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: $296.3M81 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$207K	0.1%	357 SH	New
ALPHABET INC	CAP STK CL A	$224K	0.1%	626 SH	New
ALPHABET INC	CAP STK CL C	$454K	0.2%	1,286 SH	New
AMAZON COM INC	COM	$630K	0.2%Prev: 0.2%	2,644 SH	Increased+840 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$17.1M	5.8%	413,351 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$43.5M	14.7%Prev: 12.6%	339,935 SH	Increased+78,825 SH
AMPHENOL CORP	CL A	$263K	0.1%	1,492 SH	New
APPLE INC	COM	$1.0M	0.4%Prev: 0.2%	3,628 SH	Increased+1,742 SH
ARK ETF TR	GENOMIC REV ETF	$205K	0.1%	4,875 SH	New
BANK MONTREAL MEDIUM	COM	$252K	0.1%	1,424 SH	New
CATERPILLAR INC	COM	$208K	0.1%	195 SH	New
CROWDSTRIKE HLDGS INC	CL A	$212K	0.1%	278 SH	New
DUCOMMUN INC DEL	COM	$331K	0.1%	1,786 SH	New
EA SERIES TRUST	ALPHA ARCH 1-3	$1.3M	0.4%Prev: 0.5%	10,864 SH	Increased+1,350 SH
EA SERIES TRUST	ALPHA ARCHITECT	$42.4M	14.3%Prev: 13.2%	475,625 SH	Increased+165,868 SH
ELI LILLY & CO	COM	$760K	0.3%	634 SH	New
EXXON MOBIL CORP	COM	$479K	0.2%	3,503 SH	New
GE AEROSPACE	COM NEW	$1.1M	0.4%Prev: 0.3%	2,979 SH	Increased+179 SH
GE VERNOVA INC	COM	$1.3M	0.4%Prev: 0.2%	1,071 SH	Increased+388 SH
IMPERIAL OIL LTD	COM NEW	$330K	0.1%	2,950 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 MARC	$533K	0.2%	18,877 SH	New
INNOVATOR ETFS TRUST	EQUITY DEF PRO 2	$739K	0.2%	27,024 SH	New
INNOVATOR ETFS TRUST	LADDERED ALC BFR	$998K	0.3%Prev: 0.5%	25,380 SH	Increased-2,661 SH
INTEL CORP	COM	$491K	0.2%	3,515 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$656K	0.2%Prev: 0.2%	2,334 SH	Increased+605 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$774K	0.3%Prev: 0.5%	10,340 SH	Decreased-2,620 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$1.5M	0.5%	78,132 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$1.1M	0.4%	66,304 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$2.6M	0.9%Prev: 0.1%	134,690 SH	Increased+119,516 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.6M	0.5%	81,398 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$1.2M	0.4%	69,519 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$1.6M	0.5%	78,299 SH	New
INVESCO QQQ TR	UNIT SER 1	$404K	0.1%	548 SH	New
ISHARES GOLD TR	ISHARES NEW	$395K	0.1%Prev: 0.2%	5,231 SH	Increased-587 SH
ISHARES TR	0-5 YR TIPS ETF	$13.0M	4.4%Prev: 0.3%	126,776 SH	Increased+121,478 SH
ISHARES TR	CORE DIV GRWTH	$319K	0.1%Prev: 0.2%	4,209 SH	Decreased-1,092 SH
ISHARES TR	CORE MSCI EAFE	$942K	0.3%	9,750 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.5M	0.5%Prev: 0.6%	19,298 SH	Increased-647 SH
ISHARES TR	CORE S&P SCP ETF	$1.6M	0.5%Prev: 0.7%	10,882 SH	Increased-1,795 SH
ISHARES TR	CORE S&P500 ETF	$19.8M	6.7%Prev: 12.0%	26,482 SH	Decreased-13,608 SH
ISHARES TR	GLB CNS DISC ETF	$284K	0.1%Prev: 0.1%	1,470 SH	Increased
ISHARES TR	GLOB HLTHCRE ETF	$294K	0.1%Prev: 0.1%	2,993 SH	Increased-278 SH
ISHARES TR	GLOBAL TECH ETF	$664K	0.2%Prev: 0.3%	4,598 SH	Increased-1,162 SH
ISHARES TR	RUSSELL 2000 ETF	$263K	0.1%Prev: 0.1%	876 SH	Increased-202 SH
ISHARES TR	SELECT DIVID ETF	$427K	0.1%Prev: 0.2%	2,731 SH	Increased-327 SH
