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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 1 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 297,275.0 $194.2M 14.40% -4K -1.3% $653.21 +15.4%
2 VTI VANGUARD INDEX FDS 350,301.0 $112.4M 8.34% -8K -2.2% $320.81 +15.1%
3 ONEQ FIDELITY COMWLTH TR 586,662.0 $49.8M 3.69% -7K -1.2% $84.91 +23.8%
4 DIA STATE STR SPDR DOW JONES IND Financial Services 105,267.0 $48.8M 3.62% -2K -2.0% $463.71 +9.3%
5 IEMG ISHARES INC 623,399.0 $43.5M 3.23% -180K -22.4% $69.75 +19.7%
6 IEFA ISHARES TR 415,923.0 $37.7M 2.79% -40K -8.8% $90.53 +8.2%
7 QUAL ISHARES TR 147,113.0 $28.2M 2.09% -6K -4.0% $191.81 +12.2%
8 LMBS FIRST TR EXCHANGE-TRADED FD 528,378.0 $26.3M 1.95% -3K -0.5% $49.81 -0.2%
9 RSP INVESCO EXCHANGE TRADED FD T 124,852.0 $24.0M 1.78% -12K -8.9% $191.92 +8.1%
10 ITOT ISHARES TR 141,043.0 $20.1M 1.49% -64K -31.1% $142.43 +15.2%
11 FTCS FIRST TR EXCHANGE-TRADED FD 183,394.0 $17.0M 1.26% -2K -1.3% $92.76 +1.0%
12 RECS COLUMBIA ETF TR I 429,926.0 $16.8M 1.24% -3K -0.8% $38.98 +11.3%
13 IJR ISHARES TR 129,139.0 $16.1M 1.19% -2K -1.4% $124.31 +12.3%
14 MBB ISHARES TR 160,004.0 $15.2M 1.13% -4K -2.2% $94.95 -0.6%
15 IVLU ISHARES TR 368,331.0 $14.6M 1.08% -44K -10.6% $39.68 +8.5%
16 INTF ISHARES TR 337,194.0 $13.1M 0.97% -8K -2.2% $38.96 +6.6%
17 IWR ISHARES TR 125,230.0 $12.2M 0.90% -35K -22.0% $97.23 +9.7%
18 GSSC GOLDMAN SACHS ETF TR 156,144.0 $11.6M 0.86% -1K -0.9% $74.55 +15.8%
19 IDHQ INVESCO EXCH TRADED FD TR II 315,309.0 $11.2M 0.83% -5K -1.7% $35.37 +16.9%
20 TLT ISHARES TR 107,557.0 $9.3M 0.69% -3K -3.0% $86.69 -1.6%
Page 1 of 5  ·  84 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%