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Jennifer Henry

Continuum Wealth Advisors, Llc

Assets Managed
$296.339M
Holdings
82
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
22.96%(2Q avg: 8.04%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Continuum Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 82 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 296.339M in assets, with a quarterly growth rate of 22.96% and a 2-quarter average growth rate of 8.04%. The portfolio is managed by Jennifer Henry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 29.79%
14.7%
$43.539M
339,935 shares@ $128.09 avg price
CAOS
Alpha Architect Tail Risk
Recent Activity
Decreased -19.7%
14.04%
$41.583M
460,188 shares@ $90.37 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 62.42%
12.92%
$38.277M
537,227 shares@ $71.26 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 8.07%
7.38%
$21.856M
275,191 shares@ $79.42 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.37%
6.7%
$19.832M
26,482 shares@ $748.9 avg price
RSST
Return Stacked Us Sm Ftr Etf
Recent Activity
Increased 24.43%
6%
$17.777M
543,798 shares@ $32.69 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
New Position
5.78%
$17.117M
413,351 shares@ $41.42 avg price
CERY
Spdr Bbg Cmdty St No K1
Recent Activity
Increased 18.55%
4.6%
$13.607M
407,023 shares@ $33.44 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Decreased -8.05%
4.38%
$12.951M
126,776 shares@ $102.16 avg price
XLK
Technology Select Sect Spdr
Recent Activity
New Position
3.47%
$10.269M
53,898 shares@ $190.53 avg price

1-10 of 82