PANORAMIC INVESTMENT ADVISORS, LLC 13F Holdings
CIK 0001967332 · DENVER, CO
As of Sep 30, 2025, PANORAMIC INVESTMENT ADVISORS, LLC reported 125 positions worth
CIK 0001967332 · DENVER, CO
As of Sep 30, 2025, PANORAMIC INVESTMENT ADVISORS, LLC reported 125 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 326,313 | $25.6M | 14.38% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 216,024 | $6.3M | 3.54% |
| VANGUARD CORE-PLUS BOND ETF | VPLS | — | 77,715 | $6.1M | 3.44% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 11,756 | $5.6M | 3.17% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 170,051 | $5.4M | 3.05% |
| ALPHABET INC | GOOG | Equity | 18,602 | $4.5M | 2.55% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 83,212 | $4.2M | 2.37% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 40,233 | $4.0M | 2.26% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 138,572 | $3.8M | 2.13% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 54,064 | $3.5M | 1.98% |
| DIMENSIONAL ETF TRUST | DFLV | — | 106,665 | $3.5M | 1.97% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,505 | $3.3M | 1.86% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 32,700 | $3.2M | 1.82% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 22,766 | $3.2M | 1.80% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,261 | $3.1M | 1.77% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 53,311 | $3.0M | 1.71% |
| VANGUARD 500 INDEX FUND | VOO | — | 4,796 | $2.9M | 1.65% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,384 | $2.9M | 1.65% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 32,866 | $2.9M | 1.61% |
| NVIDIA CORP | NVDA | Technology | 14,734 | $2.7M | 1.55% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 13,820 | $2.7M | 1.51% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 29,983 | $2.7M | 1.51% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 81,403 | $2.4M | 1.36% |
| APPLE INC | AAPL | Technology | 9,427 | $2.4M | 1.35% |
| ALPHABET INC | GOOGL | Equity | 9,808 | $2.4M | 1.34% |