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Portfolio (Quarterly) Guide ↗

Heck Capital Advisors, LLC

· CIK 0002046227
13F Portfolio $1.7B AUM 214 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 76 Added 70 Reduced 18 Exited
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SGOV ISHARES TR 35,829.0 $3.6M 0.21% -6K -13.9% $100.67 -0.0%
22 IAU ISHARES GOLD TR Financial Services 46,387.0 $3.5M 0.21% -19K -28.7% $75.51 +15.8%
23 IEI ISHARES TR 27,695.0 $3.3M 0.19% -43K -60.6% $117.45 -0.8%
24 IVE ISHARES TR 12,779.0 $2.9M 0.17% -900.0 -6.6% $227.07 +4.7%
25 VGSH VANGUARD SCOTTSDALE FDS 48,947.0 $2.8M 0.17% -6K -11.2% $58.20 -0.1%
26 IWS ISHARES TR 17,216.0 $2.8M 0.17% -3K -12.8% $164.60 +4.4%
27 STIP ISHARES TR 27,546.0 $2.8M 0.17% -263.0 -0.9% $102.16 -1.2%
28 TLH ISHARES TR 26,704.0 $2.7M 0.16% -512.0 -1.9% $100.35 -3.2%
29 IJJ ISHARES TR 18,071.0 $2.7M 0.16% -1K -6.6% $147.73 +0.4%
30 FIDELITY COVINGTON TRUST 30,368.0 $2.3M 0.14% -480.0 -1.6% $77.25
31 IWO ISHARES TR 5,535.0 $2.2M 0.13% -15K -73.2% $393.94 -2.7%
32 IGRO ISHARES TR 22,015.0 $1.9M 0.12% -3K -10.4% $87.93 +5.3%
33 ASML ASML HLDG NV Technology 947.0 $1.9M 0.11% -5.0 -0.5% $1990.28 -12.6%
34 NULG NUSHARES ETF TR 13,555.0 $1.6M 0.10% -393.0 -2.8% $117.06 -3.1%
35 IWN ISHARES TR 6,875.0 $1.5M 0.09% -212.0 -3.0% $221.19 +1.3%
36 IJK ISHARES TR 12,835.0 $1.5M 0.09% -72.0 -0.6% $117.50 -2.7%
37 FNCL FIDELITY COVINGTON TRUST 19,239.0 $1.5M 0.09% -277.0 -1.4% $76.56 +8.2%
38 FCOM FIDELITY COVINGTON TRUST 20,959.0 $1.5M 0.09% -314.0 -1.5% $69.48 +1.9%
39 FSTA FIDELITY COVINGTON TRUST 26,459.0 $1.4M 0.08% -333.0 -1.2% $52.54 +4.5%
40 FIDU FIDELITY COVINGTON TRUST 11,217.0 $1.1M 0.07% -152.0 -1.3% $99.61 -4.8%
Page 2 of 4  ·  70 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
Technology 39.1%
Financial Services 37.6%
Consumer Cyclical 8.5%
Communication Services 5.9%
Industrials 3.0%
Consumer Defensive 2.5%
Energy 1.8%
Healthcare 0.9%
Utilities 0.4%
Basic Materials 0.3%