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Disclosed positions
Panoramic Capital Partners, LLC: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $46,596,996
- Reported amount
- 1,176,056
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001192Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $46,596,996 | 1,176,056 | SH | None |
| ISHARES TR | OEF | S&P 100 ETF | $23,703,982 | 64,788 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $21,887,538 | 836,040 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $19,909,791 | 134,244 | SH | None |
| CAPITAL GROUP GLOBAL EQUITY | CGGE | SHS | $17,697,951 | 502,212 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $17,335,582 | 224,816 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $13,435,873 | 284,658 | SH | None |
| APPLE INC | AAPL | COM | $4,937,158 | 17,062 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $4,361,763 | 21,799 | SH | None |
| MICROSOFT CORP | MSFT | COM | $3,785,675 | 10,149 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,953,875 | 3,956 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,397,595 | 6,709 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $2,214,009 | 21,993 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,087,026 | 5,640 | SH | None |
| NORTHWEST NAT HLDG CO | NWN | COM | $1,702,284 | 34,698 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,625,717 | 6,821 | SH | None |
| TESLA INC | TSLA | COM | $1,560,005 | 3,709 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,496,353 | 4,235 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $1,073,380 | 1,526 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,043,563 | 4,109 | SH | None |
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $873,849 | 16,435 | SH | None |
| BROADCOM INC | AVGO | COM | $791,386 | 2,095 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $743,699 | 795 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $715,941 | 6,892 | SH | None |
| ELI LILLY & CO | LLY | COM | $653,693 | 545 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $623,238 | 1,904 | SH | None |
| KLA CORP | KLAC | COM NEW | $557,862 | 1,849 | SH | None |
| GE AEROSPACE | GE | COM NEW | $530,877 | 1,420 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $527,511 | 457 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $520,560 | 720 | SH | None |
| META PLATFORMS INC | META | CL A | $505,834 | 898 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $501,448 | 1,050 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $475,314 | 4,074 | SH | None |
| VISA INC | V | COM CL A | $451,506 | 1,316 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $449,295 | 3,398 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $445,897 | 1,029 | SH | None |
| CATERPILLAR INC | CAT | COM | $444,063 | 417 | SH | None |
| RTX CORPORATION | RTX | COM | $442,071 | 2,330 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $436,009 | 3,648 | SH | None |
| WALMART INC | WMT | COM | $392,446 | 3,465 | SH | None |
| GE VERNOVA INC | GEV | COM | $380,655 | 324 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $377,090 | 7,195 | SH | None |
| INTEL CORP | INTC | COM | $370,718 | 2,655 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $358,279 | 716 | SH | None |
| NORTHROP GRUMMAN CORP | NOC | COM | $354,480 | 696 | SH | None |
| FIDELITY COVINGTON TRUST | FTEC | MSCI INFO TECH I | $328,131 | 1,149 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $321,243 | 553 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $318,284 | 2,328 | SH | None |
| HOME DEPOT INC | HD | COM | $314,943 | 893 | SH | None |
| MERCK & CO INC | MRK | COM | $313,026 | 2,436 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.