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Portfolio (Quarterly) Guide ↗

Heck Capital Advisors, LLC

· CIK 0002046227
13F Portfolio $1.3B AUM 211 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 211 New
Page 2 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MBB ISHARES TR 163,535.0 $15.6M 1.16% NEW $95.22 -0.9%
22 IWR ISHARES TR 160,539.0 $15.5M 1.15% NEW $96.27 +10.8%
23 INTF ISHARES TR 344,720.0 $13.0M 0.97% NEW $37.75 +10.1%
24 GSSC GOLDMAN SACHS ETF TR 157,567.0 $11.9M 0.89% NEW $75.63 +14.1%
25 IWP ISHARES TR 83,437.0 $11.4M 0.85% NEW $136.94 +2.7%
26 FRDM EA SERIES TRUST 220,809.0 $11.3M 0.84% NEW $51.27 +40.9%
27 IDHQ INVESCO EXCH TRADED FD TR II 320,621.0 $11.3M 0.84% NEW $35.15 +17.7%
28 IEF ISHARES TR 116,222.0 $11.2M 0.83% NEW $96.16 -1.9%
29 IGSB ISHARES TR 205,538.0 $10.9M 0.81% NEW $52.88 -0.9%
30 BBAG J P MORGAN EXCHANGE TRADED F 216,473.0 $10.1M 0.75% NEW $46.51 -1.4%
31 XTEN BONDBLOXX ETF TRUST 215,805.0 $10.0M 0.74% NEW $46.29 -2.2%
32 SHY ISHARES TR 118,182.0 $9.8M 0.73% NEW $82.82 -0.7%
33 TLT ISHARES TR 110,933.0 $9.7M 0.72% NEW $87.16 -2.1%
34 IUSB ISHARES TR 200,732.0 $9.3M 0.70% NEW $46.54 -1.1%
35 IEI ISHARES TR 73,396.0 $8.8M 0.65% NEW $119.35 -1.6%
36 MTBA SIMPLIFY EXCHANGE TRADED FUN 148,696.0 $7.5M 0.56% NEW $50.41 -2.8%
37 IWF ISHARES TR 15,761.0 $7.5M 0.56% NEW $473.30 -73.4%
38 PMAY INNOVATOR ETFS TRUST 184,096.0 $7.3M 0.54% NEW $39.59 +4.3%
39 IDLV INVESCO EXCH TRADED FD TR II 212,832.0 $7.2M 0.54% NEW $33.90 +3.4%
40 IVE ISHARES TR 33,208.0 $7.0M 0.53% NEW $212.07 +7.5%
Page 2 of 11  ·  211 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 74.7%
Technology 7.3%
Industrials 4.8%
Communication Services 3.5%
Consumer Defensive 3.5%
Healthcare 2.2%
Energy 2.1%
Consumer Cyclical 1.0%
Utilities 0.7%
Basic Materials 0.3%