CONTINUUM WEALTH ADVISORS, LLC
RIA/Wealth
CONTINUUM WEALTH ADVISORS, LLC is a RIA/Wealth based in Saratoga Springs, NY led by Timothy Michael Smith, reporting $254.3M in AUM as of Q3 2025 with 87% ETF concentration and 78% concentrated in top 10 holdings.
CEOTimothy Michael Smith
- Portfolio Value
- $233.2M
- Positions
- 67
- Top Holding
- AVUS at 12.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CONTINUUM WEALTH ADVISORS, LLC's portfolio (77.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $29.1M | 12.48% | +$712.5K Bought | — 267.7K shares | |
ETF ETF | $28.2M | 12.09% | +$1.4M Bought | — 42.1K shares | |
ETF ETF | $28.2M | 12.09% | +$457.9K Bought | — 314.9K shares | |
ETF ETF | $21.0M | 9.02% | +$5.7M Bought | — 491.9K shares | |
Unknown Unknown | $18.7M | 8.04% | +$1.3M Bought | — 245.2K shares | |
ETF ETF | $17.4M | 7.48% | +$862.0K Bought | — 291.0K shares | |
ETF ETF | $10.7M | 4.61% | -$1.7M Sold | — 406.2K shares | |
ETF ETF | $10.4M | 4.47% | +$437.2K Bought | — 17.0K shares | |
ETF ETF | $9.1M | 3.90% | +$447.9K Bought | — 76.8K shares | |
ETF ETF | $8.0M | 3.41% | +$382.3K Bought | — 51.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CONTINUUM WEALTH ADVISORS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+994.72% | |
+168.26% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-43.83% | |
-17.53% |
Analytics
Portfolio insights and performance metrics for CONTINUUM WEALTH ADVISORS, LLC
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