CW

CONTINUUM WEALTH ADVISORS, LLC

13F
CONTINUUM WEALTH ADVISORS, LLC
Last update 2025-04-22 56 Stocks (6 new)
Value $195.00 Mil Turnover 11 %
Countries:
CONTINUUM WEALTH ADVISORS, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUS
Avantis U.S. Equity ETF
321,618
29,711.0
-0.12%
15.230
-0.02%
0.390
+18.94%
+6.78%
8,908.7
 
IVV
iShares Core S&P 500 ETF
52,516
29,508.5
-0.59%
15.130
-0.09%
0.010
+19.71%
+7.98%
636,576.3
 
CAOS
Alpha Architect Tail Risk ETF
310,166
27,279.7
+3.44%
13.990
+0.46%
7.580
-0.30%
+1.50%
417.9
 
DFCF
Dimensional Core Fixed Income ETF
344,236
14,478.6
+13.74%
7.420
+0.90%
0.220
+3.02%
+4.24%
7,144.7
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
170,127
13,586.3
-0.63%
6.970
-0.04%
0.090
+13.32%
+5.89%
16,018.7
 
VEA
Vanguard FTSE Developed Markets ETF
210,629
10,706.3
New Holding
5.490
+5.49%
0.010
+12.11%
+21.29%
160,177.0
 
RSST
Roust Corp
456,290
10,079.4
+6.24%
5.170
+0.30%
-
-
-
0
Beverages - Alcoholic
GLDM
SPDR Gold MiniShares Trust
147,976
9,158.2
+8.62%
4.700
+0.37%
0.070
+1.66%
+30.72%
16,463.4
 
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
72,927
7,033.8
+3.09%
3.610
+0.11%
0.030
+19.50%
+12.01%
24,025.8
 
VUG
Vanguard Growth ETF
16,549
6,136.7
+2.58%
3.150
+0.08%
0.000
+27.35%
+9.24%
164,247.8
 

CONTINUUM WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns

CONTINUUM WEALTH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
New Buy
New Buy
+5.49%
47.4 ($50.6) 52.99
$57.28
13.20%
New holding
210,629
210,629
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Sold Out
Sold Out
-2.79%
64.88 ($69.16) 72.1
$73.98
6.97%
Sold Out
0
-79,934
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Reduce
Reduce
-2.58%
102.49 ($112.84) 119.96
$112.83
-0.01%
Reduce -77.44%
12,907
-44,313
XLF
Financial Select Sector SPDR
2025-03-31
New Buy
New Buy
+2.48%
47.32 ($50.16) 52.19
$52.68
5.02%
New holding
97,001
97,001
XLI
Industrial Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-2.14%
128.78 ($135.13) 141.67
$151.02
11.76%
Sold Out
0
-32,113
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.90%
40.79 ($41.67) 42.32
$42.04
0.89%
Add 13.74%
344,236
41,597
BOXX
Alpha Architect 1-3 Month Box ETF
2025-03-31
Reduce
Reduce
-0.90%
110.33 ($110.94) 111.49
$112.93
1.79%
Reduce -65.06%
8,617
-16,048
CAOS
Alpha Architect Tail Risk ETF
2025-03-31
Add
Add
+0.46%
87.4 ($87.81) 88.16
$88.85
1.19%
Add 3.44%
310,166
10,306
GLDM
SPDR Gold MiniShares Trust
2025-03-31
Add
Add
+0.37%
52.19 ($56.8) 61.89
$67.96
19.65%
Add 8.62%
147,976
11,742
PAPR
Innovator U.S. Equity Power Buffer ETF - April
Innovator U.S. Equity Power Buffer ETF - April
2025-03-31
Sold Out
Sold Out
-0.20%
35.21 ($36.83) 37.69
$37.57
2.01%
Sold Out
0
-10,804

CONTINUUM WEALTH ADVISORS, LLC Total Holding History ($B)

To

CONTINUUM WEALTH ADVISORS, LLC's Asset Allocation

To

CONTINUUM WEALTH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CONTINUUM WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31

CONTINUUM WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CONTINUUM WEALTH ADVISORS, LLC's Holdings Heat Map

Size field:

CONTINUUM WEALTH ADVISORS, LLC's Holdings Bubble Chart

CONTINUUM WEALTH ADVISORS, LLC News

  • 1

Discussions on CONTINUUM WEALTH ADVISORS, LLC

No discussions yet.