Heck Capital Advisors, LLC
CIK: 0002046227SEC EDGAR →
Portfolio Value
$1.3B
Holdings
211
As of
Q4 2025
New Positions
211
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 301,140 | $206.3M | 15.37% |
| 2 | VANGUARD INDEX FDS | 358,134 | $120.1M | 8.95% |
| 3 | FIDELITY COMWLTH TR | 593,575 | $54.3M | 4.04% |
| 4 | ISHARES INC | 803,738 | $54.0M | 4.03% |
| 5 | ISHARES GOLD TR | 1,203,191 | $51.7M | 3.85% |
| 6 | SPDR DOW JONES INDL AVERAGE | 107,380 | $51.7M | 3.85% |
| 7 | ISHARES TR | 456,310 | $40.8M | 3.04% |
| 8 | ISHARES TR | 1,644,012 | $37.9M | 2.82% |
| 9 | ISHARES TR | 204,621 | $34.9M | 2.60% |
| 10 | ISHARES TR | 204,779 | $30.4M | 2.27% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (211)
$206.3M · 301K shares
$120.1M · 358K shares
$54.3M · 594K shares
$54.0M · 804K shares
$51.7M · 1.2M shares
$51.7M · 107K shares
$40.8M · 456K shares
$37.9M · 1.6M shares
$34.9M · 205K shares
$30.4M · 205K shares
$30.4M · 153K shares
$26.6M · 531K shares
$26.2M · 137K shares
$18.7M · 245K shares
$17.7M · 433K shares
$17.2M · 186K shares
$16.8M · 476K shares
$16.7M · 186K shares
$15.7M · 131K shares
$15.7M · 412K shares
$15.6M · 164K shares
$15.5M · 161K shares
$13.0M · 345K shares
$11.9M · 158K shares
$11.4M · 83K shares
$11.3M · 221K shares
$11.3M · 321K shares
$11.2M · 116K shares
$10.9M · 206K shares
$10.1M · 216K shares
$10.0M · 216K shares
$9.8M · 118K shares
$9.7M · 111K shares
$9.3M · 201K shares
$8.8M · 73K shares
$7.5M · 149K shares
$7.5M · 16K shares
$7.3M · 184K shares
$7.2M · 213K shares
$7.0M · 33K shares
$7.0M · 283K shares
$6.7M · 140K shares
$6.5M · 59K shares
$6.3M · 236K shares
$6.3M · 285K shares
$6.0M · 98K shares
$5.8M · 83K shares
$5.8M · 57K shares
$5.8M · 67K shares
$5.6M · 76K shares
$5.0M · 22K shares
$5.0M · 373K shares
$4.7M · 38K shares
$4.7M · 22K shares
$4.6M · 188K shares
$4.5M · 36K shares
$4.4M · 126K shares
$4.3M · 73K shares
$4.2M · 684K shares
$4.2M · 51K shares
$3.7M · 12K shares
$3.6M · 25K shares
$3.4M · 136K shares
$3.4M · 46K shares
$3.0M · 40K shares
$2.9M · 22K shares
$2.7M · 11K shares
$2.7M · 6K shares
$2.6M · 52K shares
$2.6M · 8K shares
$2.6M · 25K shares
$2.5M · 25K shares
$2.5M · 23K shares
$2.4M · 29K shares
$2.4M · 23K shares
$2.1M · 36K shares
$2.1M · 7K shares
$2.0M · 7K shares
$2.0M · 24K shares
$1.9M · 10K shares
$1.9M · 37K shares
$1.8M · 35K shares
$1.8M · 10K shares
$1.8M · 3K shares
$1.7M · 34K shares
$1.7M · 45K shares
$1.7M · 5K shares
$1.6M · 5K shares
$1.6M · 17K shares
$1.6M · 32K shares
$1.6M · 17K shares
$1.6M · 3K shares
$1.6M · 7K shares
$1.5M · 28K shares
$1.5M · 11K shares
$1.5M · 7K shares
$1.5M · 20K shares
$1.4M · 15K shares
$1.4M · 13K shares
$1.4M · 28K shares
$1.4M · 14K shares
$1.4M · 2K shares
$1.4M · 56K shares
$1.3M · 20K shares
$1.2M · 24K shares
$1.2M · 11K shares
$1.1M · 18K shares
$1.1M · 22K shares
$1.0M · 21K shares
$1.0M · 20K shares
$996K · 12K shares
$982K · 20K shares
$938K · 9K shares
$906K · 18K shares
$890K · 2K shares
$859K · 800 shares
$858K · 1K shares
$851K · 8K shares
$847K · 13K shares
$820K · 15K shares
$805K · 4K shares
$786K · 3K shares
$780K · 6K shares
$748K · 15K shares
$739K · 7K shares
$705K · 1K shares
$694K · 2K shares
$669K · 15K shares
$664K · 4K shares
$662K · 2K shares
$653K · 7K shares
$633K · 7K shares
$615K · 2K shares
$601K · 5K shares
$600K · 3K shares
$587K · 5K shares
$584K · 20K shares
$573K · 4K shares
$572K · 535 shares
$564K · 4K shares
$559K · 3K shares
$545K · 10K shares
$542K · 2K shares
$538K · 9K shares
$538K · 8K shares
$531K · 2K shares
$530K · 2K shares
$527K · 12K shares
$524K · 2K shares
$516K · 4K shares
$508K · 5K shares
$486K · 7K shares
$473K · 3K shares
$465K · 5K shares
$459K · 429 shares
$456K · 11K shares
$455K · 4K shares
$451K · 968 shares
$450K · 5K shares
$445K · 2K shares
$443K · 8K shares
$443K · 1K shares
$429K · 2K shares
$400K · 8K shares
$399K · 8K shares
$398K · 8K shares
$389K · 1K shares
$379K · 2K shares
$377K · 1K shares
$377K · 2K shares
$367K · 10K shares
$361K · 2K shares
$360K · 6K shares
$356K · 14K shares
$350K · 1K shares
$338K · 2K shares
$335K · 14K shares
$330K · 4K shares
$330K · 13K shares
$324K · 6K shares
$316K · 505 shares
$312K · 2K shares
$308K · 351 shares
$307K · 11K shares
$306K · 8K shares
$298K · 346 shares
$296K · 6K shares
$293K · 3K shares
$292K · 11K shares
$291K · 3K shares
$290K · 6K shares
$289K · 7K shares
$288K · 13K shares
$283K · 1K shares
$277K · 3K shares
$274K · 4K shares
$273K · 11K shares
$272K · 8K shares
$271K · 3K shares
$257K · 1K shares
$252K · 6K shares
$242K · 2K shares
$229K · 510 shares
$216K · 2K shares
$213K · 1K shares
$213K · 28K shares
$207K · 4K shares
$127K · 24K shares
$52K · 12K shares
$51K · 19K shares
$50K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 144 | $1.2B | 87.2% |
| Unknown | 12 | $126.8M | 9.4% |
| Technology | 14 | $13.2M | 1.0% |
| Industrials | 11 | $8.6M | 0.6% |
| Communication Services | 7 | $6.5M | 0.5% |
| Consumer Defensive | 5 | $6.3M | 0.5% |
| Energy | 7 | $4.0M | 0.3% |
| Healthcare | 6 | $3.5M | 0.3% |
| Consumer Cyclical | 2 | $1.7M | 0.1% |
| Utilities | 1 | $938K | 0.1% |
| Basic Materials | 2 | $495K | 0.0% |