CIK 1846532
Continuum Advisory, LLC
Institutional 13F holdings & portfolio
Holdings
456
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
13
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 456
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 936K | $1M+ | SH |
| AAPL | APPLE INC COM | 148K | $1M+ | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 661K | $1M+ | SH |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 1.1M | $1M+ | SH |
| CGCB | CAPITAL GROUP CORE BOND ETF | 1.0M | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 77K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 52K | $1M+ | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 107K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 105K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 69K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 26K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 191K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 21K | $1M+ | SH |
| OEF | ISHARES S&P 100 ETF | 39K | $1M+ | SH |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | 72K | $1M+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 37K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 35K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 106K | $1M+ | SH |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | 194K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 13K | $1M+ | SH |
| CRDT | SIMPLIFY OPPORTUNISTIC INCOME ETF | 386K | $1M+ | SH |
| NEM | NEWMONT CORP COM | 88K | $1M+ | SH |
| WMT | WALMART INC COM | 73K | $1M+ | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 96K | $1M+ | SH |
| INCY | INCYTE CORP COM | 74K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC COM | 12K | $1M+ | SH |
| CRM | SALESFORCE INC COM | 26K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 248K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC COM | 24K | $1M+ | SH |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 152K | $1M+ | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 10K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 26K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 148K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 22K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 20K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 79K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 7K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 110K | $1M+ | SH |
| CVS | CVS HEALTH CORP COM | 79K | $1M+ | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | 43K | $1M+ | SH |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | 101K | $1M+ | SH |
| EG | EVEREST GROUP LTD COM | 17K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 11K | $1M+ | SH |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | 287K | $1M+ | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 44K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 27K | $1M+ | SH |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 105K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 16K | $1M+ | SH |
| CI | THE CIGNA GROUP COM | 18K | $1M+ | SH |
| JPIE | JPMORGAN INCOME ETF | 109K | $1M+ | SH |