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 | +$100,177,048 | -$46,190,114 | +$53,986,934 | CGDV, AAPL, JCPB, VTI, PYLD | 13F-HR | 20 Oct 2025, 12:14 |
| Q2 2025 | 420 | $830,713,941 | +$109,320,245 | -$104,922,808 | +$4,397,437 | CGDV, AAPL, JCPB, VTI, MSFT | 13F-HR | 13 Aug 2025, 10:36 |
| Q1 2025 | 1,656 | $776,401,081 | +$77,630,325 | -$66,927,376 | +$10,702,949 | CGDV, AAPL, JCPB, VTI, CGCB | 13F-HR | 22 Apr 2025, 18:51 |
| Q4 2024 | 1,847 | $780,012,028 | +$24,499,252 | -$13,917,366 | +$10,581,886 | CGDV, AAPL, JCPB, VTI, MSFT | 13F-HR | 14 Feb 2025, 17:53 |
| Q3 2024 | 1,906 | $770,454,254 | +$72,793,871 | -$30,833,168 | +$41,960,703 | CGDV, AAPL, JCPB, VTI, MSFT | 13F-HR | 15 Nov 2024, 12:00 |
| Q2 2024 | 1,703 | $693,776,848 | +$38,892,747 | -$15,644,449 | +$23,248,298 | CGDV, AAPL, JCPB, MSFT, VTI | 13F-HR | 19 Jul 2024, 12:47 |
| Q1 2024 | 1,617 | $661,613,495 | +$100,380,973 | -$172,602,420 | -$72,221,447 | CGDV, AAPL, JCPB, MSFT, VXF | 13F-HR | 10 May 2024, 19:31 |
| Q4 2023 | 451 | $702,949,664 | +$142,524,122 | -$98,427,642 | +$44,096,480 | AAPL, CGDV, VTI, JCPB, MSFT | 13F-HR | 14 Feb 2024, 16:48 |
| Q3 2023 | 433 | $599,973,006 | +$47,001,041 | -$34,892,020 | +$12,109,021 | AAPL, ULST, MSFT, VXF, VTI | 13F-HR | 13 Nov 2023, 10:26 |
| Q2 2023 | 429 | $605,246,645 | +$58,541,293 | -$44,877,244 | +$13,664,049 | AAPL, ULST, MSFT, VXF, VTI | Restatement | 13 Dec 2023, 12:53 |
| Q1 2023 | 405 | $567,371,119 | +$58,713,773 | -$47,337,058 | +$11,376,715 | AAPL, ULST, MSFT, VXF, VTI | Restatement | 13 Dec 2023, 12:52 |
| Q4 2022 | 393 | $533,099,416 | +$63,333,531 | -$107,012,089 | -$43,678,558 | AAPL, ULST, MSFT, VXF, VTI | Restatement | 13 Dec 2023, 12:51 |
| Q3 2022 | 386 | $548,783,000 | +$87,759,718 | -$36,506,367 | +$51,253,351 | AAPL, TIPX, ULST, BIL, MSFT | Restatement | 13 Dec 2023, 12:49 |
| Q2 2022 | 382 | $526,095,664 | +$82,666,681 | -$20,237,141 | +$62,429,540 | TIPX, AAPL, MSFT, VXF, VTI | Restatement | 13 Dec 2023, 12:47 |
| Q1 2022 | 341 | $463,007,000 | +$146,208,998 | -$21,167,441 | +$125,041,557 | TIPX, VXF, MSFT, QUS, FCVT | Restatement | 13 Dec 2023, 12:47 |
| Q4 2021 | 282 | $420,301,000 | +$58,127,803 | -$12,265,862 | +$45,861,941 | AAPL, TIPX, VXF, QUS, MSFT | Restatement | 13 Dec 2023, 12:41 |
| Q3 2021 | 276 | $353,635,000 | +$64,689,506 | -$8,236,548 | +$56,452,958 | AAPL, TIPX, VXF, QUS, MSFT | Restatement | 13 Dec 2023, 12:40 |
