PANORAMIC INVESTMENT ADVISORS, LLC

CIK 0001967332 • 7 13F filings • May 7, 2025 – Aug 13, 2026

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Filer information

Filed by: PANORAMIC INVESTMENT ADVISORS, LLC, CCO
Address: 650 S. CHERRY ST SUITE 840, DENVER, CO, 80246
Phone: 7209844071
AUM: $184.0M

AUM over time

$209.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $184.0M125 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	SHORT DURATION H	$514K	0.3%	14,304 SH	New
ABBOTT LABS	COM	$1.5M	0.8%Prev: 0.9%	11,986 SH	Decreased-21 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$374K	0.2%	10,300 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$293K	0.2%	7,500 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B10 APR	$261K	0.1%Prev: 0.2%	6,275 SH	Decreased-1,250 SH
AIM ETF PRODUCTS TRUST	US LRGCP B10 JAN	$500K	0.3%Prev: 0.3%	12,125 SH	Increased
AIM ETF PRODUCTS TRUST	US LRGCP B10 OCT	$577K	0.3%Prev: 0.3%	13,250 SH	Increased
ALPHABET INC	CAP STK CL A	$3.0M	1.6%Prev: 1.3%	9,643 SH	Increased-165 SH
ALPHABET INC	CAP STK CL C	$5.7M	3.1%Prev: 2.5%	18,056 SH	Increased-546 SH
AMAZON COM INC	COM	$1.6M	0.9%Prev: 0.9%	6,880 SH	Increased-77 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$377K	0.2%Prev: 0.2%	8,006 SH	Increased-686 SH
APPLE INC	COM	$2.4M	1.3%Prev: 1.3%	8,804 SH	Decreased-623 SH
ARBOR REALTY TRUST INC	COM	$91K	0.0%Prev: 0.1%	11,706 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.1M	1.7%Prev: 1.8%	6,183 SH	Decreased-78 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$2.2M	1.2%Prev: 0.6%	64,752 SH	Increased+34,541 SH
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$685K	0.4%	13,238 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$530K	0.3%Prev: 0.3%	10,050 SH	Increased+1,500 SH
BROADCOM INC	COM	$637K	0.3%Prev: 0.3%	1,841 SH	Increased
COSTCO WHSL CORP NEW	COM	$387K	0.2%Prev: 0.2%	449 SH	Decreased
CROWDSTRIKE HLDGS INC	CL A	$421K	0.2%Prev: 0.3%	898 SH	Decreased-20 SH
DBX ETF TR	XTRACK MSCI EAFE	$251K	0.1%Prev: 0.1%	5,220 SH	Increased
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$3.6M	1.9%Prev: 2.0%	104,526 SH	Increased-2,139 SH
DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$701K	0.4%Prev: 0.3%	15,125 SH	Increased+2,950 SH
EATON CORP PLC	SHS	$315K	0.2%Prev: 0.2%	989 SH	Decreased
EXXON MOBIL CORP	COM	$525K	0.3%Prev: 0.3%	4,362 SH	Decreased-649 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$303K	0.2%Prev: 0.2%	3,900 SH	Increased
FIDELITY WISE ORIGIN BITCOIN	SHS	$3.1M	1.7%Prev: 2.3%	40,283 SH	Decreased+50 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.0M	0.5%Prev: 0.6%	14,566 SH	Increased
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$603K	0.3%Prev: 0.3%	6,513 SH	Decreased-77 SH
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$151K	0.1%Prev: 0.1%	23,963 SH	Decreased-2,179 SH
FS KKR CAP CORP	COM	$174K	0.1%Prev: 0.1%	11,743 SH	Decreased-827 SH
GLOBAL X FDS	DEFENSE TECH ETF	$1.2M	0.7%	18,829 SH	New
GOLDMAN SACHS ETF TR	NASDAQ-100 PREMI	$607K	0.3%	11,482 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$276K	0.1%Prev: 0.2%	4,033 SH	Decreased+6 SH
INVESCO EXCH TRADED FD TR II	CEF INM COMPSI	$1.1M	0.6%Prev: 0.6%	54,905 SH	Increased+522 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$564K	0.3%Prev: 0.3%	7,892 SH	Decreased+38 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$651K	0.4%Prev: 0.4%	3,396 SH	Decreased-310 SH
INVESCO QQQ TR	UNIT SER 1	$3.4M	1.9%Prev: 1.9%	5,567 SH	Increased+62 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.7M	1.5%Prev: 2.0%	54,173 SH	Decreased+109 SH
ISHARES GOLD TR	ISHARES NEW	$583K	0.3%Prev: 0.3%	7,184 SH	Increased+154 SH
