account_balance

Investment manager · 13F filer · SEC CIK 2053665

Haven Private, LLC

Reported value$253Mas of Sep 30, 2026
Positions170 9 new, 10 sold out
Top 10 weight37.1%MUST alone is 10%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MUST Columbia ETF Tr I 9.8% Added +9%
AAPL Apple Inc. 4.2% Held
AVLC American Centy ETF Tr 4.0% Added +9%
AVEM American Centy ETF Tr 3.6% Added +4%
IFRA iShares Tr 3.1% Added +5%
USFR Wisdomtree Tr 2.8% Trimmed −72%
LVHI Legg Mason ETF Invt 2.6% Held
AVIV American Centy ETF Tr 2.5% Added +3%
AMLP Alps ETF Tr 2.3% Held
AVDV American Centy ETF Tr 2.2% Added +8%
ETH Grayscale Ethereum Staking Mini ETF 2.0% Added +3%
CAIQ Calamos ETF Tr 2.0% Added +712%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • HYPG $1.24M
  • CAGE $1.08M
  • SIVR $986K
  • HIMU $442K
arrow_upwardAdded
  • CAIQ +712%
  • CAIE +315%
  • BKGI +117%
  • QQQ +89%
arrow_downwardTrimmed
  • IGF −87%
  • USFR −72%
  • INDS −45%
  • BIZD −43%
remove_circleSold out
  • VNQI $1.67M
  • TLT $1.04M
  • FXF $293K
  • DFLV $268K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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