—

PANORAMIC INVESTMENT ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    denver, CO
  • Num holdings

    130

  • Value ($000)

    $184,927

  • Date Filed
    05/12/2026
  • Form type
    restatement
  • CIK
    0001967332
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$25.16M
14 %

328,771

V
VPLS

VANGUARD MALVERN FDS

CORE-PLUS BD ETF
922020755
$6.86M
4 %

88,456

S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$6.84M
4 %

224,419

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$6.5M
4 %

14,888

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$5.19M
3 %

178,311

I
ICSH

ISHARES TR

ULTRA SHORT DUR
46434V878
$5.01M
3 %

98,994

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$4.89M
3 %

17,049

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$4.06M
2 %

132,472

D
DFLV

DIMENSIONAL ETF TRUST

US LARGE CAP VAL
25434V666
$3.98M
2 %

111,469

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$3.47M
2 %

23,421

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 130