Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Helium Advisors LLC (CIK 2056653) reported $120.4M across 107 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MSFT ($8.7M, 7.25%), JPST ($8.6M, 7.18%), VOO ($7.4M, 6.12%), IVV ($4.9M, 4.08%), IEFA ($4.5M, 3.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $8.7M | 7.25% | 23,398 | Trimmed |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $8.6M | 7.18% | 170,861 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $7.4M | 6.12% | 10,731 | Added |
| 4 | IVV | ISHARES TR | $4.9M | 4.08% | 6,565 | Trimmed |
| 5 | IEFA | ISHARES TR | $4.5M | 3.77% | 46,971 | Added |
| 6 | AAPL | APPLE INC | $4.4M | 3.64% | 15,160 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $3.8M | 3.18% | 5,201 | Added |
| 8 | GBIL | GOLDMAN SACHS ETF TR | $3.8M | 3.12% | 37,509 | Trimmed |
| 9 | JAAA | JANUS DETROIT STR TR | $3.3M | 2.75% | 65,527 | Added |
| 10 | VSAT | VIASAT INC | $2.6M | 2.18% | 29,170 | Trimmed |
| 11 | GLD | SPDR GOLD TR | $2.6M | 2.14% | 6,997 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $2.6M | 2.14% | 12,854 | Trimmed |
| 13 | DFAE | DIMENSIONAL ETF TRUST | $2.3M | 1.92% | 57,337 | Added |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.85% | 39,470 | Added |
| 15 | GOOG | ALPHABET INC | $2.2M | 1.81% | 6,179 | Added |
| 16 | IVW | ISHARES TR | $2.1M | 1.77% | 15,448 | Trimmed |
| 17 | XLV | SELECT SECTOR SPDR TR | $2.0M | 1.65% | 12,497 | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 1.54% | 3,695 | Added |
| 19 | VTV | VANGUARD INDEX FDS | $1.7M | 1.43% | 7,885 | Added |
| 20 | XLP | SELECT SECTOR SPDR TR | $1.6M | 1.34% | 19,346 | Added |
| 21 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.4M | 1.15% | 22,436 | Added |
| 22 | JPIB | J P MORGAN EXCHANGE TRADED F | $1.4M | 1.14% | 28,451 | Added |
| 23 | AMZN | AMAZON COM INC | $1.4M | 1.13% | 5,688 | Trimmed |
| 24 | INTC | INTEL CORP | $1.4M | 1.12% | 9,696 | New |
| 25 | IJR | ISHARES TR | $1.3M | 1.11% | 9,009 | Added |
Source: SEC Form 13F filings · as of 2026-06-30