Haven Private, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Haven Private, LLC maintained a portfolio of 178 distinct positions. They heavily accumulated shares in COLUMBIA ETF TR I, increasing their position by 10.8%. The fund also reduced its exposure to VANECK ETF TRUST by 31.7%.
PCA Score Concentration Risk
Risk ENB
Total Positions
178
Quarter
2026 Q1
Top Holding
MUST (9.5%)
Top 10 Concentration
36.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 178
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MUST
COLUMBIA ETF TR...
ETF 9.47% 8.63% #1
Prev: #1
7.8 103,723 10.8%
P
S
1,060,246 $21,745,645 2024 Q4 13F Filing 2026-03-31 2026-05-05
USFR
WISDOMTREE TR
ETF 4.47% 5.45% #2
Prev: #2
3.8 -43,503 -17.6%
P
S
203,798 $10,259,190 2025 Q1 13F Filing 2026-03-31 2026-05-05
AAPL
APPLE INC
Technology 3.48% 3.76% #3
Prev: #3
2.9 -138 -0.4%
P
S
31,482 $7,989,807 2024 Q4 13F Filing 2026-03-31 2026-05-05
IFRA
ISHARES TR
ETF 3.27% 2.98% #4 2
Prev: #6
2.3 1,678 1.3%
P
S
131,316 $7,511,275 2024 Q4 13F Filing 2026-03-31 2026-05-05
AVEM
AMERICAN CENTY ...
Bond/Debt 3.27% 3.11% #5
Prev: #5
2.3 1,065 1.2%
P
S
93,215 $7,511,265 2024 Q4 13F Filing 2026-03-31 2026-05-05
AVLC
AMERICAN CENTY ...
Bond/Debt 3.24% 3.24% #6 2
Prev: #4
1.8 1,973 2.1%
P
S
96,042 $7,448,057 2024 Q4 13F Filing 2026-03-31 2026-05-05
LVHI
LEGG MASON ETF ...
Bond/Debt 2.67% 2.59% #7 1
Prev: #8
1.6 -9,086 -5.7%
P
S
151,403 $6,137,878 2025 Q1 13F Filing 2026-03-31 2026-05-05
AMLP
ALPS ETF TR
ETF 2.57% 2.26% #8 1
Prev: #9
1.5 2,109 1.9%
P
S
112,063 $5,898,990 2024 Q4 13F Filing 2026-03-31 2026-05-05
AVIV
AMERICAN CENTY ...
Bond/Debt 2.31% 2.10% #9 3
Prev: #12
2.9 3,478 5.2%
P
S
70,886 $5,304,399 2024 Q4 13F Filing 2026-03-31 2026-05-05
IGF
ISHARES TR
ETF 2.18% 1.99% #10 3
Prev: #13
1.4 734 1.0%
P
S
74,700 $5,004,900 2025 Q2 13F Filing 2026-03-31 2026-05-05
AVDV
AMERICAN CENTY ...
Bond/Debt 2.00% 1.85% #11 4
Prev: #15
1.3 935 2.1%
P
S
45,938 $4,587,369 2024 Q4 13F Filing 2026-03-31 2026-05-05
WMT
WALMART INC
Consumer Defensive 1.98% 1.86% #12 2
Prev: #14
1.3 -1,638 -4.3%
P
S
36,564 $4,544,173 2024 Q4 13F Filing 2026-03-31 2026-05-05
BIZD
VANECK ETF TRUS...
ETF 1.80% 2.93% #13 6
Prev: #7
0.7 -149,421 -31.7%
P
S
322,299 $4,125,427 2024 Q4 13F Filing 2026-03-31 2026-05-05
ETH
GRAYSCALE ETHER...
Unknown 1.69% 2.26% #14 4
Prev: #10
2.7 11,301 6.1%
P
S
195,465 $3,881,935 2024 Q4 13F Filing 2026-03-31 2026-05-05
GBTC
GRAYSCALE BITCO...
ETF 1.68% 2.20% #15 4
Prev: #11
1.2 -275 -0.4%
P
S
73,162 $3,860,027 2024 Q4 13F Filing 2026-03-31 2026-05-05
VTES
VANGUARD WELLIN...
