§ 13F · FUND PROFILE
Heck Capital Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3B (13F)Positions · 196Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 297K | $194M | 14.4% | −1% |
| 2 | IAUM | ISHARES GOLD TR | 2.44M | $114M | 8.4% | +102% |
| 3 | VTI | VANGUARD INDEX FDS | 350K | $112M | 8.3% | −2% |
| 4 | ONEQ | FIDELITY COMWLTH TR | 587K | $50M | 3.7% | −1% |
| 5 | DIA | STATE STR SPDR DOW JONES IND | 105K | $49M | 3.6% | −2% |
| 6 | IEMG | ISHARES INC | 623K | $43M | 3.2% | −22% |
| 7 | GOVT | ISHARES TR | 1.67M | $38M | 2.8% | +1% |
| 8 | IEFA | ISHARES TR | 416K | $38M | 2.8% | −9% |
| 9 | FRDM | EA SERIES TRUST | 615K | $34M | 2.5% | +178% |
| 10 | IWL | ISHARES TR | 205K | $33M | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HECK SIGNAL
AC read
Heck Capital Advisors, LLC is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 196 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed