Continuum Advisory, LLC
RIA/Wealth
Continuum Advisory, LLC is a RIA/Wealth based in Dallas, TX led by George Chuwang Chuang, reporting $1.4B in AUM as of Q3 2025 with 60% ETF concentration.
PresidentGeorge Chuwang Chuang
- Portfolio Value
- $938.7M
- Positions
- 434
- Top Holding
- CGDV at 4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Continuum Advisory, LLC's portfolio (27.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $37.6M | 4.00% | -$2.0M Sold | — 893.8K shares | |
Consumer Electronics Technology | $37.0M | 3.95% | +$1.4M Bought | 0.00% 145.5K shares | |
ETF ETF | $28.7M | 3.06% | +$2.2M Bought | — 603.5K shares | |
ETF ETF | $26.0M | 2.77% | +$831.6K Bought | — 79.3K shares | |
ETF ETF | $24.9M | 2.65% | +$4.1M Bought | — 926.2K shares | |
ETF ETF | $24.3M | 2.59% | +$4.5M Bought | — 913.0K shares | |
Software - Infrastructure Technology | $23.1M | 2.46% | -$391.6K Sold | 0.00% 44.7K shares | |
ETF ETF | $21.6M | 2.30% | +$419.7K Bought | — 103.2K shares | |
Semiconductors Technology | $18.4M | 1.96% | +$490.1K Bought | 0.00% 98.7K shares | |
Specialty Retail Consumer Cyclical | $16.2M | 1.72% | +$601.4K Bought | 0.00% 73.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Continuum Advisory, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Continuum Advisory, LLC
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