Continuum Advisory, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$998.6M

Holdings

456

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (456 positions)

StockValue
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
$41K
AAPLAPPLE INC COM
$40K
JCPBJPMORGAN CORE PLUS BOND ETF
$31K
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
$29K
CGCBCAPITAL GROUP CORE BOND ETF
$27K
VTIVANGUARD TOTAL STOCK MARKET ETF
$26K
MSFTMICROSOFT CORP COM
$25K
VXFVANGUARD EXTENDED MARKET ETF
$22K
NVDANVIDIA CORPORATION COM
$20K
AMZNAMAZON COM INC COM
$16K
NDQINVESCO QQQ TRUST SERIES I
$16K
BNDVANGUARD TOTAL BOND MARKET ETF
$14K
VOOVANGUARD S&P 500 ETF
$13K
OEFISHARES S&P 100 ETF
$13K
QUSSTATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
$13K
VVVANGUARD LARGE-CAP ETF
$12K
GOOGLALPHABET INC CAP STK CL A
$11K
AQLTISHARES CORE MSCI EAFE ETF
$10K
FEOEFIRST EAGLE OVERSEAS EQUITY ETF
$9K
IVVISHARES CORE S&P 500 ETF
$9K
CRDTSIMPLIFY OPPORTUNISTIC INCOME ETF
$9K
NEMNEWMONT CORP COM
$9K
WMTWALMART INC COM
$8K
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$7K
INCYINCYTE CORP COM
$7K
ULTAULTA BEAUTY INC COM
$7K
CRMSALESFORCE INC COM
$7K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$7K
MUMICRON TECHNOLOGY INC COM
$7K
SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$7K
SPYSTATE STREET SPDR S&P 500 ETF
$7K
VBVANGUARD SMALL-CAP ETF
$7K
CGGRCAPITAL GROUP GROWTH ETF
$7K
VOVANGUARD MID-CAP ETF
$6K
JPMJPMORGAN CHASE & CO COM
$6K
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF
$6K
COSTCOSTCO WHOLESALE CORPORATION COM
$6K
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$6K
CVSCVS HEALTH CORP COM
$6K
NBIXNEUROCRINE BIOSCIENCES INC COM
$6K
BMRNBIOMARIN PHARMACEUTICAL INC COM
$6K
REEVEREST GROUP LTD COM
$6K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$6K
TIPXSTATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF
$5K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$5K
ORCLORACLE CORP COM
$5K
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
$5K
GOOGALPHABET INC CAP STK CL C
$5K
CITHE CIGNA GROUP COM
$5K
JPIEJPMORGAN INCOME ETF
$5K
VTVVANGUARD VALUE ETF
$5K
AVGOBROADCOM INC COM
$5K
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
$5K
GQ9SPDR GOLD SHARES
$5K
GDXVANECK GOLD MINERS ETF
$5K
CGUSCAPITAL GROUP CORE EQUITY ETF
$5K
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$5K
METAMETA PLATFORMS INC CL A
$4K
TSLATESLA INC COM
$4K
IWMISHARES RUSSELL 2000 ETF
$4K
SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
$4K
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$4K
AMLPALERIAN MLP ETF
$4K
VUGVANGUARD GROWTH ETF
$4K
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF
$4K
CCOCAMECO CORP COM
$4K
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
$4K
VOOGVANGUARD S&P 500 GROWTH ETF
$4K
CVXCHEVRON CORPORATION COM
$3K
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$3K
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF
$3K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$3K
CGCPCAPITAL GROUP CORE PLUS INCOME ETF
$3K
WMBWILLIAMS COS INC COM
$3K
LNGCHENIERE ENERGY INC COM NEW
$3K
ABBVABBVIE INC COM
$3K
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$3K
ETNEATON CORP PLC SHS
$3K
MDTMEDTRONIC PLC SHS
$3K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$3K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$3K
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$3K
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
$3K
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
$3K
IWRISHARES RUSSELL MIDCAP ETF
$3K
XOMEXXON MOBIL CORP COM
$3K
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF
$3K
ETRENTERGY CORP NEW COM
$3K
CGBLCAPITAL GROUP CORE BALANCED ETF
$2K
AGNCAGNC INVT CORP COM
$2K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$2K
TDVGT. ROWE PRICE DIVIDEND GROWTH ETF
$2K
CA8ACACI INTL INC CL A
$2K
PIDINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
$2K
MAMASTERCARD INCORPORATED CL A
$2K
COPXGLOBAL X COPPER MINERS ETF
$2K
VNQVANGUARD REAL ESTATE ETF
$2K
LLYELI LILLY & CO COM
$2K
MTBASIMPLIFY MBS ETF
$2K
CECOCECO ENVIRONMENTAL CORP COM
$2K
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