ISHARES INC	MSCI EMRG CHN	$756K	0.4%Prev: 0.4%	10,405 SH	Increased+232 SH
ISHARES SILVER TR	ISHARES	$409K	0.2%Prev: 0.1%	6,343 SH	Increased+173 SH
ISHARES TR	20 YR TR BD ETF	$2.6M	1.4%Prev: 1.5%	29,606 SH	Decreased-377 SH
ISHARES TR	CONV BD ETF	$489K	0.3%	4,965 SH	New
ISHARES TR	CORE MSCI EAFE	$2.2M	1.2%Prev: 1.6%	24,286 SH	Decreased-8,580 SH
ISHARES TR	CORE S&P MCP ETF	$536K	0.3%Prev: 0.3%	8,129 SH	Increased+1 SH
ISHARES TR	CORE S&P TTL STK	$648K	0.4%Prev: 0.4%	4,361 SH	Increased-64 SH
ISHARES TR	CORE S&P500 ETF	$3.1M	1.7%Prev: 1.6%	4,477 SH	Increased+93 SH
ISHARES TR	EAFE VALUE ETF	$1.4M	0.8%	20,236 SH	New
ISHARES TR	ESG MSCI KLD 400	$258K	0.1%Prev: 0.1%	2,005 SH	Increased-11 SH
ISHARES TR	ESG OPTIMIZED	$207K	0.1%Prev: 0.1%	1,486 SH	Increased-30 SH
ISHARES TR	INTL SEL DIV ETF	$1.4M	0.8%Prev: 0.7%	36,023 SH	Increased+1,921 SH
ISHARES TR	ISHS 1-5YR INVS	$288K	0.2%Prev: 0.2%	5,444 SH	Decreased-141 SH
ISHARES TR	ISHS 5-10YR INVT	$202K	0.1%Prev: 0.1%	3,756 SH	Decreased-319 SH
ISHARES TR	LARGE CAP MAX BU	$1.9M	1.0%Prev: 1.1%	68,250 SH	Increased
ISHARES TR	MRNING SM CP ETF	$926K	0.5%Prev: 0.5%	13,525 SH	Increased+83 SH
ISHARES TR	MSCI USA QLT FCT	$2.5M	1.4%Prev: 1.5%	12,822 SH	Decreased-998 SH
ISHARES TR	S&P MC 400VL ETF	$349K	0.2%Prev: 0.2%	2,650 SH	Decreased-250 SH
ISHARES TR	SP SMCP600VL ETF	$233K	0.1%Prev: 0.1%	2,045 SH	Decreased-300 SH
ISHARES TR	U.S. MED DVC ETF	$413K	0.2%Prev: 0.2%	6,649 SH	Increased-170 SH
ISHARES TR	U.S. TECH ETF	$1.1M	0.6%Prev: 0.9%	5,629 SH	Decreased-2,800 SH
ISHARES TR	ULTRA SHORT DUR	$4.8M	2.6%Prev: 2.4%	95,720 SH	Increased+12,508 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.0M	1.6%Prev: 1.7%	52,853 SH	Decreased-458 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$802K	0.4%Prev: 0.4%	13,805 SH	Increased+225 SH
JPMORGAN CHASE & CO.	COM	$326K	0.2%Prev: 0.2%	1,013 SH	Increased-18 SH
LOCKHEED MARTIN CORP	COM	$229K	0.1%Prev: 0.1%	474 SH	Decreased
MERCK & CO INC	COM	$292K	0.2%Prev: 0.1%	2,773 SH	Increased
META PLATFORMS INC	CL A	$1.7M	0.9%Prev: 1.0%	2,637 SH	Decreased+184 SH
MICROSOFT CORP	COM	$1.5M	0.8%Prev: 1.0%	3,176 SH	Decreased-250 SH
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$614K	0.3%Prev: 0.4%	53,630 SH	Decreased
MORGAN STANLEY ETF TRUST	EATON VANCE SHRT	$940K	0.5%Prev: 0.5%	18,659 SH	Increased+231 SH
MPLX LP	COM UNIT REP LTD	$211K	0.1%Prev: 0.1%	3,957 SH	Increased-100 SH
NORTHERN LTS FD TR III	HCM DEFEN 500	$1.7M	0.9%Prev: 0.9%	27,023 SH	Increased-212 SH
NORTHERN LTS FD TR III	HCM DEFND 100	$1.9M	1.0%Prev: 1.0%	24,298 SH	Increased-105 SH
NORTHERN LTS FD TR IV	INSPIRE CORP BD	$254K	0.1%	10,500 SH	New
NVIDIA CORPORATION	COM	$2.8M	1.5%Prev: 1.5%	15,173 SH	Increased+439 SH
PALANTIR TECHNOLOGIES INC	CL A	$348K	0.2%Prev: 0.2%	1,956 SH	Increased+51 SH
PEPSICO INC	COM	$1.3M	0.7%Prev: 0.8%	9,269 SH	Decreased-1,188 SH
REALTY INCOME CORP	COM	$309K	0.2%Prev: 0.2%	5,482 SH	Decreased-214 SH
ROCKET COS INC	COM CL A	$218K	0.1%Prev: 0.1%	11,250 SH	Increased+250 SH
SCHWAB CHARLES CORP	COM	$1.3M	0.7%Prev: 0.7%	13,333 SH	Increased
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$256K	0.1%Prev: 0.1%	7,817 SH	Increased+162 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$292K	0.2%Prev: 0.2%	12,132 SH	Increased+273 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.4M	1.3%Prev: 1.3%	90,180 SH	Increased+1,444 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.7M	2.0%Prev: 2.1%	135,285 SH	Decreased-3,287 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.8M	3.2%Prev: 3.1%	177,910 SH	Increased+7,859 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$6.5M	3.5%Prev: 3.5%	220,061 SH	Increased+4,037 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$373K	0.2%Prev: 0.2%	13,878 SH	Increased+30 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.3M	1.2%Prev: 1.4%	76,283 SH	Decreased-5,120 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.3M	1.2%Prev: 1.3%	79,140 SH	Increased-691 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.9M	1.1%	43,561 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$658K	0.4%	12,008 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$279K	0.2%	1,800 SH	New
