PANORAMIC INVESTMENT ADVISORS, LLC Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$162.9M

Holdings

121

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (121 positions)

#	Stock	Shares	Value	% Portfolio
1	SPYMSPDR SERIES TRUST	318,691	$23.2M	14.22%
2	SCHVSCHWAB STRATEGIC TR	205,930	$5.7M	3.50%
3	VPLSVANGUARD MALVERN FDS	72,716	$5.7M	3.47%
4	SCHGSCHWAB STRATEGIC TR	160,181	$4.7M	2.87%
5	QUALISHARES TR	25,554	$4.7M	2.87%
6	VUGVANGUARD INDEX FDS	9,530	$4.2M	2.57%
7	GOOGALPHABET INC	22,942	$4.1M	2.50%
8	ICSHISHARES TR	79,084	$4.0M	2.46%
9	FBTCFIDELITY WISE ORIGIN BITCOIN	39,569	$3.7M	2.28%
10	SCHDSCHWAB STRATEGIC TR	134,299	$3.6M	2.19%
11	IBITISHARES BITCOIN TRUST ETF	52,873	$3.2M	1.99%
12	MOATVANECK ETF TRUST	33,650	$3.2M	1.94%
13	NDQINVESCO QQQ TR	5,523	$3.0M	1.87%
14	VYMVANGUARD WHITEHALL FDS	22,448	$3.0M	1.84%
15	BRK/BBERKSHIRE HATHAWAY INC DEL	6,120	$3.0M	1.83%
16	JEPIJ P MORGAN EXCHANGE TRADED F	50,494	$2.9M	1.76%
17	DFLVDIMENSIONAL ETF TRUST	88,653	$2.8M	1.69%
18	VOOVANGUARD INDEX FDS	4,753	$2.7M	1.66%
19	IVVISHARES TR	4,334	$2.7M	1.65%
20	IYWISHARES TR	15,404	$2.7M	1.64%
21	AQLTISHARES TR	31,287	$2.6M	1.60%
22	SCHBSCHWAB STRATEGIC TR	87,307	$2.1M	1.28%
23	AAPLAPPLE INC	10,140	$2.1M	1.28%
24	TLTISHARES TR	22,915	$2.0M	1.24%
25	VGTVANGUARD WORLD FD	3,033	$2.0M	1.24%
26	NVDANVIDIA CORPORATION	12,642	$2.0M	1.23%
27	GOOGLALPHABET INC	10,903	$1.9M	1.18%
28	METAMETA PLATFORMS INC	2,593	$1.9M	1.18%
29	MAXJISHARES TR	68,250	$1.9M	1.15%
30	XLESELECT SECTOR SPDR TR	22,057	$1.9M	1.15%
31	MSFTMICROSOFT CORP	3,616	$1.8M	1.10%
32	SCHMSCHWAB STRATEGIC TR	64,026	$1.8M	1.10%
33	DGRWWISDOMTREE TR	21,117	$1.8M	1.09%
34	SCHASCHWAB STRATEGIC TR	65,833	$1.7M	1.02%
35	QQHNORTHERN LTS FD TR III	24,527	$1.7M	1.02%
36	ABTABBOTT LABS	12,107	$1.6M	1.01%
37	AMZNAMAZON COM INC	6,874	$1.5M	0.93%
38	LGHNORTHERN LTS FD TR III	27,379	$1.5M	0.92%
39	IDV*ISHARES TR	33,580	$1.2M	0.71%
40	SCHWSCHWAB CHARLES CORP	12,533	$1.1M	0.70%
41	VXUSVANGUARD STAR FDS	15,669	$1.1M	0.66%
42	PCEFINVESCO EXCH TRADED FD TR II	51,203	$1.0M	0.61%
43	PEPPEPSICO INC	7,186	$949K	0.58%
44	DTDWISDOMTREE TR	11,572	$920K	0.57%
45	RDVYFIRST TR EXCHANGE TRADED FD	14,566	$914K	0.56%
46	EVSMMORGAN STANLEY ETF TRUST	17,417	$871K	0.53%
47	GSEWGOLDMAN SACHS ETF TR	10,285	$839K	0.51%
48	ISCVISHARES TR	13,380	$821K	0.50%
49	JEPQJ P MORGAN EXCHANGE TRADED F	13,580	$739K	0.45%
