CONTINUUM WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report: Q1 2025 - Apr 22, 2025
Value $: $195M
Signature - Title: Jennifer Henry - CCO
Location: Saratoga Springs, NY
Summary: This page shows a list of all the recent 13F filings made by CONTINUUM WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CONTINUUM WEALTH ADVISORS, LLC reported 56 stock holdings with total value $195M as of Q1 2025. Top holdings included AVUS, IVV, CAOS, DFCF, and DGRW.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	56	$195M	+$21.2M	-$19.9M	+$1.32M	AVUS, IVV, CAOS, DFCF, DGRW	13F-HR	4/22/2025, 09:26 AM
Q4 2024	59	$198M	+$36.5M	-$24.8M	+$11.6M	AVUS, IVV, CAOS, DGRW, DFCF	13F-HR	2/4/2025, 03:44 PM
Q3 2024	57	$186M	+$48.2M	-$60.2M	-$12M	AVUS, IVV, CAOS, DGRW, DFCF	13F-HR	10/18/2024, 10:53 AM
Q2 2024	59	$190M	+$54.4M	-$43.1M	+$11.2M	AVUS, IVV, USFR, DGRW, VOO	13F-HR	7/23/2024, 11:25 AM
Q1 2024	63	$177M	+$41M	-$25.4M	+$15.7M	AVUS, IVV, USFR, DGRW, AGG	13F-HR	5/20/2024, 11:59 AM
Q4 2023	51	$154M	+$22.3M	-$18.7M	+$3.54M	AVUS, IVV, USFR, DGRW, BIL	13F-HR	1/31/2024, 09:11 AM
Q3 2023	46	$142M	+$20.2M	-$15.2M	+$4.98M	AVUS, USFR, DGRW, AGG, BIL	13F-HR	10/25/2023, 11:44 AM
Q2 2023	50	$141M	+$53M	-$37.8M	+$15.2M	AVUS, USFR, DGRW, VOO, AGG	13F-HR	7/27/2023, 02:37 PM
Q1 2023	41	$123M	+$37.2M	-$17.2M	+$20M	RSP, AVUS, USFR, BBEU, DGRW	13F-HR	5/15/2023, 02:10 PM
Q4 2022	46	$101M	$0	$0		USFR, AVUS, DGRW, VTV, RSP	13F-HR	3/1/2023, 03:09 PM

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