PANORAMIC INVESTMENT ADVISORS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    denver, CO
  • CIK
    0001967332
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

115

$148.11 M
KRE, VPLS, SCHV, QUAL
13F-HR
May 7, 2025
000198615225000041

118

$153.52 M
KRE, VPLS, SCHV, QUAL
13F-HR
Jan 24, 2025
000198615225000003

118

$144.74 M
KRE, VPLS, SCHV, SCHD
13F-HR
Oct 31, 2024
000198615224000049

113

$135.68 M
KRE, SCHD, FBTC, IBIT
13F-HR
Apr 18, 2024
000198615224000011

103

$115.67 M
KRE, SCHD, GOOG, MOAT
13F-HR
Jan 23, 2024
000198615224000002

99

$108.79 M
KRE, SCHD, GOOG, AGG
13F-HR
Nov 16, 2023
000198615223000004

94

$97.53 M
SCHD, KRE, GOOG, SCHV
13F-HR
Mar 1, 2023
000196733223000002