13F Filings History of Helium Advisors LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$98,737,911
Signature - Title
Howard Morin - CCO
Location
Everett, WA
Summary
This page shows a list of all the recent 13F filings made by Helium Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Helium Advisors LLC reported 82 stock holdings with total value $98,737,911 as of Q4 2025. Top holdings included JPST, MSFT, VOO, GBIL, and IVV.

Notify me when Helium Advisors LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 82 $98,737,911 +$4,777,929 -$26,933,959 -$22,156,030 JPST, MSFT, VOO, GBIL, IVV 13F-HR 12 Feb 2026, 15:25
Q3 2025 89 $119,765,988 +$1,005,464 -$48,816,802 -$47,811,338 VOO, JPST, MSFT, IEFA, GBIL 13F-HR 13 Nov 2025, 13:47
Q2 2025 105 $158,146,813 +$15,492,552 -$4,247,850 +$11,244,702 JPST, VOO, GBIL, MSFT, IEFA 13F-HR 14 Aug 2025, 15:12
Q1 2025 104 $137,400,132 +$18,654,043 -$5,220,005 +$13,434,038 VOO, JPST, GBIL, IEFA, JAAA 13F-HR 08 May 2025, 15:41
Q4 2024 101 $126,194,299 $0 $0 $0 VOO, JPST, GBIL, AAPL, IEFA 13F-HR 18 Feb 2025, 16:11