Continuum Wealth Advisors, LLC Portfolio Holdings

Continuum Wealth Advisors, LLC

  • $192 Million
  • Q3 2025

Continuum Wealth Advisors, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $192 Million distributed in 69 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 $29.1M, Ishares Core S&P 500 ETF with a value of $28.2M, Dimensional ETF Tr Core Fxd In with a value of $21M, World Gold Trust with a value of $18.7M, and Vanguard Ftse Developed Market with a value of $17.4M.

Examining the 13F form we can see an increase of $24.4M in the current position value, from $167M to 192M.

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.

Portfolio value $192 Million
ETFs: $181 Million
Technology: $5.22 Million
Industrials: $2.01 Million
Healthcare: $1.02 Million
Consumer Cyclical: $818,000
Communication Services: $648,000
Financial Services: $456,000
Energy: $274,000
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$383,000 0.2% of portfolio
1,622
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $192 Million
  • Prior Value $167 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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