Q2 2026 13F · SEC CIK 2052992

Panoramic Capital Partners, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $211.5M
Reported positions: 72
Holdings vs S&P 500, 3 yrs: —
Assets under management: $392.7M

Panoramic Capital Partners, LLC is a wealth manager that reported 72 positions worth $211.5M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 22.0%), Ishares S&p 100 ETF (OEF, 11.2%), Capital Grp Fixed Incm ETF T (CGCB, 10.3%).

Panoramic Capital Partners, LLC holdings largest 50 of 72 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Panoramic Capital Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	22.0%	23.6%	1,176,056	+1907.1%	$46.6M
OEFIshares S&p 100 ETF	11.2%	12.3%	64,788	+3.6%	$23.7M
CGCBCapital Grp Fixed Incm ETF T	10.3%	13.4%	836,040	+1.1%	$21.9M
IJRIshares Core S&p Small Cap ETF	9.4%	9.8%	134,244	+4.4%	$19.9M
CGGECapital Group Global Equity	8.4%	—	502,212	—	$17.7M
IJHIshares Tr	8.2%	8.8%	224,816	+6.8%	$17.3M
CGGRCapital Group Growth ETF	6.4%	—	284,658	—	$13.4M
AAPLApple Inc	2.3%	3.3%	17,062	-18.0%	$4.9M
NVDANvidia Corporation Com	2.1%	2.9%	21,799	-18.0%	$4.4M
MSFTMicrosoft Corp	1.8%	3.9%	10,149	-40.8%	$3.8M
SPYSpdr S&p 500 ETF Tr	1.4%	1.6%	3,956	+0.3%	$3.0M
GOOGLAlphabet Inc	1.1%	1.3%	6,709	-9.4%	$2.4M
SGOViShares 0-3 Month Treasury Bon	1.0%	2.0%	21,993	-30.4%	$2.2M
VTIVanguard Index Fds	1.0%	1.0%	5,640	+15.6%	$2.1M
NWNNorthwest Nat Hldg Co	0.8%	—	34,698	—	$1.7M
AMZNAmazon Com Inc Com	0.8%	1.0%	6,821	-15.6%	$1.6M
TSLATesla Inc Com	0.7%	0.9%	3,709	-8.4%	$1.6M
GOOGAlphabet Inc	0.7%	0.9%	4,235	-18.6%	$1.5M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.5%	0.6%	1,526	+0.0%	$1.1M
JNJJohnson & Johnson	0.5%	0.6%	4,109	-1.4%	$1.0M
IGIBIshares Tr	0.4%	0.5%	16,435	+0.0%	$874K
AVGOBroadcom Inc	0.4%	0.4%	2,095	-10.5%	$791K
COSTCostco Whsl Corp New	0.4%	1.1%	795	-55.8%	$744K
EFAiShs MSCI EAFE	0.3%	0.4%	6,892	+0.0%	$716K
LLYLilly Eli & Co	0.3%	0.3%	545	+0.0%	$654K
JPMJpmorgan Chase & Co	0.3%	0.4%	1,904	-22.8%	$623K
KLACKla Corp	0.3%	0.2%	1,849	+700.4%	$558K
GEGe Aerospace	0.3%	0.3%	1,420	-10.5%	$531K
MUMicron Technology Inc	0.2%	—	457	—	$528K
AMATApplied Matls Inc	0.2%	0.2%	720	-3.5%	$521K
METAMeta Platforms Inc Class A	0.2%	0.5%	898	-30.6%	$506K
TSMTaiwan Semiconductor Manufac	0.2%	0.2%	1,050	+0.0%	$501K
PLTRPalantir Technologies Inclass Class A	0.2%	0.4%	4,074	-9.5%	$475K
VVisa Inc Com Cl A	0.2%	0.5%	1,316	-51.4%	$452K
ESGVVanguard World Fd	0.2%	0.2%	3,398	+0.0%	$449K
LRCXLam Research Corp	0.2%	0.2%	1,029	-30.9%	$446K
CATCaterpillar Inc Com	0.2%	0.3%	417	-38.6%	$444K
RTXRtx Corporation Com	0.2%	0.3%	2,330	+1.1%	$442K
VGTVanguard Info Tech	0.2%	—	3,648	—	$436K
WMTWalmart Inc	0.2%	0.3%	3,465	-23.0%	$392K
GEVGe Vernova Inc	0.2%	0.2%	324	-25.5%	$381K
IGSBIshares 1-3 Yr Credit Bond ETF	0.2%	0.2%	7,195	+0.0%	$377K
INTCIntel Corp	0.2%	—	2,655	—	$371K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.3%	716	-25.7%	$358K
NOCNorthrop Grumman Corp	0.2%	0.3%	696	-1.3%	$354K
FTECFidelity Covington Trust	0.2%	—	1,149	—	$328K
AMDAdvanced Micro Devices Inc	0.2%	—	553	—	$321K
XOMExxon Mobil Corp	0.1%	0.2%	2,328	+0.6%	$318K
HDHome Depot Inc Com	0.1%	0.2%	893	-22.9%	$315K
MRKMerck & Co. Inc	0.1%	—	2,436	—	$313K

