Continuum Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Continuum Wealth Advisors, LLCInvestment ActivityContinuum Wealth Advisors, LLC has $195.05 million in total holdings as of March 31, 2025.Continuum Wealth Advisors, LLC owns shares of 56 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.87% of the portfolio was purchased this quarter.About 10.19% of the portfolio was sold this quarter.This quarter, Continuum Wealth Advisors, LLC has purchased 59 new stocks and bought additional shares in 13 stocks.Continuum Wealth Advisors, LLC sold shares of 21 stocks and completely divested from 9 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $29,711,033iShares Core S&P 500 ETF $29,508,533Alpha Architect Tail Risk ETF $27,279,720Dimensional Core Fixed Income ETF $14,478,566WisdomTree U.S. Quality Dividend Growth Fund $13,586,342 Largest New Holdings this Quarter 921943858 - Vanguard FTSE Developed Markets ETF $10,706,272 Holding81369Y605 - Financial Select Sector SPDR Fund $4,831,620 Holding30231G102 - Exxon Mobil $266,641 Holding78468R440 - SPDR SER TR $210,208 Holding81369Y506 - Energy Select Sector SPDR Fund $207,179 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 210,629 shares (about $10.71M)Financial Select Sector SPDR Fund 97,001 shares (about $4.83M)Dimensional Core Fixed Income ETF 41,597 shares (about $1.75M)Alpha Architect Tail Risk ETF 10,306 shares (about $906.43K)SPDR Gold MiniShares Trust 11,742 shares (about $726.71K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 44,313 shares (about $4.63M)Alpha Architect 1-3 Month Box ETF 16,048 shares (about $1.79M)Microsoft 790 shares (about $296.56K)Vanguard S&P 500 ETF 463 shares (about $237.94K)NVIDIA 1,835 shares (about $198.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofContinuum Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$29,711,033$34,920 ▼-0.1%321,61815.2%ETFIVViShares Core S&P 500 ETF$29,508,533$175,873 ▼-0.6%52,51615.1%ETFCAOSAlpha Architect Tail Risk ETF$27,279,720$906,433 ▲3.4%310,16614.0%ETFDFCFDimensional Core Fixed Income ETF$14,478,566$1,749,570 ▲13.7%344,2367.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$13,586,342$85,770 ▼-0.6%170,1277.0%ManufacturingVEAVanguard FTSE Developed Markets ETF$10,706,272$10,706,272 ▲New Holding210,6295.5%ETFTIDAL TR II$10,079,441$592,056 ▲6.2%456,2905.2%RETURN STCKD USGLDMSPDR Gold MiniShares Trust$9,158,235$726,712 ▲8.6%147,9764.7%FinanceXLCCommunication Services Select Sector SPDR Fund$7,033,809$210,936 ▲3.1%72,9273.6%ETFVUGVanguard Growth ETF$6,136,700$154,261 ▲2.6%16,5493.1%ETFXLFFinancial Select Sector SPDR Fund$4,831,620$4,831,620 ▲New Holding97,0012.5%ETFFALNiShares Fallen Angels USD Bond ETF$4,626,821$87,710 ▲1.9%172,7072.4%ManufacturingVOOVanguard S&P 500 ETF$3,629,232$237,940 ▼-6.2%7,0621.9%ETFMSFTMicrosoft$1,641,964$296,560 ▼-15.3%4,3740.8%Computer and TechnologyBSCPInvesco BulletShares 2025 Corporate Bond ETF$1,570,853$127,244 ▼-7.5%75,9600.8%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,450,561$3,120 ▼-0.2%28,8210.7%FinanceIJRiShares Core S&P Small-Cap ETF$1,349,685$4,633,810 ▼-77.4%12,9070.7%ETFIJHiShares Core S&P Mid-Cap ETF$1,175,4610.0%20,1450.6%ETFJPSTJPMorgan Ultra-Short Income ETF$1,031,232$47,643 ▼-4.4%20,3680.5%ETFSPLVInvesco S&P 500 Low Volatility ETF$979,595$5,455 ▼-0.6%13,1100.5%ETFVTEBVanguard Tax-Exempt Bond ETF$972,254$134,222 ▼-12.1%19,5940.5%ETFBOXXAlpha Architect 1-3 Month Box ETF$960,709$1,789,191 ▼-65.1%8,6170.5%ETFVTVVanguard Value ETF$901,703$3,628 ▼-0.4%5,2200.5%ETFBUFBInnovator Laddered Allocation Buffer ETF$885,164$190,122 ▲27.4%28,1720.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$841,935$16,555 ▲2.0%8,1370.4%ETFSCHBSchwab US Broad Market ETF$718,262$32,037 ▲4.7%33,3610.4%ETFBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$651,396$10,190 ▲1.6%14,1270.3%ETFGEGE Aerospace$568,626$84,864 ▲17.5%2,8410.3%IndustrialsSCHMSchwab U.S. Mid-Cap ETF$560,968$63,325 ▼-10.1%21,4110.3%ETFIXNiShares Global Tech ETF$436,2620.0%5,7600.2%ETFIBMInternational Business Machines$430,0410.0%1,7290.2%Computer and TechnologyAAPLApple$418,937$56,643 ▼-11.9%1,8860.2%Computer and TechnologyDVYiShares Select Dividend ETF$410,7170.0%3,0580.2%ETFIYHiShares U.S. Healthcare ETF$405,5270.0%6,6600.2%ETFVIGVanguard Dividend Appreciation ETF$383,7120.0%1,9780.2%ETFUNHUnitedHealth Group$382,861$7,856 ▼-2.0%7310.2%MedicalDGROiShares Core Dividend Growth ETF$364,626$5,746 ▼-1.6%5,9020.2%ETFAMZNAmazon.com$343,229$93,418 ▼-21.4%1,8040.2%Retail/WholesaleIAUiShares Gold Trust$343,0290.0%5,8180.2%FinanceNVDANVIDIA$342,914$198,877 ▼-36.7%3,1640.2%Computer and TechnologyLAM RESEARCH CORP$341,6900.0%4,7000.2%COM NEWJPMJPMorgan Chase & Co.$314,475$62,061 ▼-16.5%1,2820.2%FinanceIXJiShares Global Healthcare ETF$298,3150.0%3,2710.2%ETFXLKTechnology Select Sector SPDR Fund$273,999$47,490 ▼-14.8%1,3270.1%ETFXOMExxon Mobil$266,641$266,641 ▲New Holding2,2420.1%EnergySPYSPDR S&P 500 ETF Trust$262,3540.0%4690.1%FinanceRXIiShares Global Consumer Discretionary ETF$261,1600.0%1,4700.1%ETFMCDMcDonald's$254,2690.0%8140.1%Retail/WholesaleNFLXNetflix$219,145$9,325 ▲4.4%2350.1%Consumer DiscretionaryIWMiShares Russell 2000 ETF$215,0500.0%1,0780.1%FinanceSPDR SER TR$210,208$210,208 ▲New Holding7,5860.1%BLOOMBERG ENHNCDXLEEnergy Select Sector SPDR Fund$207,179$207,179 ▲New Holding2,2170.1%ETFDFIVDimensional International Value ETF$205,774$205,774 ▲New Holding5,2280.1%ETFBALTInnovator Defined Wealth Shield ETF$204,0640.0%6,5030.1%ETFSCHASchwab US Small-Cap ETF$203,7470.0%8,6960.1%ETFPLUGPlug Power$19,5750.0%14,5000.0%IndustrialsSPLGSPDR Portfolio S&P 500 ETF$0$5,510,650 ▼-100.0%00.0%ETFXLIIndustrial Select Sector SPDR Fund$0$4,231,209 ▼-100.0%00.0%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$0$396,548 ▼-100.0%00.0%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$0$357,063 ▼-100.0%00.0%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$0$354,333 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$250,027 ▼-100.0%00.0%FinanceISCBiShares Morningstar Small-Cap ETF$0$241,463 ▼-100.0%00.0%ETFMETAMeta Platforms$0$224,886 ▼-100.0%00.0%Computer and TechnologyUOCTInnovator U.S. Equity Ultra Buffer ETF - October$0$202,743 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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