Helium Advisors LLC: 13F holdings

CIK 20566532026Q2

Positions107
Reported value$120.4m
Filed2026-08-11

Change since last quarter

Positions107 (+15 vs prior quarter)
Reported value$120.4m (+14.5%)

Top 10 holdings

SecuritySharesValueWeight
MSFT MICROSOFT CORP23,398$8.7m7.3%
JPST J P MORGAN EXCHANGE TRADED F170,861$8.6m7.2%
VOO VANGUARD INDEX FDS10,731$7.4m6.1%
IVV ISHARES TR6,565$4.9m4.1%
IEFA ISHARES TR46,971$4.5m3.8%
AAPL APPLE INC15,160$4.4m3.6%
QQQ INVESCO QQQ TR5,201$3.8m3.2%
GBIL GOLDMAN SACHS ETF TR37,509$3.8m3.1%
JAAA JANUS DETROIT STR TR65,527$3.3m2.7%
VSAT VIASAT INC29,170$2.6m2.2%

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.

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