Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CONTINUUM WEALTH ADVISORS, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

CONTINUUM WEALTH ADVISORS, LLC (CIK 1966482) reported $241.0M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CAOS ($52.0M, 21.58%), AVUS ($29.1M, 12.08%), GLDM ($23.6M, 9.79%), VEA ($21.2M, 8.79%), IVV ($16.6M, 6.88%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CAOSEA SERIES TRUST$52.0M21.58%573,108Added
2AVUSAMERICAN CENTY ETF TR$29.1M12.08%261,916Trimmed
3GLDMWORLD GOLD TR$23.6M9.79%254,653Trimmed
4VEAVANGUARD TAX-MANAGED FDS$21.2M8.79%330,777Added
5IVVISHARES TR$16.6M6.88%25,374Trimmed
6STIPISHARES TR$14.3M5.92%137,889Added
7RSSTTIDAL TRUST II$12.4M5.13%437,060Added
8CERYSPDR SERIES TRUST$12.1M5.02%343,353Added
9XLESELECT SECTOR SPDR TR$9.3M3.87%152,073New
10XLCSELECT SECTOR SPDR TR$8.7M3.63%78,859Added
11BSCQINVESCO EXCH TRD SLF IDX FD$2.6M1.09%134,859Added
12DGRWWISDOMTREE TR$2.4M0.99%27,121Trimmed
13MSFTMICROSOFT CORP$2.0M0.84%5,463Trimmed
14BSCRINVESCO EXCH TRD SLF IDX FD$1.5M0.62%76,398Added
15BSCSINVESCO EXCH TRD SLF IDX FD$1.5M0.62%73,299Added
16VOOVANGUARD INDEX FDS$1.4M0.57%2,280Trimmed
17IJRISHARES TR$1.4M0.56%10,882Trimmed
18BSCTINVESCO EXCH TRD SLF IDX FD$1.4M0.56%72,632Added
19IJHISHARES TR$1.3M0.54%19,298Trimmed
20BOXXEA SERIES TRUST$1.3M0.54%11,122Added
21USFRWISDOMTREE TR$1.2M0.48%23,068Trimmed
22BSCUINVESCO EXCH TRD SLF IDX FD$1.1M0.44%63,519Added
23GEGE AEROSPACE$987,2360.41%3,479Trimmed
24BSCVINVESCO EXCH TRD SLF IDX FD$992,6200.41%60,305Added
25BUFBINNOVATOR ETFS TRUST$911,3960.38%25,380Trimmed

Source: SEC Form 13F filings · as of 2026-03-31