Haven Private, LLC - Portfolio overview

Haven Private, LLC has 187 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 Industrials.

Largest reported holdings by portfolio allocation

1. MUST - COLUMBIA ETF TR I, 9.06%
2. USFR - WISDOMTREE TR, 4.27%
3. AAPL - APPLE INC, 3.33%

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

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