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Lindsay Marie Rider

Panoramic Investment Advisors, Llc

Assets Managed
$184.927M
Holdings
130
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
0.5%(2Q avg: 1.99%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Panoramic Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 130 positions.

Assets under management

The assets under management (AUM) of Panoramic Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 184.927M in assets, with a quarterly growth rate of 0.5% and a 2-quarter average growth rate of 1.99%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 2.03%
13.61%
$25.164M
328,771 shares@ $76.54 avg price
VPLS
Vanguard Core-plus Bond Etf
Recent Activity
Increased 3.24%
3.72%
$6.863M
88,456 shares@ $77.59 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 1.99%
3.71%
$6.845M
224,419 shares@ $30.5 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 7.83%
3.52%
$6.503M
14,888 shares@ $436.8 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.23%
2.81%
$5.194M
178,311 shares@ $29.13 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Increased 3.43%
2.71%
$5.011M
98,994 shares@ $50.63 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -5.57%
2.65%
$4.891M
17,049 shares@ $286.86 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -2.07%
2.2%
$4.064M
132,472 shares@ $30.69 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 6.65%
2.16%
$3.981M
111,469 shares@ $35.72 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.14%
1.88%
$3.469M
23,421 shares@ $148.1 avg price

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