ISHARES TR	US HLTHCARE ETF	$320K	0.1%Prev: 0.2%	4,782 SH	Decreased-1,553 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$321K	0.1%Prev: 0.5%	6,342 SH	Decreased-13,414 SH
JOHNSON & JOHNSON	COM	$253K	0.1%	998 SH	New
JPMORGAN CHASE & CO	COM	$553K	0.2%	1,690 SH	New
LAM RESEARCH CORP	COM NEW	$1.1M	0.4%Prev: 0.2%	2,645 SH	Increased-2,055 SH
MCDONALDS CORP	COM	$247K	0.1%Prev: 0.1%	914 SH	Increased+100 SH
MICRON TECHNOLOGY INC	COM	$1.6M	0.5%	1,363 SH	New
MICROSOFT CORP	COM	$1.8M	0.6%Prev: 1.1%	4,803 SH	Decreased+314 SH
NVIDIA CORPORATION	COM	$669K	0.2%Prev: 0.2%	3,345 SH	Increased+184 SH
PLUG PWR INC	COM NEW	$39K	0.0%	14,500 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	0.4%Prev: 0.3%	40,151 SH	Increased+14,560 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$732K	0.2%Prev: 0.3%	19,849 SH	Increased-722 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$653K	0.2%Prev: 0.1%	18,064 SH	Increased+9,512 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$8.6M	2.9%	161,345 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$10.3M	3.5%	53,898 SH	New
SPDR SERIES TRUST	ST STR SP BANK	$352K	0.1%	5,163 SH	New
SPDR SERIES TRUST	ST STR SP REGBNK	$353K	0.1%	4,712 SH	New
SPDR SERIES TRUST	STATE STRET SPDR	$13.6M	4.6%	407,023 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$355K	0.1%	476 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$269K	0.1%	382 SH	New
TIDAL TRUST II	RETURN STCKD US	$17.8M	6.0%	543,798 SH	New
TORONTO DOMINION BK ONT	COM NEW	$229K	0.1%	1,884 SH	New
UNION PAC CORP	COM	$441K	0.1%	1,622 SH	New
UNITEDHEALTH GROUP INC	COM	$505K	0.2%Prev: 0.1%	1,214 SH	Increased+483 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$264K	0.1%	402 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$438K	0.1%Prev: 0.2%	5,082 SH	Increased+4,089 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	0.5%Prev: 4.5%	2,206 SH	Decreased-14,116 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$351K	0.1%	949 SH	New
VANGUARD INDEX FDS	VALUE ETF	$1.0M	0.3%Prev: 0.4%	4,715 SH	Increased-105 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$343K	0.1%Prev: 0.2%	1,449 SH	Decreased-529 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$38.3M	12.9%Prev: 7.6%	537,227 SH	Increased+260,663 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$212K	0.1%	2,577 SH	New
VANGUARD WORLD FD	ESG US STK ETF	$277K	0.1%Prev: 0.1%	2,098 SH	Increased+222 SH
WISDOMTREE TR	FLOATNG RAT TREA	$1.1M	0.4%Prev: 0.6%	22,580 SH	Decreased-202 SH
WISDOMTREE TR	US QTLY DIV GRT	$2.6M	0.9%Prev: 2.1%	26,793 SH	Decreased-24,902 SH
WORLD GOLD TR	SPDR GLD MINIS	$21.9M	7.4%Prev: 7.2%	275,191 SH	Increased+47,616 SH

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $15.2M
INNOVATOR ETFS TRUST — $209K
INNOVATOR ETFS TRUST — $211K
INVESCO EXCH TRD SLF IDX FD — $1.5M
ISHARES TR — $232K
ISHARES TR — $4.3M
ISHARES TR — $945K
J P MORGAN EXCHANGE TRADED F — $516K
JPMORGAN CHASE & CO. — $372K
META PLATFORMS INC — $234K
NETFLIX INC — $313K
ORACLE CORP — $201K
PALANTIR TECHNOLOGIES INC — $236K
PLUG POWER INC — $22K
SELECT SECTOR SPDR TR — $7.9M
SELECT SECTOR SPDR TR — $7.2M
SELECT SECTOR SPDR TR — $6.9M
SELECT SECTOR SPDR TR — $283K
SPDR S&P 500 ETF TR — $310K
TIDAL TR II — $11.0M
… and 1 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