Continuum Advisory, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $773 Million distributed in 420 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 $37.2M, Apple Inc. with a value of $28.7M, J P Morgan Exchange Traded Fd with a value of $26.2M, Vanguard Total Stock Market Et with a value of $23.3M, and Microsoft Corp with a value of $22.6M.
Examining the 13F form we can see an increase of $45.7M in the current position value, from $727M to 773M.
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
$773 Million
ETFs: $446 Million
Technology: $99.9 Million
Financial Services: $41.2 Million
Healthcare: $40.8 Million
Consumer Cyclical: $30.1 Million
Communication Services: $25.3 Million
Consumer Defensive: $19.2 Million
Energy: $19 Million
Other: $38.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
