$59.3 Million is the total value of CONTINUUM WEALTH ADVISORS, LLC's 41 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BBEU | New | J P MORGAN EXCHANGE TRADED Fbetabuilders eur | $12,350,264 | – | 231,365 | +100.0% | 10.08% | – |
| New | WORLD GOLD TRspdr gld minis | $7,048,443 | – | 180,221 | +100.0% | 5.75% | – | |
| FALN | New | ISHARES TRfaln angls usd | $2,687,515 | – | 106,352 | +100.0% | 2.19% | – |
| JAGG | New | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $337,711 | – | 7,193 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 13.7% |
| WISDOMTREE TR | 4 | Q3 2023 | 14.2% |
| WISDOMTREE TR | 4 | Q3 2023 | 12.2% |
| INVESCO EXCHANGE TRADED FD T | 4 | Q3 2023 | 13.1% |
| ISHARES TR | 4 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 11.9% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.7% |
| ISHARES TR | 4 | Q3 2023 | 5.6% |
| ISHARES TR | 4 | Q3 2023 | 2.5% |
| ISHARES TR | 4 | Q3 2023 | 2.1% |
View CONTINUUM WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-20 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-03-01 |
View CONTINUUM WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.