ETF 1.65% 1.45% #16 1
Prev: #17
2.7 4,729 14.5%
P
S
37,453 $3,787,996 2025 Q2 13F Filing 2026-03-31 2026-05-05
AVSC
AMERICAN CENTY ...
Bond/Debt 1.61% 1.56% #17 1
Prev: #16
1.1 -1,074 -1.8%
P
S
59,444 $3,703,361 2024 Q4 13F Filing 2026-03-31 2026-05-05
DGS
WISDOMTREE TR
ETF 1.31% 1.24% #18 2
Prev: #20
1.0 337 0.7%
P
S
50,001 $3,005,060 2024 Q4 13F Filing 2026-03-31 2026-05-05
AVUV
AMERICAN CENTY ...
ETF 1.24% 1.15% #19 4
Prev: #23
1.0 94 0.4%
P
S
25,863 $2,857,086 2024 Q4 13F Filing 2026-03-31 2026-05-05
AVDE
AMERICAN CENTY ...
Bond/Debt 1.22% 1.19% #20 1
Prev: #21
1.0 -47 -0.1%
P
S
33,087 $2,807,101 2024 Q4 13F Filing 2026-03-31 2026-05-05
BUXX
EA SERIES TRUST
Unknown 1.18% 0.79% #21 10
Prev: #31
3.5 45,489 51.3%
P
S
134,170 $2,716,279 2025 Q4 13F Filing 2026-03-31 2026-05-05
KLAC
KLA CORP
Technology 1.17% 0.97% #22 4
Prev: #26
1.0 7 0.4%
P
S
1,829 $2,693,037 2024 Q4 13F Filing 2026-03-31 2026-05-05
FBTC
FIDELITY WISE O...
Unknown 1.14% 1.40% #23 5
Prev: #18
2.5 2,465 5.9%
P
S
44,367 $2,618,984 2024 Q4 13F Filing 2026-03-31 2026-05-05
FNDF
SCHWAB STRATEGI...
Bond/Debt 1.03% 1.03% #24
Prev: #24
0.9 -4,185 -8.0%
P
S
48,110 $2,354,022 2024 Q4 13F Filing 2026-03-31 2026-05-05
INCO
COLUMBIA ETF TR...
ETF 1.00% 1.19% #25 3
Prev: #22
0.9 -105 -0.3%
P
S
41,726 $2,293,678 2024 Q4 13F Filing 2026-03-31 2026-05-05
SPY
STATE STR SPDR ...
ETF 0.99% 0.60% #26 11
Prev: #37
3.4 1,491 74.8%
P
S
3,485 $2,266,597 2024 Q4 13F Filing 2026-03-31 2026-05-05
LEMB
ISHARES INC
ETF 0.95% 1.03% #27 2
Prev: #25
0.9 -3,229 -5.7%
P
S
53,323 $2,175,578 2024 Q4 13F Filing 2026-03-31 2026-05-05
ETHE
GRAYSCALE ETHER...
Unknown 0.92% 1.31% #28 9
Prev: #19
1.4 no change no change
P
S
123,282 $2,104,423 2024 Q4 13F Filing 2026-03-31 2026-05-05
MCK
MCKESSON CORP
Healthcare 0.90% 0.86% #29
Prev: #29
0.9 -9 -0.4%
P
S
2,390 $2,068,211 2024 Q4 13F Filing 2026-03-31 2026-05-05
AVGO
BROADCOM INC
Technology 0.86% 0.96% #30 3
Prev: #27
0.8 93 1.5%
P
S
6,400 $1,980,864 2024 Q4 13F Filing 2026-03-31 2026-05-05
NVDA
NVIDIA CORPORAT...
Technology 0.86% 0.72% #31 4
Prev: #35
2.8 2,429 27.4%
P
S
11,292 $1,969,325 2024 Q4 13F Filing 2026-03-31 2026-05-05
VNQI
VANGUARD INTL E...
ETF 0.78% 0.74% #32 2
Prev: #34
2.3 3,466 9.3%
P
S
40,546 $1,802,270 2025 Q2 13F Filing 2026-03-31 2026-05-05
PBDC
PUTNAM ETF TRUS...
ETF 0.77% 0.80% #33 3
Prev: #30
2.3 4,983 8.4%
P
S
64,498 $1,778,855 2025 Q3 13F Filing 2026-03-31 2026-05-05
AVMV
AMERICAN CENTY ...
