Helium Advisors LLC: 13F holdings
CIK 20566532026Q2
| Positions | 107 |
|---|---|
| Reported value | $120.4m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT MICROSOFT CORP | 23,398 | $8.7m | 7.3% |
| JPST J P MORGAN EXCHANGE TRADED F | 170,861 | $8.6m | 7.2% |
| VOO VANGUARD INDEX FDS | 10,731 | $7.4m | 6.1% |
| IVV ISHARES TR | 6,565 | $4.9m | 4.1% |
| IEFA ISHARES TR | 46,971 | $4.5m | 3.8% |
| AAPL APPLE INC | 15,160 | $4.4m | 3.6% |
| QQQ INVESCO QQQ TR | 5,201 | $3.8m | 3.2% |
| GBIL GOLDMAN SACHS ETF TR | 37,509 | $3.8m | 3.1% |
| JAAA JANUS DETROIT STR TR | 65,527 | $3.3m | 2.7% |
| VSAT VIASAT INC | 29,170 | $2.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056653")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.