13F HOLDINGS REPORT

PANORAMIC INVESTMENT ADVISORS, LLC

Quarter ended Q4 2024 · Filed January 24, 2025 · Accession 0001986152-25-000003

Total Value

$153.5M

Positions

118

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (118)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR SER TR	78464A854	279,255	$19.3M	12.54%
2	VANGUARD MALVERN FDS	922020755	92,919	$7.1M	4.60%
3	SCHWAB STRATEGIC TR	808524409	195,043	$5.1M	3.31%
4	ISHARES TR	46432F339	27,174	$4.8M	3.15%
5	ALPHABET INC	GOOG	25,095	$4.8M	3.11%
6	SCHWAB STRATEGIC TR	808524797	161,629	$4.4M	2.88%
7	SCHWAB STRATEGIC TR	808524300	145,801	$4.1M	2.65%
8	VANECK ETF TRUST	92189F643	40,661	$3.8M	2.46%
9	VANGUARD INDEX FDS	922908736	7,919	$3.3M	2.12%
10	FIDELITY WISE ORIGIN BITCOIN	FBTC	39,211	$3.2M	2.08%
11	APPLE INC	AAPL	12,242	$3.1M	2.00%
12	VANGUARD INDEX FDS	922908363	5,442	$2.9M	1.91%
13	J P MORGAN EXCHANGE TRADED F	46641Q332	50,473	$2.9M	1.89%
14	INVESCO QQQ TR	IVZ	5,556	$2.8M	1.85%
15	VANGUARD WHITEHALL FDS	921946406	22,086	$2.8M	1.84%
16	ISHARES BITCOIN TRUST ETF	IBIT	52,213	$2.8M	1.80%
17	BERKSHIRE HATHAWAY INC DEL	BRK-A	5,625	$2.5M	1.66%
18	ISHARES TR	464287200	4,254	$2.5M	1.63%
19	DIMENSIONAL ETF TRUST	25434V666	79,154	$2.4M	1.55%
20	ISHARES TR	46434V878	46,793	$2.4M	1.54%
21	ALPHABET INC	GOOG	11,142	$2.1M	1.37%
22	ISHARES TR	464287721	12,945	$2.1M	1.35%
23	ISHARES TR	46432F842	28,638	$2.0M	1.31%
24	SCHWAB STRATEGIC TR	808524102	86,873	$2.0M	1.28%
25	ISHARES TR	464287432	21,968	$1.9M	1.25%
26	VANGUARD WORLD FD	92204A702	3,022	$1.9M	1.22%
27	SELECT SECTOR SPDR TR	81369Y506	21,867	$1.9M	1.22%
28	NORTHERN LTS FD TR III	NTRSO	27,190	$1.8M	1.19%
29	ISHARES TR	46438G612	68,650	$1.8M	1.17%
30	WISDOMTREE TR	WT	20,594	$1.7M	1.09%
31	MICROSOFT CORP	MSFT	3,839	$1.6M	1.05%
32	NORTHERN LTS FD TR III	NTRSO	30,474	$1.6M	1.03%
33	SCHWAB STRATEGIC TR	808524508	56,946	$1.6M	1.03%
34	ABBOTT LABS	ABLZF	13,389	$1.5M	0.99%
35	META PLATFORMS INC	META	2,573	$1.5M	0.98%
36	AMAZON COM INC	AMZN	6,835	$1.5M	0.98%
37	SCHWAB STRATEGIC TR	808524607	57,696	$1.5M	0.97%
38	NVIDIA CORPORATION	NVDA	8,930	$1.2M	0.78%
39	PEPSICO INC	PEP	7,278	$1.1M	0.72%
40	FIRST TR EXCHANGE-TRADED FD	33738R506	16,566	$979,713	0.64%
41	VANGUARD STAR FDS	921909768	15,991	$942,350	0.61%
42	SCHWAB CHARLES CORP	SCHW-PJ	12,633	$934,968	0.61%
43	INVESCO EXCH TRADED FD TR II	IVZ	46,254	$886,224	0.58%
44	ISHARES TR	464288448	31,926	$874,147	0.57%
45	ISHARES TR	464288703	13,702	$868,862	0.57%
46	WISDOMTREE TR	WT	11,276	$855,405	0.56%
47	TESLA INC	TSLA	1,999	$807,276	0.53%
48	ISHARES TR	464287507	12,104	$754,206	0.49%
49	ISHARES TR	464287705	5,935	$741,638	0.48%
50	MIDCAP FINANCIAL INVSTMNT CO	03761U502	53,630	$723,469	0.47%
51	J P MORGAN EXCHANGE TRADED F	46654Q203	12,680	$714,898	0.47%
52	MORGAN STANLEY ETF TRUST	MS-PQ	13,850	$690,561	0.45%
53	ISHARES TR	46435U713	14,279	$660,977	0.43%
54	INVESCO EXCHANGE TRADED FD T	IVZ	3,748	$656,762	0.43%
55	FIRST TR EXCHANGE-TRADED FD	33733E104	7,200	$632,304	0.41%
56	ISHARES TR	464287150	4,852	$624,064	0.41%
57	SCHWAB STRATEGIC TR	808524870	23,984	$619,507	0.40%
