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.