account_balance
Investment manager · 13F filer · SEC CIK 2056653
Helium Advisors LLC
Reported value$115Mas of Sep 30, 2026
Positions102 3 new, 8 sold out
Top 10 weight46.3%MSFT alone is 9%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
9.3%Trimmed −11%
JPSTJ P Morgan Exchange Traded F
7.5%
VOOVanguard Index FDS
6.7%Added +2%
IVViShares Tr
4.4%
IEFAiShares Tr
4.1%Added +4%
QQQInvesco QQQ Tr
3.5%Added +3%
AAPLApple Inc.
3.0%Trimmed −32%
GBILGoldman Sachs ETF Tr
2.9%Trimmed −10%
JAAAJanus Detroit STR Tr
2.9%
GLDSPDR Gold Trust
2.1%
DFAEDimensional ETF Trust
2.0%+5%
IVWiShares Tr
1.9%
MSFTMicrosoft Corp
9.3%Trimmed −11%
JPSTJ P Morgan Exchange Traded F
7.5%
VOOVanguard Index FDS
6.7%
IVViShares Tr
4.4%
IEFAiShares Tr
4.1%+4%
QQQInvesco QQQ Tr
3.5%
AAPLApple Inc.
3.0%
GBILGoldman Sachs ETF Tr
2.9%
JAAA2.9%
GLDDFAE
IVW1.9%
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
MSFT Microsoft Corp 9.3% Trimmed −11%
JPST J P Morgan Exchange Traded F 7.5% Held
VOO Vanguard Index FDS 6.7% Added +2%
IVV iShares Tr 4.4% Held
IEFA iShares Tr 4.1% Added +4%
QQQ Invesco QQQ Tr 3.5% Added +3%
AAPL Apple Inc. 3.0% Trimmed −32%GBIL Goldman Sachs ETF Tr 2.9% Trimmed −10%
JAAA Janus Detroit STR Tr 2.9% Held
GLD SPDR Gold Trust 2.1% Trimmed −9%DFAE Dimensional ETF Trust 2.0% Added +5%
IVW iShares Tr 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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