Continuum Advisory, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $851 Million distributed in 437 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $37.6M, Apple Inc. with a value of $37M, J P Morgan Exchange Traded Fd with a value of $28.7M, Vanguard Total Stock Market Et with a value of $26M, and Microsoft Corp with a value of $23.1M.
Examining the 13F form we can see an increase of $78.9M in the current position value, from $773M to 851M.
Continuum Advisory, LLC is based out at Eagle, ID
Below you can find more details about Continuum Advisory, LLC portfolio as well as his latest detailed transactions.