Haven Private, LLC
RIA/Wealth
Haven Private, LLC is a RIA/Wealth based in Orlando, FL led by Marc R Angle, reporting $351.4M in AUM as of Q3 2025 with 57% ETF concentration.
CEOMarc R Angle
- Portfolio Value
- $226.6M
- Positions
- 154
- Top Holding
- MUST at 7.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Haven Private, LLC's portfolio (38.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.9M | 7.90% | +$1.0M Bought | — 872.4K shares | |
ETF ETF | $11.6M | 5.14% | -$1.5M Sold | — 231.7K shares | |
ETF ETF | $9.2M | 4.05% | -$66.5K Sold | — 613.7K shares | |
Consumer Electronics Technology | $8.1M | 3.58% | -$1.7M Sold | 0.00% 31.8K shares | |
Unknown Unknown | $7.0M | 3.07% | +$564.9K Bought | — 177.6K shares | |
ETF ETF | $6.9M | 3.06% | +$15.4K Bought | — 131.1K shares | |
ETF ETF | $6.9M | 3.04% | +$159.3K Bought | — 91.8K shares | |
ETF ETF | $6.8M | 3.02% | +$545.3K Bought | — 89.5K shares | |
Unknown Unknown | $6.6M | 2.91% | -$165.8K Sold | — 73.5K shares | |
ETF ETF | $5.3M | 2.34% | +$221.2K Bought | — 152.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Haven Private, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Haven Private, LLC
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