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 $263.0M across 171 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: USFR ($25.7M, 9.76%), MUST ($24.7M, 9.40%), AVLC ($9.3M, 3.52%), AAPL ($9.0M, 3.44%), AVEM ($8.9M, 3.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $25.7M | 9.76% | 509,989 | Added |
| 2 | MUST | COLUMBIA ETF TR I | $24.7M | 9.40% | 1.2M | Added |
| 3 | AVLC | AMERICAN CENTY ETF TR | $9.3M | 3.52% | 102,825 | Added |
| 4 | AAPL | APPLE INC | $9.0M | 3.44% | 31,260 | Trimmed |
| 5 | AVEM | AMERICAN CENTY ETF TR | $8.9M | 3.40% | 92,606 | Trimmed |
| 6 | IFRA | ISHARES TR | $8.5M | 3.24% | 135,365 | Added |
| 7 | LVHI | LEGG MASON ETF INVT | $6.4M | 2.41% | 156,507 | Added |
| 8 | AMLP | ALPS ETF TR | $6.1M | 2.30% | 116,915 | Added |
| 9 | AVIV | AMERICAN CENTY ETF TR | $5.9M | 2.24% | 76,215 | Added |
| 10 | KLAC | KLA CORP | $5.5M | 2.09% | 18,229 | Added |
| 11 | AVDV | AMERICAN CENTY ETF TR | $4.9M | 1.84% | 47,088 | Added |
| 12 | IGF | ISHARES TR | $4.3M | 1.64% | 64,904 | Trimmed |
| 13 | AVSC | AMERICAN CENTY ETF TR | $4.1M | 1.58% | 56,564 | Trimmed |
| 14 | BUXX | EA SERIES TRUST | $4.1M | 1.56% | 202,803 | Added |
| 15 | VTES | VANGUARD WELLINGTON FD | $3.5M | 1.33% | 34,656 | Trimmed |
| 16 | AVUV | AMERICAN CENTY ETF TR | $3.4M | 1.29% | 27,292 | Added |
| 17 | WMT | WALMART INC | $3.3M | 1.25% | 28,970 | Trimmed |
| 18 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.3M | 1.25% | 72,261 | Trimmed |
| 19 | ARM | ARM HOLDINGS PLC | $3.3M | 1.24% | 9,223 | Trimmed |
| 20 | DGS | WISDOMTREE TR | $3.2M | 1.22% | 49,464 | Trimmed |
| 21 | BIZD | VANECK ETF TRUST | $3.1M | 1.19% | 246,918 | Trimmed |
| 22 | ETH | GRAYSCALE ETHEREUM STAKING | $2.9M | 1.12% | 195,797 | Added |
| 23 | AVDE | AMERICAN CENTY ETF TR | $2.8M | 1.07% | 31,609 | Trimmed |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $2.6M | 0.98% | 3,466 | Trimmed |
| 25 | FNDF | SCHWAB STRATEGIC TR | $2.5M | 0.96% | 47,776 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30