Continuum Wealth Advisors, LLC holds a focused book of 82 stocks worth $296.3M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Avantis Core Fixed Income and trimmed Alpha Architect Tail Risk. Their largest long position is Avantis U.S. Equity ETF at 15% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1966482/holdings"
Use Arkolith to show CONTINUUM WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning Continuum Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Continuum Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 78 / 80 | $89.6B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $17.9B |
| CWM, LLC | 78 / 80 | $7.1B |
| MORGAN STANLEY | 77 / 80 | $509.6B |
| JPMORGAN CHASE & CO | 77 / 80 | $450.7B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $95.4B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $91.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $20.7B |
Ranked by how many of Continuum Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US EQT ETF | $43.5M | 339.9K | 14.7% | ▲+30% Added · +78K sh | |
| 2 | Ea Series Trust ALPHA ARCHITECT | $41.6M | 460.2K | 14.0% | ▼−20% Reduced · −113K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $38.3M | 537.2K | 12.9% | ▲+62% Added · +206K sh | |
| 4 | World Gold TR SPDR GLD MINIS | $21.9M | 275.2K | 7.4% | ▲+8.1% Added · +21K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $19.8M | 26.5K | 6.7% | ▲+4.4% Added · +1K sh | |
| 6 | Tidal Trust II RETURN STCKD US | $17.8M | 543.8K | 6.0% | ▲+24% Added · +107K sh | |
| 7 | American Centy ETF TR AVANTIS CORE FI | $17.1M | 413.4K | 5.8% | ▲New New position | |
| 8 | SPDR Series Trust STATE STRET SPDR | $13.6M | 407.0K | 4.6% | ▲+19% Added · +64K sh | |
| 9 | Ishares TR 0-5 YR TIPS ETF | $13.0M | 126.8K | 4.4% | ▼−8.1% Reduced · −11K sh | |
| 10 | Select Sector SPDR TR ST STR TECHN ETF | $10.3M | 53.9K | 3.5% | ▲New New position | |
| 11 | Select Sector SPDR TR ST STR ENERG ETF | $8.6M | 161.3K | 2.9% | ▲+6.1% Added · +9K sh | |
| 12 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $2.6M | 134.7K | 0.9% | ▼−0.1% Reduced · −169 sh | |
| 13 | Wisdomtree TR US QTLY DIV GRT | $2.6M | 26.8K | 0.9% | ▼−1.2% Reduced · −328 sh | |
| 14 | Microsoft Corp COM | $1.8M | 4.8K | 0.6% | ▼−12% Reduced · −660 sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $1.6M | 10.9K | 0.5% | —Held | |
| 16 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $1.6M | 81.4K | 0.5% | ▲+6.5% Added · +5K sh | |
| 17 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $1.6M | 78.3K | 0.5% | ▲+6.8% Added · +5K sh | |
| 18 | Micron Technology Inc COM | $1.6M | 1.4K | 0.5% | ▼−2.7% Reduced · −38 sh | |
| 19 | Vanguard Index FDS S&P 500 ETF SHS | $1.5M | 2.2K | 0.5% | ▼−3.2% Reduced · −74 sh | |
| 20 | Ishares TR CORE S&P MCP ETF | $1.5M | 19.3K | 0.5% | —Held | |
| 21 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $1.5M | 78.1K | 0.5% | ▲+7.6% Added · +6K sh | |
| 22 | Ea Series Trust ALPHA ARCH 1-3 | $1.3M | 10.9K | 0.4% | ▼−2.3% Reduced · −258 sh | |
| 23 | Ge Vernova Inc COM | $1.3M | 1.1K | 0.4% | ▲+9.6% Added · +94 sh | |
| 24 | Schwab Strategic TR US BRD MKT ETF | $1.2M | 40.2K | 0.4% | ▲+21% Added · +7K sh | |
| 25 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $1.2M | 69.5K | 0.4% | ▲+9.4% Added · +6K sh | |
| 26 | Lam Research Corp COM NEW | $1.1M | 2.6K | 0.4% | ▲+0.1% Added · +4 sh | |
| 27 | Wisdomtree TR FLOATNG RAT TREA | $1.1M | 22.6K | 0.4% | ▼−2.1% Reduced · −488 sh | |
| 28 | Ge Aerospace COM NEW | $1.1M | 3.0K | 0.4% | ▼−14% Reduced · −500 sh | |
| 29 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $1.1M | 66.3K | 0.4% | ▲+9.9% Added · +6K sh | |
| 30 | Apple Inc COM | $1.0M | 3.6K | 0.4% | ▲+15% Added · +480 sh | |
| 31 | Vanguard Index FDS VALUE ETF | $1.0M | 4.7K | 0.3% | —Held | |
| 32 | Innovator Etfs Trust LADDERED ALC BFR | $998K | 25.4K | 0.3% | —Held | |
| 33 | Ishares TR CORE MSCI EAFE | $942K | 9.8K | 0.3% | ▲+12% Added · +1K sh | |
| 34 | Ea Series Trust ALPHA ARCHITECT | $821K | 15.4K | 0.3% | —Held | |
| 35 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $774K | 10.3K | 0.3% | —Held | |
| 36 | Eli Lilly & Co COM | $760K | 634 | 0.3% | ▲+39% Added · +179 sh | |
| 37 | Innovator Etfs Trust EQUITY DEF PRO 2 | $739K | 27.0K | 0.2% | —Held | |
| 38 | Schwab Strategic TR US MID-CAP ETF | $732K | 19.8K | 0.2% | —Held | |
| 39 | Nvidia Corporation COM | $669K | 3.3K | 0.2% | ▲+3.1% Added · +100 sh | |
| 40 | Ishares TR GLOBAL TECH ETF | $664K | 4.6K | 0.2% | ▼−3.6% Reduced · −172 sh | |
| 41 | International Business Machs COM | $656K | 2.3K | 0.2% | ▲+17% Added · +335 sh | |
| 42 | Schwab Strategic TR US SML CAP ETF | $653K | 18.1K | 0.2% | ▲+133% Added · +10K sh | |
| 43 | Amazon Com Inc COM | $630K | 2.6K | 0.2% | ▲+7.1% Added · +175 sh | |
| 44 | JPMorgan Chase & Co COM | $553K | 1.7K | 0.2% | ▲+14% Added · +208 sh | |
| 45 | Innovator Etfs Trust EQUI DEFI 1 MARC | $533K | 18.9K | 0.2% | —Held | |
| 46 | Unitedhealth Group Inc COM | $505K | 1.2K | 0.2% | ▲+59% Added · +451 sh | |
| 47 | Intel Corp COM | $491K | 3.5K | 0.2% | ▲New New position | |
| 48 | Exxon Mobil Corp COM | $479K | 3.5K | 0.2% | ▼−22% Reduced · −1K sh | |
| 49 | Alphabet Inc CAP STK CL C | $454K | 1.3K | 0.2% | —Held | |
| 50 | Union Pac Corp COM | $441K | 1.6K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 82 | $296.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 70 | $241.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 78 | $258.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 69 | $234.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 62 | $208.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 56 | $195.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 59 | $197.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 57 | $186.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.