13F Filings History of CONTINUUM WEALTH ADVISORS, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$258,854,792
Signature - Title
Jennifer Henry - CCO
Location
Saratoga Springs, NY
Summary
This page shows a list of all the recent 13F filings made by CONTINUUM WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CONTINUUM WEALTH ADVISORS, LLC reported 78 stock holdings with total value $258,854,792 as of Q4 2025. Top holdings included CAOS, AVUS, IVV, GLDM, and DFCF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 78 $258,854,792 +$34,898,524 -$14,712,836 +$20,185,688 CAOS, AVUS, IVV, GLDM, DFCF 13F-HR 04 Feb 2026, 14:05
Q3 2025 69 $234,552,772 +$22,690,843 -$9,962,038 +$12,728,805 AVUS, IVV, CAOS, DFCF, GLDM 13F-HR 24 Oct 2025, 15:06
Q2 2025 62 $208,243,867 +$38,921,605 -$39,001,943 -$80,338 CAOS, AVUS, IVV, VEA, DFCF 13F-HR 05 Aug 2025, 11:39
Q1 2025 56 $195,046,192 +$21,198,465 -$19,879,714 +$1,318,751 AVUS, IVV, CAOS, DFCF, DGRW 13F-HR 22 Apr 2025, 09:26
Q4 2024 59 $197,719,784 +$36,480,560 -$24,842,604 +$11,637,956 AVUS, IVV, CAOS, DGRW, DFCF 13F-HR 04 Feb 2025, 15:44
Q3 2024 57 $186,398,115 +$48,152,276 -$60,185,918 -$12,033,642 AVUS, IVV, CAOS, DGRW, DFCF 13F-HR 18 Oct 2024, 10:53
Q2 2024 59 $190,057,469 +$54,371,046 -$43,142,137 +$11,228,909 AVUS, IVV, USFR, DGRW, VOO 13F-HR 23 Jul 2024, 11:25
Q1 2024 63 $176,873,119 +$41,032,254 -$25,361,081 +$15,671,173 AVUS, IVV, USFR, DGRW, AGG 13F-HR 20 May 2024, 11:59
Q4 2023 51 $154,220,298 +$22,251,439 -$18,714,643 +$3,536,796 AVUS, IVV, USFR, DGRW, BIL 13F-HR 31 Jan 2024, 09:11
Q3 2023 46 $141,897,982 +$20,156,918 -$15,178,927 +$4,977,991 AVUS, USFR, DGRW, AGG, BIL 13F-HR 25 Oct 2023, 11:44
Q2 2023 50 $141,224,986 +$53,038,239 -$37,816,884 +$15,221,355 AVUS, USFR, DGRW, VOO, AGG 13F-HR 27 Jul 2023, 14:37
Q1 2023 41 $122,538,396 +$37,241,646 -$17,248,419 +$19,993,227 RSP, AVUS, USFR, BBEU, DGRW 13F-HR 15 May 2023, 14:10
Q4 2022 46 $100,675,313 $0 $0 $0 USFR, AVUS, DGRW, VTV, RSP 13F-HR 01 Mar 2023, 15:09