Notify me when Continuum Advisory, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Q4 2019 | 138 | $172,047,000 | +$17,993,257 | -$5,074,104 | +$12,919,153 | SPAB, AAPL, QUS, ULST, VV | 13F-HR | 17 May 2021, 17:25 |
| Q3 2019 | 127 | $149,421,000 | +$13,426,473 | -$7,963,739 | +$5,462,734 | SPAB, QUS, AAPL, VV, ULST | 13F-HR | 17 May 2021, 17:38 |
| Q2 2019 | 132 | $145,641,000 | +$20,149,375 | -$11,659,880 | +$8,489,495 | SPAB, ULST, VV, QUS, AAPL | 13F-HR | 17 May 2021, 17:41 |
| Q1 2019 | 126 | $133,777,000 | +$18,010,416 | -$32,173,879 | -$14,163,463 | VV, QUS, IVV, SPAB, AAPL | 13F-HR | 17 May 2021, 17:44 |
| Q4 2018 | 157 | $136,120,000 | +$23,563,649 | -$21,576,913 | +$1,986,736 | SPLG, VV, AAPL, SPAB, BND | 13F-HR | 17 May 2021, 17:46 |
| Q3 2018 | 156 | $150,378,000 | +$20,545,985 | -$11,094,185 | +$9,451,800 | SPLG, AAPL, VV, SPAB, BND | 13F-HR | 17 May 2021, 18:02 |
| Q2 2018 | 146 | $136,522,000 | +$27,834,130 | -$13,488,705 | +$14,345,425 | VV, SPLG, AAPL, BND, IVV | 13F-HR | 17 May 2021, 18:04 |
| Q1 2018 | 136 | $119,441,000 | +$23,663,504 | -$32,279,891 | -$8,616,387 | VV, AAPL, IVV, BND, SPLG | 13F-HR | 17 May 2021, 18:09 |
| Q4 2017 | 168 | $130,494,000 | +$14,887,186 | -$2,546,273 | +$12,340,913 | VV, BND, VEA, AAPL, IVV | 13F-HR | 17 May 2021, 18:21 |
| Q3 2017 | 151 | $114,092,000 | +$14,766,417 | -$4,261,939 | +$10,504,478 | BND, AAPL, VEA, IVV, VV | 13F-HR | 17 May 2021, 18:24 |
| Q2 2017 | 141 | $100,765,000 | +$18,520,523 | -$2,141,944 | +$16,378,579 | BND, AAPL, VV, VEA, IVV | 13F-HR | 17 May 2021, 18:26 |
| Q1 2017 | 114 | $83,302,000 | $0 | $0 | $0 | BND, VV, AAPL, VEA, IVV | 13F-HR | 17 May 2021, 18:28 |