What Panoramic Capital Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IVV Ishares Core S&p 500 ETF+1907.1% shares
KLAC Kla Corp+700.4% shares
VTI Vanguard Index Fds+15.6% shares
IJH Ishares Tr+6.8% shares

Reduced

COST Costco Whsl Corp New-55.8% shares
V Visa Inc Com Cl A-51.4% shares
MSFT Microsoft Corp-40.8% shares
CAT Caterpillar Inc Com-38.6% shares
LRCX Lam Research Corp-30.9% shares
META Meta Platforms Inc Class A-30.6% shares
SGOV iShares 0-3 Month Treasury Bon-30.4% shares
BRK-B Berkshire Hathaway Inc Del-25.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$211.5M	72
Q1 2026	$162.3M	63
Q4 2025	$163.1M	62
Q3 2025	$155.6M	59
Q2 2025	$144.2M	59
Q1 2025	$97.0M	52
Q4 2024	$113.8M	59

Questions about Panoramic Capital Partners, LLC's portfolio

What stocks does Panoramic Capital Partners, LLC own?

Panoramic Capital Partners, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 72 positions worth $211.5M. The largest are Ishares Core S&p 500 ETF (IVV) at 22.0%, Ishares S&p 100 ETF (OEF) at 11.2%, Capital Grp Fixed Incm ETF T (CGCB) at 10.3%, Ishares Core S&p Small Cap ETF (IJR) at 9.4% and Capital Group Global Equity (CGGE) at 8.4%.

What did Panoramic Capital Partners, LLC buy last quarter?

In Q2 2026, Panoramic Capital Partners, LLC added Ishares Core S&p 500 ETF (IVV) (+1907.1% shares), Kla Corp (KLAC) (+700.4% shares) and Vanguard Index Fds (VTI) (+15.6% shares), compared with its Q1 2026 filing.

What did Panoramic Capital Partners, LLC sell last quarter?

In Q2 2026, Panoramic Capital Partners, LLC cut from its top 50 Woodward Inc (WWD), cut from its top 50 Sysco Corp (SYY), cut from its top 50 Mastercard Inc. (MA), cut from its top 50 Fedex Corp (FDX), cut from its top 50 Copart Inc (CPRT), Costco Whsl Corp New (COST) (-55.8% shares), Visa Inc Com Cl A (V) (-51.4% shares) and Microsoft Corp (MSFT) (-40.8% shares), compared with its Q1 2026 filing.

When is Panoramic Capital Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Panoramic Capital Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Panoramic Capital Partners, LLC manage?

Panoramic Capital Partners, LLC reported $392.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $211.5M.