StockDriftsStockDriftsTop 50 Heck Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.2% | 362.1K | $271.2M | +21.81%(+64.83K) | $532.92(+46.16%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.72% | 349.2K | $129.2M | -0.31%(-1.09K) | $243.82(+57.23%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.51% | 910.8K | $75.5M | +46.10%(+287.40K) | $63.46(+30.22%) | 2026-06-30 | |
| ONEQ | FIDELITY COMWLTH TR | 3.68% | 597.0K | $61.6M | +1.75%(+10.29K) | $66.78(+57.29%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 3.43% | 109.7K | $57.4M | +4.17%(+4.39K) | $394.66(+36.01%) | 2026-06-30 | |
| IWV | ISHARES TR | 3.17% | 124.3K | $53.0M | +10736.27%(+123.14K) | $392.48(+11.64%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 2.42% | 555.7K | $40.6M | -9.62%(-59.12K) | $45.22(+51.30%) | 2026-06-30 | |
| GOVT | ISHARES TR | 2.37% | 1.74M | $39.7M | +4.42%(+73.63K) | $22.94(-2.11%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.34% | 404.9K | $39.1M | -2.66%(-11.05K) | $70.42(+43.88%) | 2026-06-30 | |
| IWL | ISHARES TR | 2.26% | 204.6K | $37.8M | +0.00%(+0) | $146.04(+31.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.06% | +40.71% | +5.08% | +28.12% |
| Top 20 Holdings Unweighted | +9.97% | +33.01% | +3.06% | +16.26% |
Heck Capital Advisors, LLC reports $1.67B in US-listed equity holdings across 214 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.2%), VTI (7.7%) and IEMG (4.5%). The top 20 holdings account for 62.44% of reported assets. Its disclosed equity book has returned +40.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Heck Capital Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2046227). View Heck Capital Advisors, LLC’s 13F filings on SEC