0001986152-24-000011.txt : 20240418 0001986152-24-000011.hdr.sgml : 20240418 20240418152021 ACCESSION NUMBER: 0001986152-24-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PANORAMIC INVESTMENT ADVISORS, LLC CENTRAL INDEX KEY: 0001967332 ORGANIZATION NAME: IRS NUMBER: 823115494 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23152 FILM NUMBER: 24854099 BUSINESS ADDRESS: STREET 1: 650 S. CHERRY ST SUITE 840 CITY: DENVER STATE: CO ZIP: 80246 BUSINESS PHONE: 3038080815 MAIL ADDRESS: STREET 1: 650 S. CHERRY ST SUITE 840 CITY: DENVER STATE: CO ZIP: 80246 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001967332 XXXXXXXX 03-31-2024 03-31-2024 PANORAMIC INVESTMENT ADVISORS, LLC
650 S. CHERRY ST SUITE 840 DENVER CO 80246
13F HOLDINGS REPORT 028-23152 000290770 801-112146 N
Lindsay Marie Rider COMPLIANCE DELEGATE 7209844071 Lindsay Marie Rider Thornton CO 04-18-2024 0 113 135677588 false
INFORMATION TABLE 2 informationtable31032024.xml INVESCO EXCH TRADED FD TR IICEF INM COMPSI46138E40446576324709SHSOLE2470900ISHARES TR20 YR TR BD ETF464287432319116333726SHSOLE3063903087ISHARES TRCORE S&P TTL STK4642871506577875705SHSOLE570500ISHARES TRIBONDS DEC 203346436E130157919961978SHSOLE6197800ISHARES TRINTL SEL DIV ETF46428844852421518695SHSOLE1869500ISHARES TRJPMORGAN USD EMG4642882812950143290SHSOLE329000ISHARES TRU.S. MED DVC ETF464288810108111718452SHSOLE1845200J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q332264704345749SHSOLE3769908050SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797780394096787SHSOLE9678700VANGUARD STAR FDSVG TL INTL STK F921909768107044617752SHSOLE1775200WISDOMTREE TRUS QTLY DIV GRT97717X669136734317946SHSOLE1794600SELECT SECTOR SPDR TRENERGY81369Y506177304518780SHSOLE178000980INVESCO QQQ TRUNIT SER 146090E10323839415369SHSOLE49050464ISHARES TRISHS 1-5YR INVS4642886464454068686SHSOLE78270859ISHARES TRCORE S&P500 ETF46428720020534243906SHSOLE35810325SCHWAB STRATEGIC TRUS BRD MKT ETF808524102156212125588SHSOLE251590429SCHWAB STRATEGIC TRUS LCAP VA ETF808524409477536762850SHSOLE6095601894VANGUARD WORLD FDFINANCIALS ETF92204A4053921543830SHSOLE36060224VANGUARD WHITEHALL FDSHIGH DIV YLD921946406262492421695SHSOLE1944002255VANGUARD WORLD FDINF TECH ETF92204A70215118632883SHSOLE2792092WISDOMTREE TRUS TOTAL DIVIDND97717W10973163210345SHSOLE916901177ISHARES TRBLACKROCK ULTRA46434V878235382146555SHSOLE4655500SPDR SER TRPORTFOLIO S&P50078464A85411720005190476SHSOLE19047600FIDELITY WISE ORIGIN BITCOINSHS315948109524791884562SHSOLE8456200ISHARES BITCOIN TRSHS46438F1014921354121605SHSOLE12160500INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3545029227635SHSOLE541102224VANGUARD WORLD FDHEALTH CAR ETF92204A5043790371401SHSOLE11960205AMAZON COM INCCOM0231351069910085494SHSOLE350401990SELECT SECTOR SPDR TRFINANCIAL81369Y6052595136161SHSOLE428101880ISHARES TRMRNING SM CP ETF46428870381646113341SHSOLE1183801503SCHWAB STRATEGIC TRUS LCAP GR ETF808524300328085735385SHSOLE350880297ABBOTT LABSCOM002824100259476722829SHSOLE2282900ALPHABET INCCAP STK CL A02079K305176301311681SHSOLE1043101250ALPHABET INCCAP STK CL C02079K107483593031761SHSOLE309810780ISHARES TRCORE MSCI EAFE46432F842206978427887SHSOLE275210366ISHARES TRCORE S&P MCP ETF464287507100645316570SHSOLE1657000ISHARES TRMSCI USA QLT FCT46432F339415715525295SHSOLE2529500PACER FDS TRPACER US SMALL69374H8573964758065SHSOLE806500VANECK ETF TRUSTMRNGSTR WDE MOAT92189F643476621953017SHSOLE5036102656VANGUARD MALVERN FDSCORE-PLUS BD ETF9220207552234092912SHSOLE291200VANGUARD INDEX FDSGROWTH ETF92290873617632875123SHSOLE5098025ISHARES TRCORE S&P SCP ETF4642878043849663483SHSOLE232101162ISHARES TRMSCI USA MIN VOL46429B6975574796670SHSOLE667000ISHARES TRCORE TOTAL USD46434V6132866246287SHSOLE628700FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1047148818347SHSOLE834700ISHARES INCMSCI EMRG CHN46434G7645257259132SHSOLE813201000ISHARES TRTRS FLT RT BD46434V86082954216365SHSOLE1636500FIDELITY COVINGTON TRUSTMSCI