Helium Advisors LLC
All 13F Filings
- Location
- Vancouver, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 120,364
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 107 | 120,364 | 13F-HR | Helium Advisors LLC |
| Q1 2026 | 5/5/2026 | 93 | 105,102 | 13F-HR | Helium Advisors LLC |
| Q4 2025 | 2/12/2026 | 82 | 98,738 | 13F-HR | Helium Advisors LLC |
| Q3 2025 | 11/13/2025 | 89 | 119,766 | 13F-HR | Helium Advisors LLC |
| Q2 2025 | 8/14/2025 | 105 | 158,147 | 13F-HR | Helium Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 49.9 K | 41.7% | 6.889 K | 0 | 6.889 K |
| ETFs | 69.17 K | 57.8% | 8.328 K | 0 | 8.328 K |
| Debt | 655 | 0.5% | 0 | 44 | -44 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
120,364
Holdings
107
QoQ value change ($000)
15,262
(14.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.