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Continuum Advisory

Latest statistics and disclosures from Continuum Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, CGDV, WMT, MU, JCPB, and represent 16.47% of Continuum Advisory's stock portfolio.
Added to shares of these 10 stocks: MCK (+$7.9M), EXE (+$6.3M), INTU (+$5.7M), VO (+$5.6M), CGNG, ADBE, ZM, PTC, VUG, VOOG.
Started 1540 new stock positions in RYAAY, EMQQ, ARCC, COGT, HMC, EELV, FJUL, AIFF, RIVN, CHCO.
Reduced shares in these 10 stocks: CVS (-$8.2M), NEM (-$7.6M), NBIX (-$7.4M), EG (-$6.2M), , , MDT, BAH, IBN, URI.
Sold out of its positions in APAM, CECO, XOM, Honeywell International, PKE, TFX, ULTA.
Continuum Advisory was a net buyer of stock by $100M.
Continuum Advisory has $1.2B in assets under management (AUM), dropping by 18.63%.
Central Index Key (CIK): 0001846532

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Positions held by Continuum Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Continuum Advisory

Continuum Advisory holds 1986 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Continuum Advisory has 1986 total positions. Only the first 250 positions are shown.

Sign up to view all of the Continuum Advisory June 30, 2026 positions
Download the Continuum Advisory June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.8	$47M		164k	289.36	View chart
Capital Group Dividend Value Etf Etf (CGDV)	3.7	$46M	-2%	933k	49.28	View chart
Walmart Stock (WMT)	3.3	$41M	+3%	358k	113.26	View chart
Micron Technology Stock (MU)	2.8	$35M	-4%	31k	1154.29	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	2.8	$35M	+3%	736k	46.94	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	2.6	$33M	+4%	1.2M	26.52	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	2.6	$32M	+3%	87k	370.04	View chart
Capital Group Core Bond Etf Etf (CGCB)	2.4	$30M		1.1M	26.18	View chart
Vanguard Extended Market Etf Etf (VXF)	2.2	$27M		110k	246.21	View chart
Nvidia Corporation Stock (NVDA)	1.9	$23M	+4%	116k	200.09	View chart
Microsoft Corp Stock (MSFT)	1.6	$20M		54k	373.02	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$18M	-4%	24k	736.39	View chart
Amazon Stock (AMZN)	1.4	$18M	+2%	74k	238.34	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.4	$18M	+14%	26k	686.80	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.4	$17M	+13%	233k	73.41	View chart
State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS)	1.1	$14M	+2%	75k	186.86	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$13M	+5%	38k	357.37	View chart
Ishares S&p 100 Etf Etf (OEF)	1.1	$13M	-2%	37k	365.87	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	1.0	$13M	+10%	238k	53.40	View chart
Vanguard Morningstar Large-cap Et Etf (VV)	1.0	$12M	-7%	34k	343.91	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.9	$11M	+4%	114k	96.58	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.9	$11M	+4%	14k	748.91	View chart
Simplify Opportunistic Income Etf Etf (CRDT)	0.8	$11M	+3%	446k	23.53	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.7	$8.3M	+9%	108k	76.70	View chart
Mckesson Corp Stock (MCK)	0.7	$8.2M	+2101%	11k	755.60	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.7	$8.2M	+14%	260k	31.71	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.6	$7.9M		26k	303.12	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$7.8M	+5%	11k	746.77	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.6	$7.5M	+3%	81k	91.64	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.6	$7.4M	+306%	92k	80.57	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.6	$7.4M	+15%	62k	118.99	View chart
Capital Group Growth Etf Etf (CGGR)	0.6	$7.3M	+2%	155k	47.20	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.6	$6.9M		137k	50.39	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.5	$6.7M		77k	87.88	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.5	$6.3M	+5%	29k	217.93	View chart
Expand Energy Corporation Stock (EXE)	0.5	$6.3M	NEW	69k	91.19	View chart
