Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Continuum Advisory, LLC (CIK 1846532) reported $1.04B across 452 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WMT ($43.0M, 4.12%), AAPL ($41.7M, 4.00%), CGDV ($40.7M, 3.90%), JCPB ($33.6M, 3.22%), PYLD ($30.7M, 2.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $43.0M | 4.12% | 345,876 | Added |
| 2 | AAPL | APPLE INC | $41.7M | 4.00% | 164,367 | Added |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $40.7M | 3.90% | 956,187 | Added |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $33.6M | 3.22% | 713,740 | Added |
| 5 | PYLD | PIMCO ETF TR | $30.7M | 2.95% | 1.2M | Added |
| 6 | CGCB | CAPITAL GRP FIXED INCM ETF T | $29.1M | 2.79% | 1.1M | Added |
| 7 | VTI | VANGUARD INDEX FDS | $27.1M | 2.60% | 84,461 | Added |
| 8 | VXF | VANGUARD INDEX FDS | $22.3M | 2.14% | 108,599 | Added |
| 9 | MSFT | MICROSOFT CORP | $19.7M | 1.89% | 53,285 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $19.2M | 1.85% | 110,273 | Added |
| 11 | BND | VANGUARD BD INDEX FDS | $15.2M | 1.46% | 205,944 | Added |
| 12 | AMZN | AMAZON COM INC | $14.9M | 1.43% | 71,747 | Added |
| 13 | QQQ | INVESCO QQQ TR | $14.6M | 1.40% | 25,238 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $13.2M | 1.27% | 22,150 | Added |
| 15 | QUS | SPDR SERIES TRUST | $12.6M | 1.21% | 73,503 | Added |
| 16 | OEF | ISHARES TR | $12.0M | 1.15% | 37,623 | Trimmed |
| 17 | VV | VANGUARD INDEX FDS | $11.1M | 1.06% | 37,105 | Added |
| 18 | FEOE | RBB FUND TRUST | $10.8M | 1.04% | 214,817 | Added |
| 19 | MU | MICRON TECHNOLOGY INC | $10.8M | 1.04% | 32,083 | Added |
| 20 | GOOGL | ALPHABET INC | $10.2M | 0.98% | 35,463 | Added |
| 21 | IEFA | ISHARES TR | $9.9M | 0.95% | 109,337 | Added |
| 22 | CRDT | SIMPLIFY EXCHANGE TRADED FUN | $9.7M | 0.93% | 431,710 | Added |
| 23 | NEM | NEWMONT CORP | $9.1M | 0.88% | 84,410 | Trimmed |
| 24 | IVV | ISHARES TR | $8.9M | 0.85% | 13,589 | Added |
| 25 | BIV | VANGUARD BD INDEX FDS | $7.7M | 0.73% | 99,163 | Added |
Source: SEC Form 13F filings · as of 2026-03-31