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Filers›Family Office›CONTINUUM WEALTH ADVISORS, LLC
DOSSIER · 13F-HR · Q1 2026

CONTINUUM WEALTH ADVISORS, LLC

CONTINUUM WEALTH's family office based in Omaha, NE — $241M in tracked AUM across 70 positions as of Q1 2026.

CW
CONTINUUM WEALTH·Omaha, NE·Family Office
CIK 0001966482 · last filed Mar 31, 2026
Total AUM
$241M
▲ 5.3%
vs prior
Holdings
70
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
Top sector
Financials
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CONTINUUM WEALTH ADVISORS, 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
CAOS
EA SERIES TRUST
$52M573K21.6%
02
AVUS
AMERICAN CENTY ETF TR
$29M262K12.1%
03
GLDM
WORLD GOLD TR
$24M255K9.8%
04
VEA
VANGUARD TAX-MANAGED FDS
$21M331K8.8%
05
IVV
ISHARES TR
$17M25K6.9%
06
STIP
ISHARES TR
$14M138K5.9%
07
RSST
TIDAL TRUST II
$12M437K5.1%
08
CERY
SPDR SERIES TRUST
$12M343K5.0%
09
XLE
SELECT SECTOR SPDR TR
$9M152K3.9%
10
XLC
SELECT SECTOR SPDR TR
$9M79K3.6%

Filing history

Filing history loading…
AI Agent · grounded in CONTINUUM
haiku-4-5 · 70 positions indexed
Sector mix
  • Financials29%
  • Health Care13%
  • Cons. Disc.38%
  • Communications4%
  • Industrials11%
  • Energy8%
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