PANORAMIC INVESTMENT ADVISORS, LLC
RIA/Wealth
PANORAMIC INVESTMENT ADVISORS, LLC is a RIA/Wealth based in Glendale, CO led by Lindsay M Rider, reporting $292.5M in AUM as of Q3 2025 with 78% ETF concentration.
CCOLindsay M Rider
- Portfolio Value
- $176.1M
- Positions
- 123
- Top Holding
- SPLG at 14.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PANORAMIC INVESTMENT ADVISORS, LLC's portfolio (39.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.6M | 14.52% | +$597.1K Bought | — 326.3K shares | |
ETF ETF | $6.3M | 3.57% | +$293.8K Bought | — 216.0K shares | |
ETF ETF | $6.1M | 3.47% | +$393.1K Bought | — 77.7K shares | |
ETF ETF | $5.6M | 3.20% | +$1.1M Bought | — 11.8K shares | |
ETF ETF | $5.4M | 3.08% | +$315.0K Bought | — 170.1K shares | |
Internet Content & Information Communication Services | $4.5M | 2.57% | -$1.1M Sold | 0.00% 18.6K shares | |
ETF ETF | $4.2M | 2.40% | +$209.5K Bought | — 83.2K shares | |
ETF ETF | $4.0M | 2.28% | +$66.3K Bought | — 40.2K shares | |
ETF ETF | $3.8M | 2.15% | +$116.7K Bought | — 138.6K shares | |
ETF ETF | $3.5M | 2.00% | +$77.4K Bought | — 54.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PANORAMIC INVESTMENT ADVISORS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+45.52% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-45.92% |
Analytics
Portfolio insights and performance metrics for PANORAMIC INVESTMENT ADVISORS, LLC
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