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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 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FREL FIDELITY COVINGTON TRUST 235,930.0 $6.3M 0.47% $26.91 +9.5%
42 IWF ISHARES TR 14,883.0 $6.3M 0.47% -878.0 -5.6% $426.41 -70.5%
43 EMXC ISHARES INC 79,652.0 $6.3M 0.47% +3K +4.2% $78.66 +27.7%
44 NVDA NVIDIA CORPORATION Technology 34,630.0 $6.0M 0.45% +25K +257.2% $174.41 +21.9%
45 AAPL APPLE INC Technology 23,314.0 $5.9M 0.44% +16K +218.3% $253.79 +22.5%
46 IAU ISHARES GOLD TR Financial Services 65,098.0 $5.7M 0.43% +14K +26.9% $88.16 -5.0%
47 DYNF BLACKROCK ETF TRUST 98,201.0 $5.7M 0.42% $58.18 +15.3%
48 LRGF ISHARES TR 84,353.0 $5.6M 0.41% +1K +1.2% $66.00 +14.4%
49 IWD ISHARES TR 24,242.0 $5.2M 0.38% +2K +9.2% $213.67 +11.4%
50 IWC ISHARES TR 31,743.0 $5.1M 0.38% NEW $159.61 +20.2%
51 NLR VANECK ETF TRUST 37,720.0 $5.0M 0.37% +2K +4.5% $133.19 -0.5%
52 MSFT MICROSOFT CORP Technology 13,571.0 $5.0M 0.37% +8K +139.7% $370.17 +11.5%
53 GOOGL ALPHABET INC Communication Services 17,288.0 $5.0M 0.37% +6K +47.6% $287.56 +35.2%
54 FTEC FIDELITY COVINGTON TRUST 23,720.0 $4.9M 0.37% +1K +5.8% $208.05 +34.8%
55 TYA SIMPLIFY EXCHANGE TRADED FUN 365,551.0 $4.8M 0.36% -7K -1.9% $13.13 -3.3%
56 SHV ISHARES TR 41,190.0 $4.5M 0.34% -17K -29.8% $110.39 -0.0%
57 MEME ROUNDHILL ETF TRUST 732,611.0 $4.5M 0.34% +48K +7.0% $6.18 +86.7%
58 VANECK FDS 130,116.0 $4.2M 0.31% +4K +3.0% $32.37
59 SGOV ISHARES TR 41,601.0 $4.2M 0.31% -16K -27.6% $100.66 -0.0%
60 HODL VANECK BITCOIN ETF 202,943.0 $3.9M 0.29% +15K +7.9% $19.16 +10.6%
Page 3 of 11  ·  202 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%