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Panoramic Capital Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $235,866,532
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $50,248,299
- ISHARES TR · S&P 100 ETF · 464287101 · shares: $25,988,775
- CAPITAL GRP FIXED INCM ETF T · CORE BOND ETF · 14020Y508 · shares: $22,261,213
- CAPITAL GROUP GLOBAL EQUITY · SHS · 14020R107 · shares: $20,574,346
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $19,220,540
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $17,665,635
- CAPITAL GROUP GROWTH ETF · SHS CREAT UNIT · 14020G101 · shares: $14,845,568
- MICROSOFT CORP · COM · 594918104 · shares: $9,321,414
- APPLE INC · COM · 037833100 · shares: $6,960,933
- NVIDIA CORPORATION · COM · 67066G104 · shares: $5,608,557
Reported holdings
77 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,179,478 shares | $50,248,299 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 68,019 shares | $25,988,775 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | — | 891,161 shares | $22,261,213 |
| CAPITAL GROUP GLOBAL EQUITY | SHS | 14020R107 | — | 591,047 shares | $20,574,346 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 141,285 shares | $19,220,540 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 245,526 shares | $17,665,635 |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | 14020G101 | — | 312,999 shares | $14,845,568 |
| MICROSOFT CORP | COM | 594918104 | — | 18,173 shares | $9,321,414 |
| APPLE INC | COM | 037833100 | — | 20,902 shares | $6,960,933 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 24,558 shares | $5,608,557 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 3,983 shares | $3,038,218 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 7,545 shares | $2,596,084 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 21,238 shares | $2,138,298 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 5,321 shares | $1,991,331 |
| AMAZON COM INC | COM | 023135106 | — | 7,637 shares | $1,902,759 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 4,945 shares | $1,684,961 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 5,665 shares | $1,500,658 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,620 shares | $1,474,751 |
| TESLA INC | COM | 88160R101 | — | 3,841 shares | $1,362,825 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 4,227 shares | $1,119,056 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 1,522 shares | $999,834 |
| VISA INC | COM CL A | 92826C839 | — | 2,712 shares | $974,503 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 16,435 shares | $827,502 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,136 shares | $823,804 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 4,904 shares | $815,437 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 2,337 shares | $773,153 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 4,063 shares | $759,984 |
| BROADCOM INC | COM | 11135F101 | — | 2,163 shares | $759,624 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | — | 9,058 shares | $709,151 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 6,864 shares | $664,984 |
| ELI LILLY & CO | COM | 532457108 | — | 556 shares | $643,344 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 6,015 shares | $624,898 |
| WOODWARD INC | COM | 980745103 | — | 1,829 shares | $600,991 |
| SYSCO CORP | COM | 871829107 | — | 7,204 shares | $561,624 |
| WALMART INC | COM | 931142103 | — | 5,105 shares | $530,512 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 479 shares | $510,188 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,050 shares | $479,000 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 3,397 shares | $460,516 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 1,712 shares | $450,872 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,441 shares | $450,161 |
| RTX CORPORATION | COM | 75513E101 | — | 2,350 shares | $436,278 |
| CATERPILLAR INC | COM | 149123101 | — | 512 shares | $415,124 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 2,490 shares | $405,248 |
| APPLIED MATLS INC | COM | 038222105 | — | 732 shares | $374,330 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 604 shares | $369,503 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 7,196 shares | $368,651 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 738 shares | $367,487 |
| KLA CORP | COM NEW | 482480100 | — | 1,885 shares | $367,443 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,470 shares | $358,916 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,049 shares | $344,607 |
| MOODYS CORP | COM | 615369105 | — | 748 shares | $339,689 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 699 shares | $337,953 |
| INTEL CORP | COM | 458140100 | — | 2,776 shares | $333,758 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 2,584 shares | $324,731 |
| HOME DEPOT INC | COM | 437076102 | — | 1,117 shares | $317,775 |
| GE VERNOVA INC | COM | 36828A101 | — | 331 shares | $314,612 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 777 shares | $308,710 |
| AMGEN INC | COM | 031162100 | — | 725 shares | $305,783 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 931 shares | $300,964 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 514 shares | $283,456 |
| FERRARI N V | COM | N3167Y103 | — | 670 shares | $263,210 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | — | 4,800 shares | $258,960 |
| WELLS FARGO & CO | COM | 949746101 | — | 3,184 shares | $254,939 |
| FEDEX CORP | COM | 31428X106 | — | 892 shares | $254,349 |
| STARBUCKS CORP | COM | 855244109 | — | 2,589 shares | $243,262 |
| BANK OF AMER CORP | COM | 060505104 | — | 4,467 shares | $243,139 |
| FASTENAL CO | COM | 311900104 | — | 4,886 shares | $242,004 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 5,198 shares | $241,561 |
| COCA COLA CO | COM | 191216100 | — | 2,700 shares | $232,416 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,208 shares | $230,511 |
| COPART INC | COM | 217204106 | — | 8,447 shares | $230,434 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 617 shares | $226,488 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 730 shares | $219,044 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 285 shares | $210,859 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 538 shares | $208,534 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 2,527 shares | $204,888 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | — | 5,346 shares | $202,613 |