Continuum Wealth Advisors, LLC
Continuum Wealth Advisors, LLC reported 82 holdings worth US$296M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Continuum Wealth Advisors, LLC reported 82 holdings worth US$296M as of Jun 30, 2026. Largest: Microsoft Corp., Micron Technology, Inc. and Ge Vernova Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 82
- Value as reported
- US$296M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 4,803 | US$1.79M | 0.60% |
| Micron Technology, Inc. | 1,363 | US$1.57M | 0.53% |
| Ge Vernova Inc. | 1,071 | US$1.26M | 0.42% |
| Lam Research Corporation | 2,645 | US$1.15M | 0.39% |
| Ge Aerospace | 2,979 | US$1.11M | 0.38% |
| Apple Inc | 3,628 | US$1.05M | 0.35% |
| Eli Lilly And Company | 634 | US$760K | 0.26% |
| Alphabet Inc (google) Class C | 1,897 | US$678K | 0.23% |
| Nvidia Corporation | 3,345 | US$669K | 0.23% |
| International Business Machines Corporation | 2,334 | US$656K | 0.22% |
| Amazon.com, Inc. | 2,644 | US$630K | 0.21% |
| Jp Morgan Chase & Co. | 1,690 | US$553K | 0.19% |
| Unitedhealth Group Incorporated | 1,214 | US$505K | 0.17% |
| Intel Corporation | 3,515 | US$491K | 0.17% |
| Exxon Mobil Corporation | 3,503 | US$479K | 0.16% |
| Union Pacific Corporation | 1,622 | US$441K | 0.15% |
| Ducommun Incorporated | 1,786 | US$331K | 0.11% |
| Imperial Oil Limited | 2,950 | US$330K | 0.11% |
| Amphenol Corporation | 1,492 | US$263K | 0.09% |
| Johnson & Johnson | 998 | US$253K | 0.09% |
| Bank Of Montreal | 1,424 | US$252K | 0.08% |
| Mcdonald's Corporation | 914 | US$247K | 0.08% |
| Toronto-dominion Bank | 1,884 | US$229K | 0.08% |
| Crowdstrike Holdings, Inc. | 278 | US$212K | 0.07% |
| Caterpillar, Inc. | 195 | US$208K | 0.07% |
| Advanced Micro Devices Inc | 357 | US$207K | 0.07% |
| Plug Power, Inc. | 14,500 | US$39,295 | 0.01% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Akanda Corp. | 0 | US$0 | 0.00% |
Source
View original at SEC
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