StockDriftsStockDriftsTop 50 Continuum Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 3.83% | 163.7K | $47.4M | -0.40%(-661) | $141.93(+115.16%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 3.72% | 932.6K | $46.0M | -2.47%(-23.58K) | $30.25(+68.14%) | 2026-06-30 | |
| WMT | WALMART INC COM | 3.28% | 358.0K | $40.5M | +3.50%(+12.10K) | $107.83(+6.57%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC COM | 2.85% | 30.5K | $35.2M | -4.95%(-1.59K) | $175.03(+479.78%) | 2026-06-30 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 2.79% | 735.9K | $34.5M | +3.11%(+22.20K) | $46.91(-1.49%) | 2026-06-30 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 2.64% | 1.23M | $32.6M | +4.88%(+57.24K) | $26.77(-2.17%) | 2026-06-30 | |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 2.61% | 87.1K | $32.2M | +3.12%(+2.63K) | $243.81(+57.24%) | 2026-06-30 | |
| CGCB | CAPITAL GROUP CORE BOND ETF | 2.39% | 1.13M | $29.6M | +1.86%(+20.67K) | $26.08(-0.81%) | 2026-06-30 | |
| VXF | VANGUARD EXTENDED MARKET ETF | 2.19% | 109.8K | $27.0M | +1.10%(+1.19K) | $164.07(+51.06%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 1.87% | 115.6K | $23.1M | +4.79%(+5.29K) | $70.07(+222.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.18% | +56.81% | +8.21% | +48.36% |
| Top 20 Holdings Unweighted | +18.98% | +68.41% | +9.32% | +56.10% |
Continuum Advisory, LLC reports $1.24B in US-listed equity holdings across 1,986 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.8%), CGDV (3.7%) and WMT (3.3%). The top 20 holdings account for 40.74% of reported assets. Its disclosed equity book has returned +56.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Continuum Advisory, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846532). View Continuum Advisory, LLC’s 13F filings on SEC