PANORAMIC INVESTMENT ADVISORS, LLC

13F filer, CIK 1967332, DENVER, CO

PANORAMIC INVESTMENT ADVISORS, LLC reported $144,739,899 across 118 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-31. Its ten largest share positions make up 38.87% of the portfolio.

Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001986152-24-000049

Period: 2024-09-30
Reported value: $145M
Holdings: 118
Top 10 weight: 38.87%
New
Sold out

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001986152-24-000049, largest first. % of portfolio is the value over $144,739,899, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
SPYMSPDR SERIES TRUST	253,595	$17.1M	11.83%	Timeline
VPLSVANGUARD MALVERN FDS	80,877	$6.42M	4.43%	Timeline
SCHVSCHWAB STRATEGIC TR	64,783	$5.21M	3.6%	Timeline
SCHDSCHWAB STRATEGIC TR	56,345	$4.76M	3.29%	Timeline
QUALISHARES TR	25,124	$4.5M	3.11%	Timeline
GOOGALPHABET INC	25,936	$4.34M	3%	Timeline
MOATVANECK ETF TRUST	43,156	$4.18M	2.89%	Timeline
SCHGSCHWAB STRATEGIC TR	35,950	$3.75M	2.59%	Timeline
VOOVANGUARD INDEX FDS	5,850	$3.09M	2.13%	Timeline
TLTISHARES TR	29,483	$2.89M	2%	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	48,408	$2.88M	1.99%	Timeline
VYMVANGUARD WHITEHALL FDS	22,053	$2.83M	1.95%	Timeline
VUGVANGUARD INDEX FDS	7,108	$2.73M	1.89%	Timeline
QQQINVESCO QQQ TR	5,468	$2.67M	1.84%	Timeline
IVVISHARES TR	4,183	$2.41M	1.67%	Timeline
AAPLAPPLE INC	10,188	$2.37M	1.64%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,038	$2.32M	1.6%	Timeline
ICSHISHARES TR	43,928	$2.23M	1.54%	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	38,250	$2.12M	1.47%	Timeline
DFLVDIMENSIONAL ETF TRUST	64,412	$1.98M	1.37%	Timeline
IEFAISHARES TR	25,412	$1.98M	1.37%	Timeline
IBITISHARES BITCOIN TRUST ETF	50,716	$1.83M	1.27%	Timeline
XLESELECT SECTOR SPDR TR	20,723	$1.82M	1.26%	Timeline
SCHBSCHWAB STRATEGIC TR	27,195	$1.81M	1.25%	Timeline
GOOGLALPHABET INC	10,670	$1.77M	1.22%	Timeline
VGTVANGUARD WORLD FD	2,988	$1.75M	1.21%	Timeline
QQHNORTHERN LTS FD TR III	27,154	$1.71M	1.18%	Timeline
IYWISHARES TR	11,006	$1.67M	1.15%	Timeline
ABTABBOTT LABORATORIES	14,251	$1.62M	1.12%	Timeline
DGRWWISDOMTREE TR	18,773	$1.56M	1.08%	Timeline
SCHMSCHWAB STRATEGIC TR	18,666	$1.55M	1.07%	Timeline
LGHNORTHERN LTS FD TR III	30,406	$1.54M	1.07%	Timeline
MAXJISHARES TR	56,900	$1.48M	1.02%	Timeline
MSFTMICROSOFT CORP	3,388	$1.46M	1.01%	Timeline
SCHASCHWAB STRATEGIC TR	28,078	$1.45M	1%	Timeline
METAMETA PLATFORMS INC	2,521	$1.44M	1%	Timeline
PEPPEPSICO INC	8,367	$1.42M	0.98%	Timeline
AMZNAMAZON COM INC	6,295	$1.17M	0.81%	Timeline
VXUSVANGUARD STAR FDS	16,470	$1.07M	0.74%	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	16,566	$981K	0.68%	Timeline
ISCVISHARES TR	13,475	$855K	0.59%	Timeline
DTDWISDOMTREE TR	10,588	$812K	0.56%	Timeline
SCHWCHARLES SCHWAB CORP (THE)	12,268	$795K	0.55%	Timeline
IJHISHARES TR	12,685	$791K	0.55%	Timeline
XLVSELECT SECTOR SPDR TR	4,950	$762K	0.53%	Timeline
NVDANVIDIA CORPORATION	6,055	$735K	0.51%	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	8,095	$735K	0.51%	Timeline
IJJISHARES TR	5,935	$734K	0.51%	Timeline
MFICMIDCAP FINANCIAL INVSTMNT CO	53,630	$718K	0.5%	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	12,550	$689K	0.48%	Timeline
SCHPSCHWAB STRATEGIC TR	12,517	$671K	0.46%	Timeline
PCEFINVESCO EXCH TRADED FD TR II	33,945	$669K	0.46%	Timeline
VYMIVANGUARD WHITEHALL FDS	8,900	$653K	0.45%	Timeline
