Haven Private, LLC
Q4 2025 13F Holdings
- Locationorlando, FL
- Num holdings
161
- Value ($000)
$228,543
- Date Filed02/12/2026
- Form type13F-HR
- CIK0002053665
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
COLUMBIA ETF TR I | MULTI SEC MUNI | 19761L607 | $19.71M | 9 % | 956,523 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $12.44M | 5 % | 247,301 | ||
APPLE INC | COM | 037833100 | $8.6M | 4 % | 31,620 | ||
AMERICAN CENTY ETF TR | AVANTIS US LARG | 025072158 | $7.4M | 3 % | 94,069 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $7.1M | 3 % | 92,150 | ||
ISHARES TR | US INFRASTRUC | 46435U713 | $6.82M | 3 % | 129,638 | ||
VANECK ETF TRUST | BDC INCOME ETF | 92189F411 | $6.69M | 3 % | 471,720 | ||
LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | $5.91M | 3 % | 160,489 | ||
ALPS ETF TR | ALERIAN MLP | 00162Q452 | $5.17M | 2 % | 109,954 | ||
GRAYSCALE ETHEREUM MINI TR E | SHS NEW | 38964R203 | $5.17M | 2 % | 184,164 |
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