SILA REALTY TRUST INC	COMMON STOCK	$239K	0.1%Prev: 0.2%	10,250 SH	Decreased-996 SH
SIMPLIFY EXCHANGE TRADED FUN	ENHANCED INM ETF	$231K	0.1%Prev: 0.1%	10,350 SH	Decreased-950 SH
SOFI TECHNOLOGIES INC	COM	$274K	0.1%Prev: 0.2%	10,450 SH	Decreased
SPDR GOLD TR	GOLD SHS	$629K	0.3%Prev: 0.3%	1,586 SH	Increased+56 SH
SPDR S&P 500 ETF TR	TR UNIT	$221K	0.1%Prev: 0.1%	324 SH	Decreased-17 SH
SPDR SERIES TRUST	STATE STREET SPD	$26.1M	14.2%	327,009 SH	New
TARGET CORP	COM	$234K	0.1%Prev: 0.2%	2,392 SH	Decreased-1,002 SH
TESLA INC	COM	$511K	0.3%Prev: 0.3%	1,137 SH	Increased+61 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$1.0M	0.5%Prev: 0.4%	40,515 SH	Increased+12,590 SH
VANECK ETF TRUST	GOLD MINERS ETF	$253K	0.1%Prev: 0.1%	2,950 SH	Increased+52 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$3.3M	1.8%Prev: 1.8%	31,552 SH	Increased-1,148 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$319K	0.2%Prev: 0.2%	4,100 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$6.7M	3.7%Prev: 3.2%	13,808 SH	Increased+2,052 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$258K	0.1%Prev: 0.1%	1,455 SH	Increased+13 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.7M	1.5%Prev: 1.7%	4,275 SH	Decreased-521 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$6.7M	3.6%Prev: 3.4%	85,680 SH	Increased+7,965 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.2M	0.6%Prev: 0.6%	15,447 SH	Increased-277 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.3M	1.8%Prev: 1.8%	23,158 SH	Increased+392 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$763K	0.4%Prev: 0.4%	8,475 SH	Increased-475 SH
VANGUARD WORLD FD	COMM SRVC ETF	$278K	0.2%Prev: 0.1%	1,434 SH	Increased+44 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$242K	0.1%Prev: 0.1%	614 SH	Decreased+1 SH
VANGUARD WORLD FD	CONSUM STP ETF	$453K	0.2%Prev: 0.3%	2,142 SH	Decreased+12 SH
VANGUARD WORLD FD	ENERGY ETF	$364K	0.2%Prev: 0.2%	2,891 SH	Increased+20 SH
VANGUARD WORLD FD	FINANCIALS ETF	$519K	0.3%Prev: 0.3%	3,890 SH	Increased+65 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$350K	0.2%Prev: 0.2%	1,217 SH	Increased+7 SH
VANGUARD WORLD FD	INF TECH ETF	$2.3M	1.2%Prev: 1.3%	3,032 SH	Increased+5 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$301K	0.2%Prev: 0.2%	1,200 SH	Increased
VANGUARD WORLD FD	UTILITIES ETF	$306K	0.2%Prev: 0.2%	1,654 SH	Decreased+9 SH
VISA INC	COM CL A	$207K	0.1%Prev: 0.1%	591 SH	Decreased-108 SH
WELLTOWER INC	COM	$789K	0.4%Prev: 0.4%	4,252 SH	Increased
WISDOMTREE TR	US QTLY DIV GRT	$1.7M	0.9%Prev: 1.1%	19,369 SH	Decreased-2,528 SH
WISDOMTREE TR	US TOTAL DIVIDND	$1.0M	0.5%Prev: 0.5%	11,796 SH	Increased+223 SH

Sold (vs prior filing)

AIM ETF PRODUCTS TRUST — $393K
AIM ETF PRODUCTS TRUST — $287K
GOLDMAN SACHS ETF TR — $905K
HOME DEPOT INC — $224K
MORGAN STANLEY ETF TRUST — $289K
ORACLE CORP — $224K
SELECT SECTOR SPDR TR — $2.0M
SELECT SECTOR SPDR TR — $614K
SELECT SECTOR SPDR TR — $282K
SPDR SERIES TRUST — $25.6M
SPDR SERIES TRUST — $208K
STRATEGY INC — $365K
VANGUARD INDEX FDS — $223K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001986152-26-000012	$184.0M	View
Oct 24, 2025	Q3 2025	13F-HR	0001967332-25-000003	$177.8M	View
Aug 13, 2026	Q2 2026