Institutions / Continuum Advisory, LLC
Continuum Advisory, LLC
CIK 1846532 · Institution · as of Dec 31, 2025
Portfolio value
$998.64M
Positions
456
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 456 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Dividend Value ETF | $40.87M | 4.1% |
| Apple Inc. | $40.14M | 4.0% |
| JPMorgan Core Plus Bond ETF | $31.32M | 3.1% |
| PIMCO Multisector Bond Active Exchange-Traded Fund | $28.58M | 2.9% |
| Capital Group Core Bond ETF | $27.22M | 2.7% |
| Vanguard Total Stock Market ETF | $25.83M | 2.6% |
| Microsoft Corp | $25.06M | 2.5% |
| Vanguard Extended Market ETF | $22.28M | 2.2% |
| NVIDIA Corp | $19.50M | 2.0% |
| Amazon.com Inc | $15.97M | 1.6% |
| Invesco Qqq Trust Series I | $15.70M | 1.6% |
| Vanguard Total Bond Market ETF | $14.18M | 1.4% |
| Vanguard S&P 500 ETF | $13.41M | 1.3% |
| iShares S&P 100 ETF | $13.33M | 1.3% |
| State Street SPDR MSCI USA Strategicfactors ETF | $12.60M | 1.3% |
| Vanguard Large-Cap ETF | $11.60M | 1.2% |
| Alphabet Inc. | $11.08M | 1.1% |
| iShares Core MSCI Eafe ETF | $9.51M | 1.0% |
| First Eagle Overseas Equity ETF | $9.40M | 0.9% |
| iShares Core S&P 500 ETF | $9.22M | 0.9% |
| Simplify Opportunistic Income ETF | $9.00M | 0.9% |
| Newmont Corp | $8.82M | 0.9% |
| Walmart Inc. | $8.12M | 0.8% |
| Vanguard Intermediate-Term Bond ETF | $7.50M | 0.8% |
| Incyte Corp | $7.33M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.