PANORAMIC INVESTMENT ADVISORS, LLC
Q3 2025 13F Holdings
- Locationdenver, CO
- Num holdings
125
- Value ($000)
$177,831
- Date Filed10/24/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $25.56 M | 14 % | 326,313 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $6.29 M | 4 % | 216,024 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $6.11 M | 3 % | 77,715 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.64 M | 3 % | 11,756 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.43 M | 3 % | 170,051 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $4.53 M | 3 % | 18,602 | ||
ICSH ISHARES TR | ULTRA SHORT DUR | 46434V878 | $4.22 M | 2 % | 83,212 | ||
FBTC FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | $4.02 M | 2 % | 40,233 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $3.78 M | 2 % | 138,572 | ||
IBIT ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $3.51 M | 2 % | 54,064 |
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