Continuum Advisory, LLC
CIK 1846532
13F filing for Q2 2026・No. 2,238
- Holdings
- US$1.24B
- Quarter change
- +US$194.12M
- Entries
- 1,986
- Net bought (estimate)
- +US$81.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1,540
- Sold out 7
- Cut 173
- Added 249
- Corporate actions 0
- Unchanged 24
Largest holdings
1,986 stocks worth US$1.24B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleStock | Cut | 163,706 | US$47.37M | 3.83% |
| CAPITAL GROUP DIVIDEND VALUE ETFETF | Cut | 932,608 | US$45.96M | 3.72% |
| WMTWALMART INC COMStock | Added | 357,980 | US$40.54M | 3.28% |
| MUMicronStock | Cut | 30,496 | US$35.2M | 2.85% |
| JPMORGAN CORE PLUS BOND ETFETF | Added | 735,937 | US$34.54M | 2.79% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDETF | Added | 1,230,054 | US$32.62M | 2.64% |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFETF | Added | 87,096 | US$32.23M | 2.61% |
| CAPITAL GROUP CORE BOND ETFETF | Added | 1,129,480 | US$29.57M | 2.39% |
| VANGUARD EXTENDED MARKET ETFETF | Added | 109,789 | US$27.03M | 2.19% |
| NVDANvidiaStock | Added | 115,558 | US$23.12M | 1.87% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.