Institutional Fund
Continuum Advisory, LLC
Eagle, IDCIK 18465325 filings on record
Portfolio Value
$1.04B
Q1 2026
Holdings
453
Reported positions
New Buys
27
Opened this quarter
QoQ Change
+4.4%
from $998.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Walmart Inc4.1%
- Apple Inc4.0%
- Capital Group Dividend Value3.9%
- J P Morgan Exchange Traded F3.2%
- Pimco ETF Tr2.9%
- Capital Grp Fixed Incm ETF T2.8%
- Other79.0%
Portfolio Holdings
453 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc | 345.9K | $42.99M | 4.1% | +273.0K | Added |
| 2 | Apple Inc | 164.4K | $41.71M | 4.0% | +16.7K | Added |
| 3 | Capital Group Dividend Value | 956.2K | $40.68M | 3.9% | +19.8K | Added |
| 4 | J P Morgan Exchange Traded F | 713.7K | $33.60M | 3.2% | +52.3K | Added |
| 5 | Pimco ETF Tr | 1.17M | $30.73M | 2.9% | +101.7K | Added |
| 6 | Capital Grp Fixed Incm ETF T | 1.11M | $29.12M | 2.8% | +82.3K | Added |
| 7 | Vanguard Index Fds | 84.5K | $27.10M | 2.6% | +7.4K | Added |
| 8 | Vanguard Index Fds | 108.6K | $22.35M | 2.1% | +2.1K | Added |
| 9 | Microsoft Corp | 53.3K | $19.72M | 1.9% | +1.5K | Added |
| 10 | Nvidia Corporation | 110.3K | $19.23M | 1.8% | +5.7K | Added |
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