Top 50 Continuum Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 14.69% | 339.9K | $43.5M | +29.79%(+78.02K) | $83.94(+57.71%) | 2026-06-30 | |
| CAOS | EA SERIES TRUST | 14.03% | 460.2K | $41.6M | -19.70%(-112.92K) | $88.04(+2.76%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.92% | 537.2K | $38.3M | +62.41%(+206.45K) | $57.74(+28.17%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 7.38% | 275.2K | $21.9M | +8.07%(+20.54K) | $55.63(+56.66%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.69% | 26.5K | $19.8M | +4.37%(+1.11K) | $490.05(+58.95%) | 2026-06-30 | |
| RSST | TIDAL TRUST II | 6% | 543.8K | $17.8M | +24.42%(+106.74K) | $25.66(+32.30%) | 2026-06-30 | |
| AVIG | AMERICAN CENTY ETF TR | 5.78% | 413.4K | $17.1M | new | $41.41(-1.27%) | 2026-06-30 | |
| CERY | SPDR SERIES TRUST | 4.59% | 407.0K | $13.6M | +18.54%(+63.67K) | $32.69(+12.34%) | 2026-06-30 | |
| STIP | ISHARES TR | 4.37% | 126.8K | $13.0M | -8.06%(-11.11K) | $102.79(-1.99%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.47% | 53.9K | $10.3M | new | $145.08(+31.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.90% | +36.40% | โ | โ | +42.24% |
| Top 20 Holdings Unweighted | +9.64% | +31.78% | โ | โ | +37.45% |
Continuum Wealth Advisors LLC reports $296.34M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (14.7%), CAOS (14.0%) and VEA (12.9%). The top 20 holdings account for 88.32% of reported assets. Its disclosed equity book has returned +36.40% 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 Wealth Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966482). View Continuum Wealth Advisors LLCโs 13F filings on SEC