Institutional Manager · CIK 0001967332
PANORAMIC INVESTMENT ADVISORS, LLC
DENVER, CO · File #028-23152
Latest AUM
$184.0M
Positions
126
Top-10 Concentration
47.4%
Filings
8
Portfolio Value Over Time
2023-12
2024-03
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | ISHARES TR | 464288877 | +20,236 | +$1.4M | $0 |
| NEW | GLOBAL X FDS | 37960A529 | +18,829 | +$1.2M | $0 |
| ADD | BLACKROCK ETF TRUST | BLK | +34,541 | +$1.2M | -$25,988 |
| ADD | VANGUARD INDEX FDS | 922908736 | +2,052 | +$1.0M | +$96,913 |
| ADD | SELECT SECTOR SPDR TR | 81369Y506 | +21,464 | +$959,662 | -$986,150 |
| EXITED | GOLDMAN SACHS ETF TR | 381430438 | -10,641 | -$904,924 | $0 |
| REDUCE | ISHARES TR | 46432F842 | -8,580 | -$767,553 | +$70,648 |
| NEW | BLACKROCK ETF TRUST II | BLK | +13,238 | +$684,995 | $0 |
| ADD | ISHARES TR | 46434V878 | +12,508 | +$632,657 | -$14,134 |
| ADD | VANGUARD MALVERN FDS | 922020755 | +7,965 | +$622,185 | -$39,911 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025126 pos · $184.0M
- 13F HOLDINGS REPORTQ/E Sep 2025125 pos · $177.8M
- 13F HOLDINGS REPORTQ/E Jun 2025121 pos · $162.9M
- 13F HOLDINGS REPORTQ/E Mar 2025115 pos · $148.1M
- 13F HOLDINGS REPORTQ/E Dec 2024118 pos · $153.5M
- 13F HOLDINGS REPORTQ/E Sep 2024118 pos · $144.7M
- 13F HOLDINGS REPORTQ/E Mar 2024113 pos · $135.7M
- 13F HOLDINGS REPORTQ/E Dec 202399 pos · $108.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 322,251 | $25.9M | 16.84% |
| 2 | VANGUARD INDEX FDS | 922908736 | 13,808 | $6.7M | 4.39% |
| 3 | VANGUARD MALVERN FDS | 922020755 | 85,680 | $6.7M | 4.36% |
| 4 | SCHWAB STRATEGIC TR | 808524409 | 220,061 | $6.5M | 4.24% |
| 5 | SCHWAB STRATEGIC TR | 808524300 | 177,910 | $5.8M | 3.78% |
| 6 | ALPHABET INC | GOOG | 18,056 | $5.7M | 3.69% |
| 7 | ISHARES TR | 46434V878 | 95,720 | $4.8M | 3.15% |
| 8 | SCHWAB STRATEGIC TR | 808524797 | 135,285 | $3.7M | 2.42% |
| 9 | DIMENSIONAL ETF TRUST | 25434V666 | 104,526 | $3.6M | 2.33% |
| 10 | INVESCO QQQ TR | IVZ | 5,567 | $3.4M | 2.23% |
| 11 | VANGUARD WHITEHALL FDS | 921946406 | 23,158 | $3.3M | 2.16% |
| 12 | VANECK ETF TRUST | 92189F643 | 31,552 | $3.3M | 2.13% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,183 | $3.1M | 2.02% |
| 14 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 40,283 | $3.1M | 2.00% |
| 15 | ISHARES TR | 464287200 | 4,477 | $3.1M | 2.00% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 52,853 | $3.0M | 1.97% |
| 17 | ALPHABET INC | GOOG | 9,643 | $3.0M | 1.97% |
| 18 | NVIDIA CORPORATION | NVDA | 15,173 | $2.8M | 1.84% |
| 19 | ISHARES BITCOIN TRUST ETF | IBIT | 54,173 | $2.7M | 1.75% |
| 20 | VANGUARD INDEX FDS | 922908363 | 4,275 | $2.7M | 1.75% |