account_balance

Investment manager · 13F filer · SEC CIK 2052992

Panoramic Capital Partners, LLC

Reported value$236Mas of Sep 30, 2026

Positions77 12 new, 7 sold out

Top 10 weight81.7%IVV alone is 21%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

21.3%

OEFiShares Tr

11.0%Added +5%

CGCBCapital GRP Fixed Incm ETF T

9.4%Added +7%

CGGECapital Group Global Equity

8.7%Added +18%

IJRiShares Tr

8.1%Added +5%

IJHiShares Tr

7.5%Added +9%

CGGRCapital Group Growth ETF

6.3%Added +10%

MSFTMicrosoft Corp

4.0%Added +79%

AAPLApple Inc.

3.0%Added +23%

NVDANVIDIA Corp

2.4%+13%

SPYSPDR S&P 500 ETF Trust

1.3%

GOOGL

IVViShares Tr

21.3%

OEFiShares Tr

11.0%+5%

CGCBCapital GRP Fixed Incm ETF T

9.4%+7%

CGGECapital Group Global Equity

8.7%+18%

IJRiShares Tr

8.1%+5%

IJHiShares Tr

7.5%

CGGR6.3%

MSFT4.0%AAPLNVDA2.4%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 21.3% Held

OEF iShares Tr 11.0% Added +5%

CGCB Capital GRP Fixed Incm ETF T 9.4% Added +7%

CGGE Capital Group Global Equity 8.7% Added +18%

IJR iShares Tr 8.1% Added +5%

IJH iShares Tr 7.5% Added +9%

CGGR Capital Group Growth ETF 6.3% Added +10%

MSFT Microsoft Corp 4.0% Added +79%AAPL Apple Inc. 3.0% Added +23%NVDA NVIDIA Corp 2.4% Added +13%SPY SPDR S&P 500 ETF Trust 1.3% Held GOOGL Alphabet Inc. 1.1% Added +12%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 7, 2026 filing

add_circleNew

IYW $1.5M
ITOT $815K
RDVY $709K
IEFA $665K

arrow_upwardAdded

SYY +197%
V +106%
COST +104%
MSFT +79%

arrow_downwardTrimmed

EFA −13%
VTI −6%
SGOV −3%

remove_circleSold out

NWN $1.7M
HECA $264K
GLD $253K
BLBD $237K

Panoramic Capital Partners, LLC

Where the money is

Biggest moves since Jun 30, 2026

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