Bond/Debt 0.73% 0.69% #34 2
Prev: #36
0.8 419 1.9%
P
S
22,509 $1,669,718 2024 Q4 13F Filing 2026-03-31 2026-05-05
PINK
SIMPLIFY EXCHAN...
ETF 0.72% 0.79% #35 3
Prev: #32
0.8 95 0.2%
P
S
49,135 $1,653,884 2024 Q4 13F Filing 2026-03-31 2026-05-05
GOOG
ALPHABET INC
Communication Services 0.70% 0.76% #36 3
Prev: #33
0.8 29 0.5%
P
S
5,593 $1,604,408 2024 Q4 13F Filing 2026-03-31 2026-05-05
ARM
ARM HOLDINGS PL...
Technology 0.64% 0.42% #37 16
Prev: #53
2.3 1,035 11.9%
P
S
9,717 $1,469,988 2024 Q4 13F Filing 2026-03-31 2026-05-05
MSFT
MICROSOFT CORP
Technology 0.60% 0.88% #38 10
Prev: #28
0.7 -451 -10.9%
P
S
3,693 $1,366,963 2024 Q4 13F Filing 2026-03-31 2026-05-05
BBVA
BANCO BILBAO VI...
Financial Services 0.56% 0.58% #39 1
Prev: #38
0.7 2,413 4.3%
P
S
58,900 $1,275,774 2024 Q4 13F Filing 2026-03-31 2026-05-05
CAH
CARDINAL HEALTH...
Healthcare 0.55% 0.53% #40 1
Prev: #41
0.7 121 2.0%
P
S
6,026 $1,273,355 2024 Q4 13F Filing 2026-03-31 2026-05-05
COR
CENCORA INC
Healthcare 0.55% 0.58% #41 2
Prev: #39
0.7 129 3.3%
P
S
4,025 $1,264,414 2024 Q4 13F Filing 2026-03-31 2026-05-05
TT
TRANE TECHNOLOG...
Industrials 0.53% 0.48% #42 4
Prev: #46
0.7 81 2.9%
P
S
2,915 $1,214,797 2024 Q4 13F Filing 2026-03-31 2026-05-05
AVRE
AMERICAN CENTY ...
ETF 0.53% 0.42% #43 7
Prev: #50
2.7 5,309 24.0%
P
S
27,474 $1,209,406 2024 Q4 13F Filing 2026-03-31 2026-05-05
INDS
PACER FDS TR
ETF 0.52% 0.40% #44 12
Prev: #56
2.7 7,473 30.2%
P
S
32,226 $1,184,096 2024 Q4 13F Filing 2026-03-31 2026-05-05
KEYS
KEYSIGHT TECHNO...
Technology 0.51% 0.36% #45 17
Prev: #62
0.7 66 1.6%
P
S
4,129 $1,165,906 2024 Q4 13F Filing 2026-03-31 2026-05-05
IBND
SPDR SERIES TRU...
Bond/Debt 0.50% 0.53% #46 3
Prev: #43
0.7 -284 -0.8%
P
S
37,107 $1,153,286 2024 Q4 13F Filing 2026-03-31 2026-05-05
AAAU
GOLDMAN SACHS P...
ETF 0.50% 0.46% #47 1
Prev: #48
0.7 -110 -0.4%
P
S
24,722 $1,141,909 2024 Q4 13F Filing 2026-03-31 2026-05-05
MUB
ISHARES TR
ETF 0.50% 0.50% #48 3
Prev: #45
1.2 no change no change
P
S
10,715 $1,137,397 2024 Q4 13F Filing 2026-03-31 2026-05-05
IGOV
ISHARES TR
Bond/Debt 0.49% 0.52% #49 5
Prev: #44
0.7 -1,217 -4.2%
P
S
27,528 $1,130,300 2024 Q4 13F Filing 2026-03-31 2026-05-05
MELI
MERCADOLIBRE IN...
Consumer Cyclical 0.48% 0.55% #50 10
Prev: #40
0.7 9 1.4%
P
S
635 $1,097,928 2024 Q4 13F Filing 2026-03-31 2026-05-05
Showing 1-50 of 178 holdings

Unlock Full Haven Private, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics