13F Filings History of Continuum Advisory, LLC
- Latest 13F filing
- Q1 2026 - 22 Apr 2026
- Latest reported 13F value
- $1,042,234,149
- Largest 13F holdings
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WMT AAPL CGDV JCPB PYLD CGCB VTI VXF MSFT NVDA BND AMZN
+8 more
QQQ VOO QUS OEF VV FEOE MU GOOGL - Form 13F summary
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- Continuum Advisory, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Continuum Advisory, LLC reported 453 equity holdings with a total reported market value of $1,042,234,149 for Q1 2026. Top reported holdings included WMT, AAPL, CGDV, JCPB, and PYLD.
- Manager signature
- Ruth M Miller - Compliance Manager
- Manager location
- Eagle, ID
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$1,042,234,149
Quarter delta
+$43,599,051
Accepted
22 Apr 2026, 12:08
Rows shown
1-25 of 37
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 453 | $1,042,234,149 | +$110,782,738 | -$48,555,280 | +$62,227,458 | WMT, AAPL, CGDV, JCPB, PYLD | 13F-HR | 22 Apr 2026, 12:08 |
| Q4 2025 | 456 | $998,635,098 | +$81,601,405 | -$45,978,395 | +$35,623,010 | CGDV, AAPL, JCPB, PYLD, CGCB | 13F-HR | 10 Feb 2026, 18:04 |
| Q3 2025 | 437 | $945,988,308 | +$100,177,043 | -$46,190,114 | +$53,986,929 | CGDV, AAPL, JCPB, VTI, PYLD | 13F-HR | 20 Oct 2025, 12:14 |
| Q2 2025 | 420 | $830,713,941 | +$109,320,243 | -$104,922,807 | +$4,397,436 | CGDV, AAPL, JCPB, VTI, MSFT | 13F-HR | 13 Aug 2025, 10:36 |
| Q1 2025 | 1,656 | $776,401,081 | +$77,630,321 | -$66,927,374 | +$10,702,947 | CGDV, AAPL, JCPB, VTI, CGCB | 13F-HR | 22 Apr 2025, 18:51 |
| Q4 2024 | 1,847 | $780,012,028 | +$24,499,252 | -$13,917,365 | +$10,581,887 | CGDV, AAPL, JCPB, VTI, MSFT | 13F-HR | 14 Feb 2025, 17:53 |
| Q3 2024 | 1,906 | $770,454,254 | +$72,793,875 | -$30,833,170 | +$41,960,705 | CGDV, AAPL, JCPB, VTI, MSFT | 13F-HR | 15 Nov 2024, 12:00 |
| Q2 2024 | 1,703 | $693,776,848 | +$38,925,047 | -$15,644,520 | +$23,280,527 | CGDV, AAPL, JCPB, MSFT, VTI | 13F-HR | 19 Jul 2024, 12:47 |
| Q1 2024 | 1,697 | $661,730,881 | +$100,498,361 | -$172,602,411 | -$72,104,050 | CGDV, AAPL, JCPB, MSFT, VXF | 13F-HR | 10 May 2024, 19:31 |
| Q4 2023 | 451 | $702,949,664 | +$116,334,512 | -$98,427,624 | +$17,906,888 | AAPL, CGDV, VTI, JCPB, MSFT | 13F-HR | 14 Feb 2024, 16:48 |
| Q3 2023 | 449 | $599,973,006 | +$47,001,041 | -$34,892,019 | +$12,109,022 | AAPL, ULST, MSFT, VXF, VTI | 13F-HR | 13 Nov 2023, 10:26 |
| Q2 2023 | 446 | $605,246,645 | +$58,541,293 | -$44,877,243 | +$13,664,050 | AAPL, ULST, MSFT, VXF, VTI | Restatement | 13 Dec 2023, 12:53 |
| Q1 2023 | 422 | $567,371,119 | +$58,713,772 | -$47,337,051 | +$11,376,721 | AAPL, ULST, MSFT, VXF, VTI | Restatement | 13 Dec 2023, 12:52 |
| Q4 2022 | 410 | $533,099,416 | +$63,333,529 | -$107,012,089 | -$43,678,560 | AAPL, ULST, MSFT, VXF, VTI | Restatement | 13 Dec 2023, 12:51 |
| Q3 2022 | 403 | $547,461,000 | +$84,647,407 | -$37,169,707 | +$47,477,700 | AAPL, TIPX, ULST, BIL, MSFT | Restatement | 13 Dec 2023, 12:49 |
| Q2 2022 | 401 | $526,759,000 | +$74,768,493 | -$20,060,189 | +$54,708,304 | TIPX, AAPL, MSFT, VXF, VTI | Restatement | 13 Dec 2023, 12:47 |
| Q1 2022 | 374 | $462,758,000 | +$146,209,002 | -$21,167,439 | +$125,041,563 | TIPX, VXF, MSFT, QUS, FCVT | Restatement | 13 Dec 2023, 12:47 |
| Q4 2021 | 304 | $421,056,000 | +$58,127,803 | -$12,618,507 | +$45,509,296 | AAPL, TIPX, VXF, QUS, MSFT | Restatement | 13 Dec 2023, 12:41 |
| Q3 2021 | 294 | $353,589,000 | +$64,643,503 | -$8,236,546 | +$56,406,957 | AAPL, TIPX, VXF, QUS, MSFT | Restatement | 13 Dec 2023, 12:40 |
| Q2 2021 | 269 | $321,716,000 | +$85,878,235 | -$7,462,993 | +$78,415,242 | AAPL, TIPX, VXF, QUS, MSFT | Restatement | 13 Dec 2023, 12:39 |
| Q1 2021 | 171 | $239,318,000 | +$31,968,698 | -$24,330,713 | +$7,637,985 | AAPL, TIPX, VXF, QUS, VV | 13F-HR | 14 May 2021, 16:27 |
| Q4 2020 | 154 | $219,763,000 | +$31,618,295 | -$10,937,802 | +$20,680,493 | AAPL, TIPX, QUS, VXF, GLDM | 13F-HR | 17 May 2021, 17:26 |
| Q3 2020 | 148 | $182,727,000 | +$32,948,058 | -$7,747,867 | +$25,200,191 | AAPL, SPTI, QUS, VV, GLDM | 13F-HR | 17 May 2021, 17:30 |
| Q2 2020 | 144 | $159,420,000 | +$28,182,037 | -$41,534,102 | -$13,352,065 | AAPL, SPTI, QUS, VV, ULST | 13F-HR | 17 May 2021, 17:31 |
| Q1 2020 | 135 | $148,461,000 | +$30,255,968 | -$27,378,288 | +$2,877,680 | AAPL, ULST, SPLG, VV, QUS | 13F-HR | 17 May 2021, 17:33 |