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Portfolio (Quarterly) Guide ↗

Helium Advisors LLC

· CIK 0002056653
13F Portfolio $120M AUM 107 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 107 New
Page 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VBR VANGUARD INDEX FDS 862.0 $209K 0.17% NEW $242.97 +2.3%
102 XLU SELECT SECTOR SPDR TR 4,509.0 $204K 0.17% NEW $45.34 -5.2%
103 IDU ISHARES TR 1,781.0 $204K 0.17% NEW $114.60 -4.6%
104 SMLF ISHARES TR 2,282.0 $203K 0.17% NEW $89.12 +0.3%
105 PJUN INNOVATOR ETFS TRUST 4,650.0 $201K 0.17% NEW $43.23 +2.0%
106 IJUN INNOVATOR ETFS TRUST 6,420.0 $200K 0.17% NEW $31.18 +2.5%
107 FCT FIRST TR SR FLTG RATE INCOME Financial Services 12,737.0 $123K 0.10% NEW $9.66 +0.1%
Page 6 of 6  ·  107 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 56.0%
Financial Services 20.3%
Consumer Cyclical 6.7%
Communication Services 6.3%
Industrials 3.6%
Consumer Defensive 3.0%
Energy 2.4%
Real Estate 1.0%
Healthcare 0.7%