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Portfolio (Quarterly) Guide ↗

Haven Private, LLC

· CIK 0002053665
13F Portfolio $230M AUM 166 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 75 Added 43 Reduced 12 Exited
Page 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BERKSHIRE HATHAWAY INC DEL 631.0 $302K 0.13% -105.0 -14.3% $479.20
142 MRK MERCK & CO INC Healthcare 2,444.0 $294K 0.13% +29.0 +1.2% $120.29 -0.3%
143 QQQ INVESCO QQQ TR Financial Services 496.0 $286K 0.12% +97.0 +24.3% $577.25 +27.4%
144 AVUS AMERICAN CENTY ETF TR 2,517.0 $280K 0.12% -208.0 -7.6% $111.18 +14.6%
145 AVDS AMERICAN CENTY ETF TR 3,843.0 $276K 0.12% $71.85 +10.2%
146 VIG VANGUARD SPECIALIZED FUNDS 1,280.0 $275K 0.12% $215.06 +8.8%
147 AVLV AMERICAN CENTY ETF TR 3,324.0 $268K 0.12% NEW $80.61 +12.1%
148 DFIC DIMENSIONAL ETF TRUST 7,426.0 $264K 0.12% NEW $35.53 +7.4%
149 BKNG BOOKING HOLDINGS INC Consumer Cyclical 62.0 $261K 0.11% -11.0 -15.1% $4210.32 -96.0%
150 BND VANGUARD BD INDEX FDS 3,523.0 $259K 0.11% NEW $73.64 -0.3%
151 VV VANGUARD INDEX FDS 858.0 $256K 0.11% $298.85 +16.2%
152 HYG ISHARES TR 3,135.0 $249K 0.11% +159.0 +5.3% $79.56 +0.8%
153 SCHX SCHWAB STRATEGIC TR 9,439.0 $242K 0.10% $25.64 +15.8%
154 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 232.0 $231K 0.10% $996.43 -0.1%
155 VWO VANGUARD INTL EQUITY INDEX F 4,269.0 $231K 0.10% NEW $54.05 +10.8%
156 ORCL ORACLE CORP Technology 1,508.0 $222K 0.10% NEW $147.11 +38.5%
157 BA BOEING CO Industrials 1,086.0 $216K 0.09% -75.0 -6.5% $199.03 +14.9%
158 TE T1 ENERGY INC Industrials 48,995.0 $215K 0.09% NEW $4.39 +146.5%
159 IWF ISHARES TR 500.0 $213K 0.09% $426.40 -70.2%
160 IDGT ISHARES TR 2,170.0 $212K 0.09% NEW $97.79 +29.6%
Page 8 of 9  ·  166 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 34.4%
Financial Services 28.9%
Industrials 11.3%
Healthcare 8.6%
Communication Services 7.1%
Consumer Defensive 5.5%
Consumer Cyclical 2.5%
Energy 1.2%
Basic Materials 0.6%