREASRY$3.18M2.0%
Portfolio Concentration
Top 3$79.89M49.2%
4–10$52.22M32.2%
11–25$17.41M10.7%
Rest$12.80M7.9%
Top 3 weight
49.2%
Top 10 weight
81.4%
Voting Authority Distribution
Total shares with voting rights: 1.55M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
46.09K
shares
% of voting shares3.0%
None
No voting authority
1.50M
shares
% of voting shares97.0%
Investment Discretion (by position count)
Sole17
Shared0
Other46
Dominant voting typeNone · 97.0% of voting shares
Institutional Holdings63
Rows:
ISHARES TR
SOLEShares58.59K
TypeSH
Market value$38.27M
23.58%
Sole
0.00
Shared
0.00
None
58.59K
CAPITAL GRP FIXED INCM ETF T
SOLEShares827.13K
TypeSH
Market value$21.72M
13.38%
Sole
0.00
Shared
0.00
None
827.13K
ISHARES TR
SOLEShares62.56K
TypeSH
Market value$19.90M
12.26%
Sole
0.00
Shared
0.00
None
62.56K
ISHARES TR
SOLEShares128.61K
TypeSH
Market value$15.99M
9.85%
Sole
0.00
Shared
0.00
None
128.61K
ISHARES TR
SOLEShares210.56K
TypeSH
Market value$14.22M
8.76%
Sole
0.00
Shared
0.00
None
210.56K
MICROSOFT CORP
DFNDShares17.15K
TypeSH
Market value$6.35M
3.91%
Sole
0.00
Shared
2.15K
None
15K
APPLE INC
DFNDShares20.80K
TypeSH
Market value$5.28M
3.25%
Sole
0.00
Shared
4.60K
None
16.20K
NVIDIA CORPORATION
DFNDShares26.59K
TypeSH
Market value$4.64M
2.86%
Sole
0.00
Shared
8.48K
None
18.11K
ISHARES TR
SOLEShares31.58K
TypeSH
Market value$3.18M
1.96%
Sole
0.00
Shared
0.00
None
31.58K
STATE STR SPDR S&P 500 ETF T
SOLEShares3.94K
TypeSH
Market value$2.56M
1.58%
Sole
0.00
Shared
0.00
None
3.94K
ALPHABET INC
DFNDShares7.41K
TypeSH
Market value$2.13M
1.31%
Sole
0.00
Shared
2.18K
None
5.23K
COSTCO WHOLESALE CORPORATION
DFNDShares1.80K
TypeSH
Market value$1.79M
1.10%
Sole
0.00
Shared
99.00
None
1.70K
AMAZON COM INC
DFNDShares8.08K
TypeSH
Market value$1.68M
1.04%
Sole
0.00
Shared
2.85K
None
5.23K
VANGUARD INDEX FDS
SOLEShares4.88K
TypeSH
Market value$1.56M
0.96%
Sole
0.00
Shared
0.00
None
4.88K
TESLA INC
DFNDShares4.05K
TypeSH
Market value$1.51M
0.93%
Sole
0.00
Shared
930.00
None
3.12K
ALPHABET INC
DFNDShares5.20K
TypeSH
Market value$1.49M
0.92%
Sole
0.00
Shared
1.47K
None
3.73K
JOHNSON & JOHNSON
DFNDShares4.17K
TypeSH
Market value$1.02M
0.63%
Sole
0.00
Shared
1.05K
None
3.12K
STATE STR SPDR S&P MIDCAP 40
SOLEShares1.53K
TypeSH
Market value$941.0K
0.58%
Sole
0.00
Shared
0.00
None
1.53K
ISHARES TR
SOLEShares16.43K
TypeSH
Market value$874.7K
0.54%
Sole
0.00
Shared
0.00
None
16.43K
VISA INC
DFNDShares2.71K
TypeSH
Market value$817.9K
0.50%
Sole
0.00
Shared
236.00
None
2.47K
META PLATFORMS INC
DFNDShares1.29K
TypeSH
Market value$740.2K
0.46%
Sole
0.00
Shared
544.00
None
750.00
