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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 1 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 301,140.0 $206.3M 15.37% NEW $684.94 +10.1%
2 VTI VANGUARD INDEX FDS 358,134.0 $120.1M 8.95% NEW $335.27 +10.2%
3 ONEQ FIDELITY COMWLTH TR 593,575.0 $54.3M 4.04% NEW $91.40 +15.0%
4 IEMG ISHARES INC 803,738.0 $54.0M 4.03% NEW $67.22 +24.2%
5 IAUM ISHARES GOLD TR Financial Services 1,203,191.0 $51.7M 3.85% NEW $42.99 +3.1%
6 DIA SPDR DOW JONES INDL AVERAGE Financial Services 107,380.0 $51.7M 3.85% NEW $481.09 +5.4%
7 IEFA ISHARES TR 456,310.0 $40.8M 3.04% NEW $89.46 +9.5%
8 GOVT ISHARES TR 1,644,012.0 $37.9M 2.82% NEW $23.02 -1.3%
9 IWL ISHARES TR 204,621.0 $34.9M 2.60% NEW $170.63 +9.3%
10 ITOT ISHARES TR 204,779.0 $30.4M 2.27% NEW $148.69 +10.3%
11 QUAL ISHARES TR 153,283.0 $30.4M 2.27% NEW $198.62 +8.4%
12 LMBS FIRST TR EXCHANGE-TRADED FD 531,187.0 $26.6M 1.98% NEW $49.99 -0.5%
13 RSP INVESCO EXCHANGE TRADED FD T 137,013.0 $26.2M 1.96% NEW $191.56 +8.3%
14 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 245,067.0 $18.7M 1.39% NEW $76.23 -14.4%
15 RECS COLUMBIA ETF TR I 433,408.0 $17.7M 1.32% NEW $40.84 +6.3%
16 FTCS FIRST TR EXCHANGE-TRADED FD 185,891.0 $17.2M 1.28% NEW $92.51 +1.3%
17 COWG PACER FDS TR 476,199.0 $16.8M 1.25% NEW $35.23 +8.5%
18 DGRW WISDOMTREE TR 186,294.0 $16.7M 1.24% NEW $89.43 +7.9%
19 IJR ISHARES TR 131,027.0 $15.7M 1.17% NEW $120.18 +16.2%
20 IVLU ISHARES TR 412,164.0 $15.7M 1.17% NEW $38.05 +13.1%
Page 1 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%