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Portfolio (Quarterly) Guide ↗

Heck Capital Advisors, LLC

· CIK 0002046227
13F Portfolio $1.3B AUM 202 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 59 Added 84 Reduced 33 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTEC FIDELITY COVINGTON TRUST 23,720.0 $4.9M 0.37% +1K +5.8% $208.05 +34.8%
22 MEME ROUNDHILL ETF TRUST 732,611.0 $4.5M 0.34% +48K +7.0% $6.18 +86.7%
23 VANECK FDS 130,116.0 $4.2M 0.31% +4K +3.0% $32.37
24 HODL VANECK BITCOIN ETF 202,943.0 $3.9M 0.29% +15K +7.9% $19.16 +10.6%
25 AMZN AMAZON COM INC Consumer Cyclical 17,004.0 $3.5M 0.26% +10K +161.2% $208.27 +30.5%
26 TAFL AB ACTIVE ETFS INC 137,230.0 $3.4M 0.25% +1K +0.8% $24.88 +0.4%
27 IWM ISHARES TR 13,454.0 $3.3M 0.25% +2K +20.6% $248.01 +17.1%
28 AVGO BROADCOM INC Technology 9,804.0 $3.0M 0.23% +2K +30.1% $309.52 +36.3%
29 STIP ISHARES TR 27,809.0 $2.9M 0.21% +3K +10.5% $103.43 +0.0%
30 IWS ISHARES TR 19,731.0 $2.9M 0.21% +9K +83.1% $145.74 +9.6%
31 TLH ISHARES TR 27,216.0 $2.7M 0.20% +2K +8.6% $100.72 -1.3%
32 USIG ISHARES TR 50,257.0 $2.6M 0.19% +17K +49.4% $51.23 +0.0%
33 META META PLATFORMS INC Communication Services 4,477.0 $2.6M 0.19% +3K +244.4% $572.13 +11.0%
34 NOBL PROSHARES TR 22,883.0 $2.4M 0.18% +234.0 +1.0% $106.01 +1.8%
35 DFUS DIMENSIONAL ETF TRUST 33,386.0 $2.4M 0.18% +13K +67.8% $70.91 +15.3%
36 COP CONOCOPHILLIPS Energy 16,903.0 $2.2M 0.17% +2K +10.3% $132.00 -12.8%
37 FMB FIRST TR EXCH TRADED FD III 42,663.0 $2.2M 0.16% +6K +16.2% $50.66 +0.7%
38 IGRO ISHARES TR 24,572.0 $2.1M 0.15% +724.0 +3.0% $83.77 +5.8%
39 TSLA TESLA INC Consumer Cyclical 5,200.0 $1.9M 0.14% +5K +919.6% $371.75 +18.5%
40 OBIL RBB FD INC 29,850.0 $1.5M 0.11% +10K +52.5% $50.08 +0.2%
Page 2 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 74.5%
Technology 10.1%
Communication Services 4.4%
Industrials 2.8%
Consumer Defensive 2.5%
Consumer Cyclical 2.3%
Energy 2.1%
Healthcare 0.9%
Utilities 0.2%
Basic Materials 0.2%