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:
Top Holdings: AVUS(15.23%)IVV(15.13%)CAOS(13.99%)DFCF(7.42%)DGRW(6.97%)
Summary Stock Picks Current Portfolio
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
+2.78%
+0.68%
8,330.0
 
IVV 		iShares Core S&P 500 ETF
52,516
29,508.5
-0.59%
15.130
-0.09%
0.010
+3.61%
+2.03%
588,146.3
 
CAOS 		Alpha Architect Tail Risk ETF
310,166
27,279.7
+3.44%
13.990
+0.46%
7.580
+1.04%
+1.47%
392.1
 
DFCF 		Dimensional Core Fixed Income ETF
344,236
14,478.6
+13.74%
7.420
+0.90%
0.220
+0.28%
+2.99%
6,858.8
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
170,127
13,586.3
-0.63%
6.970
-0.04%
0.090
+0.77%
+1.16%
15,265.9
 
VEA 		Vanguard FTSE Developed Markets ETF
210,629
10,706.3
New Holding
5.490
+5.49%
0.010
+9.84%
+17.86%
152,176.7
 
RSST 		Roust Corp
456,290
10,079.4
+6.24%
5.170
+0.30%
-
0%
0%
0
Beverages - Alcoholic
GLDM 		SPDR Gold MiniShares Trust
147,976
9,158.2
+8.62%
4.700
+0.37%
0.070
+15.63%
+28.52%
15,299.2
 
XLC 		Communication Services Select Sector SPDR Fund
72,927
7,033.8
+3.09%
3.610
+0.11%
0.030
+2.38%
+5.94%
22,088.2
 
VUG 		Vanguard Growth ETF
16,549
6,136.7
+2.58%
3.150
+0.08%
0.000
+7.06%
+2.63%
153,119.2
 

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 ETF2025-03-31New Buy
+5.49%
●
47.4 ($50.6) 52.99
$56.10
10.87%
New holding
210,629
210,629
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Sold Out
-2.79%
●
64.88 ($69.16) 72.1
$70.09
1.34%
Sold Out
0
-79,934
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Reduce
-2.58%
●
102.49 ($112.84) 119.96
$106.42
-5.69%
Reduce -77.44%
12,907
-44,313
XLF 		Financial Select Sector SPDR2025-03-31New Buy
+2.48%
●
47.32 ($50.16) 52.19
$50.79
1.26%
New holding
97,001
97,001
XLI 		Industrial Select Sector SPDR2025-03-31Sold Out
-2.14%
●
128.78 ($135.13) 141.67
$143.82
6.43%
Sold Out
0
-32,113
DFCF 		Dimensional Core Fixed Income ETF2025-03-31Add
+0.90%
●
40.79 ($41.67) 42.32
$41.86
0.46%
Add 13.74%
344,236
41,597
BOXX 		Alpha Architect 1-3 Month Box ETF2025-03-31Reduce
-0.90%
●
110.33 ($110.94) 111.49
$112.34
1.26%
Reduce -65.06%
8,617
-16,048
CAOS 		Alpha Architect Tail Risk ETF2025-03-31Add
+0.46%
●
87.4 ($87.81) 88.16
$88.83
1.16%
Add 3.44%
310,166
10,306
GLDM 		SPDR Gold MiniShares Trust2025-03-31Add
+0.37%
●
52.19 ($56.8) 61.89
$66.82
17.64%
Add 8.62%
147,976
11,742
PAPR 		Innovator U.S. Equity Power Buffer ETF - April2025-03-31Sold Out
-0.20%
●
35.21 ($36.83) 37.69
$36.70
-0.35%
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

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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

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