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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 2 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BUXX EA SERIES TRUST 134,170.0 $2.7M 1.18% +45K +51.3% $20.25 -0.1%
22 KLAC KLA CORP Technology 1,829.0 $2.7M 1.17% $1472.41 +29.7%
23 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 44,367.0 $2.6M 1.14% +2K +5.9% $59.03 +7.1%
24 FNDF SCHWAB STRATEGIC TR 48,110.0 $2.4M 1.02% -4K -8.0% $48.93 +9.9%
25 INCO COLUMBIA ETF TR II 41,726.0 $2.3M 1.00% $54.97 +5.8%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,485.0 $2.3M 0.99% +1K +74.8% $650.39 +15.2%
27 LEMB ISHARES INC 53,323.0 $2.2M 0.95% -3K -5.7% $40.80 +2.7%
28 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 123,282.0 $2.1M 0.92% $17.07 -6.3%
29 MCK MCKESSON CORP Healthcare 2,390.0 $2.1M 0.90% $865.36 -11.9%
30 AVGO BROADCOM INC Technology 6,400.0 $2.0M 0.86% +93.0 +1.5% $309.51 +34.5%
31 NVDA NVIDIA CORPORATION Technology 11,292.0 $2.0M 0.86% +2K +27.4% $174.40 +22.3%
32 VNQI VANGUARD INTL EQUITY INDEX F 40,546.0 $1.8M 0.79% +3K +9.3% $44.45 +2.7%
33 PBDC PUTNAM ETF TRUST 64,498.0 $1.8M 0.78% +5K +8.4% $27.58 -1.2%
34 AVMV AMERICAN CENTY ETF TR 22,509.0 $1.7M 0.73% +419.0 +1.9% $74.18 +6.6%
35 PINK SIMPLIFY EXCHANGE TRADED FUN 49,135.0 $1.7M 0.72% $33.66 +11.9%
36 GOOG ALPHABET INC Communication Services 5,593.0 $1.6M 0.70% +29.0 +0.5% $286.86 +33.1%
37 ARM ARM HOLDINGS PLC Technology 9,717.0 $1.5M 0.64% +1K +11.9% $151.28 +110.5%
38 MSFT MICROSOFT CORP Technology 3,693.0 $1.4M 0.59% -451.0 -10.9% $370.15 +13.2%
39 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 58,900.0 $1.3M 0.56% +2K +4.3% $21.66 +6.2%
40 CAH CARDINAL HEALTH INC Healthcare 6,026.0 $1.3M 0.56% +121.0 +2.0% $211.31 -4.8%
Page 2 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%