Institutions / Continuum Wealth Advisors, LLC

Continuum Wealth Advisors, LLC

CIK 1966482 · Institution · as of Dec 31, 2025

Portfolio value

$258.85M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 78 →

Company	Class	Value	Shares	% of portfolio
Ea Series Trust	—	$31.80M	354,159	12.3%
American Centy ETF Tr	—	$30.28M	270,853	11.7%
iShares Tr	—	$27.83M	40,624	10.7%
World Gold Tr	—	$23.67M	277,224	9.1%
Dimensional ETF Trust	—	$22.41M	526,635	8.7%
Vanguard Tax-Managed Fds	—	$19.83M	317,465	7.7%
Tidal Trust II	—	$11.88M	419,190	4.6%
Vanguard Index Fds	—	$11.35M	18,091	4.4%
Select Sector SPDR Tr	—	$8.94M	75,930	3.5%
Vanguard Intl Equity Index F	—	$8.57M	159,381	3.3%
Select Sector SPDR Tr	—	$8.32M	53,724	3.2%
WisdomTree Tr	—	$4.35M	48,618	1.7%
Select Sector SPDR Tr	—	$4.05M	28,097	1.6%
iShares Tr	—	$3.46M	126,914	1.3%
Microsoft Corp	—	$2.69M	5,563	1.0%
Invesco Exch Trd Slf Idx Fd	—	$2.29M	116,905	0.9%
Invesco Exch Trd Slf Idx Fd	—	$1.42M	71,839	0.5%
iShares Tr	—	$1.38M	20,960	0.5%
iShares Tr	—	$1.37M	11,412	0.5%
Ea Series Trust	—	$1.27M	11,038	0.5%
General Electric Co	—	$1.22M	3,961	0.5%
iShares Tr	—	$1.20M	11,208	0.5%
WisdomTree Tr	—	$1.17M	23,272	0.5%
Invesco Exch Trd Slf Idx Fd	—	$1.07M	52,172	0.4%
Invesco Exch Trd Slf Idx Fd	—	$1.07M	56,977	0.4%

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.