Heck Capital Advisors, LLC

CIK 0002046227 · RHINELANDER, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source

Heck Capital Advisors, LLC reported 214 positions worth $1.67B as of June 30, 2026 (13F filed July 10, 2026). Largest holding: IVV (16.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.67B
2026 Q2
Positions
214
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.1%
Est. Net Flow (Q)
2026 Q2
10 / 214 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$271.2M16.20%362,101
2VTIVANGUARD INDEX FDSSH$129.2M7.72%349,207
3IEMGISHARES INCSH$75.5M4.51%910,801
4ONEQFIDELITY COMWLTH TRSH$61.6M3.68%596,957
5DIASTATE STR SPDR DOW JONES INDSH$57.4M3.43%109,655
6IWVISHARES TRSH$53.0M3.17%124,292
7FRDMEA SERIES TRUSTSH$40.6M2.42%555,714
8GOVTISHARES TRSH$39.7M2.37%1,741,058
9IEFAISHARES TRSH$39.1M2.34%404,874
10IWLISHARES TRSH$37.8M2.26%204,621

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Heck Capital Advisors, LLC hold as of Q2 2026?

Heck Capital Advisors, LLC reported 214 positions worth $1.67B in its Q2 2026 13F filing. Largest positions: IVV (16.2%), VTI (7.7%), IEMG (4.5%), ONEQ (3.7%) and DIA (3.4%).

What did Heck Capital Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Heck Capital Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.