Continuum Advisory, LLC - Portfolio Stock Holdings
Continuum Advisory, LLC disclosed 1990 stock positions in a recent SEC 13F filing. $1,235,948,445 of stock holdings were filed, with the largest holdings including AAPL, CGDV, and WMT. This filing represented positions held on June 30, 2026, and was filed on Aug. 6, 2026.We estimate the fund has a total AUM of $1,907,940,341 and has 66 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1990Est. Stock Holding Value:
$1,235,948,445Top Stock Holdings By Sector
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Portfolio Stock Holdings - Continuum Advisory, LLC
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