13F Insight
DOSSIER · 13F-HR · Q1 2026

Continuum Advisory, LLC

$1.0B in tracked AUM across 453 positions as of Q1 2026.

CA
CIK 0001846532 · last filed Mar 31, 2026
Total AUM
$1.0B
as of Q1 2026
Holdings
453
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Continuum Advisory, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
WMT
WALMART INC
$43M346K4.1%02
AAPL
APPLE INC
$42M164K4.0%03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$41M956K3.9%04
JCPB
J P MORGAN EXCHANGE TRADED F
$34M714K3.2%05
PYLD
PIMCO ETF TR
$31M1.2M2.9%06
CGCB
CAPITAL GRP FIXED INCM ETF T
$29M1.1M2.8%07
VTI
VANGUARD INDEX FDS
$27M84K2.6%08
VXF
VANGUARD INDEX FDS
$22M109K2.1%09
MSFT
MICROSOFT CORP
$20M53K1.9%10
NVDA
NVIDIA CORPORATION
$19M110K1.8%

Filing history

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 positionsLocked2025Q1Mar 31
$397M▼ 49.0%
914 positionsLocked2024Q4Dec 31
$780M▼ 0.4%
1,856 positionsLocked2024Q3Sep 30
$783M▲ 12.9%
1,914 positionsLocked2024Q2Jun 30
$694M▲ 3.9%
1,706 positionsLocked2024Q1Mar 31
$668M▼ 5.0%
1,700 positionsLocked2023Q4Dec 31
$703M▲ 12.7%
451 positionsLocked2023Q3Sep 30
$624M▼ 0.7%
449 positionsLocked2023Q2Jun 30
$629M▲ 6.7%
446 positionsLocked
Showing 12 of 37