DOSSIER · 13F-HR · Q2 2026

Continuum Advisory, LLC

$1.2B in tracked AUM across 1,986 positions as of Q2 2026.

CA
CIK 0001846532 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
1,986
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Continuum Advisory, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$47M164K3.8%
02
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
$46M933K3.7%
03
WMT
WALMART INC COM
$41M358K3.3%
04
MU
MICRON TECHNOLOGY INC COM
$35M30K2.8%
05
JCPB
JPMORGAN CORE PLUS BOND ETF
$35M736K2.8%
06
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
$33M1.2M2.6%
07
VTI
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
$32M87K2.6%
08
CGCB
CAPITAL GROUP CORE BOND ETF
$30M1.1M2.4%
09
VXF
VANGUARD EXTENDED MARKET ETF
$27M110K2.2%
10
NVDA
NVIDIA CORPORATION COM
$23M116K1.9%

Filing history

2026Q2Jun 30
$1.2B 18.6%
1,986 positionsView →
2026Q1Mar 31
$1.0B 4.4%
453 positionsView →
2025Q4Dec 31
$999M 5.6%
456 positionsView →
2025Q3Sep 30
$946M 13.9%
437 positionsView →
2025Q2Jun 30
$831M 109.0%
420 positionsLocked
2025Q1Mar 31
$397M 49.0%
914 positionsLocked
2024Q4Dec 31
$780M 0.4%
1,856 positionsLocked
2024Q3Sep 30
$783M 12.9%
1,914 positionsLocked
2024Q2Jun 30
$694M 3.9%
1,706 positionsLocked
2024Q1Mar 31
$668M 5.0%
1,700 positionsLocked
2023Q4Dec 31
$703M 12.7%
451 positionsLocked
2023Q3Sep 30
$624M 0.7%
449 positionsLocked
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