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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWX ISHARES TR 2,903.0 $305K 0.02% -12K -80.8% $105.16 +7.4%
62 FMAT FIDELITY COVINGTON TRUST 5,108.0 $299K 0.02% -3K -39.1% $58.51 +4.6%
63 APLD APPLIED DIGITAL CORP Technology 7,845.0 $293K 0.02% -1K -15.4% $37.30 -27.9%
64 EOSE EOS ENERGY ENTERPRISES INC Industrials 46,300.0 $272K 0.02% -1K -2.7% $5.88 -41.2%
65 VNQ VANGUARD INDEX FDS 2,778.0 $268K 0.02% -3K -47.4% $96.41 +2.8%
66 JAAA JANUS DETROIT STR TR 5,285.0 $267K 0.02% -72.0 -1.3% $50.52 +0.3%
67 BA BOEING CO Industrials 1,143.0 $247K 0.01% -145.0 -11.3% $216.47 -2.8%
68 ACWI ISHARES TR 1,462.0 $229K 0.01% -92.0 -5.9% $156.97 +2.1%
69 DFSI DIMENSIONAL ETF TRUST 5,050.0 $228K 0.01% -636.0 -11.2% $45.10 +5.0%
70 UUUU ENERGY FUELS INC Energy 10,829.0 $157K 0.01% -2K -12.9% $14.50 +2.6%
Page 4 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%