Heck Capital Advisors, LLC

Est. AUM

$1.34B

13F long equity, this entity only

Positions

201

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$194.2M	297275	14.45%	SOLE
2	ISHARES GOLD TR	SHARES REPRESENT	$113.7M	2435620	8.46%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$112.4M	350301	8.36%	SOLE
4	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$49.8M	586662	3.71%	SOLE
5	STATE STR SPDR DOW JONES IND	UT SER 1	$48.8M	105267	3.63%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$43.5M	623399	3.24%	SOLE
7	ISHARES TR	US TREAS BD ETF	$38.2M	1667429	2.84%	SOLE
8	ISHARES TR	CORE MSCI EAFE	$37.7M	415923	2.80%	SOLE
9	EA SERIES TRUST	FREEDOM 100 EM	$33.7M	614830	2.50%	SOLE
10	ISHARES TR	RUS TOP 200 ETF	$32.8M	204621	2.44%	SOLE
11	ISHARES TR	MSCI USA QLT FCT	$28.2M	147113	2.10%	SOLE
12	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$26.3M	528378	1.96%	SOLE
13	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$24.0M	124852	1.78%	SOLE
14	ISHARES TR	CORE S&P TTL STK	$20.1M	141043	1.49%	SOLE
15	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$17.0M	183394	1.27%	SOLE
16	COLUMBIA ETF TR I	RESH ENHNC COR	$16.8M	429926	1.25%	SOLE
17	WISDOMTREE TR	US QTLY DIV GRT	$16.3M	186058	1.22%	SOLE
18	ISHARES TR	CORE S&P SCP ETF	$16.1M	129139	1.19%	SOLE
19	PACER FDS TR	US LRG CP CASH	$16.0M	473873	1.19%	SOLE
20	ISHARES TR	MBS ETF	$15.2M	160004	1.13%	SOLE
21	ISHARES TR	MSCI INTL VLU FT	$14.6M	368331	1.09%	SOLE
22	ISHARES TR	7-10 YR TRSY BD	$13.3M	138989	0.99%	SOLE
23	ISHARES TR	INTL EQTY FACTOR	$13.1M	337194	0.98%	SOLE
24	ISHARES TR	RUS MID CAP ETF	$12.2M	125230	0.91%	SOLE
25	ISHARES TR	RUS MD CP GR ETF	$11.8M	92444	0.88%	SOLE
26	GOLDMAN SACHS ETF TR	ACTIVEBETA US	$11.6M	156144	0.87%	SOLE
27	INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$11.2M	315309	0.83%	SOLE
28	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$10.3M	223886	0.76%	SOLE
29	J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$10.1M	218380	0.75%	SOLE
30	ISHARES TR	CORE UNIVRSL USD	$9.3M	201891	0.69%	SOLE
31	ISHARES TR	20 YR TR BD ETF	$9.3M	107557	0.69%	SOLE
32	SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$9.0M	428759	0.67%	SOLE
33	ISHARES TR	ISHS 1-5YR INVS	$8.8M	166943	0.65%	SOLE
34	ISHARES TR	3 7 YR TREAS BD	$8.3M	70318	0.62%	SOLE
35	ISHARES TR	1 3 YR TREAS BD	$7.9M	95642	0.59%	SOLE
36	PACER FDS TR	EMRG MKT CASH	$7.4M	277468	0.55%	SOLE
37	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$7.2M	181011	0.54%	SOLE
38	INVESCO EXCH TRADED FD TR II	S&P INTL LOW	$7.2M	209854	0.54%	SOLE
39	ISHARES TR	A RATE CP BD ETF	$6.7M	140950	0.50%	SOLE
40	ISHARES TR	RUS 2000 GRW ETF	$6.5M	20670	0.48%	SOLE
41	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$6.3M	235930	0.47%	SOLE
42	ISHARES TR	RUS 1000 GRW ETF	$6.3M	14883	0.47%	SOLE
43	ISHARES INC	MSCI EMRG CHN	$6.3M	79652	0.47%	SOLE
44	NVIDIA CORPORATION	COM	$6.0M	34630	0.45%	SOLE
45	APPLE INC	COM	$5.9M	23314	0.44%	SOLE
46	ISHARES GOLD TR	ISHARES NEW	$5.7M	65098	0.43%	SOLE
47	BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.7M	98201	0.43%	SOLE
48	ISHARES TR	U S EQUITY FACTR	$5.6M	84353	0.41%	SOLE
49	ISHARES TR	RUS 1000 VAL ETF	$5.2M	24242	0.39%	SOLE
50	ISHARES TR	MICRO-CAP ETF	$5.1M	31743	0.38%	SOLE

1–50 of 201

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.