CONTINUUM WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Saratoga Springs, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 296,339
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 82 | 296,339 | 13F-HR | CONTINUUM WEALTH ADVISORS, LLC |
| Q1 2026 | 5/7/2026 | 70 | 241,012 | 13F-HR | CONTINUUM WEALTH ADVISORS, LLC |
| Q4 2025 | 2/4/2026 | 78 | 258,855 | 13F-HR | CONTINUUM WEALTH ADVISORS, LLC |
| Q3 2025 | 10/24/2025 | 69 | 234,553 | 13F-HR | CONTINUUM WEALTH ADVISORS, LLC |
| Q2 2025 | 8/5/2025 | 62 | 208,244 | 13F-HR | CONTINUUM WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 83.79 K | 28.3% | 187 | 0 | 187 |
| ETFs | 212.6 K | 71.7% | 55.14 K | 0 | 55.14 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
296,339
Holdings
82
QoQ value change ($000)
55,327
(23.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.