PANORAMIC INVESTMENT ADVISORS, LLC
Q1 2025 13F Holdings
- Locationdenver, CO
- Num holdings
115
- Value ($000)
$148,106
- Date Filed05/07/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $18.58 M | 13 % | 282,554 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $7.70 M | 5 % | 99,319 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $5.20 M | 4 % | 195,619 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $4.50 M | 3 % | 26,335 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.28 M | 3 % | 153,253 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $3.74 M | 3 % | 149,415 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $3.66 M | 3 % | 23,416 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.35 M | 2 % | 6,288 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $3.24 M | 2 % | 36,775 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $2.99 M | 2 % | 8,053 |
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