Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Haven Private, LLC (CIK 2053665) reported $229.6M across 166 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MUST ($21.7M, 9.47%), USFR ($10.3M, 4.47%), AAPL ($8.0M, 3.48%), AVEM ($7.5M, 3.27%), IFRA ($7.5M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MUST | COLUMBIA ETF TR I | $21.7M | 9.47% | 1.1M | Added |
| 2 | USFR | WISDOMTREE TR | $10.3M | 4.47% | 203,798 | Trimmed |
| 3 | AAPL | APPLE INC | $8.0M | 3.48% | 31,482 | Trimmed |
| 4 | AVEM | AMERICAN CENTY ETF TR | $7.5M | 3.27% | 93,215 | Added |
| 5 | IFRA | ISHARES TR | $7.5M | 3.27% | 131,316 | Added |
| 6 | AVLC | AMERICAN CENTY ETF TR | $7.4M | 3.24% | 96,042 | Added |
| 7 | LVHI | LEGG MASON ETF INVT | $6.1M | 2.67% | 151,403 | Trimmed |
| 8 | AMLP | ALPS ETF TR | $5.9M | 2.57% | 112,063 | Added |
| 9 | AVIV | AMERICAN CENTY ETF TR | $5.3M | 2.31% | 70,886 | Added |
| 10 | IGF | ISHARES TR | $5.0M | 2.18% | 74,700 | Added |
| 11 | AVDV | AMERICAN CENTY ETF TR | $4.6M | 2.00% | 45,938 | Added |
| 12 | WMT | WALMART INC | $4.5M | 1.98% | 36,564 | Trimmed |
| 13 | BIZD | VANECK ETF TRUST | $4.1M | 1.80% | 322,299 | Trimmed |
| 14 | ETH | GRAYSCALE ETHEREUM STAKING | $3.9M | 1.69% | 195,465 | Added |
| 15 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.9M | 1.68% | 73,162 | Trimmed |
| 16 | VTES | VANGUARD WELLINGTON FD | $3.8M | 1.65% | 37,453 | Added |
| 17 | AVSC | AMERICAN CENTY ETF TR | $3.7M | 1.61% | 59,444 | Trimmed |
| 18 | DGS | WISDOMTREE TR | $3.0M | 1.31% | 50,001 | Added |
| 19 | AVUV | AMERICAN CENTY ETF TR | $2.9M | 1.24% | 25,863 | Added |
| 20 | AVDE | AMERICAN CENTY ETF TR | $2.8M | 1.22% | 33,087 | Trimmed |
| 21 | BUXX | EA SERIES TRUST | $2.7M | 1.18% | 134,170 | Added |
| 22 | KLAC | KLA CORP | $2.7M | 1.17% | 1,829 | Added |
| 23 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $2.6M | 1.14% | 44,367 | Added |
| 24 | FNDF | SCHWAB STRATEGIC TR | $2.4M | 1.03% | 48,110 | Trimmed |
| 25 | INCO | COLUMBIA ETF TR II | $2.3M | 1.00% | 41,726 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31