58	VANGUARD WHITEHALL FDS	921946794	8,900	$604,132	0.39%
59	ISHARES TR	464287879	5,480	$595,183	0.39%
60	WELLTOWER INC	WELL	4,652	$586,292	0.38%
61	SILA REALTY TRUST INC	SILA	23,533	$572,323	0.37%
62	DOUBLELINE ETF TRUST	25861R105	12,200	$552,506	0.36%
63	INVESCO EXCH TRADED FD TR II	IVZ	7,727	$540,870	0.35%
64	PACER FDS TR	69374H857	11,880	$522,839	0.34%
65	VANGUARD WORLD FD	92204A405	4,321	$510,130	0.33%
66	ISHARES INC	46434G764	9,156	$507,696	0.33%
67	AIM ETF PRODUCTS TRUST	00888H604	13,250	$506,369	0.33%
68	EXXON MOBIL CORP	XOM	4,704	$505,999	0.33%
69	FS KKR CAP CORP	FSK	20,652	$448,561	0.29%
70	BLACKROCK ETF TRUST II	BLK	8,550	$444,771	0.29%
71	VANGUARD WORLD FD	92204A207	2,046	$432,468	0.28%
72	ISHARES TR	464288810	7,278	$424,686	0.28%
73	ISHARES TR	464288646	8,174	$422,604	0.28%
74	AIM ETF PRODUCTS TRUST	00888H703	11,675	$421,204	0.27%
75	AMERICAN HEALTHCARE REIT INC	AHR	14,622	$415,557	0.27%
76	SPDR GOLD TR	GLD	1,510	$365,616	0.24%
77	AIM ETF PRODUCTS TRUST	00888H745	11,050	$357,150	0.23%
78	VANGUARD WORLD FD	92204A504	1,376	$349,061	0.23%
79	VANGUARD WORLD FD	92204A306	2,816	$341,653	0.22%
80	EATON CORP PLC	ETN	1,029	$341,494	0.22%
81	ISHARES GOLD TR	IAU	6,787	$336,024	0.22%
82	LOCKHEED MARTIN CORP	LMT	691	$335,785	0.22%
83	SELECT SECTOR SPDR TR	81369Y605	6,840	$330,561	0.22%
84	CROWDSTRIKE HLDGS INC	CRWD	958	$327,789	0.21%
85	REALTY INCOME CORP	O	6,080	$324,739	0.21%
86	SCHWAB STRATEGIC TR	808524201	13,758	$318,915	0.21%
87	VANGUARD BD INDEX FDS	921937819	4,100	$306,393	0.20%
88	GRAYSCALE BITCOIN TRUST ETF	GBTC	4,027	$298,079	0.19%
89	JPMORGAN CHASE & CO.	VYLD	1,243	$297,960	0.19%
90	AIM ETF PRODUCTS TRUST	00888H109	7,525	$290,123	0.19%
91	FS CREDIT OPPORTUNITIES CORP	FSCO	42,106	$287,163	0.19%
92	VANGUARD WORLD FD	921910873	1,350	$287,091	0.19%
93	ISHARES TR	464288802	2,350	$285,737	0.19%
94	MERCK & CO INC	MRK	2,854	$283,916	0.18%
95	SELECT SECTOR SPDR TR	81369Y209	2,050	$282,019	0.18%
96	FIDELITY COVINGTON TRUST	316092501	4,075	$279,871	0.18%
97	AIM ETF PRODUCTS TRUST	00888H505	7,500	$266,676	0.17%
98	VANGUARD WORLD FD	92204A876	1,619	$264,607	0.17%
99	MORGAN STANLEY ETF TRUST	MS-PQ	4,963	$249,961	0.16%
100	SIMPLIFY EXCHANGE TRADED FUN	82889N632	10,550	$242,861	0.16%
101	SPDR S&P 500 ETF TR	SPY	410	$240,293	0.16%
102	FIDELITY COVINGTON TRUST	316092600	3,660	$239,171	0.16%
103	ISHARES TR	464288638	4,592	$236,514	0.15%
104	ISHARES TR	464287804	2,024	$233,221	0.15%
105	HOME DEPOT INC	HD	598	$232,748	0.15%
106	VANGUARD INDEX FDS	922908512	1,426	$230,651	0.15%
107	VANGUARD INDEX FDS	922908553	2,524	$224,807	0.15%
108	ISHARES TR	464288653	2,221	$221,078	0.14%
109	DAVITA INC	DVA	1,473	$220,287	0.14%
110	COMCAST CORP NEW	CCZ	5,868	$220,226	0.14%
111	VANGUARD WORLD FD	92204A108	567	$212,834	0.14%
112	VISA INC	V	669	$211,431	0.14%
113	SCHWAB STRATEGIC TR	808524706	7,834	$208,625	0.14%
114	XCEL ENERGY INC	XELLL	2,971	$200,602	0.13%
115	MPLX LP	MPLXP	4,187	$200,390	0.13%
116	BARINGS BDC INC	BBDC	19,027	$182,088	0.12%
117	SOFI TECHNOLOGIES INC	SOFI	10,650	$164,010	0.11%
118	ARBOR REALTY TRUST INC	ABR-PF	11,706	$162,128	0.11%