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Holders — by stockHoldings — by fund

Haven Private, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002053665

$263.0M

disclosed book value

171

positions

9.8%

largest position share

Positions, as of 2026-06-30

top 100 of 171 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1USFRWISDOMTREE TR509,989$25.7M9.8%
2MUSTCOLUMBIA ETF TR I1.2M$24.7M9.4%
3AVLCAMERICAN CENTY ETF TR102,825$9.3M3.5%
4AAPLAPPLE INC31,260$9.0M3.4%
5AVEMAMERICAN CENTY ETF TR92,606$8.9M3.4%
6IFRAISHARES TR135,365$8.5M3.2%
7LVHILEGG MASON ETF INVT156,507$6.4M2.4%
8AMLPALPS ETF TR116,915$6.1M2.3%
9AVIVAMERICAN CENTY ETF TR76,215$5.9M2.2%
10KLACKLA CORP18,229$5.5M2.1%
11AVDVAMERICAN CENTY ETF TR47,088$4.9M1.8%
12IGFISHARES TR64,904$4.3M1.6%
13AVSCAMERICAN CENTY ETF TR56,564$4.1M1.6%
14BUXXEA SERIES TRUST202,803$4.1M1.6%
15VTESVANGUARD WELLINGTON FD34,656$3.5M1.3%
16AVUVAMERICAN CENTY ETF TR27,292$3.4M1.3%
17GBTCGRAYSCALE BITCOIN TRUST ETF72,261$3.3M1.3%
18WMTWALMART INC28,970$3.3M1.2%
19ARMARM HOLDINGS PLC9,223$3.3M1.2%
20DGSWISDOMTREE TR49,464$3.2M1.2%
21BIZDVANECK ETF TRUST246,918$3.1M1.2%
22ETHGRAYSCALE ETHEREUM STAKING195,797$2.9M1.1%
23AVDEAMERICAN CENTY ETF TR31,609$2.8M1.1%
24SPYSTATE STR SPDR S&P 500 ETF T3,466$2.6M1%
25FNDFSCHWAB STRATEGIC TR47,776$2.5M1%
26AVGOBROADCOM INC6,300$2.4M0.9%
27FBTCFIDELITY WISE ORIGIN BITCOIN46,555$2.4M0.9%
28AVREAMERICAN CENTY ETF TR48,491$2.3M0.9%
29NVDANVIDIA CORPORATION11,237$2.2M0.9%
30PINKSIMPLIFY EXCHANGE TRADED FUN54,235$2.1M0.8%
31AVMVAMERICAN CENTY ETF TR26,120$2.1M0.8%
32GOOGALPHABET INC5,510$1.9M0.7%
33AMATAPPLIED MATLS INC2,516$1.8M0.7%
34INCOCOLUMBIA ETF TR II30,301$1.8M0.7%
35MCKMCKESSON CORP2,359$1.8M0.7%
36LEMBISHARES INC39,458$1.7M0.6%
37VNQIVANGUARD INTL EQUITY INDEX F37,243$1.7M0.6%
38ETHEGRAYSCALE ETHEREUM STAKING E120,879$1.5M0.6%
39AVLVAMERICAN CENTY ETF TR16,775$1.5M0.6%
40PBDCPUTNAM ETF TRUST54,983$1.5M0.6%
41KEYSKEYSIGHT TECHNOLOGIES INC4,111$1.4M0.5%
42BBVABANCO BILBAO VIZCAYA ARGENTA57,415$1.4M0.5%
43INDSPACER FDS TR35,703$1.4M0.5%
44CAHCARDINAL HEALTH INC5,787$1.4M0.5%
45TRANE TECHNOLOGIES PLC2,797$1.4M0.5%
46UMCUNITED MICROELECTRONICS CORP49,119$1.3M0.5%
47PBYIPUMA BIOTECHNOLOGY INC148,448$1.2M0.5%
48MUBISHARES TR11,115$1.2M0.5%
49HGROETF OPPORTUNITIES TRUST37,908$1.2M0.5%
50IBNDSPDR SERIES TRUST35,087$1.1M0.4%
51CAIECALAMOS ETF TR39,661$1.1M0.4%
52CORCENCORA INC3,749$1.1M0.4%
53PRLBPROTO LABS INC12,966$1.1M0.4%
54TLTISHARES TR12,016$1.0M0.4%
55GOOGLALPHABET INC2,810$1.0M0.4%
56IGOVISHARES TR24,127$989,9310.4%
57VOOVANGUARD INDEX FDS1,429$981,4510.4%
58CATCATERPILLAR INC903$961,6050.4%
59VZVERIZON COMMUNICATIONS INC22,623$957,8580.4%
60VYMVANGUARD WHITEHALL FDS6,049$955,9720.4%
61FDUSFIDUS INVT CORP50,068$954,7970.4%
62AAAUGOLDMAN SACHS PHYSICAL GOLD24,117$954,3100.4%
63MSFTMICROSOFT CORP2,378$886,9770.3%
64TSMTAIWAN SEMICONDUCTOR MANUFAC1,839$878,2510.3%
65ARCCARES CAPITAL CORP46,961$870,1870.3%
66HIGHARTFORD INSURANCE GROUP INC6,524$864,5610.3%
67MELIMERCADOLIBRE INC502$852,0900.3%
68CTASCINTAS CORP4,950$841,8960.3%
69TE CONNECTIVITY PLC4,058$818,1330.3%
70IWCISHARES TR4,072$814,5630.3%
71HECAETF OPPORTUNITIES TRUST29,455$804,1220.3%
72IDGTISHARES TR6,513$779,8670.3%
73TET1 ENERGY INC80,490$763,0450.3%
74IDXXIDEXX LABS INC1,434$754,9150.3%
75VYMIVANGUARD WHITEHALL FDS7,650$751,2300.3%
76AVESAMERICAN CENTY ETF TR10,797$708,2830.3%
77PCTPURECYCLE TECHNOLOGIES INC83,217$674,8900.3%
78VVISA INC1,913$656,3310.2%
79EMIFISHARES TR24,749$650,6510.2%
80ENVXENOVIX CORPORATION105,449$640,0750.2%
81VTEBVANGUARD MUN BD FDS12,650$639,8370.2%
82CAIQCALAMOS ETF TR23,796$638,9230.2%
83FFIVF5 INC1,535$638,4990.2%
84MPMP MATERIALS CORP11,385$637,6740.2%
85XLKSELECT SECTOR SPDR TR3,330$634,4320.2%
86PLTRPALANTIR TECHNOLOGIES INC5,423$632,7010.2%
87SFSTIFEL FINL CORP9,030$630,0230.2%
88CDNSCADENCE DESIGN SYSTEM INC1,639$615,1490.2%
89CNXNPC CONNECTION INC8,249$602,0950.2%
90GBDCGOLUB CAP BDC INC44,413$572,0390.2%
91JNJJOHNSON & JOHNSON2,244$569,9090.2%
92HYDVANECK ETF TRUST10,990$566,0950.2%
93HTGCHERCULES CAPITAL INC35,485$559,5980.2%
94EUHYISHARES INC10,058$541,7240.2%
95MAMASTERCARD INCORPORATED1,051$539,7940.2%
96CRAICRA INTL INC3,751$533,7680.2%
97GWWWW GRAINGER INC384$522,3940.2%
98EDVVANGUARD WORLD FD7,956$517,7760.2%
99OBDCBLUE OWL CAPITAL CORPORATION47,587$517,2710.2%
100NVSNOVARTIS AG3,296$516,5490.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.