Helium Advisors LLC Portfolio Holdings

Helium Advisors LLC

  • $120 Billion
  • Q3 2025

Helium Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $12B, Jp Morgan ETF Tr Ultra Short I with a value of $10.8B, Microsoft Corp with a value of $9.25B, Ishares Tr with a value of $7.02B, and Goldman Sachs Access Treasury with a value of $6.72B.

Examining the 13F form we can see an decrease of $38.4B in the current position value, from $158B to 120B.

Helium Advisors LLC is based out at Everett, WA

Below you can find more details about Helium Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $120 Billion
ETFs: $78.4 Billion
Technology: $22.5 Billion
Financial Services: $4.86 Billion
Communication Services: $3.34 Billion
Consumer Cyclical: $3.24 Billion
Consumer Defensive: $1.43 Billion
Industrials: $971 Million
Energy: $895 Million
Other: $477 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $120 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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