StockDrifts LogoStockDrifts

Continuum Wealth Advisors, Llc

Portfolio Manager
Continuum Wealth Advisors, Llc
Performance
-0.54% (2026 Q1)
AUM (13F)
$241.01M
# of Holdings
70
Performance Rank
Allocation (Top 20)
89.62%

Continuum Wealth Advisors, Llc Holdings Map

Top 50 Continuum Wealth Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CAOS
EA SERIES TRUST
21.58%573.1K$52.0M
+61.82%(+218.95K)
2025-Q1: 310.2K shares2025-Q2: 309.8K shares2025-Q3: 314.9K shares2025-Q4: 354.2K shares2026-Q1: 573.1K shares
$88.04(+2.76%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
12.08%261.9K$29.1M
-3.30%(-8.94K)
2025-Q1: 321.6K shares2025-Q2: 261.1K shares2025-Q3: 267.7K shares2025-Q4: 270.9K shares2026-Q1: 261.9K shares
$74.31(+71.04%)
2026-03-31
GLDM
WORLD GOLD TR
9.79%254.7K$23.6M
-8.14%(-22.57K)
2025-Q1: 148.0K shares2025-Q2: 227.6K shares2025-Q3: 245.2K shares2025-Q4: 277.2K shares2026-Q1: 254.7K shares
$53.32(+52.93%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
8.79%330.8K$21.2M
+4.19%(+13.31K)
2025-Q1: 210.6K shares2025-Q2: 276.6K shares2025-Q3: 290.9K shares2025-Q4: 317.5K shares2026-Q1: 330.8K shares
$52.19(+35.67%)
2026-03-31
IVV
ISHARES TR
6.88%25.4K$16.6M
-37.54%(-15.25K)
2025-Q1: 52.5K shares2025-Q2: 40.1K shares2025-Q3: 42.1K shares2025-Q4: 40.6K shares2026-Q1: 25.4K shares
$481.24(+55.52%)
2026-03-31
STIP
ISHARES TR
5.92%137.9K$14.3M
+2742.49%(+133.04K)
2025-Q1: 8.1K shares2025-Q2: 5.3K shares2025-Q3: 5.1K shares2025-Q4: 4.9K shares2026-Q1: 137.9K shares
$102.79(-1.52%)
2026-03-31
RSST
TIDAL TRUST II
5.13%437.1K$12.4M
+4.26%(+17.87K)
2025-Q1: 456.3K shares2025-Q2: 470.8K shares2025-Q3: 406.2K shares2025-Q4: 419.2K shares2026-Q1: 437.1K shares
$24.58(+31.08%)
2026-03-31
CERY
SPDR SERIES TRUST
5.02%343.4K$12.1M
+3145.00%(+332.77K)
2025-Q1: 7.6K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.6K shares2026-Q1: 343.4K shares
$32.37(+3.05%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
3.87%152.1K$9.3Mnew2025-Q1: 2.2K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 152.1K shares
$52.75(+0.90%)
2026-03-31
XLC
SELECT SECTOR SPDR TR
3.63%78.9K$8.7M
+3.86%(+2.93K)
2025-Q1: 72.9K shares2025-Q2: 73.0K shares2025-Q3: 76.8K shares2025-Q4: 75.9K shares2026-Q1: 78.9K shares
$77.12(+42.11%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Continuum Wealth Advisors, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all