Continuum Advisory, LLC Portfolio Holdings
Continuum Advisory, LLC
- $773 Million
- Q2 2025
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.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 420
- Current Value $773 Million
- Prior Value $727 Million
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 4 stocks
- Additional Purchases 253 stocks
- Sold out of 0 stocks
- Reduced holdings in 141 stocks