Panoramic Capital Partners, LLC

Q3 2025 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    59

  • Value ($000)

    $155,644

  • Date Filed
    10/17/2025
  • Form type
    13F-HR
  • CIK
    0002052992
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$38.00M
24 %

56,782

OEF
OEF

ISHARES TR

S&P 100 ETF
$20.60M
13 %

61,900

CGCB
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
$16.90M
11 %

635,979

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$14.66M
9 %

123,357

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$12.77M
8 %

195,635

MSFT
MSFT

MICROSOFT CORP

COM
$8.99M
6 %

17,355

AAPL
AAPL

APPLE INC

COM
$4.97M
3 %

19,510

NVDA
NVDA

NVIDIA CORPORATION

COM
$4.80M
3 %

25,740

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$3.88M
3 %

38,516

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$2.62M
2 %

3,938

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