PANORAMIC INVESTMENT ADVISORS, LLC
Q2 2025 13F Holdings
- Locationdenver, CO
- Num holdings
121
- Value ($000)
$162,860
- Date Filed08/07/2025
- Form type13F-HR
- CIK0001967332
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $23.17M | 14 % | 318,691 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $5.70M | 4 % | 205,930 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $5.66M | 4 % | 72,716 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $4.68M | 3 % | 160,181 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $4.67M | 3 % | 25,554 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $4.18M | 3 % | 9,530 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $4.07M | 3 % | 22,942 | ||
ICSH ISHARES TR | ULTRA SHORT DUR | 46434V878 | $4.01M | 3 % | 79,084 | ||
FBTC FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | $3.72M | 2 % | 39,569 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $3.56M | 2 % | 134,299 |
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