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PANORAMIC INVESTMENT ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1967332 · latest 13F-HR filed 2026-08-13

Backtest portfolio

PANORAMIC INVESTMENT ADVISORS, LLC manages $209.1M in 13F-reported U.S. long-equity assets across 141 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (13.96%), SCHV (3.79%), VUG (3.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 4, added to 74, and trimmed 21.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
650 S. CHERRY ST SUITE 840
DENVER, CO 80246
Phone
(303) 808-0815
Filing Manager
PANORAMIC INVESTMENT ADVISORS, LLC
DENVER, CO
Signatory
Lindsay Marie Rider
Compliance Consultant
Loading holdings…
AUM

$209.1M

Long-equity book

Holdings

141

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+15 / −4 / ↑74 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$4.0M +16.0%
  • ISHARES TR$1.4M +64.6%
  • VANGUARD INDEX FDS$1.4M +21.8%
  • BLACKROCK ETF TRUST$1.3M +58.5%
  • SCHWAB STRATEGIC TR$1.1M +15.8%
Show all 74 →

Top Trims

  • ISHARES TR-$689.7K -68.9%
  • SELECT SECTOR SPDR TR-$455.9K -14.1%
  • FIDELITY WISE ORIGIN BITCOIN-$323.9K -13.4%
  • ISHARES BITCOIN TRUST ETF-$282.2K -13.3%
  • WISDOMTREE TR-$256.0K -15.7%
Show all 21 →

New Positions

  • ISHARES TR$814.6K
  • ADVANCED MICRO DEVICES INC$486.8K
  • INTEL CORP$409.5K
  • LAM RESEARCH CORP$331.1K
  • TIDAL TRUST III$305.9K
Show all 15 →

Exited Positions

  • GRAYSCALE BITCOIN TRUST ETF$212.8K
  • ISHARES TR$201.0K
  • SOFI TECHNOLOGIES INC$165.9K
  • ROCKET COS INC$163.2K
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYM 78464A854 $29.2M 13.96% 332,122 SH
2 SCHWAB STRATEGIC TR SCHV 808524409 $7.9M 3.79% 227,702 SH
3 VANGUARD INDEX FDS VUG 922908736 $7.9M 3.79% 91,944 SH
4 VANGUARD MALVERN FDS VPLS 922020755 $7.2M 3.43% 92,412 SH
5 SCHWAB STRATEGIC TR SCHG 808524300 $6.0M 2.85% 175,967 SH
6 ALPHABET INC GOOG 02079K107 $5.9M 2.82% 16,690 SH
7 ISHARES TR ICSH 46434V878 $5.0M 2.41% 99,644 SH
8 DIMENSIONAL ETF TRUST DFLV 25434V666 $4.5M 2.14% 113,194 SH
9 SCHWAB STRATEGIC TR SCHD 808524797 $4.2M 2.01% 132,403 SH
10 INVESCO QQQ TR QQQ 46090E103 $4.1M 1.95% 5,534 SH
11 VANGUARD WHITEHALL FDS VYM 921946406 $3.7M 1.77% 23,474 SH
12 ISHARES TR IEFA 46432F842 $3.7M 1.76% 38,002 SH
13 BLACKROCK ETF TRUST BAI 09290C780 $3.6M 1.73% 68,712 SH
14 ISHARES TR IVV 464287200 $3.4M 1.64% 4,583 SH
15 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $3.4M 1.60% 59,374 SH
16 ALPHABET INC GOOGL 02079K305 $3.4M 1.60% 9,380 SH
17 SCHWAB STRATEGIC TR SCHA 808524607 $3.3M 1.56% 90,195 SH
18 VANECK ETF TRUST MOAT 92189F643 $3.3M 1.56% 31,275 SH
19 SCHWAB STRATEGIC TR SCHM 808524508 $3.2M 1.53% 86,533 SH
20 VANGUARD INDEX FDS VOO 922908363 $3.0M 1.43% 4,347 SH
21 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.9M 1.40% 5,842 SH
22 NVIDIA CORPORATION NVDA 67066G104 $2.9M 1.37% 14,304 SH
23 APPLE INC AAPL 037833100 $2.8M 1.34% 9,671 SH
24 SELECT SECTOR SPDR TR XLE 81369Y506 $2.8M 1.32% 52,133 SH
25 VANGUARD WORLD FD VGT 92204A702 $2.7M 1.30% 22,689 SH
26 SCHWAB STRATEGIC TR SCHB 808524102 $2.6M 1.25% 89,992 SH
27 ISHARES TR TLT 464287432 $2.5M 1.22% 29,403 SH
28 ISHARES TR QUAL 46432F339 $2.2M 1.08% 10,250 SH
29 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $2.1M 1.00% 40,882 SH
30 ISHARES TR MAXJ 46438G612 $2.0M 0.96% 69,150 SH
31 ISHARES TR EFV 464288877 $2.0M 0.96% 26,240 SH
32 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $1.8M 0.88% 55,129 SH
33 NORTHERN LTS FD TR III QQH 66538R748 $1.8M 0.84% 20,601 SH
34 AMAZON COM INC AMZN 023135106 $1.7M 0.83% 7,246 SH
35 ISHARES TR IDV 464288448 $1.6M 0.75% 37,790 SH
36 META PLATFORMS INC META 30303M102 $1.6M 0.74% 2,764 SH
37 TIDAL TRUST I GRNY 886364231 $1.5M 0.72% 54,715 SH
38 NORTHERN LTS FD TR III LGH 66538R730 $1.5M 0.72% 23,593 SH
39 GLOBAL X FDS SHLD 37960A529 $1.5M 0.71% 24,792 SH
40 WISDOMTREE TR DGRW 97717X669 $1.4M 0.66% 14,421 SH
41 MICROSOFT CORP MSFT 594918104 $1.3M 0.64% 3,599 SH
42 VANGUARD STAR FDS VXUS 921909768 $1.3M 0.63% 15,374 SH
43 PEPSICO INC PEP 713448108 $1.3M 0.60% 9,268 SH
44 INVESCO EXCH TRADED FD TR II PCEF 46138E404 $1.2M 0.59% 60,418 SH
45 SCHWAB CHARLES CORP SCHW 808513105 $1.2M 0.58% 13,083 SH
46 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $1.2M 0.56% 14,366 SH
47 WISDOMTREE TR DTD 97717W109 $1.1M 0.54% 12,121 SH
48 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $1.1M 0.52% 17,775 SH
49 MORGAN STANLEY ETF TRUST EVSM 61774R858 $1.1M 0.52% 21,598 SH
50 ISHARES TR ISCV 464288703 $1.1M 0.51% 13,625 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $209.1M 141 0001986152-26-000131
2026-03-31 2026-05-07 $206.6M 22 0001986152-26-000064
2026-03-31 2026-05-12 $184.9M 130 0001986152-26-000085
2025-12-31 2026-02-05 $184.0M 126 0001986152-26-000012