Haven Private, LLC

Q3 2025 13F Holdings

  • Location
    orlando, FL
  • Num holdings

    153

  • Value ($000)

    $226,400

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0002053665
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MUST
MUST

COLUMBIA ETF TR I

MULTI SEC MUNI
$17.91 M
8 %

872,432

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
$11.65 M
5 %

231,719

BIZD
BIZD

VANECK ETF TRUST

BDC INCOME ETF
$9.17 M
4 %

613,651

AAPL
AAPL

APPLE INC

COM
$8.10 M
4 %

31,823

---

GRAYSCALE ETHEREUM MINI TR E

SHS NEW
$6.96 M
3 %

177,629

IFRA
IFRA

ISHARES TR

US INFRASTRUC
$6.92 M
3 %

131,065

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$6.89 M
3 %

91,761

AVLC
AVLC

AMERICAN CENTY ETF TR

AVANTIS US LARG
$6.84 M
3 %

89,465

GBTC
GBTC

GRAYSCALE BITCOIN TRUST ETF

SHS REP COM UT
$6.60 M
3 %

73,549

LVHI
LVHI

LEGG MASON ETF INVT

FRANKLIN INTL LW
$5.31 M
2 %

152,724

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