Helium Advisors LLC
All 13F Filings
- Location
- Everett, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 98,738
- 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 |
|---|---|---|---|---|---|
| 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 | 66.79 K | 67.6% | 0 | 13.56 K | -13.56 K |
| ETFs | 31.25 K | 31.6% | 0 | 7.486 K | -7.486 K |
| Debt | 705 | 0.7% | 12 | 0 | 12 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
98,738
Holdings
82
QoQ value change ($000)
-21,028
(-17.6%)
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.