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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 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVLU ISHARES TR 368,331.0 $14.6M 1.08% -44K -10.6% $39.68 +8.5%
22 IEF ISHARES TR 138,989.0 $13.3M 0.98% +23K +19.6% $95.44 -1.2%
23 INTF ISHARES TR 337,194.0 $13.1M 0.97% -8K -2.2% $38.96 +6.6%
24 IWR ISHARES TR 125,230.0 $12.2M 0.90% -35K -22.0% $97.23 +9.7%
25 IWP ISHARES TR 92,444.0 $11.8M 0.88% +9K +10.8% $128.12 +9.8%
26 GSSC GOLDMAN SACHS ETF TR 156,144.0 $11.6M 0.86% -1K -0.9% $74.55 +15.8%
27 IDHQ INVESCO EXCH TRADED FD TR II 315,309.0 $11.2M 0.83% -5K -1.7% $35.37 +16.9%
28 XTEN BONDBLOXX ETF TRUST 223,886.0 $10.3M 0.76% +8K +3.7% $45.86 -1.3%
29 BBAG J P MORGAN EXCHANGE TRADED F 218,380.0 $10.1M 0.75% +2K +0.9% $46.16 -0.7%
30 IUSB ISHARES TR 201,891.0 $9.3M 0.69% +1K +0.6% $46.19 -0.3%
31 TLT ISHARES TR 107,557.0 $9.3M 0.69% -3K -3.0% $86.69 -1.6%
32 TUA SIMPLIFY EXCHANGE TRADED FUN 428,759.0 $9.0M 0.67% +143K +50.2% $21.10 -2.3%
33 IGSB ISHARES TR 166,943.0 $8.8M 0.65% -39K -18.8% $52.56 -0.2%
34 IEI ISHARES TR 70,318.0 $8.3M 0.62% -3K -4.2% $118.60 -0.9%
35 SHY ISHARES TR 95,642.0 $7.9M 0.59% -23K -19.1% $82.57 -0.4%
36 ECOW PACER FDS TR 277,468.0 $7.4M 0.55% -6K -2.0% $26.67 +3.6%
37 IDLV INVESCO EXCH TRADED FD TR II 209,854.0 $7.2M 0.54% -3K -1.4% $34.45 +1.7%
38 PMAY INNOVATOR ETFS TRUST 181,011.0 $7.2M 0.54% -3K -1.7% $39.94 +3.4%
39 QLTA ISHARES TR 140,950.0 $6.7M 0.50% +871.0 +0.6% $47.59 -0.2%
40 IWO ISHARES TR 20,670.0 $6.5M 0.48% +16K +305.5% $313.81 +21.1%
Page 2 of 11  ·  202 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%