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Jennifer Henry

Continuum Wealth Advisors, Llc

Assets Managed
$241.012M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-6.89%(2Q avg: 1.74%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Continuum Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Continuum Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 241.012M in assets, with a quarterly growth rate of -6.89% and a 2-quarter average growth rate of 1.74%. The portfolio is managed by Jennifer Henry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CAOS
Alpha Architect Tail Risk
Recent Activity
Increased 61.83%
21.59%
$52.015M
573,108 shares@ $90.76 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -3.29%
12.09%
$29.12M
261,916 shares@ $111.19 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -8.14%
9.8%
$23.604M
254,653 shares@ $92.7 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.2%
8.8%
$21.196M
330,777 shares@ $64.08 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -37.53%
6.88%
$16.575M
25,374 shares@ $653.22 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 2742.49%
5.92%
$14.262M
137,889 shares@ $103.43 avg price
RSST
Return Stacked Us Sm Ftr Etf
Recent Activity
Increased 4.27%
5.13%
$12.36M
437,060 shares@ $28.28 avg price
CERY
Spdr Bbg Cmdty St No K1
Recent Activity
Increased 3145%
5.03%
$12.1M
343,353 shares@ $35.25 avg price
XLE
Energy Select Sector Spdr
Recent Activity
New Position
3.87%
$9.316M
152,073 shares@ $61.27 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
Increased 3.86%
3.63%
$8.742M
78,859 shares@ $110.87 avg price

1-10 of 70