Haven Private, LLC
Q3 2025 13F Holdings
- Locationorlando, FL
- Num holdings
153
- Value ($000)
$226,400
- Date Filed 11/06/2025
- Form type13F-HR
- CIK 0002053665
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
M COLUMBIA ETF TR I | MULTI SEC MUNI | 19761L607 | $17.91M | 8 % | 872,432 | ||
U WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $11.65M | 5 % | 231,719 | ||
B VANECK ETF TRUST | BDC INCOME ETF | 92189F411 | $9.17M | 4 % | 613,651 | ||
A APPLE INC | COM | 037833100 | $8.10M | 4 % | 31,823 | ||
GRAYSCALE ETHEREUM MINI TR E | SHS NEW | 38964R203 | $6.96M | 3 % | 177,629 | ||
I ISHARES TR | US INFRASTRUC | 46435U713 | $6.92M | 3 % | 131,065 | ||
A AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $6.89M | 3 % | 91,761 | ||
A AMERICAN CENTY ETF TR | AVANTIS US LARG | 025072158 | $6.84M | 3 % | 89,465 | ||
G GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $6.60M | 3 % | 73,549 | ||
L LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | $5.31M | 2 % | 152,724 |
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