CONTINUUM WEALTH ADVISORS, LLC

CIK 0001966482 • 7 13F filings • Apr 22, 2025 – Oct 20, 2026

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Filer information

Filed by: CONTINUUM WEALTH ADVISORS, LLC, CCO
Address: 18 DIVISION ST., SUITE 207B, SARATOGA SPRINGS, NY, 12866
Phone: 5185834050
AUM: $258.9M

AUM over time

$306.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $258.9M77 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$404K	0.2%Prev: 0.2%	1,286 SH	Decreased-100 SH
AMAZON COM INC	COM	$569K	0.2%Prev: 0.2%	2,464 SH	Decreased-196 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$310K	0.1%	4,028 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$30.3M	11.7%Prev: 14.3%	270,853 SH	Decreased-72,459 SH
AMPHENOL CORP NEW	CL A	$201K	0.1%	1,488 SH	New
APPLE INC	COM	$1.1M	0.4%Prev: 0.4%	3,892 SH	Decreased+255 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$22.4M	8.7%	526,635 SH	New
EA SERIES TRUST	ALPHA ARCH 1-3	$1.3M	0.5%Prev: 0.4%	11,038 SH	Increased+310 SH
EA SERIES TRUST	ALPHA ARCHITECT	$32.6M	12.6%Prev: 14.8%	369,596 SH	Decreased-147,078 SH
ELI LILLY & CO	COM	$489K	0.2%Prev: 0.2%	455 SH	Decreased-148 SH
EXXON MOBIL CORP	COM	$441K	0.2%	3,666 SH	New
GE AEROSPACE	COM NEW	$1.2M	0.5%Prev: 0.3%	3,961 SH	Increased+1,482 SH
GE VERNOVA INC	COM	$676K	0.3%Prev: 0.3%	1,034 SH	Decreased+197 SH
IMPERIAL OIL LTD	COM NEW	$255K	0.1%Prev: 0.1%	2,950 SH	Decreased
INNOVATOR ETFS TRUST	EQUITY DEF PRO 2	$718K	0.3%Prev: 0.2%	27,024 SH	Decreased
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$519K	0.2%	18,877 SH	New
INNOVATOR ETFS TRUST	LADDERED ALC BFR	$931K	0.4%Prev: 0.3%	25,421 SH	Decreased+41 SH
INTERNATIONAL BUSINESS MACHS	COM	$542K	0.2%Prev: 0.1%	1,829 SH	Increased+95 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$871K	0.3%Prev: 0.2%	12,194 SH	Increased+1,854 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$1.1M	0.4%Prev: 0.5%	56,977 SH	Decreased-21,155 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$942K	0.4%Prev: 0.3%	56,409 SH	Decreased-9,895 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$2.3M	0.9%Prev: 0.9%	116,905 SH	Decreased-17,579 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.4M	0.5%Prev: 0.5%	71,839 SH	Decreased-9,559 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$1.0M	0.4%Prev: 0.4%	59,326 SH	Decreased-10,068 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$1.1M	0.4%Prev: 0.5%	52,172 SH	Decreased-26,127 SH
INVESCO QQQ TR	UNIT SER 1	$337K	0.1%	549 SH	New
ISHARES GOLD TR	ISHARES NEW	$471K	0.2%Prev: 0.1%	5,801 SH	Increased+588 SH
ISHARES TR	0-5 YR TIPS ETF	$497K	0.2%Prev: 4.5%	4,851 SH	Decreased-134,362 SH
ISHARES TR	CORE DIV GRWTH	$359K	0.1%Prev: 0.1%	5,175 SH	Increased+1,011 SH
ISHARES TR	CORE MSCI EAFE	$779K	0.3%Prev: 0.3%	8,711 SH	Decreased-629 SH
ISHARES TR	CORE S&P MCP ETF	$1.4M	0.5%Prev: 0.5%	20,960 SH	Decreased+1,662 SH
ISHARES TR	CORE S&P SCP ETF	$1.4M	0.5%Prev: 0.5%	11,412 SH	Decreased+530 SH
ISHARES TR	CORE S&P500 ETF	$27.8M	10.7%Prev: 7.3%	40,624 SH	Increased+11,301 SH
ISHARES TR	FALN ANGLS USD	$3.5M	1.3%	126,914 SH	New
ISHARES TR	GLB CNS DISC ETF	$302K	0.1%Prev: 0.1%	1,470 SH	Increased
ISHARES TR	GLOB HLTHCRE ETF	$305K	0.1%Prev: 0.1%	3,133 SH	Decreased+140 SH
ISHARES TR	GLOBAL TECH ETF	$523K	0.2%Prev: 0.2%	4,980 SH	Decreased+544 SH
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.5%	11,208 SH	New
ISHARES TR	RUSSELL 2000 ETF	$216K	0.1%Prev: 0.1%	876 SH	Decreased