SILASILA REALTY TRUST INC	25,637	$648K	0.45%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	3,437	$616K	0.43%	Timeline
ITOTISHARES TR	4,883	$613K	0.42%	Timeline
WELLWELLTOWER INC	4,652	$596K	0.41%	Timeline
IDVISHARES TR	19,658	$594K	0.41%	Timeline
DBNDDOUBLELINE ETF TRUST	12,200	$578K	0.4%	Timeline
EMXCISHARES INC	9,214	$563K	0.39%	Timeline
SPLVINVESCO EXCH TRADED FD TR II	7,699	$552K	0.38%	Timeline
IJSISHARES TR	4,980	$536K	0.37%	Timeline
TSLATESLA INC	2,017	$528K	0.36%	Timeline
IFRAISHARES TR	11,214	$527K	0.36%	Timeline
IBDYISHARES TR	18,978	$501K	0.35%	Timeline
OCTTAIM ETF PRODUCTS TRUST	13,250	$497K	0.34%	Timeline
PFEPFIZER INC	17,089	$495K	0.34%	Timeline
XOMEXXON MOBIL CORP	4,000	$469K	0.32%	Timeline
IGSBISHARES TR	8,649	$455K	0.31%	Timeline
CALFPACER FDS TR	9,719	$452K	0.31%	Timeline
IHIISHARES TR	7,557	$448K	0.31%	Timeline
VDCVANGUARD WORLD FD	1,978	$432K	0.3%	Timeline
VFHVANGUARD WORLD FD	3,893	$428K	0.3%	Timeline
OREALTY INCOME CORP	6,692	$424K	0.29%	Timeline
DGDOLLAR GEN CORP	5,007	$423K	0.29%	Timeline
AHRAMERICAN HEALTHCARE REIT INC	15,957	$416K	0.29%	Timeline
JANTAIM ETF PRODUCTS TRUST	11,675	$410K	0.28%	Timeline
FSKFS KKR CAP CORP	20,652	$407K	0.28%	Timeline
VHTVANGUARD WORLD FD	1,406	$397K	0.27%	Timeline
EVSMMORGAN STANLEY ETF TRUST	7,660	$385K	0.27%	Timeline
MRKMERCK & CO INC	3,166	$360K	0.25%	Timeline
JUNTAIM ETF PRODUCTS TRUST	11,050	$350K	0.24%	Timeline
LMTLOCKHEED MARTIN CORP	587	$343K	0.24%	Timeline
GLDSPDR GOLD TR	1,405	$341K	0.24%	Timeline
VDEVANGUARD WORLD FD	2,777	$340K	0.23%	Timeline
IAUISHARES GOLD TR	6,748	$335K	0.23%	Timeline
IGIBISHARES TR	6,218	$334K	0.23%	Timeline
BIVVANGUARD BD INDEX FDS	4,100	$321K	0.22%	Timeline
ETNEATON CORP PLC	934	$310K	0.21%	Timeline
SCHXSCHWAB STRATEGIC TR	4,510	$306K	0.21%	Timeline
APRTAIM ETF PRODUCTS TRUST	7,525	$284K	0.2%	Timeline
SUSAISHARES TR	2,351	$283K	0.2%	Timeline
MGCVANGUARD WORLD FD	1,350	$279K	0.19%	Timeline
VPUVANGUARD WORLD FD	1,601	$279K	0.19%	Timeline
XLFSELECT SECTOR SPDR TR	6,130	$278K	0.19%	Timeline
FSCOFS CREDIT OPPORTUNITIES CORP	42,106	$267K	0.18%	Timeline
FHLCFIDELITY COVINGTON TRUST	3,648	$266K	0.18%	Timeline
OCTWAIM ETF PRODUCTS TRUST	7,500	$263K	0.18%	Timeline
VNQVANGUARD INDEX FDS	2,702	$263K	0.18%	Timeline
FNCLFIDELITY COVINGTON TRUST	4,075	$260K	0.18%	Timeline
IJRISHARES TR	2,177	$255K	0.18%	Timeline
BINCBLACKROCK ETF TRUST II	4,700	$252K	0.17%	Timeline
CMCSACOMCAST CORP NEW	5,893	$246K	0.17%	Timeline
DVADAVITA INC	1,473	$241K	0.17%	Timeline
HIGHSIMPLIFY EXCHANGE TRADED FUN	10,050	$236K	0.16%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	406	$233K	0.16%	Timeline
SCHESCHWAB STRATEGIC TR	7,884	$230K	0.16%	Timeline
VOEVANGUARD INDEX FDS	1,343	$225K	0.16%	Timeline
CRWDCROWDSTRIKE HLDGS INC	800	$224K	0.16%	Timeline
CLDXCELLDEX THERAPEUTICS INC NEW	6,500	$221K	0.15%	Timeline
TOLTOLL BROTHERS INC	1,350	$209K	0.14%	Timeline
BBDCBARINGS BDC INC	21,001	$206K	0.14%	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	4,047	$204K	0.14%	Timeline
SPYDSPDR SERIES TRUST	4,475	$204K	0.14%	Timeline
SCHFSCHWAB STRATEGIC TR	4,893	$201K	0.14%	Timeline
ABRARBOR REALTY TRUST INC	11,706	$182K	0.13%	Timeline
FFORD MTR CO	10,606	$112K	0.08%	Timeline
SOFISOFI TECHNOLOGIES INC	10,650	$83.7K	0.06%	Timeline

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001986152-24-000049	base		2024-10-31	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC