Continuum Advisory, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $851 Million distributed in 437 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $37.6M, Apple Inc. with a value of $37M, J P Morgan Exchange Traded Fd with a value of $28.7M, Vanguard Total Stock Market Et with a value of $26M, and Microsoft Corp with a value of $23.1M.
Examining the 13F form we can see an increase of $78.9M in the current position value, from $773M to 851M.
Continuum Advisory, LLC is based out at Eagle, ID
Below you can find more details about Continuum Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$851 Million
ETFs: $484 Million
Technology: $119 Million
Financial Services: $43.2 Million
Healthcare: $42.6 Million
Consumer Cyclical: $33.7 Million
Communication Services: $28.3 Million
Consumer Defensive: $20.9 Million
Energy: $19.7 Million
Other: $46.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
