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| Happy Holidays!! thanks for using AUM13F!! |
| Continuum Advisory LLC
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| CRD # | 283155 |
| SEC # | 801-107439 |
| CIK # | 0001846532 |
| AUM | $1.4 B (2025-03-28) |
| Employees | 69 (48% Investors, 38% Brokers) |
| Phone | 208-417-1933 |
| Address | 873 E State Street Eagle, ID 83616 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001846532 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.7 | ||
| Microsoft Corp | 22.6 | ||
| Amazon Com Inc | 15.5 | ||
| Nvidia Corp | 15.2 | ||
| Wal Mart Stores Inc | 6.3 | ||
| Oracle Corp | 6.2 | ||
| Costco Wholesale Corp /NEW | 6.0 | ||
| Alphabet Inc | 5.5 | ||
| Salesforce Com Inc | 5.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,002 | 376.5 |
| (b) Individuals (high net worth individuals) | 773 | 976.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 21.2 |
| (h) Charitable organizations | 21 | 9.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 33.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,852 | 1,417.1 |
| By Discretionary | ||
| Discretionary | 2,705 | 1,400.5 |
| Non-Discretionary | 147 | 16.6 |
| Total | 2,852 | 1,417.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,417.1 | |
| Total | 2,852 | 1,417.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846532] |
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