Continuum Wealth Advisors

Continuum Wealth Advisors as of June 30, 2025

Portfolio Holdings for Continuum Wealth Advisors

Continuum Wealth Advisors holds 62 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Alpha Architect (CAOS) 13.2 $28M 310k 88.84
American Centy Etf Tr Us Eqt Etf (AVUS) 12.6 $26M 261k 100.82
Ishares Tr Core S&p500 Etf (IVV) 12.0 $25M 40k 620.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.6 $16M 277k 57.01
Dimensional Etf Trust Core Fixed Incom (DFCF) 7.3 $15M 359k 42.26
World Gold Tr Spdr Gld Minis (GLDM) 7.2 $15M 228k 65.52
Tidal Tr Ii Return Stckd Us (RSST) 5.3 $11M 471k 23.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.5 $9.3M 16k 568.03
Select Sector Spdr Tr Communication (XLC) 3.8 $7.9M 73k 108.53
Select Sector Spdr Tr Indl (XLI) 3.5 $7.2M 49k 147.52
Select Sector Spdr Tr Sbi Cons Discr (XLY) 3.3 $6.9M 32k 217.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $6.5M 131k 49.46
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.1 $4.3M 52k 83.74
Ishares Tr Faln Angls Usd (FALN) 2.1 $4.3M 158k 27.14
Microsoft Corporation (MSFT) 1.1 $2.2M 4.5k 497.41
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.7 $1.5M 72k 20.68
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.4M 13k 109.29
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.2M 20k 62.02
Wisdomtree Tr Floatng Rat Trea (USFR) 0.6 $1.1M 23k 50.31
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.5 $1.1M 9.5k 112.68
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $1.0M 20k 50.68
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.5 $950k 28k 33.88
Ishares Tr National Mun Etf (MUB) 0.5 $945k 9.0k 104.48
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $944k 13k 72.82
Vanguard Index Fds Value Etf (VTV) 0.4 $852k 4.8k 176.74
Ge Aerospace Com New (GE) 0.3 $721k 2.8k 257.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $610k 26k 23.83
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $577k 21k 28.05
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $545k 5.3k 102.91
Ishares Tr Global Tech Etf (IXN) 0.3 $532k 5.8k 92.34
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.2 $516k 11k 46.17
International Business Machines (IBM) 0.2 $510k 1.7k 294.85
NVIDIA Corporation (NVDA) 0.2 $499k 3.2k 157.99
Lam Research Corp Com New (LRCX) 0.2 $458k 4.7k 97.34
Vanguard Index Fds Growth Etf (VUG) 0.2 $435k 993.00 438.40
Ishares Tr Select Divid Etf (DVY) 0.2 $406k 3.1k 132.83
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $405k 2.0k 204.67
Amazon (AMZN) 0.2 $396k 1.8k 219.39
Apple (AAPL) 0.2 $387k 1.9k 205.17
JPMorgan Chase & Co. (JPM) 0.2 $372k 1.3k 289.91
Ishares Gold Tr Ishares New (IAU) 0.2 $363k 5.8k 62.36
Ge Vernova (GEV) 0.2 $361k 683.00 529.15
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $358k 6.3k 56.48
Ishares Tr Core Div Grwth (DGRO) 0.2 $339k 5.3k 63.94
Netflix (NFLX) 0.2 $313k 234.00 1339.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $310k 502.00 617.85
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $296k 15k 19.52
Select Sector Spdr Tr Technology (XLK) 0.1 $283k 1.1k 253.23
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $282k 3.3k 86.09
Ishares Tr Glb Cns Disc Etf (RXI) 0.1 $277k 1.5k 188.20
McDonald's Corporation (MCD) 0.1 $238k 814.00 292.17
Palantir Technologies Cl A (PLTR) 0.1 $236k 1.7k 136.32
Meta Platforms Cl A (META) 0.1 $234k 317.00 738.37
Ishares Tr Russell 2000 Etf (IWM) 0.1 $233k 1.1k 215.79
Ishares Tr Expanded Tech (IGV) 0.1 $233k 2.1k 109.50
UnitedHealth (UNH) 0.1 $228k 731.00 311.97
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $216k 8.6k 25.30
Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.1 $211k 5.7k 36.78
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $209k 6.5k 32.08
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $206k 1.9k 109.64
Oracle Corporation (ORCL) 0.1 $201k 918.00 218.63
Plug Power Com New (PLUG) 0.0 $22k 15k 1.49