Continuum Advisory, LLC - Portfolio Stock Holdings

Continuum Advisory, LLC disclosed 482 stock positions in a recent SEC 13F filing. $1,023,873,654 of stock holdings were filed, with the largest holdings including WMT, AAPL, and CGDV. This filing represented positions held on March 31, 2026, and was filed on April 22, 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.