50	VYMIVANGUARD WHITEHALL FDS	8,850	$709K	0.44%
51	RSPINVESCO EXCHANGE TRADED FD T	3,748	$681K	0.42%
52	MFICMIDCAP FINANCIAL INVSTMNT CO	53,630	$677K	0.42%
53	WELLWELLTOWER INC	4,252	$654K	0.40%
54	GQ9SPDR GOLD TR	2,030	$619K	0.38%
55	ITOTISHARES TR	4,528	$611K	0.38%
56	FTCSFIRST TR EXCHANGE-TRADED FD	6,720	$611K	0.38%
57	XLFSELECT SECTOR SPDR TR	11,399	$597K	0.37%
58	EMXCISHARES INC	9,184	$580K	0.36%
59	SPLVINVESCO EXCH TRADED FD TR II	7,818	$569K	0.35%
60	DBNDDOUBLELINE ETF TRUST	12,175	$563K	0.35%
61	COSTCOSTCO WHSL CORP NEW	550	$544K	0.33%
62	OCTTAIM ETF PRODUCTS TRUST	13,250	$532K	0.33%
63	AVGOBROADCOM INC	1,847	$509K	0.31%
64	XOMEXXON MOBIL CORP	4,711	$508K	0.31%
65	CRWDCROWDSTRIKE HLDGS INC	968	$493K	0.30%
66	VFHVANGUARD WORLD FD	3,813	$485K	0.30%
67	IJHISHARES TR	7,787	$483K	0.30%
68	VDCVANGUARD WORLD FD	2,119	$464K	0.28%
69	JANTAIM ETF PRODUCTS TRUST	12,125	$458K	0.28%
70	MIGAMICROSTRATEGY INC	1,130	$457K	0.28%
71	BINCBLACKROCK ETF TRUST II	8,550	$452K	0.28%
72	IHIISHARES TR	7,114	$446K	0.27%
73	IAU*ISHARES GOLD TR	6,830	$426K	0.26%
74	VTVVANGUARD INDEX FDS	2,262	$400K	0.25%
75	SILASILA REALTY TRUST INC	16,099	$381K	0.23%
76	JUNTAIM ETF PRODUCTS TRUST	11,050	$376K	0.23%
77	ETNEATON CORP PLC	1,029	$367K	0.23%
78	JPMJPMORGAN CHASE & CO.	1,242	$360K	0.22%
79	IJJISHARES TR	2,900	$358K	0.22%
80	IGSBISHARES TR	6,748	$356K	0.22%
81	AHRAMERICAN HEALTHCARE REIT INC	9,690	$356K	0.22%
82	TSLATESLA INC	1,089	$346K	0.21%
83	GBTCGRAYSCALE BITCOIN TRUST ETF	4,027	$342K	0.21%
84	VDEVANGUARD WORLD FD	2,853	$340K	0.21%
85	SCHXSCHWAB STRATEGIC TR	13,819	$338K	0.21%
86	DYHTARGET CORP	3,392	$335K	0.21%
87	OREALTY INCOME CORP	5,634	$325K	0.20%
88	FSKFS KKR CAP CORP	15,634	$324K	0.20%
89	BIVVANGUARD BD INDEX FDS	4,100	$317K	0.19%
90	VHTVANGUARD WORLD FD	1,250	$311K	0.19%
91	APRTAIM ETF PRODUCTS TRUST	7,525	$295K	0.18%
92	VPUVANGUARD WORLD FD	1,637	$289K	0.18%
93	FNCLFIDELITY COVINGTON TRUST	3,900	$289K	0.18%
94	OCTWAIM ETF PRODUCTS TRUST	7,500	$278K	0.17%
95	EVLNMORGAN STANLEY ETF TRUST	5,529	$276K	0.17%
96	HIGHSIMPLIFY EXCHANGE TRADED FUN	11,300	$274K	0.17%
97	XLVSELECT SECTOR SPDR TR	2,025	$273K	0.17%
98	MGCVANGUARD WORLD FD	1,200	$270K	0.17%
99	PLTRPALANTIR TECHNOLOGIES INC	1,937	$264K	0.16%
100	SUSAISHARES TR	2,077	$263K	0.16%

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