CONTINUUM WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, CONTINUUM WEALTH ADVISORS, LLC held in its portfolio 77 assets valued at $258,854,792 (i.e. $258.86M).

The most valuable assets in the portfolio included: EA SERIES TRUST ($32.56M), AMERICAN CENTY ETF TR ($30.28M), and ISHARES TR ($27.83M).

The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in CONTINUUM WEALTH ADVISORS, LLC Portfolio
EA SERIES TRUST
AMERICAN CENTY ETF TR
ISHARES TR
WORLD GOLD TR
DIMENSIONAL ETF TRUST
VANGUARD TAX-MANAGED FDS
TIDAL TRUST II
VANGUARD INDEX FDS
SELECT SECTOR SPDR TR
VANGUARD INTL EQUITY INDEX F
CONTINUUM WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
EA SERIES TRUST 369596 32556652 ALPHA ARCHITECT
AMERICAN CENTY ETF TR 270853 30275912 US EQT ETF
ISHARES TR 40624 27825003 CORE S&P500 ETF
WORLD GOLD TR 277224 23666613 SPDR GLD MINIS
DIMENSIONAL ETF TRUST 526635 22413586 CORE FIXED INCOM
VANGUARD TAX-MANAGED FDS 317465 19832039 VAN FTSE DEV MKT
TIDAL TRUST II 419190 11884029 RETURN STCKD US
VANGUARD INDEX FDS 18091 11345686 S&P 500 ETF SHS
SELECT SECTOR SPDR TR 75930 8938480 STATE STREET COM
VANGUARD INTL EQUITY INDEX F 159381 8568323 FTSE EMR MKT ETF
SELECT SECTOR SPDR TR 53724 8316475 STATE STREET HEA
WISDOMTREE TR 48618 4347908 US QTLY DIV GRT
SELECT SECTOR SPDR TR 28097 4045125 STATE STREET TEC
ISHARES TR 126914 3464752 FALN ANGLS USD
MICROSOFT CORP 5563 2690179 COM
INVESCO EXCH TRD SLF IDX FD 116905 2288415 BULSHS 2026 CB
INVESCO EXCH TRD SLF IDX FD 71839 1418102 BULSHS 2027 CB
ISHARES TR 20960 1383360 CORE S&P MCP ETF
ISHARES TR 11412 1371494 CORE S&P SCP ETF
EA SERIES TRUST 11038 1270474 ALPHA ARCH 1-3
GE AEROSPACE 3961 1220107 COM NEW
ISHARES TR 11208 1200489 NATIONAL MUN ETF
WISDOMTREE TR 23272 1171047 FLOATNG RAT TREA
INVESCO EXCH TRD SLF IDX FD 52172 1074743 INVSCO BLSH 28
INVESCO EXCH TRD SLF IDX FD 56977 1073162 BULETSHS 2029
APPLE INC 3892 1058079 COM
INVESCO EXCH TRD SLF IDX FD 59326 1003796 INVSCO 30 CORP
INVESCO EXCH TRD SLF IDX FD 56409 941748 BULETSHS 2031 CP
J P MORGAN EXCHANGE TRADED F 18413 931514 ULTRA SHRT ETF
INNOVATOR ETFS TRUST 25421 931298 LADDERED ALC BFR
VANGUARD INDEX FDS 4715 900518 VALUE ETF
SCHWAB STRATEGIC TR 33282 872987 US BRD MKT ETF
INVESCO EXCH TRADED FD TR II 12194 870911 S&P500 LOW VOL
VANGUARD INDEX FDS 1686 822532 GROWTH ETF
ISHARES TR 8711 779286 CORE MSCI EAFE
INNOVATOR ETFS TRUST 27024 718020 EQUITY DEF PRO 2
GE VERNOVA INC 1034 675791 COM
NVIDIA CORPORATION 3428 639322 COM
SCHWAB STRATEGIC TR 20371 612556 US MID-CAP ETF
AMAZON COM INC 2464 568740 COM
INTERNATIONAL BUSINESS MACHS 1829 541896 COM
JPMORGAN CHASE & CO. 1678 540685 COM
ISHARES TR 4980 522900 GLOBAL TECH ETF
INNOVATOR ETFS TRUST 18877 519012 EQUITY DEFINED P
ISHARES TR 4851 496694 0-5 YR TIPS ETF
ELI LILLY & CO 455 488979 COM
ISHARES GOLD TR 5801 470867 ISHARES NEW
LAM RESEARCH CORP 2640 451915 COM NEW
EXXON MOBIL CORP 3666 441166 COM
J P MORGAN EXCHANGE TRADED F 9190 426600 BETABUILDERS US
ISHARES TR 6335 412409 US HLTHCARE ETF
ALPHABET INC 1286 403547 CAP STK CL C
ISHARES TR 2801 395394 SELECT DIVID ETF
UNION PAC CORP 1622 375201 COM
ISHARES TR 5175 359249 CORE DIV GRWTH
PALANTIR TECHNOLOGIES INC 2014 357989 CL A
MICRON TECHNOLOGY INC 1241 354194 COM
VANGUARD INDEX FDS 1047 350932 TOTAL STK MKT
VANGUARD SPECIALIZED FUNDS 1574 345981 DIV APP ETF
INVESCO QQQ TR 549 337256 UNIT SER 1
SPDR S&P 500 ETF TR 494 336868 TR UNIT
UNITEDHEALTH GROUP INC 963 317896 COM
AMERICAN CENTY ETF TR 4028 310237 AVANTIS EMGMKT
ISHARES TR 3133 305154 GLOB HLTHCRE ETF
SPDR SERIES TRUST 10581 302088 BLOOMBERG ENHNCD
META PLATFORMS INC 457 301764 CL A
ISHARES TR 1470 301732 GLB CNS DISC ETF
TESLA INC 623 280176 COM
MCDONALDS CORP 914 279346 COM
IMPERIAL OIL LTD 2950 254615 COM NEW
VANGUARD WORLD FD 1876 226921 ESG US STK ETF
SCHWAB STRATEGIC TR 7764 221119 US SML CAP ETF
ISHARES TR 876 215636 RUSSELL 2000 ETF
JOHNSON & JOHNSON 998 206536 COM
VANECK ETF TRUST 2366 202932 GOLD MINERS ETF
AMPHENOL CORP NEW 1488 201088 CL A
PLUG POWER INC 14500 28565 COM NEW