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
PWRQUANTA SVCS INC COM
$886K
BXBLACKSTONE INC COM
$875K
QQQMINVESCO NASDAQ 100 ETF
$868K
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
$853K
KLACKLA CORP COM NEW
$846K
CSXCSX CORP COM
$825K
POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
$821K
DWDMORGAN STANLEY COM NEW
$815K
IWDISHARES RUSSELL 1000 VALUE ETF
$811K
CGCVCAPITAL GROUP CONSERVATIVE EQUITY ETF
$809K
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$807K
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$804K
EOGEOG RES INC COM
$800K
MOALTRIA GROUP INC COM
$795K
SCHXSCHWAB U.S. LARGE-CAP ETF
$791K
QUALISHARES MSCI USA QUALITY FACTOR ETF
$790K
EFAISHARES MSCI EAFE ETF
$788K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$782K
FTVFORTIVE CORP COM
$780K
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
$774K
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF
$774K
EDCONSOLIDATED EDISON INC COM
$768K
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$763K
NINISOURCE INC COM
$762K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$754K
MGVVANGUARD MEGA CAP VALUE ETF
$751K
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
$748K
AKREAKRE FOCUS ETF
$747K
AMEAMETEK INC COM
$745K
VRTXVERTEX PHARMACEUTICALS INC COM
$739K
TTTRANE TECHNOLOGIES PLC SHS
$738K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$736K
LNTALLIANT ENERGY CORP COM
$708K
ZAUGINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST
$706K
PFEPFIZER INC COM
$704K
KRKROGER CO COM
$700K
GILDGILEAD SCIENCES INC COM
$700K
BKRBAKER HUGHES COMPANY CL A
$699K
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
$698K
UPSUNITED PARCEL SVCS INC CL B
$696K
VBRVANGUARD SMALL CAP VALUE ETF
$690K
WCNWASTE CONNECTIONS INC COM
$689K
ALSALLSTATE CORP COM
$671K
RSGREPUBLIC SVCS INC COM
$660K
APAMARTISAN PARTNERS ASSET MGMT I CL A
$658K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$658K
VSATVIASAT INC COM
$654K
OUNZVANECK MERK GOLD ETF
$648K
AMTAMERICAN TOWER CORP COM
$647K
PVALPUTNAM FOCUSED LARGE CAP VALUE ETF
$628K
PFFDGLOBAL X U.S. PREFERRED ETF
$620K
ZJULINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY
$607K
PGRPROGRESSIVE CORP COM
$599K
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$598K
MBBISHARES MBS ETF
$594K
SRLNSTATE STREET BLACKSTONE SENIOR LOAN ETF
$586K
UJANINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER
$582K
PHPARKER-HANNIFIN CORP COM
$569K
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
$567K
PANWPALO ALTO NETWORKS INC COM
$567K
CGDGCAPITAL GROUP DIVIDEND GROWERS ETF
$566K
HCAHCA HEALTHCARE INC COM
$565K
IBITISHARES BITCOIN TRUST ETF
$557K
MUBISHARES NATIONAL MUNI BOND ETF
$548K
SNPSSYNOPSYS INC COM
$546K
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
$545K
VOEVANGUARD MID-CAP VALUE ETF
$541K
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$533K
NUMGNUVEEN ESG MID-CAP GROWTH ETF
$529K
CGSDCAPITAL GROUP SHORT DURATION INCOME ETF
$524K
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
$522K
FIDUFIDELITY MSCI INDUSTRIAL INDEX ETF
$520K
PLDPROLOGIS INC. COM
$519K
EFVISHARES MSCI EAFE VALUE ETF
$514K
INTCINTEL CORP COM
$514K
UNPUNION PAC CORP COM
$514K
CEGCONSTELLATION ENERGY CORP COM
$507K
XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
$497K
KKRKKR & CO INC COM
$495K
SCHMSCHWAB U.S. MID-CAP ETF
$495K
PTCPTC INC COM
$492K
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
$490K
PMARINNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
$490K
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$483K
BSVVANGUARD SHORT-TERM BOND ETF
$481K
SYKSTRYKER CORPORATION COM
$481K
COKECOCA COLA CONS INC COM
$479K
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$478K
IBBISHARES BIOTECHNOLOGY ETF
$476K
BABOEING CO COM
$474K
CRWDCROWDSTRIKE HLDGS INC CL A
$469K
XBISTATE STREET SPDR S&P BIOTECH ETF
$466K
AEPAMERICAN ELEC PWR CO INC COM
$459K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$457K
PKEPARK AEROSPACE CORP COM
$453K
NOCNORTHROP GRUMMAN CORP COM
$453K
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$448K
ORLYOREILLY AUTOMOTIVE INC COM
$447K
SHMSTATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
$442K
IXNISHARES GLOBAL TECH ETF
$441K
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