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Haven Private, LLC

Haven Private, LLC is an Investment Adviser institutional filer with the SEC under CIK 2053665, reporting 170 portfolio positions, with 8 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: FL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-27

Top 10 portfolio positions

The largest reported holdings in Haven Private, LLC's most recent 13F filing, ranked by reported market value.

  1. COLUMBIA ETF TR I (MUST)
  2. APPLE INC (AAPL)
  3. AMERICAN CENTY ETF TR (AVLC)
  4. AMERICAN CENTY ETF TR (AVEM)
  5. ISHARES TR (IFRA)
  6. WISDOMTREE TR (USFR)
  7. LEGG MASON ETF INVT (LVHI)
  8. AMERICAN CENTY ETF TR (AVIV)
  9. ALPS ETF TR (AMLP)
  10. AMERICAN CENTY ETF TR (AVDV)
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