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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 6 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QQQ INVESCO QQQ TR Financial Services 2,250.0 $1.3M 0.10% $577.18 +27.5%
102 NULG NUSHARES ETF TR 13,948.0 $1.3M 0.09% -269.0 -1.9% $90.94 +23.2%
103 ASML ASML HLDG NV Technology 952.0 $1.3M 0.09% +417.0 +77.9% $1320.83 +22.0%
104 VO VANGUARD INDEX FDS 4,359.0 $1.3M 0.09% NEW $287.18 -72.5%
105 IJH ISHARES TR 18,199.0 $1.2M 0.09% -2K -10.2% $67.53 +10.4%
106 ACWX ISHARES TR 17,294.0 $1.2M 0.09% +5K +37.0% $68.47 +11.7%
107 VEA VANGUARD TAX-MANAGED FDS 18,295.0 $1.2M 0.09% +763.0 +4.3% $64.08 +11.9%
108 CSHI NEOS ETF TRUST 23,356.0 $1.2M 0.09% -744.0 -3.1% $49.78 +0.1%
109 CMBS ISHARES TR 23,691.0 $1.2M 0.09% +2K +7.9% $48.73 +0.1%
110 INNOVATOR ETFS TRUST 44,700.0 $1.1M 0.08% NEW $25.39
111 GSST GOLDMAN SACHS ETF TR 22,258.0 $1.1M 0.08% +4K +24.2% $50.55 -0.0%
112 JPM JPMORGAN CHASE & CO Financial Services 3,791.0 $1.1M 0.08% -1K -27.6% $294.16 +0.7%
113 PSX PHILLIPS 66 Energy 6,097.0 $1.1M 0.08% +48.0 +0.8% $182.18 -2.8%
114 MOAT VANECK ETF TRUST 11,189.0 $1.1M 0.08% $96.70 +6.6%
115 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,613.0 $1.1M 0.08% NEW $652.14 +15.7%
116 SPYI NEOS ETF TRUST 20,736.0 $1.0M 0.08% +826.0 +4.2% $49.37 +9.0%
117 FIDU FIDELITY COVINGTON TRUST 11,369.0 $984K 0.07% -710.0 -5.9% $86.52 +9.7%
118 IGIB ISHARES TR 18,102.0 $963K 0.07% +12K +200.4% $53.22 +0.0%
119 PLTR PALANTIR TECHNOLOGIES INC Technology 6,575.0 $962K 0.07% NEW $146.28 -3.3%
120 IGLB ISHARES TR 18,362.0 $911K 0.07% +10K +132.3% $49.63 +0.9%
Page 6 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%