Long-term investor
Continuum Advisory, LLC @continuumadvisoryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846532).
Record
- Tracked since 2025-12-31 (257 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.1%
- Max drawdown n/a · win rate 5% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.8% · long · since 2025-12-31
- CGDV · 3.7% · long · since 2025-12-31
- WMT · 3.3% · long · since 2025-12-31
- MU · 2.8% · long · since 2025-12-31
- JCPB · 2.8% · long · since 2025-12-31
- PYLD · 2.6% · long · since 2025-12-31
- VTI · 2.6% · long · since 2025-12-31
- CGCB · 2.4% · long · since 2025-12-31
- VXF · 2.2% · long · since 2025-12-31
- NVDA · 1.9% · long · since 2025-12-31
- MSFT · 1.6% · long · since 2025-12-31
- 46090E103 · 1.4% · long · since 2025-12-31