PANORAMIC INVESTMENT ADVISORS, LLC
Q4 2025 13F Holdings
- Locationdenver, CO
- Num holdings
126
- Value ($000)
$184,025
- Date Filed02/05/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $25.85M | 14 % | 322,251 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $6.74M | 4 % | 13,808 | ||
VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $6.69M | 4 % | 85,680 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $6.52M | 4 % | 220,061 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.8M | 3 % | 177,910 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $5.67M | 3 % | 18,056 | ||
ISHARES TR | ULTRA SHORT DUR | 46434V878 | $4.84M | 3 % | 95,720 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $3.71M | 2 % | 135,285 | ||
DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $3.58M | 2 % | 104,526 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $3.42M | 2 % | 5,567 |
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