13F Filings History of PANORAMIC INVESTMENT ADVISORS, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$184,024,938
Signature - Title
Lindsay Marie Rider - CCO
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by PANORAMIC INVESTMENT ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PANORAMIC INVESTMENT ADVISORS, LLC reported 126 stock holdings with total value $184,024,938 as of Q4 2025. Top holdings included SPYM, VUG, VPLS, SCHV, and SCHG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 126 $184,024,938 +$11,219,100 -$6,636,529 +$4,582,571 SPYM, VUG, VPLS, SCHV, SCHG 13F-HR 05 Feb 2026, 11:29
Q3 2025 125 $177,830,929 +$10,428,597 -$7,383,775 +$3,044,822 SPLG, SCHV, VPLS, VUG, SCHG 13F-HR 24 Oct 2025, 15:40
Q2 2025 121 $162,860,092 +$11,403,551 -$8,610,296 +$2,793,255 SPLG, SCHV, VPLS, SCHG, QUAL 13F-HR 07 Aug 2025, 11:39
Q1 2025 115 $148,106,445 +$3,524,583 -$3,687,924 -$163,341 SPLG, VPLS, SCHV, QUAL, SCHD 13F-HR 06 May 2025, 17:38
Q4 2024 118 $153,523,223 +$23,803,486 -$4,794,477 +$19,009,009 SPLG, VPLS, SCHV, QUAL, GOOG 13F-HR 24 Jan 2025, 15:32
Q3 2024 118 $144,739,899 +$23,122,597 -$21,168,010 +$1,954,587 SPLG, VPLS, SCHV, SCHD, QUAL 13F-HR 31 Oct 2024, 11:32
Q1 2024 113 $135,677,588 +$19,984,317 -$7,375,517 +$12,608,800 SPLG, SCHD, FBTC, IBIT, GOOG 13F-HR 18 Apr 2024, 15:20
Q4 2023 103 $115,669,103 +$5,901,932 -$8,678,424 -$2,776,492 SPLG, SCHD, GOOG, MOAT, SCHV 13F-HR 23 Jan 2024, 13:14
Q3 2023 99 $108,788,650 $0 $0 $0 SPLG, SCHD, GOOG, AGG, SCHV 13F-HR 15 Nov 2023, 18:32
Q4 2022 94 $97,530,143 $0 $0 $0 SCHD, SPLG, GOOG, SCHV, ABT 13F-HR 01 Mar 2023, 12:00