Continuum Advisory, LLC: 13F holdings
CIK 18465322026Q2
| Positions | 1,986 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC COM | 163,706 | $47.4m | 3.8% |
| CGDV CAPITAL GROUP DIVIDEND VALUE ETF | 932,608 | $46.0m | 3.7% |
| WMT WALMART INC COM | 357,980 | $40.5m | 3.3% |
| MU MICRON TECHNOLOGY INC COM | 30,496 | $35.2m | 2.8% |
| JCPB JPMORGAN CORE PLUS BOND ETF | 735,937 | $34.5m | 2.8% |
| PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 1,230,054 | $32.6m | 2.6% |
| VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 87,096 | $32.2m | 2.6% |
| CAPITAL GROUP CORE BOND ETF | 1,129,480 | $29.6m | 2.4% |
| VXF VANGUARD EXTENDED MARKET ETF | 109,789 | $27.0m | 2.2% |
| NVDA NVIDIA CORPORATION COM | 115,558 | $23.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846532")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.