account_balance
Investment manager · 13F filer · SEC CIK 1846532
Continuum Advisory, LLC
Reported value$1.23Bas of Sep 30, 2026
Positions1,963 103 new, 126 sold out
Top 10 weight27.3%AAPL alone is 4%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.4%
CGDVCapital Group Dividend Value ETF
3.7%
VTIVanguard Morningstar Total Stock Market ETF
2.8%Added +4%
JCPBJPMorgan Core Plus Bond ETF
2.6%Trimmed −3%
MUMicron Technology Inc
2.5%Trimmed −4%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
2.5%Trimmed −3%
MSFTMicrosoft Corp
2.3%
NVDANVIDIA Corp
2.2%Added +4%
CGCBCapital Group Core Bond ETF
2.2%Trimmed −3%
VXFVanguard Extended Market ETF
2.1%
VOOVanguard S&P 500 ETF
1.6%+9%
AMZNAmazon.com Inc
1.5%+3%
AAPLApple Inc.
4.4%
CGDVCapital Group Dividend Value ETF
3.7%
VTIVanguard Morningstar Total Stock Market ETF
2.8%+4%
JCPBJPMorgan Core Plus Bond ETF
2.6%−3%
MUMicron Technology Inc
2.5%−4%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
2.5%
MSFTMicrosoft Corp
2.3%
NVDANVIDIA Corp
2.2%
CGCBCapital Group Core Bond ETF
2.2%
VXFVanguard Extended Market ETF
2.1%
VOO1.6%
AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.4% Held
CGDV Capital Group Dividend Value ETF 3.7% Held
VTI Vanguard Morningstar Total Stock Market ETF 2.8% Added +4%
JCPB JPMorgan Core Plus Bond ETF 2.6% Trimmed −3%
MU Micron Technology Inc 2.5% Trimmed −4%PYLD Pimco Multisector Bond Active Exchange-Traded Fund 2.5% Trimmed −3%
MSFT Microsoft Corp 2.3% HeldNVDA NVIDIA Corp 2.2% Added +4%CGCB Capital Group Core Bond ETF 2.2% Trimmed −3%
VXF Vanguard Extended Market ETF 2.1% Held
VOO Vanguard S&P 500 ETF 1.6% Added +9%
AMZN Amazon.com Inc 1.5% Added +3%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.