Costco Wholesale Corporation Stock (COST)	0.5	$6.1M	-9%	6.5k	935.53	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$6.0M	-5%	18k	327.33	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.5	$6.0M	+11%	173k	34.62	View chart
Biomarin Pharmaceutical Stock (BMRN)	0.5	$6.0M		105k	57.22	View chart
State Street Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.5	$6.0M	+2%	315k	18.93	View chart
Broadcom Stock (AVGO)	0.5	$6.0M	+5%	16k	377.76	View chart
First Solar Stock (FSLR)	0.5	$5.9M	+66%	25k	235.96	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.5	$5.8M	+5%	115k	50.60	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.5	$5.7M		45k	127.81	View chart
Intuit Stock (INTU)	0.5	$5.7M	NEW	22k	261.00	View chart
Eli Lilly & Co Stock (LLY)	0.5	$5.7M	+93%	4.7k	1199.44	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.5	$5.7M	+19%	123k	46.15	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$5.5M	+3%	11k	500.39	View chart
The Cigna Group Stock (CI)	0.4	$5.4M		20k	275.67	View chart
Jpmorgan Income Etf Etf (JPIE)	0.4	$5.3M		115k	46.05	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$5.2M	+7%	15k	353.33	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.4	$5.1M	-15%	91k	56.48	View chart
Alerian Mlp Etf Etf (AMLP)	0.4	$5.0M		96k	51.85	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$4.8M	-3%	16k	300.45	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.4	$4.7M	-3%	105k	44.48	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.4	$4.5M	+3%	105k	43.14	View chart
Advanced Micro Devices Stock (AMD)	0.4	$4.4M	+6%	7.6k	580.91	View chart
Adobe Stock (ADBE)	0.4	$4.4M	+1084%	21k	205.02	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.3	$4.2M	+111%	70k	59.73	View chart
Williams Cos Stock (WMB)	0.3	$4.2M		57k	74.34	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.3	$4.2M		81k	51.78	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.3	$4.2M	+16%	110k	37.96	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.3	$4.1M	NEW	109k	37.46	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.3	$4.1M	+493%	47k	86.14	View chart
Caterpillar Stock (CAT)	0.3	$4.1M		3.8k	1064.90	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$4.0M	+8%	7.2k	563.27	View chart
Tesla Stock (TSLA)	0.3	$4.0M		9.6k	420.61	View chart
Entergy Corp Stock (ETR)	0.3	$4.0M	+2%	35k	114.86	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.3	$4.0M	+500%	48k	82.62	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.3	$3.9M	+8%	46k	85.49	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.3	$3.9M	NEW	45k	86.31	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.3	$3.9M	+3%	81k	48.18	View chart
PTC Stock (PTC)	0.3	$3.9M	+1127%	34k	113.61	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$3.8M	-4%	75k	50.57	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.3	$3.6M	+89%	44k	81.06	View chart
Chevron Corporation Stock (CVX)	0.3	$3.6M	-6%	22k	165.76	View chart
Cheniere Energy Stock (LNG)	0.3	$3.6M		15k	239.01	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.3	$3.5M	+14%	84k	42.41	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.3	$3.5M	-3%	71k	49.78	View chart
Abbvie Stock (ABBV)	0.3	$3.4M		14k	251.65	View chart
Putnam Focused Large Cap Value Etf Etf (PVAL)	0.3	$3.4M	+64%	67k	50.95	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$3.4M	+37%	25k	137.53	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.3	$3.4M	+5%	77k	43.50	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.3	$3.4M	+3%	30k	110.32	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$3.3M	-6%	39k	82.84	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.3	$3.2M	-12%	32k	103.05	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.3	$3.2M	-3%	5.0k	640.76	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.3	$3.2M	+5%	58k	54.63	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.3	$3.1M		141k	22.29	View chart
Spdr Gold Shares Etf (GLD)	0.2	$3.0M	-21%	8.2k	368.38	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$3.0M	+5%	38k	79.03	View chart