| Q2 2021 | 269 | $321,716,000 | +$85,878,235 | -$7,462,992 | +$78,415,243 | AAPL, TIPX, VXF, QUS, MSFT | Restatement | 13 Dec 2023, 12:39 |
| Q1 2021 | 171 | $240,083,000 | +$32,261,607 | -$24,330,716 | +$7,930,891 | AAPL, TIPX, VXF, QUS, VV | 13F-HR | 14 May 2021, 16:27 |
| Q4 2020 | 154 | $219,763,000 | +$31,618,297 | -$9,094,797 | +$22,523,500 | AAPL, TIPX, QUS, VXF, GLDMXXXX | 13F-HR | 17 May 2021, 17:26 |
| Q3 2020 | 148 | $182,727,000 | +$32,948,049 | -$4,615,866 | +$28,332,183 | AAPL, SPTI, QUS, VV, GLDMXXXX | 13F-HR | 17 May 2021, 17:30 |
| Q2 2020 | 144 | $159,420,000 | +$28,182,039 | -$33,089,106 | -$4,907,067 | AAPL, SPTI, QUS, VV, ULST | 13F-HR | 17 May 2021, 17:31 |
| Q1 2020 | 135 | $148,461,000 | +$30,255,963 | -$12,497,284 | +$17,758,679 | AAPL, ULST, SPLG, VV, QUS | 13F-HR | 17 May 2021, 17:33 |
| Q4 2019 | 138 | $172,047,000 | +$17,993,256 | -$4,087,103 | +$13,906,153 | SPAB, AAPL, QUS, ULST, VV | 13F-HR | 17 May 2021, 17:25 |
| Q3 2019 | 127 | $149,421,000 | +$13,426,484 | -$2,889,739 | +$10,536,745 | SPAB, QUS, AAPL, VV, ULST | 13F-HR | 17 May 2021, 17:38 |
| Q2 2019 | 132 | $145,641,000 | +$20,149,371 | -$8,654,880 | +$11,494,491 | SPAB, ULST, VV, QUS, AAPL | 13F-HR | 17 May 2021, 17:41 |
| Q1 2019 | 126 | $133,777,000 | +$18,010,419 | -$17,430,877 | +$579,542 | VV, QUS, IVV, SPAB, AAPL | 13F-HR | 17 May 2021, 17:44 |
| Q4 2018 | 157 | $136,120,000 | +$23,563,651 | -$9,884,911 | +$13,678,740 | SPLG, VV, AAPL, SPAB, BND | 13F-HR | 17 May 2021, 17:46 |
| Q3 2018 | 156 | $150,378,000 | +$20,545,984 | -$7,487,186 | +$13,058,798 | SPLG, AAPL, VV, SPAB, BND | 13F-HR | 17 May 2021, 18:02 |
| Q2 2018 | 146 | $136,522,000 | +$27,834,140 | -$6,388,705 | +$21,445,435 | VV, SPLG, AAPL, BND, IVV | 13F-HR | 17 May 2021, 18:04 |
| Q1 2018 | 135 | $119,099,000 | +$23,663,500 | -$12,373,421 | +$11,290,079 | VV, AAPL, IVV, BND, SPLG | 13F-HR | 17 May 2021, 18:09 |
| Q4 2017 | 168 | $130,494,000 | +$14,887,187 | -$2,075,273 | +$12,811,914 | VV, BND, VEA, AAPL, IVV | 13F-HR | 17 May 2021, 18:21 |
| Q3 2017 | 151 | $114,092,000 | +$14,766,414 | -$2,498,938 | +$12,267,476 | BND, AAPL, VEA, IVV, VV | 13F-HR | 17 May 2021, 18:24 |
| Q2 2017 | 141 | $100,765,000 | +$18,520,523 | -$1,453,944 | +$17,066,579 | BND, AAPL, VV, VEA, IVV | 13F-HR | 17 May 2021, 18:26 |
| Q1 2017 | 114 | $83,302,000 | $0 | BND, VV, AAPL, VEA, IVV | 13F-HR | 17 May 2021, 18:28 |