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Portfolio (Quarterly) Guide ↗

Heck Capital Advisors, LLC

· CIK 0002046227
13F Portfolio $1.3B AUM 202 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 59 Added 84 Reduced 33 Exited
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWN ISHARES TR 7,087.0 $1.3M 0.10% +3K +93.2% $189.59 +13.3%
42 ASML ASML HLDG NV Technology 952.0 $1.3M 0.09% +417.0 +77.9% $1320.83 +21.0%
43 ACWX ISHARES TR 17,294.0 $1.2M 0.09% +5K +37.0% $68.47 +11.5%
44 VEA VANGUARD TAX-MANAGED FDS 18,295.0 $1.2M 0.09% +763.0 +4.3% $64.08 +11.4%
45 CMBS ISHARES TR 23,691.0 $1.2M 0.09% +2K +7.9% $48.73 -0.2%
46 GSST GOLDMAN SACHS ETF TR 22,258.0 $1.1M 0.08% +4K +24.2% $50.55 -0.0%
47 PSX PHILLIPS 66 Energy 6,097.0 $1.1M 0.08% +48.0 +0.8% $182.18 -4.1%
48 SPYI NEOS ETF TRUST 20,736.0 $1.0M 0.08% +826.0 +4.2% $49.37 +8.6%
49 IGIB ISHARES TR 18,102.0 $963K 0.07% +12K +200.4% $53.22 -0.2%
50 IGLB ISHARES TR 18,362.0 $911K 0.07% +10K +132.3% $49.63 +0.5%
51 ICSH ISHARES TR 16,820.0 $851K 0.06% +2K +13.6% $50.62 -0.1%
52 SPYD SPDR SERIES TRUST 18,050.0 $822K 0.06% +3K +16.6% $45.52 +4.8%
53 USMV ISHARES TR 7,042.0 $653K 0.05% +105.0 +1.5% $92.74 +3.6%
54 VTWO VANGUARD SCOTTSDALE FDS 4,768.0 $478K 0.04% +2K +63.0% $100.17 +17.1%
55 ITDI ISHARES TR 9,525.0 $353K 0.03% +1K +17.0% $37.02 +13.4%
56 CDX SIMPLIFY EXCHANGE TRADED FUN 14,175.0 $302K 0.02% +1K +9.2% $21.34 -0.7%
57 BONDBLOXX ETF TRUST 6,150.0 $302K 0.02% +238.0 +4.0% $49.17
58 DNN DENISON MINES CORP Energy 38,759.0 $137K 0.01% +20K +101.9% $3.53 -4.0%
59 LITHIUM AMERS CORP NEW 31,593.0 $125K 0.01% +20K +170.3% $3.95
Page 3 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 74.5%
Technology 10.1%
Communication Services 4.4%
Industrials 2.8%
Consumer Defensive 2.5%
Consumer Cyclical 2.3%
Energy 2.1%
Healthcare 0.9%
Utilities 0.2%
Basic Materials 0.2%