ISHARES TR	SELECT DIVID ETF	$395K	0.2%Prev: 0.1%	2,801 SH	Decreased+70 SH
ISHARES TR	US HLTHCARE ETF	$412K	0.2%Prev: 0.1%	6,335 SH	Increased+1,553 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$427K	0.2%	9,190 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$932K	0.4%	18,413 SH	New
JOHNSON & JOHNSON	COM	$207K	0.1%Prev: 0.1%	998 SH	Decreased+26 SH
JPMORGAN CHASE & CO.	COM	$541K	0.2%	1,678 SH	New
LAM RESEARCH CORP	COM NEW	$452K	0.2%Prev: 0.3%	2,640 SH	Decreased-459 SH
MCDONALDS CORP	COM	$279K	0.1%	914 SH	New
META PLATFORMS INC	CL A	$302K	0.1%Prev: 0.1%	457 SH	Decreased+10 SH
MICRON TECHNOLOGY INC	COM	$354K	0.1%Prev: 0.4%	1,241 SH	Decreased-44 SH
MICROSOFT CORP	COM	$2.7M	1.0%Prev: 0.8%	5,563 SH	Increased+902 SH
NVIDIA CORPORATION	COM	$639K	0.2%Prev: 0.2%	3,428 SH	Decreased+275 SH
PALANTIR TECHNOLOGIES INC	CL A	$358K	0.1%	2,014 SH	New
PLUG POWER INC	COM NEW	$29K	0.0%	14,500 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$873K	0.3%Prev: 0.2%	33,282 SH	Increased+14,321 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$613K	0.2%Prev: 0.2%	20,371 SH	Decreased+522 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$221K	0.1%Prev: 0.1%	7,764 SH	Decreased
SELECT SECTOR SPDR TR	STATE STREET COM	$8.9M	3.5%	75,930 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$8.3M	3.2%	53,724 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.0M	1.6%	28,097 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$337K	0.1%	494 SH	New
SPDR SERIES TRUST	BLOOMBERG ENHNCD	$302K	0.1%	10,581 SH	New
TESLA INC	COM	$280K	0.1%	623 SH	New
TIDAL TRUST II	RETURN STCKD US	$11.9M	4.6%Prev: 6.6%	419,190 SH	Decreased-149,982 SH
UNION PAC CORP	COM	$375K	0.1%Prev: 0.1%	1,622 SH	Decreased+152 SH
UNITEDHEALTH GROUP INC	COM	$318K	0.1%Prev: 0.1%	963 SH	Increased+200 SH
VANECK ETF TRUST	GOLD MINERS ETF	$203K	0.1%	2,366 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$823K	0.3%	1,686 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.3M	4.4%Prev: 0.5%	18,091 SH	Increased+15,919 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$351K	0.1%	1,047 SH	New
VANGUARD INDEX FDS	VALUE ETF	$901K	0.3%	4,715 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.6M	3.3%	159,381 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$346K	0.1%Prev: 0.1%	1,574 SH	Increased+137 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$19.8M	7.7%Prev: 9.5%	317,465 SH	Decreased-96,370 SH
VANGUARD WORLD FD	ESG US STK ETF	$227K	0.1%Prev: 0.1%	1,876 SH	Decreased-244 SH
WISDOMTREE TR	FLOATNG RAT TREA	$1.2M	0.5%	23,272 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$4.3M	1.7%Prev: 0.8%	48,618 SH	Increased+22,295 SH
WORLD GOLD TR	SPDR GLD MINIS	$23.7M	9.1%Prev: 0.4%	277,224 SH	Increased+262,866 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $218K
ALPHABET INC — $215K
AMERICAN CENTY ETF TR — $13.1M
AMPHENOL CORP — $252K
ANIXA BIOSCIENCES INC — $40K
BANK OF MONTREAL — $238K
CHEVRON CORPORATION — $340K
DIMENSIONAL ETF TRUST — $5.7M
DUCOMMUN INC DEL — $306K
EXXONMOBIL HOLDINGS CORP — $554K
INNOVATOR ETFS TRUST — $540K
INTEL CORP — $569K
INVESCO EXCHANGE TRADED FD T — $20.2M
JPMORGAN CHASE & CO — $559K
PLUG PWR INC — $28K
SELECT SECTOR SPDR TR — $10.8M
SELECT SECTOR SPDR TR — $11.8M
SPDR SERIES TRUST — $23.6M
STATE STR SPDR S&P 500 ETF T — $737K
TORONTO DOMINION BK ONT — $300K
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001966482-26-000001	$258.9M	View
Oct 20, 2026	Q3 2026	13F-HR	0001966482-26-000005	$306.9M	View
Oct 24, 2025	Q3 2025