Landstar Sys Stock (LSTR)	0.2	$3.0M		14k	206.81	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.2	$3.0M	+46%	37k	79.97	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.2	$2.9M	+44%	24k	124.76	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.2	$2.9M	+35%	9.5k	302.97	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.2	$2.9M	+389%	18k	158.25	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.2	$2.7M	+5%	28k	96.43	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.6M	+113%	11k	236.61	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.2	$2.6M	+10%	117k	22.20	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$2.6M	+91%	46k	56.16	View chart
Nvent Elec Stock (NVT)	0.2	$2.5M	+2%	15k	169.61	View chart
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)	0.2	$2.5M	+419%	29k	87.91	View chart
Global X Copper Miners Etf Etf (COPX)	0.2	$2.5M		33k	76.97	View chart
Cisco Sys Stock (CSCO)	0.2	$2.5M	+4%	21k	117.46	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.2	$2.5M	+4%	26k	94.69	View chart
Kla Corp Stock (KLAC)	0.2	$2.4M	+1015%	8.1k	301.71	View chart
Cameco Corp Stock (CCJ)	0.2	$2.4M	+4%	23k	101.86	View chart
Invesco S&p International Developed Momentum Etf Etf (IDMO)	0.2	$2.3M	+70%	38k	60.29	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$2.3M	-7%	30k	77.11	View chart
Qualcomm Stock (QCOM)	0.2	$2.3M	-2%	13k	184.79	View chart
Visa Inc Com Cl A Stock (V)	0.2	$2.2M	+4%	6.5k	343.09	View chart
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)	0.2	$2.2M	+11%	173k	12.77	View chart
Home Depot Stock (HD)	0.2	$2.2M	-3%	6.3k	352.66	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$2.1M	+12%	26k	82.11	View chart
State Street Spdr Portfolio Tips Etf Etf (SPIP)	0.2	$2.1M	+8%	80k	25.68	View chart
Caci Intl Inc Cl A Stock (CACI)	0.2	$2.0M	-2%	4.4k	463.26	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.2	$2.0M		85k	23.44	View chart
Linde Stock (LIN)	0.2	$2.0M	-2%	3.8k	518.94	View chart
Intel Corp Stock (INTC)	0.2	$2.0M	+3%	14k	139.63	View chart
Agnc Invt Corp Reit (AGNC)	0.2	$2.0M	+6%	179k	10.90	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$2.0M	-4%	27k	71.25	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$1.9M	-17%	13k	148.31	View chart
Philip Morris Intl Stock (PM)	0.2	$1.9M	+14%	11k	180.91	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.2	$1.9M	-21%	25k	75.45	View chart
Entegris Stock (ENTG)	0.2	$1.9M	NEW	10k	179.86	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.1	$1.8M		13k	142.39	View chart
Bondbloxx Bloomberg Seven Year Target Duration Us Treasury Etf Etf (XSVN)	0.1	$1.8M	+15%	39k	47.27	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.1	$1.8M	-21%	24k	76.16	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$1.8M	+18%	36k	50.49	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$1.8M	+2543%	66k	27.41	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$1.8M		51k	34.81	View chart
Ishares High Yield Systematic Bond Etf Etf (HYDB)	0.1	$1.7M	-11%	37k	46.77	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.7M	+5%	63k	27.70	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.7M	+3%	34k	50.58	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.7M	-17%	3.4k	513.60	View chart
International Business Machs Stock (IBM)	0.1	$1.7M	+12%	6.1k	281.21	View chart
Viasat Stock (VSAT)	0.1	$1.7M		19k	89.81	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.1	$1.7M	-33%	35k	49.03	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.7M		27k	61.46	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.1	$1.7M	+57%	43k	38.59	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$1.6M	+269%	26k	62.20	View chart
Procter & Gamble Stock (PG)	0.1	$1.6M	-27%	11k	146.64	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$1.6M	+545%	11k	146.11	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.1	$1.6M	+8%	56k	29.01	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$1.6M	+28%	3.3k	477.57	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$1.6M	+389%	31k	50.84	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.1	$1.6M		31k	49.49	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$1.5M	-7%	26k	59.69	View chart
