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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 2 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIZD VANECK ETF TRUST 246,918.0 $3.1M 1.19% -75K -23.4% $12.66 +5.3%
22 ETH GRAYSCALE ETHEREUM STAKING Financial Services 195,797.0 $2.9M 1.12% $15.03 +55.9%
23 AVDE AMERICAN CENTY ETF TR 31,609.0 $2.8M 1.07% -1K -4.5% $89.20 +6.0%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,466.0 $2.6M 0.98% -19.0 -0.6% $746.84 +3.1%
25 FNDF SCHWAB STRATEGIC TR 47,776.0 $2.5M 0.96% -334.0 -0.7% $52.76 +6.7%
26 AVGO BROADCOM INC Technology 6,300.0 $2.4M 0.91% -100.0 -1.6% $377.75 -5.3%
27 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 46,555.0 $2.4M 0.90% +2K +4.9% $51.05 +36.0%
28 AVRE AMERICAN CENTY ETF TR 48,491.0 $2.3M 0.87% +21K +76.5% $47.38 -0.4%
29 NVDA NVIDIA CORPORATION Technology 11,237.0 $2.2M 0.85% $200.09 +15.1%
30 PINK SIMPLIFY EXCHANGE TRADED FUN 54,235.0 $2.1M 0.81% +5K +10.4% $39.15 +1.5%
31 AVMV AMERICAN CENTY ETF TR 26,120.0 $2.1M 0.80% +4K +16.0% $80.53 +1.7%
32 GOOG ALPHABET INC 5,510.0 $1.9M 0.74% -83.0 -1.5% $353.33
33 AMAT APPLIED MATLS INC Technology 2,516.0 $1.8M 0.69% -24.0 -0.9% $722.97 -37.1%
34 INCO COLUMBIA ETF TR II 30,301.0 $1.8M 0.69% -11K -27.4% $59.65 +2.6%
35 MCK MCKESSON CORP Healthcare 2,359.0 $1.8M 0.68% -31.0 -1.3% $755.60 +20.2%
36 LEMB ISHARES INC 39,458.0 $1.7M 0.64% -14K -26.0% $42.43 +2.1%
37 VNQI VANGUARD INTL EQUITY INDEX F 37,243.0 $1.7M 0.64% -3K -8.2% $44.85 +0.9%
38 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 120,879.0 $1.5M 0.59% -2K -1.9% $12.76 +54.9%
39 AVLV AMERICAN CENTY ETF TR 16,775.0 $1.5M 0.58% +13K +404.7% $91.21 +3.8%
40 PBDC PUTNAM ETF TRUST 54,983.0 $1.5M 0.57% -10K -14.8% $27.21 +3.6%
Page 2 of 9  ·  171 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%