Helium Advisors Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationeverett, WA
- CIK0002056653
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
82 | $98.74M | JPST, MSFT, VOO, GBIL | 13F-HR | Feb 12, 2026 | 000205665326000001 | ||
89 | $119.77M | VOO, JPST, MSFT, IEFA | 13F-HR | Nov 13, 2025 | 000205665325000005 | ||
105 | $158.15M | JPST, VOO, GBIL, MSFT | 13F-HR | Aug 14, 2025 | 000205665325000002 | ||
104 | $137.4M | VOO, JPST, GBIL, IEFA | 13F-HR | May 8, 2025 | 000151094025000001 | ||
101 | $126.2M | VOO, JPST, GBIL, AAPL | 13F-HR | Feb 18, 2025 | 000205665325000001 |