Loading…
CIK 0001966482 • 7 13F filings • Apr 22, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("continuum-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $396K | 0.2%Prev: 0.2% | 1,804 SH | Decreased-665 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $26.3M | 12.6%Prev: 12.1% | 261,110 SH | Decreased-806 SH |
| APPLE INC | COM | $387K | 0.2%Prev: 0.3% | 1,886 SH | Decreased-1,262 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $15.2M | 7.3% | 359,403 SH | New |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.1M | 0.5%Prev: 0.5% | 9,514 SH | Decreased-1,608 SH |
| EA SERIES TRUST | ALPHA ARCHITECT | $27.5M | 13.2%Prev: 21.9% | 309,757 SH | Decreased-278,788 SH |
| GE AEROSPACE | COM NEW | $721K | 0.3%Prev: 0.4% | 2,800 SH | Decreased-679 SH |
| GE VERNOVA INC | COM | $361K | 0.2%Prev: 0.4% | 683 SH | Decreased-294 SH |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $209K | 0.1% | 6,503 SH | New |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $950K | 0.5%Prev: 0.4% | 28,041 SH | Increased+2,661 SH |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $211K | 0.1% | 5,747 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $510K | 0.2%Prev: 0.2% | 1,729 SH | Increased-270 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $944K | 0.5%Prev: 0.3% | 12,960 SH | Increased+2,620 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $1.5M | 0.7% | 71,671 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $296K | 0.1%Prev: 1.1% | 15,174 SH | Decreased-119,685 SH |
| ISHARES GOLD TR | ISHARES NEW | $363K | 0.2%Prev: 0.2% | 5,818 SH | Decreased+193 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $545K | 0.3%Prev: 5.9% | 5,298 SH | Decreased-132,591 SH |
| ISHARES TR | CORE DIV GRWTH | $339K | 0.2%Prev: 0.1% | 5,301 SH | Increased+857 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.2M | 0.6%Prev: 0.5% | 19,945 SH | Decreased+647 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.4M | 0.7%Prev: 0.6% | 12,677 SH | Increased+1,795 SH |
| ISHARES TR | CORE S&P500 ETF | $24.9M | 12.0%Prev: 6.9% | 40,090 SH | Increased+14,716 SH |
| ISHARES TR | EXPANDED TECH | $232K | 0.1% | 2,123 SH | New |
| ISHARES TR | FALN ANGLS USD | $4.3M | 2.1% | 157,636 SH | New |
| ISHARES TR | GLB CNS DISC ETF | $277K | 0.1%Prev: 0.1% | 1,470 SH | Increased |
| ISHARES TR | GLOB HLTHCRE ETF | $282K | 0.1%Prev: 0.1% | 3,271 SH | Increased+278 SH |
| ISHARES TR | GLOBAL TECH ETF | $532K | 0.3%Prev: 0.2% | 5,760 SH | Increased+990 SH |
| ISHARES TR | NATIONAL MUN ETF | $945K | 0.5% | 9,048 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $233K | 0.1%Prev: 0.1% | 1,078 SH | Increased+202 SH |
| ISHARES TR | SELECT DIVID ETF | $406K | 0.2%Prev: 0.2% | 3,058 SH | Decreased+327 SH |
| ISHARES TR | US HLTHCARE ETF | $358K | 0.2%Prev: 0.1% | 6,335 SH | Increased+1,553 SH |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | $516K | 0.2% | 11,177 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.0M | 0.5%Prev: 0.3% | 19,756 SH | Increased+6,442 SH |
| JPMORGAN CHASE & CO. | COM | $372K | 0.2% | 1,282 SH | New |
| LAM RESEARCH CORP | COM NEW | $457K | 0.2%Prev: 0.2% | 4,700 SH | Decreased+2,059 SH |
| MCDONALDS CORP | COM | $238K | 0.1%Prev: 0.1% | 814 SH | Decreased-100 SH |
| META PLATFORMS INC | CL A | $234K | 0.1% | 317 SH | New |
| MICROSOFT CORP | COM | $2.2M | 1.1%Prev: 0.8% | 4,489 SH | Increased-974 SH |
| NETFLIX INC | COM | $313K | 0.2% | 234 SH | New |
| NVIDIA CORPORATION | COM | $499K | 0.2%Prev: 0.2% | 3,161 SH | Decreased-84 SH |
| ORACLE CORP | COM | $201K | 0.1% | 918 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $236K | 0.1% | 1,729 SH | New |
| PLUG POWER INC | COM NEW | $22K | 0.0% | 14,500 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $610K | 0.3%Prev: 0.3% | 25,591 SH | Decreased-7,566 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $577K | 0.3%Prev: 0.3% | 20,571 SH | Decreased+722 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $216K | 0.1%Prev: 0.1% | 8,552 SH | Decreased+788 SH |
| SELECT SECTOR SPDR TR | COMMUNICATION | $7.9M | 3.8% | 73,016 SH | New |
| SELECT SECTOR SPDR TR | INDL | $7.2M | 3.5% | 49,106 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $6.9M | 3.3% | 31,716 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $283K | 0.1% | 1,118 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $310K | 0.1% | 502 SH | New |
| TIDAL TR II | RETURN STCKD US | $11.0M | 5.3% | 470,821 SH | New |
| UNITEDHEALTH GROUP INC | COM | $228K | 0.1%Prev: 0.1% | 731 SH | Increased-32 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $435K | 0.2%Prev: 0.2% | 993 SH | Increased+94 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.3M | 4.5%Prev: 0.6% | 16,322 SH | Increased+14,042 SH |
| VANGUARD INDEX FDS | VALUE ETF | $852K | 0.4%Prev: 0.4% | 4,820 SH | Decreased+105 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.5M | 3.1% | 130,597 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $405K | 0.2%Prev: 0.1% | 1,978 SH | Increased+529 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.8M | 7.6%Prev: 8.8% | 276,564 SH | Decreased-54,213 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $206K | 0.1%Prev: 0.1% | 1,876 SH | Decreased-9 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $1.1M | 0.6%Prev: 0.5% | 22,782 SH | Decreased-286 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $4.3M | 2.1%Prev: 1.0% | 51,695 SH | Increased+24,574 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $14.9M | 7.2%Prev: 9.8% | 227,575 SH | Decreased-27,078 SH |
| 13F-HR |
| 0001966482-25-000007 |
| $234.6M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001966482-26-000003 | $296.3M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001966482-25-000005 | $208.2M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001966482-26-000002 | $241.0M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001966482-25-000002 | $195.0M | View |