Continuum Wealth Advisors
Continuum Wealth Advisors reported 77 stocks worth $307M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AVUS (14.3%), CAOS (14.2%) and VEA (9.5%). Compared with Q2 2026, the fund opened new positions in RSP, DFCF and AAUB, added to AVUS, CAOS and CERY, trimmed VEA, AVIG and BSCQ and sold out of USFR, XOM and QQQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVUS Avantis U.s. Equity ETF | $44M | 14.3% | 343K | +3,377 (+1%) | 8 of 8 | |
| 2 |  CAOS EA Series Trust | $43.6M | 14.2% | 482K | +21K (+5%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $29.2M | 9.5% | 414K | −123K (−23%) | 7 of 8 | |
| 4 |  CERY Spdr Series Trust | $23.6M | 7.7% | 602K | +195K (+48%) | 5 of 8 | |
| 5 |  IVV Ishares TR | $22.5M | 7.3% | 29K | +2,841 (+11%) | 8 of 8 | |
| 6 |  RSP Invesco Exchange Traded FD T | $20.2M | 6.6% | 97K | New position | 1 of 8 | |
| 7 |  RSST Return Stacked | $20.2M | 6.6% | 569K | +25K (+5%) | 8 of 8 | |
| 8 |  STIP Ishares 0-5 | $13.9M | 4.5% | 139K | +12K (+10%) | 8 of 8 | |
| 9 |  AVIG American Centy ETF TR | $13.1M | 4.3% | 332K | −81K (−20%) | 2 of 8 | |
| 10 |  XLK Select Sector Spdr TR | $11.8M | 3.8% | 60K | +6,339 (+12%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 USFR Wisdomtree TR | $1.1M | 23K |
 XOM Exxon Mobil Corp | $479K | 3,503 |
 QQQ Invesco Qqq TR | $404K | 548 |
 KRE Spdr Series Trust | $353K | 4,712 |
 KBE State Street | $352K | 5,163 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Continuum Wealth Advisors 13F FAQ
What does Continuum Wealth Advisors own?
Continuum Wealth Advisors reported 77 stocks worth $307M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AVUS (14.3%), CAOS (14.2%) and VEA (9.5%). The table above lists every position in the filing (the top 10 without an account).
What did Continuum Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 18 added to, 26 trimmed and 12 sold out. New positions include RSP, DFCF and AAUB. It sold all of USFR, XOM and QQQ.
When will Continuum Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Continuum Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $307M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.