Continuum Advisory
$1.0B Assets Reported
483 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WMT | WALMART INC | 345,876 | $43M | 4.1% |
| AAPL | APPLE INC | 164,367 | $42M | 4.0% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 956,187 | $41M | 3.9% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 713,740 | $34M | 3.2% |
| PYLD | PIMCO ETF TR | 1,172,812 | $31M | 2.9% |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 1,108,814 | $29M | 2.8% |
| VTI | VANGUARD INDEX FDS | 84,461 | $27M | 2.6% |
| VXF | VANGUARD INDEX FDS | 108,599 | $22M | 2.1% |
| MSFT | MICROSOFT CORP | 53,285 | $20M | 1.9% |
| NVDA | NVIDIA CORPORATION | 110,273 | $19M | 1.8% |
Track Continuum Advisory's 13F portfolio: $1.0B in reported holdings, 483 positions. Top holdings, AUM, and quarterly changes on SentiSense.