Helium Advisors LLC - Portfolio overview

Helium Advisors LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 8.20%
2. JPST - J P MORGAN EXCHANGE TRADED F, 7.72%
3. VOO - VANGUARD INDEX FDS, 5.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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