Continuum Wealth Advisors, LLC Portfolio Holdings
Continuum Wealth Advisors, LLC
- $167 Million
- Q2 2025
Continuum Wealth Advisors, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $167 Million distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $26.3M, Ishares Core S&P 500 ETF with a value of $24.9M, Vanguard Ftse Developed Market with a value of $15.8M, Dimensional ETF Tr Core Fxd In with a value of $15.2M, and World Gold Trust with a value of $14.9M.
Examining the 13F form we can see an increase of $11.8M in the current position value, from $155M to 167M.
Continuum Wealth Advisors, LLC is based out at Saratoga Springs, NY
Below you can find more details about Continuum Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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