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Portfolio (Quarterly) Guide ↗

Haven Private, LLC

· CIK 0002053665
13F Portfolio $263M AUM 171 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 45 Added 94 Reduced 11 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 2,309.0 $316K 0.12% +36.0 +1.6% $136.74 +16.6%
42 VTI VANGUARD INDEX FDS 740.0 $274K 0.10% +100.0 +15.6% $370.04 +2.6%
43 VWO VANGUARD INTL EQUITY INDEX F 4,449.0 $266K 0.10% +180.0 +4.2% $59.69 +2.9%
44 IWF ISHARES TR 2,000.0 $248K 0.09% +2K +300.0% $124.17 -0.6%
45 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 234.0 $219K 0.08% +2.0 +0.9% $935.47 -2.1%
Page 3 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.7%
Financial Services 25.8%
Industrials 11.6%
Healthcare 8.2%
Consumer Defensive 4.1%
Communication Services 3.9%
Consumer Cyclical 2.0%
Energy 0.9%
Basic Materials 0.7%