Wells Fargo & Co Stock (WFC)	0.1	$1.5M	+24%	18k	82.64	View chart
Quanta Svcs Stock (PWR)	0.1	$1.5M		2.1k	720.04	View chart
Citigroup Stock (C)	0.1	$1.5M	+19%	11k	139.96	View chart
Diamondback Energy Stock (FANG)	0.1	$1.5M	+708%	8.3k	175.78	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$1.5M	+2%	29k	50.23	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$1.5M	+2%	18k	82.27	View chart
Capital Group Conservative Equity Etf Etf (CGCV)	0.1	$1.5M	+10%	44k	32.82	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.1	$1.5M	+15%	11k	133.25	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$1.5M	+8%	16k	92.21	View chart
Oracle Corp Stock (ORCL)	0.1	$1.4M	+5%	9.7k	146.55	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.4M	+6%	4.2k	341.02	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.4M	+107%	26k	53.47	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.1	$1.4M		31k	45.64	View chart
Iren Limited Ordinary Shares Stock (IREN)	0.1	$1.4M		30k	45.73	View chart
Ishares Msci South Korea Etf Etf (EWY)	0.1	$1.4M	-32%	6.8k	201.90	View chart
Coca Cola Stock (KO)	0.1	$1.4M		17k	81.27	View chart
Ge Vernova Stock (GEV)	0.1	$1.4M	+55%	1.2k	1174.86	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.1	$1.3M	-10%	84k	15.88	View chart
Simplify Mbs Etf Etf (MTBA)	0.1	$1.3M		27k	49.07	View chart
T. Rowe Price Value Etf Etf (TVAL)	0.1	$1.3M	NEW	32k	41.68	View chart
Verizon Communications Stock (VZ)	0.1	$1.3M		31k	42.34	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.3M	+22%	11k	116.67	View chart
Hewlett Packard Enterprise Stock (HPE)	0.1	$1.3M	NEW	29k	45.11	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$1.3M		3.8k	338.72	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.3M	+2%	12k	106.47	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.3M	+4%	2.6k	501.36	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.3M	-8%	8.2k	156.29	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.1	$1.3M		28k	46.05	View chart
Merck & Co Stock (MRK)	0.1	$1.3M		9.9k	128.50	View chart
Amgen Stock (AMGN)	0.1	$1.3M	+6%	3.5k	362.08	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$1.2M	+9%	37k	33.84	View chart
Nextera Energy Stock (NEE)	0.1	$1.2M	-6%	14k	87.77	View chart
Eog Res Stock (EOG)	0.1	$1.2M		9.4k	129.73	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$1.2M	+14%	12k	96.44	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$1.2M	-17%	24k	48.66	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.2M	-2%	5.2k	227.06	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$1.2M	+200%	8.8k	132.24	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$1.2M		38k	31.10	View chart
Capital One Finl Corp Stock (COF)	0.1	$1.2M	+2%	5.8k	200.62	View chart
Abbott Laboratories Stock (ABT)	0.1	$1.1M	+3%	13k	90.74	View chart
Tjx Cos Stock (TJX)	0.1	$1.1M	+7%	7.6k	151.50	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.1M	-47%	4.5k	253.98	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$1.1M		13k	90.79	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.1M	+2%	4.2k	270.31	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.1M		7.1k	158.04	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.1	$1.1M	-8%	26k	43.06	View chart
Disney Walt Stock (DIS)	0.1	$1.1M	+14%	11k	96.25	View chart
Csx Corp Stock (CSX)	0.1	$1.1M		23k	47.53	View chart
First Trust Limited Duration Investment Grade Corporate Etf Etf (FSIG)	0.1	$1.1M		57k	18.86	View chart
Ishares Core Dividend Etf Etf (DIVB)	0.1	$1.1M		17k	61.60	View chart
Idacorp Stock (IDA)	0.1	$1.1M		7.0k	151.29	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.1	$1.0M		25k	42.20	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.0M	-24%	2.5k	415.63	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$1.0M	-2%	35k	29.24	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.1	$1.0M	-19%	13k	79.42	View chart
T-mobile Us Stock (TMUS)	0.1	$1.0M	+2%	6.0k	167.73	View chart
