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.
Helium Advisors LLC (CIK 2056653) reported $105.1M across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($8.9M, 8.50%), JPST ($8.4M, 8.00%), VOO ($6.2M, 5.92%), IVV ($4.3M, 4.09%), IEFA ($4.0M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $8.9M | 8.50% | 24,137 | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $8.4M | 8.00% | 166,111 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $6.2M | 5.92% | 10,407 | Trimmed |
| 4 | IVV | ISHARES TR | $4.3M | 4.09% | 6,589 | Trimmed |
| 5 | IEFA | ISHARES TR | $4.0M | 3.82% | 44,329 | Trimmed |
| 6 | AAPL | APPLE INC | $4.0M | 3.77% | 15,614 | Trimmed |
| 7 | GBIL | GOLDMAN SACHS ETF TR | $3.9M | 3.67% | 38,464 | Trimmed |
| 8 | GLD | SPDR GOLD TR | $3.3M | 3.18% | 7,767 | Added |
| 9 | JAAA | JANUS DETROIT STR TR | $3.0M | 2.89% | 60,206 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $2.9M | 2.77% | 5,043 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $2.5M | 2.38% | 14,370 | Trimmed |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.1M | 2.04% | 37,786 | Added |
| 13 | XLV | SELECT SECTOR SPDR TR | $1.8M | 1.75% | 12,534 | Trimmed |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $1.8M | 1.73% | 53,598 | Added |
| 15 | IVW | ISHARES TR | $1.8M | 1.68% | 15,632 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.8M | 1.68% | 3,685 | Added |
| 17 | GOOG | ALPHABET INC | $1.8M | 1.68% | 6,171 | Added |
| 18 | SIRI | SIRIUSXM HOLDINGS INC | $1.5M | 1.47% | 66,721 | Hold |
| 19 | VTV | VANGUARD INDEX FDS | $1.5M | 1.46% | 7,846 | Added |
| 20 | XLP | SELECT SECTOR SPDR TR | $1.5M | 1.45% | 18,633 | Trimmed |
| 21 | VSAT | VIASAT INC | $1.4M | 1.30% | 29,789 | Trimmed |
| 22 | TLT | ISHARES TR | $1.2M | 1.15% | 13,888 | Added |
| 23 | AMZN | AMAZON COM INC | $1.2M | 1.14% | 5,768 | Added |
| 24 | ITOT | ISHARES TR | $1.2M | 1.13% | 8,338 | Trimmed |
| 25 | IGEB | ISHARES TR | $1.2M | 1.12% | 26,123 | New |
Source: SEC Form 13F filings · as of 2026-03-31