account_balance

Investment manager · 13F filer · SEC CIK 1966482

Continuum Wealth Advisors, LLC

Reported value$307Mas of Sep 30, 2026
Positions77 6 new, 11 sold out
Top 10 weight78.9%AVUS alone is 14%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
AVUS American Centy ETF Tr 14.3% Held
CAOS Ea Series Trust 14.2% Added +5%
VEA Vanguard Tax-Managed FDS 9.5% Trimmed −23%
CERY SPDR Series Trust 7.7% Added +48%
IVV iShares Tr 7.3% Added +11%
RSP Invesco Exchange Traded Fd T 6.6% New
RSST Tidal Trust II 6.6% Added +5%
STIP iShares Tr 4.5% Added +10%
AVIG American Centy ETF Tr 4.3% Trimmed −20%
XLK Select Sector SPDR Tr 3.8% Added +12%
XLE Select Sector SPDR Tr 3.5% Added +8%
DFCF Dimensional ETF Trust 1.9% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • RSP $20.2M
  • DFCF $5.72M
  • AAUB $1.01M
  • CVX $340K
arrow_upwardAdded
  • SPY +103%
  • VUG +78%
  • CERY +48%
  • LRCX +17%
arrow_downwardTrimmed
  • GLDM −95%
  • VEA −23%
  • GEV −22%
  • AVIG −20%
remove_circleSold out
  • USFR $1.14M
  • QQQ $404K
  • KRE $353K
  • KBE $352K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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