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Ruth M Miller

Continuum Advisory, Llc

Assets Managed
$1.042B
Holdings
453
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
4.37%(2Q avg: 4.97%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Continuum Advisory, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 453 positions.

Assets under management

The assets under management (AUM) of Continuum Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.042B in assets, with a quarterly growth rate of 4.37% and a 2-quarter average growth rate of 4.97%. The portfolio is managed by Ruth M Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WMT
Walmart Inc
Recent Activity
Increased 374.67%
4.13%
$42.985M
345,876 shares@ $124.29 avg price
AAPL
Apple Inc
Recent Activity
Increased 11.32%
4.01%
$41.715M
164,367 shares@ $253.79 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 2.12%
3.91%
$40.676M
956,187 shares@ $42.54 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 7.91%
3.23%
$33.603M
713,740 shares@ $47.09 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 9.5%
2.95%
$30.728M
1.173M shares@ $26.2 avg price
CGCB
Cap Group Core Bond
Recent Activity
Increased 8.02%
2.8%
$29.117M
1.109M shares@ $26.27 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 9.64%
2.6%
$27.096M
84,461 shares@ $320.81 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 1.96%
2.15%
$22.35M
108,599 shares@ $205.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.82%
1.9%
$19.725M
53,285 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.45%
1.85%
$19.232M
110,273 shares@ $174.4 avg price

1-10 of 453