Continuum Wealth Advisors, LLC
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$241M
Holdings
72
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CAOS
EA SERIES TRUST
Q1 2025: Increased +3.4% (299.9k → 310.2k shares)
21.6%
02
$AVUS
AMERICAN CENTY ETF TR
Q4 2024: New position (322.0k shares)
12.1%
03
$GLDM
WORLD GOLD TR
Q1 2025: Increased +8.6% (136.2k → 148.0k shares)
9.8%
04
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: New position (20.4k shares)
8.8%
05
$IVV
ISHARES TR
Q1 2025: Sold 0.6% (52.8k → 52.5k shares)
6.9%
06
$STIP
ISHARES TR
Q1 2025: Increased +2.0% (8.0k → 8.1k shares)
5.9%
07
$RSST
TIDAL TRUST II
Q1 2025: Increased +6.2% (429.5k → 456.3k shares)
5.1%
08
$CERY
SPDR SERIES TRUST
Q1 2025: New position (7.6k shares)
5.0%
09
$XLE
SELECT SECTOR SPDR TR
Q1 2026: New position (40 shares)
3.9%
10
$XLC
SELECT SECTOR SPDR TR
Q1 2026: New position (784 shares)
3.6%
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 · Performance through 2025-12-31 · Last refreshed 12:15 UTC.