Panoramic Investment Advisors, LLC
- SEC CIK
- 0001967332
- Latest filing
- Aug 13, 2026
The latest 13F from Panoramic Investment Advisors, LLC covers Q2 2026 (filed Aug 13, 2026): 141 long positions worth $209.1M. The top 10 holdings make up 39.1% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 ETF at 14.0%. Livermore has 13 filings on Form 13F from this institution, going back to Q4 2022.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 15
- Est. +$4.70M
- Added
- 56
- Est. +$5.01M
- Reduced
- 43
- Est. −$3.60M
- Sold out
- 4
- Est. −$742.9K
Top 5 holdings
Share of this quarter's portfolio value
- State Street SPDR Portfolio S&P 500 ETF78464A85414.0%$29.2M
- Schwab U.S. Large-Cap Value ETF8085244093.8%$7.93M
- Vanguard Morningstar Growth ETF9229087363.8%$7.92M
- Vanguard Malvern FDS9220207553.4%$7.17M
- Schwab U.S. Large-Cap Growth ETF8085243002.8%$5.95M
Share of portfolio
Top 5 holdings and the other 136 positions, by share of portfolio value
- State Street SPDR Portfolio S&P 500 ETF14.0%
- Schwab U.S. Large-Cap Value ETF3.8%
- Vanguard Morningstar Growth ETF3.8%
- Vanguard Malvern FDS3.4%
- Schwab U.S. Large-Cap Growth ETF2.8%
- Other 136 positions72.2%
Biggest buys
New and added positions, by estimated amount bought
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- iShares Core MSCI Eafe ETF46432F842+0.55 pp1.2% → 1.8%
- iShares U.S. Treasury Bond ETF46429B267+0.39 pp0.0% → 0.4%
- State Street SPDR Portfolio S&P 500 ETF78464A854+0.35 pp13.6% → 14.0%
- Vanguard Morningstar Growth ETF922908736+0.27 pp3.5% → 3.8%
- AMDAdvanced Micro Devices Inc
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Tr464287721−$1.08MReduced
- WisdomTree Tr97717X669−$400.7KReduced
- iShares Tr46435G102−$306.2KReduced
- Vanguard Information Technology ETF92204A702−$218.8KReducedConverted for a 8-for-1 split
- GBTCGrayscale Bitcoin Trust ETF
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- State Street Energy Select Sector SPDR ETF81369Y506−0.42 pp1.7% → 1.3%
- iShares Tr464287721−0.39 pp0.5% → 0.1%
- WisdomTree Tr97717X669−0.22 pp0.9% → 0.7%
- iShares Tr464287432−0.19 pp1.4% → 1.2%
- Schwab US Dividend Equity ETF808524797−0.19 pp2.2% → 2.0%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $209.1M
- +$24.1M (+13.1%) vs. prior quarter
- Positions
- 141
- +11 vs. prior quarter
- Top 10 concentration
- 39.1%
- Top 10 as share of value
- Turnover
- 2.2%
- Q2 2026, one quarter
- Average holding period
- 7.4 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.
13F filings by quarter
12 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $209.1M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | 141 | $209.1M | State Street SPDR Portfolio S&P 500 ETFSchwab U.S. Large-Cap Value ETFVanguard Morningstar Growth ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 12, 2026Amended | 130 | $184.9M | State Street SPDR Portfolio S&P 500 ETFVanguard Malvern FDSSchwab U.S. Large-Cap Value ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 5, 2026 | 126 | $184.0M | State Street SPDR Portfolio S&P 500 ETFVanguard Morningstar Growth ETFVanguard Malvern FDS | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 24, 2025 | 125 | $177.8M | State Street SPDR Portfolio S&P 500 ETFSchwab U.S. Large-Cap Value ETFVanguard Malvern FDS | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 7, 2025 | 121 | $162.9M | State Street SPDR Portfolio S&P 500 ETFSchwab U.S. Large-Cap Value ETFVanguard Malvern FDS | vs. Q1 2025 | SEC |
| Q1 2025 | May 7, 2025 | 115 | $148.1M | State Street SPDR Portfolio S&P 500 ETFVanguard Malvern FDSSchwab U.S. Large-Cap Value ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 24, 2025 | 118 | $153.5M | State Street SPDR Portfolio S&P 500 ETFVanguard Malvern FDSSchwab U.S. Large-Cap Value ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 31, 2024 | 118 | $144.7M | State Street SPDR Portfolio S&P 500 ETFVanguard Malvern FDSSchwab U.S. Large-Cap Value ETF | – | SEC |
| Q1 2024 | Apr 18, 2024 | 113 | $135.7M | State Street SPDR Portfolio S&P 500 ETFSchwab US Dividend Equity ETFFBTC | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 23, 2024 | 103 | $115.7M | State Street SPDR Portfolio S&P 500 ETFSchwab US Dividend Equity ETFGOOG | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 16, 2023 | 99 | $108.8M | State Street SPDR Portfolio S&P 500 ETFSchwab US Dividend Equity ETFGOOG | – | SEC |
| Q4 2022 | Mar 1, 2023 | 94 | $97.5M | Schwab US Dividend Equity ETFState Street SPDR Portfolio S&P 500 ETFGOOG | – | SEC |