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Portfolio (Quarterly) Guide ↗

Heck Capital Advisors, LLC

· CIK 0002046227
13F Portfolio $1.3B AUM 211 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 211 New
Page 6 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NULG NUSHARES ETF TR 14,217.0 $1.4M 0.10% NEW $97.80 +13.5%
102 QQQ INVESCO QQQ TR Financial Services 2,250.0 $1.4M 0.10% NEW $614.31 +18.7%
103 FENY FIDELITY COVINGTON TRUST 55,667.0 $1.4M 0.10% NEW $24.77 +27.7%
104 IJH ISHARES TR 20,273.0 $1.3M 0.10% NEW $66.00 +12.7%
105 CSHI NEOS ETF TRUST 24,100.0 $1.2M 0.09% NEW $49.73 +0.2%
106 MOAT VANECK ETF TRUST 11,189.0 $1.2M 0.09% NEW $103.56 -1.6%
107 VEA VANGUARD TAX-MANAGED FDS 17,532.0 $1.1M 0.08% NEW $62.47 +14.3%
108 CMBS ISHARES TR 21,962.0 $1.1M 0.08% NEW $49.08 -0.9%
109 FLOT ISHARES TR 20,629.0 $1.0M 0.08% NEW $50.86 +0.4%
110 SPYI NEOS ETF TRUST 19,910.0 $1.0M 0.08% NEW $52.53 +2.1%
111 FIDU FIDELITY COVINGTON TRUST 12,079.0 $996K 0.07% NEW $82.48 +14.9%
112 OBIL RBB FD INC 19,574.0 $983K 0.07% NEW $50.20 -0.1%
113 WEC WEC ENERGY GROUP INC Utilities 8,896.0 $938K 0.07% NEW $105.46 +7.1%
114 GSST GOLDMAN SACHS ETF TR 17,919.0 $907K 0.07% NEW $50.61 -0.2%
115 MA MASTERCARD INCORPORATED Financial Services 1,560.0 $891K 0.07% NEW $570.88 -13.3%
116 LLY ELI LILLY & CO Healthcare 800.0 $860K 0.06% NEW $1074.68 +0.8%
117 META META PLATFORMS INC Communication Services 1,300.0 $858K 0.06% NEW $660.09 -3.8%
118 FDIS FIDELITY COVINGTON TRUST 8,335.0 $851K 0.06% NEW $102.16 +2.5%
119 ACWX ISHARES TR 12,625.0 $848K 0.06% NEW $67.13 +13.7%
120 FMAT FIDELITY COVINGTON TRUST 15,447.0 $820K 0.06% NEW $53.11 +11.8%
Page 6 of 11  ·  211 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 74.7%
Technology 7.3%
Industrials 4.8%
Communication Services 3.5%
Consumer Defensive 3.5%
Healthcare 2.2%
Energy 2.1%
Consumer Cyclical 1.0%
Utilities 0.7%
Basic Materials 0.3%