$141 Million is the total value of CONTINUUM WEALTH ADVISORS, LLC's 50 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -2,220 | -100.0% | -0.18% | – |
| Exit | WORLD GOLD TRspdr gld minis | $0 | – | -180,221 | -100.0% | -5.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 16.4% |
| WISDOMTREE TR | 7 | Q2 2024 | 14.2% |
| WISDOMTREE TR | 7 | Q2 2024 | 12.2% |
| ISHARES TR | 7 | Q2 2024 | 15.3% |
| ISHARES TR | 7 | Q2 2024 | 9.0% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 11.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.7% |
| MICROSOFT CORP | 7 | Q2 2024 | 1.2% |
| ISHARES TR | 7 | Q2 2024 | 1.3% |
| ISHARES TR | 7 | Q2 2024 | 2.1% |
View CONTINUUM WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-23 |
| 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.