Continuum Advisory, LLC
Annual return
—
SPY
—
Alpha
—
Invested
$2.1B
Holdings
452
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WMT
WALMART INC
Q1 2026: Exited (was 72.9k shares)
4.2%
02
$AAPL
APPLE INC
Q1 2026: Sold 93.5% (147.7k → 9.6k shares)
4.0%
03
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q1 2026: Exited (was 936.4k shares)
3.9%
04
$JCPB
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 661.4k shares)
3.3%
05
$PYLD
PIMCO ETF TR
Q1 2026: Exited (was 1.07M shares)
3.0%
06
$CGCB
CAPITAL GRP FIXED INCM ETF T
Q1 2026: Exited (was 1.03M shares)
2.8%
07
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 98.5% (77.0k → 1.1k shares)
2.6%
08
$VXF
VANGUARD INDEX FDS
Q1 2026: Exited (was 106.5k shares)
2.2%
09
$MSFT
MICROSOFT CORP
Q1 2026: Sold 96.7% (51.8k → 1.7k shares)
1.9%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 89.2% (104.6k → 11.3k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 12:11 UTC.