WOODWARD INC
SOLEShares2.05K
TypeSH
Market value$734.5K
0.45%
Sole
0.00
Shared
0.00
None
2.05K
JPMORGAN CHASE & CO
DFNDShares2.47K
TypeSH
Market value$725.4K
0.45%
Sole
0.00
Shared
754.00
None
1.71K
BROADCOM INC
DFNDShares2.34K
TypeSH
Market value$724.9K
0.45%
Sole
0.00
Shared
1.41K
None
935.00
ISHARES TR
SOLEShares6.89K
TypeSH
Market value$669.4K
0.41%
Sole
0.00
Shared
0.00
None
6.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 58.59K | SH | $38.27M 23.58% | 0.00 | 0.00 | 58.59K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 827.13K | SH | $21.72M 13.38% | 0.00 | 0.00 | 827.13K |
ISHARES TRSOLE | S&P 100 ETF | 62.56K | SH | $19.90M 12.26% | 0.00 | 0.00 | 62.56K |
ISHARES TRSOLE | CORE S&P SCP ETF | 128.61K | SH | $15.99M 9.85% | 0.00 | 0.00 | 128.61K |
ISHARES TRSOLE | CORE S&P MCP ETF | 210.56K | SH | $14.22M 8.76% | 0.00 | 0.00 | 210.56K |
MICROSOFT CORPDFND | COM | 17.15K | SH | $6.35M 3.91% | 0.00 | 2.15K | 15K |
APPLE INCDFND | COM | 20.80K | SH | $5.28M 3.25% | 0.00 | 4.60K | 16.20K |
NVIDIA CORPORATIONDFND | COM | 26.59K | SH | $4.64M 2.86% | 0.00 | 8.48K | 18.11K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 31.58K | SH | $3.18M 1.96% | 0.00 | 0.00 | 31.58K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.94K | SH | $2.56M 1.58% | 0.00 | 0.00 | 3.94K |
ALPHABET INCDFND | CAP STK CL A | 7.41K | SH | $2.13M 1.31% | 0.00 | 2.18K | 5.23K |
COSTCO WHOLESALE CORPORATIONDFND | COM | 1.80K | SH | $1.79M 1.10% | 0.00 | 99.00 | 1.70K |
AMAZON COM INCDFND | COM | 8.08K | SH | $1.68M 1.04% | 0.00 | 2.85K | 5.23K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.88K | SH | $1.56M 0.96% | 0.00 | 0.00 | 4.88K |
TESLA INCDFND | COM | 4.05K | SH | $1.51M 0.93% | 0.00 | 930.00 | 3.12K |
ALPHABET INCDFND | CAP STK CL C | 5.20K | SH | $1.49M 0.92% | 0.00 | 1.47K | 3.73K |
JOHNSON & JOHNSONDFND | COM | 4.17K | SH | $1.02M 0.63% | 0.00 | 1.05K | 3.12K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 1.53K | SH | $941.0K 0.58% | 0.00 | 0.00 | 1.53K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 16.43K | SH | $874.7K 0.54% | 0.00 | 0.00 | 16.43K |
VISA INCDFND | COM CL A | 2.71K | SH | $817.9K 0.50% | 0.00 | 236.00 | 2.47K |
META PLATFORMS INCDFND | CL A | 1.29K | SH | $740.2K 0.46% | 0.00 | 544.00 | 750.00 |
WOODWARD INCSOLE | COM | 2.05K | SH | $734.5K 0.45% | 0.00 | 0.00 | 2.05K |
JPMORGAN CHASE & CODFND | COM | 2.47K | SH | $725.4K 0.45% | 0.00 | 754.00 | 1.71K |
BROADCOM INCDFND | COM | 2.34K | SH | $724.9K 0.45% | 0.00 | 1.41K | 935.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 6.89K | SH | $669.4K 0.41% | 0.00 | 0.00 | 6.89K |
Page 1 of 3