Helium Advisors LLC - Portfolio Stock Holdings

Helium Advisors LLC disclosed 109 stock positions in a recent SEC 13F filing. $115,025,906 of stock holdings were filed, with the largest holdings including MSFT, JPST, and VOO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $233,777,142 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.