Morgan Stanley Stock (MS)	0.1	$999k	+6%	4.8k	209.04	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$997k	+85%	11k	89.85	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$995k	+11%	1.0k	965.00	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.1	$993k		20k	48.81	View chart
American Express Stock (AXP)	0.1	$993k	-7%	2.9k	338.28	View chart
Vanguard Morningstar Mega Cap Value Etf Etf (MGV)	0.1	$980k	+10%	6.0k	163.45	View chart
Applied Matls Stock (AMAT)	0.1	$962k	+26%	1.3k	723.00	View chart
Cadence Design System Stock (CDNS)	0.1	$956k	NEW	2.5k	375.32	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$953k	+6%	14k	67.24	View chart
Trane Technologies Stock (TT)	0.1	$949k		1.9k	491.16	View chart
State Street Blackstone Senior Loan Etf Etf (SRLN)	0.1	$946k	+57%	24k	40.29	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$934k		3.9k	242.43	View chart
Ishares Gold Trust Etf (IAU)	0.1	$928k	-2%	12k	75.51	View chart
Netflix Stock (NFLX)	0.1	$924k	+31%	13k	71.40	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.1	$918k	+76%	7.9k	115.98	View chart
At&t Stock (T)	0.1	$900k	+7%	44k	20.70	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.1	$897k		22k	40.23	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$885k	+2%	8.5k	103.88	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$881k	+6%	17k	53.11	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.1	$867k		19k	46.41	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$864k	+14%	8.0k	107.50	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$862k	-26%	15k	56.98	View chart
Cintas Corp Stock (CTAS)	0.1	$859k	-26%	5.1k	170.08	View chart
Altria Group Stock (MO)	0.1	$857k	+14%	12k	71.95	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$836k	+5%	4.4k	190.53	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$825k	-3%	28k	29.43	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$820k		18k	45.34	View chart
Arista Networks Stock (ANET)	0.1	$819k	+6%	4.8k	169.88	View chart
Duke Energy Corp Stock (DUK)	0.1	$816k	-43%	6.4k	126.58	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$809k	+662%	6.8k	119.52	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.1	$792k		17k	45.89	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.1	$790k	NEW	8.2k	96.38	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$778k	+5%	16k	48.43	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$770k	-24%	1.0k	763.14	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$767k	+56%	9.8k	77.91	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$765k	+21%	34k	22.78	View chart
Allstate Corp Stock (ALL)	0.1	$762k		3.2k	237.94	View chart
Blackstone Stock (BX)	0.1	$757k		6.4k	117.67	View chart
Gilead Sciences Stock (GILD)	0.1	$754k		6.0k	126.34	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.1	$752k	+2%	3.8k	197.58	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Union Pac Corp Stock (UNP)	0.1	$737k	+5%	2.7k	272.00	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$732k	+73%	3.8k	191.75	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$724k	+18%	7.7k	94.52	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.1	$723k	-5%	31k	23.15	View chart

Past Filings by Continuum Advisory

SEC 13F filings are viewable for Continuum Advisory going back to 2021

Continuum Advisory 2026 Q2 filed Aug. 6, 2026
Continuum Advisory 2026 Q1 filed April 22, 2026
Continuum Advisory 2025 Q4 filed Feb. 11, 2026
Continuum Advisory 2025 Q3 filed Oct. 20, 2025
Continuum Advisory 2025 Q2 filed Aug. 13, 2025
Continuum Advisory 2025 Q1 filed April 23, 2025
Continuum Advisory 2024 Q4 filed Feb. 18, 2025
Continuum Advisory 2024 Q3 filed Nov. 15, 2024
Continuum Advisory 2024 Q2 filed July 19, 2024
Continuum Advisory 2024 Q1 filed May 13, 2024
Continuum Advisory 2023 Q4 filed Feb. 14, 2024
Continuum Advisory 2021 Q2 restated filed Dec. 13, 2023
Continuum Advisory 2021 Q3 restated filed Dec. 13, 2023
Continuum Advisory 2021 Q4 restated filed Dec. 13, 2023
Continuum Advisory 2022 Q1 restated filed Dec. 13, 2023
Continuum Advisory 2022 Q2 restated filed Dec. 13, 2023

View all past filings

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