FINLS IDX3160925012527474255SHSOLE39050350J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM46654Q20369427212800SHSOLE980003000META PLATFORMS INCCL A30303M10212043362480SHSOLE17350745PEPSICO INCCOM713448108187591210719SHSOLE1071900TOLL BROTHERS INCCOM8894781032458031900SHSOLE14000500VANGUARD INDEX FDSS&P 500 ETF SHS92290836337604507823SHSOLE7763060WELLTOWER INCCOM95040Q1045442885825SHSOLE582500DOUBLELINE ETF TRUSTOPPORTUNISTIC BD25861R10564461414050SHSOLE885005200VANGUARD WHITEHALL FDSINTL HIGH ETF9219467946226409050SHSOLE530003750GRAYSCALE BITCOIN TR BTCSHS REP COM UT3896371095083928048SHSOLE804800ISHARES TRU.S. TECH ETF4642877212761982045SHSOLE204500SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2097312644950SHSOLE345001500INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3575436783210SHSOLE23100900ZOOM VIDEO COMMUNICATIONS INCL A98980L1012606963988SHSOLE271301275EXXON MOBIL CORPCOM30231G1024182323598SHSOLE359800APPLE INCCOM03783310016714739747SHSOLE789801849ISHARES TRS&P MC 400VL ETF4642877057789406585SHSOLE443502150ISHARES TRSP SMCP600VL ETF4642878795528495380SHSOLE368001700PFIZER INCCOM71708110332918011862SHSOLE869503167VANGUARD BD INDEX FDSINTERMED TERM9219378193355304450SHSOLE35000950SCHWAB STRATEGIC TRUS MID-CAP ETF808524508144082717694SHSOLE1769400SCHWAB STRATEGIC TRUS SML CAP ETF808524607125942625577SHSOLE2557700BERKSHIRE HATHAWAY INC DELCL B NEW08467070218132824312SHSOLE37320580MICROSOFT CORPCOM59491810414682313490SHSOLE29520538SCHWAB CHARLES CORPCOM80851310598331813593SHSOLE991803675COMCAST CORP NEWCL A20030N1012771376393SHSOLE639300EATON CORP PLCSHSG29183103292043934SHSOLE93400FORD MTR CO DELCOM34537086014067510593SHSOLE103930200MERCK & CO INCCOM58933Y1055338704046SHSOLE37360310NVIDIA CORPORATIONCOM67066G104468044518SHSOLE51008TESLA INCCOM88160R1016581583744SHSOLE241901325BARINGS BDC INCCOM06759L10324684126542SHSOLE2654200FS KKR CAP CORPCOM30263520642543322309SHSOLE2230900SCHWAB STRATEGIC TRUS TIPS ETF80852487069554513335SHSOLE1333500NORTHERN LTS FD TR IIIHCM DEFND 10066538R748150159427351SHSOLE2735100NORTHERN LTS FD TR IIIHCM DEFEN 50066538R730142603030640SHSOLE3064000BLACKROCK ETF TRUST IIFLEXIBLE INCOME0925286032150864100SHSOLE285001250VANECK ETF TRUSTFALLEN ANGEL HG92189F43732876411329SHSOLE832903000VANGUARD WORLD FDENERGY ETF92204A3063735882837SHSOLE283700VANGUARD WORLD FDCONSUM STP ETF92204A2073731521828SHSOLE1811017AIM ETF PRODUCTS TRUSTUS LRGCP B10 JUN00888H74532945611250SHSOLE107500500FIDELITY COVINGTON TRUSTMSCI HLTH CARE I3160926002748123939SHSOLE37600179MICROSTRATEGY INCCL A NEW594972408211365124SHSOLE12400SCHWAB STRATEGIC TRUS LRG CAP ETF8085242012076433346SHSOLE334600LOCKHEED MARTIN CORPCOM539830109267009587SHSOLE58700VANGUARD INDEX FDSMCAP VL IDXVIP9229085122073431330SHSOLE133000VANGUARD INDEX FDSREAL ESTATE ETF9229085532668773086SHSOLE190001186REALTY INCOME CORPCOM7561091043538526541SHSOLE58000740FS CREDIT OPPORTUNITIES CORPCOMMON STOCK30290Y10125724943381SHSOLE4338100ISHARES GOLD TRISHARES NEW4642852042653356316SHSOLE631600SPDR GOLD TRGOLD SHS78463V1072627041277SHSOLE127700ISHARES TRMSCI USA ESG SLC4642888023264182990SHSOLE299000AIM ETF PRODUCTS TRUSTUS LRGCP B10 JAN00888H70338503911675SHSOLE260009075AIM ETF PRODUCTS TRUSTUS LRGCP B10 OCT00888H60449369413750SHSOLE1075003000AIM ETF PRODUCTS TRUSTUS LRGCP B20 OCT00888H5052539497500SHSOLE500002500SOFI TECHNOLOGIES INCCOM83406F10216790023000SHSOLE12500010500FIRST TR EXCHANGE-TRADED FDRISNG DIVD ACHIV33738R50695298016966SHSOLE1696600ISHARES TRISHS 5-10YR INVT4642886383148036101SHSOLE508301018ARBOR REALTY TRUST INCCOM03892310817431713156SHSOLE1315600DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V7082264627088SHSOLE708800CELLDEX THERAPEUTICS INC NEWCOM NEW15117B2022728056500SHSOLE650000VANGUARD WORLD FDMEGA CAP INDEX9219108732616181400SHSOLE140000SPDR S&P 500 ETF TRTR UNIT78462F103211843405SHSOLE40500MIDCAP FINANCIAL INVSTMNT COCOM 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