Continuum Wealth Advisors

Continuum Wealth Advisors as of March 31, 2025

Portfolio Holdings for Continuum Wealth Advisors

Continuum Wealth Advisors holds 56 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 15.2 $30M 322k 92.38
Ishares Tr Core S&p500 Etf (IVV) 15.1 $30M 53k 561.90
Ea Series Trust Alpha Architect (CAOS) 14.0 $27M 310k 87.95
Dimensional Etf Trust Core Fixed Incom (DFCF) 7.4 $15M 344k 42.06
Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.0 $14M 170k 79.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.5 $11M 211k 50.83
Tidal Tr Ii Return Stckd Us (RSST) 5.2 $10M 456k 22.09
World Gold Tr Spdr Gld Minis (GLDM) 4.7 $9.2M 148k 61.89
Select Sector Spdr Tr Communication (XLC) 3.6 $7.0M 73k 96.45
Vanguard Index Fds Growth Etf (VUG) 3.1 $6.1M 17k 370.82
Select Sector Spdr Tr Financial (XLF) 2.5 $4.8M 97k 49.81
Ishares Tr Faln Angls Usd (FALN) 2.4 $4.6M 173k 26.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $3.6M 7.1k 513.91
Microsoft Corporation (MSFT) 0.8 $1.6M 4.4k 375.39
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.8 $1.6M 76k 20.68
Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $1.5M 29k 50.33
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.3M 13k 104.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.2M 20k 58.35
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $1.0M 20k 50.63
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $980k 13k 74.72
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $972k 20k 49.62
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.5 $961k 8.6k 111.49
Vanguard Index Fds Value Etf (VTV) 0.5 $902k 5.2k 172.74
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.5 $885k 28k 31.42
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $842k 8.1k 103.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $718k 33k 21.53
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.3 $651k 14k 46.11
Ge Aerospace Com New (GE) 0.3 $569k 2.8k 200.15
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $561k 21k 26.20
Ishares Tr Global Tech Etf (IXN) 0.2 $436k 5.8k 75.74
International Business Machines (IBM) 0.2 $430k 1.7k 248.72
Apple (AAPL) 0.2 $419k 1.9k 222.13
Ishares Tr Select Divid Etf (DVY) 0.2 $411k 3.1k 134.31
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $406k 6.7k 60.89
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $384k 2.0k 193.99
UnitedHealth (UNH) 0.2 $383k 731.00 523.75
Ishares Tr Core Div Grwth (DGRO) 0.2 $365k 5.9k 61.78
Amazon (AMZN) 0.2 $343k 1.8k 190.26
Ishares Gold Tr Ishares New (IAU) 0.2 $343k 5.8k 58.96
NVIDIA Corporation (NVDA) 0.2 $343k 3.2k 108.38
Lam Research Corp Com New (LRCX) 0.2 $342k 4.7k 72.70
JPMorgan Chase & Co. (JPM) 0.2 $315k 1.3k 245.30
Ishares Tr Glob Hlthcre Etf (IXJ) 0.2 $298k 3.3k 91.20
Select Sector Spdr Tr Technology (XLK) 0.1 $274k 1.3k 206.48
Exxon Mobil Corporation (XOM) 0.1 $267k 2.2k 118.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $262k 469.00 559.39
Ishares Tr Glb Cns Disc Etf (RXI) 0.1 $261k 1.5k 177.66
McDonald's Corporation (MCD) 0.1 $254k 814.00 312.37
Netflix (NFLX) 0.1 $219k 235.00 932.53
Ishares Tr Russell 2000 Etf (IWM) 0.1 $215k 1.1k 199.49
Spdr Ser Tr Bloomberg Enhncd (CERY) 0.1 $210k 7.6k 27.71
Select Sector Spdr Tr Energy (XLE) 0.1 $207k 2.2k 93.45
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $206k 5.2k 39.36
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $204k 6.5k 31.38
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $204k 8.7k 23.43
Plug Power Com New (PLUG) 0.0 $20k 15k 1.35