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Filers›Hedge Fund›Continuum Advisory, LLC
DOSSIER · 13F-HR · Q1 2026

Continuum Advisory, LLC

Continuum Advisory's hedge fund based in Boston, MA — $1.0B in tracked AUM across 453 positions as of Q1 2026.

CA
Continuum Advisory·Boston, MA·Hedge Fund
CIK 0001846532 · last filed Mar 31, 2026
Total AUM
$1.0B
▼ 3.0%
vs prior
Holdings
453
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Continuum
haiku-4-5 · 453 positions indexed
Sector mix
  • Tech4%
  • Financials7%
  • Health Care22%
  • Communications13%
  • Industrials9%
  • Other45%
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