Continuum Advisory Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Simplify Opportunistic Income ETF
CRDT
|
+$10.2M |
| 2 |
FEOE
First Eagle Overseas Equity ETF
FEOE
|
+$6.98M |
| 3 |
Capital Group Core Bond ETF
CGCB
|
+$4.49M |
| 4 |
Janus Henderson B-BBB CLO ETF
JBBB
|
+$4.13M |
| 5 |
Simplify MBS ETF
MTBA
|
+$4.11M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cigna
CI
|
+$3.95M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.08M |
| 3 |
CYBR
CyberArk
CYBR
|
+$2.64M |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$1.96M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.72M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 61.82% |
| 2 | Technology | 12.81% |
| 3 | Healthcare | 4.67% |
| 4 | Financials | 4.6% |
| 5 | Consumer Discretionary | 3.57% |
Similar funds
Continuum Advisory's Q3 2025 Portfolio in Review
As of Q3 2025, Continuum Advisory held 460 positions worth $946M, up 14% from $831M the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Continuum Advisory deployed $53.3M of net new capital in Q3 2025, opening 40 new positions and adding to 209 existing holdings. Its largest new stake was Simplify Opportunistic Income ETF: 423,609 shares worth $10M.
By sector, the portfolio is most concentrated in Miscellaneous at 62% of assets, up from 61% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was State Street SPDR Portfolio S&P 500 ETF, an estimated $3.08M trimmed.
- Continuum Advisory's largest Q3 2025 buy was Simplify Opportunistic Income ETF: 423,609 shares worth $10M.
- Continuum Advisory added most to Capital Group Core Bond ETF in Q3 2025, an estimated $4.49M increase.
- Continuum Advisory's biggest Q3 2025 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $3.08M.
- Continuum Advisory fully exited Cigna in Q3 2025, selling an estimated $3.95M.
- Continuum Advisory's ten largest holdings make up 27% of its $946M portfolio in Q3 2025.
- Continuum Advisory opened 40 new positions and closed 23 in Q3 2025.
- Continuum Advisory's portfolio value rose 14% quarter-over-quarter to $946M.
Based on Continuum Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.