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Heck Capital Advisors, Llc

Portfolio Manager
Heck Capital Advisors, LLC
Performance
-2.59% (2026 Q1)
AUM (13F)
$1.35B
# of Holdings
202
Performance Rank
Allocation (Top 20)
66.81%

Heck Capital Advisors, Llc Holdings Map

Top 50 Heck Capital Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
14.4%297.3K$194.2M
-1.28%(-3.87K)
2025-Q1: 194.6K shares2025-Q2: 270.5K shares2025-Q3: 283.5K shares2025-Q4: 301.1K shares2026-Q1: 297.3K shares
$498.25(+45.91%)
2026-03-31
IAUM
ISHARES GOLD TR
8.44%2.44M$113.7M
+102.43%(+1.23M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 712.0K shares2025-Q4: 1.20M shares2026-Q1: 2.44M shares
$41.36(+9.75%)
2026-03-31
VTI
VANGUARD INDEX FDS
8.34%350.3K$112.4M
-2.19%(-7.83K)
2025-Q1: 278.3K shares2025-Q2: 352.5K shares2025-Q3: 364.3K shares2025-Q4: 358.1K shares2026-Q1: 350.3K shares
$239.81(+48.86%)
2026-03-31
ONEQ
FIDELITY COMWLTH TR
3.69%586.7K$49.8M
-1.16%(-6.91K)
2025-Q1: 441.3K shares2025-Q2: 608.7K shares2025-Q3: 616.1K shares2025-Q4: 593.6K shares2026-Q1: 586.7K shares
$66.33(+50.25%)
2026-03-31
DIA
STATE STR SPDR DOW JONES IND
3.62%105.3K$48.8M
-1.97%(-2.11K)
2025-Q1: 57.8K shares2025-Q2: 80.8K shares2025-Q3: 84.0K shares2025-Q4: 107.4K shares2026-Q1: 105.3K shares
$390.81(+26.14%)
2026-03-31
IEMG
ISHARES INC
3.23%623.4K$43.5M
-22.44%(-180.34K)
2025-Q1: 348.1K shares2025-Q2: 562.3K shares2025-Q3: 687.3K shares2025-Q4: 803.7K shares2026-Q1: 623.4K shares
$58.10(+37.96%)
2026-03-31
GOVT
ISHARES TR
2.83%1.67M$38.2M
+1.42%(+23.42K)
2025-Q1: 1.28M shares2025-Q2: 1.32M shares2025-Q3: 1.48M shares2025-Q4: 1.64M shares2026-Q1: 1.67M shares
$22.95(-0.95%)
2026-03-31
IEFA
ISHARES TR
2.79%415.9K$37.7M
-8.85%(-40.39K)
2025-Q1: 408.5K shares2025-Q2: 444.8K shares2025-Q3: 463.1K shares2025-Q4: 456.3K shares2026-Q1: 415.9K shares
$70.42(+35.52%)
2026-03-31
FRDM
EA SERIES TRUST
2.5%614.8K$33.7M
+178.44%(+394.02K)
2025-Q1: 249.0K shares2025-Q2: 249.6K shares2025-Q3: 236.4K shares2025-Q4: 220.8K shares2026-Q1: 614.8K shares
$45.22(+43.49%)
2026-03-31
IWL
ISHARES TR
2.44%204.6K$32.8M
+0.00%(+0)
2025-Q1: 38.0K shares2025-Q2: 204.1K shares2025-Q3: 203.8K shares2025-Q4: 204.6K shares2026-Q1: 204.6K shares
$146.04(+22.83%)
2026-03-31

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