Haven Private, LLC Portfolio Holdings

Haven Private, LLC

  • $226 Billion
  • Q3 2025

Haven Private, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $226 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Columbia ETF Tr I Multi Sector with a value of $17.9B, Wisdomtree Floating Rate Treas with a value of $11.6B, Vaneck Vectors ETF Tr Bdc Inco with a value of $9.17B, Apple Inc. with a value of $8.1B, and Grayscale Ethereum Mini Tr E with a value of $6.96B.

Examining the 13F form we can see an increase of $883M in the current position value, from $226B to 226B.

Haven Private, LLC is based out at Orlando, FL

Below you can find more details about Haven Private, LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Billion
ETFs: $119 Billion
Technology: $28.2 Billion
Industrials: $10 Billion
Healthcare: $7.17 Billion
Consumer Defensive: $4.83 Billion
Financial Services: $4.73 Billion
Communication Services: $4.62 Billion
Consumer Cyclical: $4.39 Billion
Other: $2.66 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $226 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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