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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 3 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWF ISHARES TR 82,271.0 $10.2M 0.61% +67K +452.8% $124.17 -1.4%
42 IGSB ISHARES TR 186,679.0 $9.8M 0.58% +20K +11.8% $52.41 -0.6%
43 SHY ISHARES TR 114,688.0 $9.4M 0.56% +19K +19.9% $82.11 -0.1%
44 TUA SIMPLIFY EXCHANGE TRADED FUN 447,209.0 $9.1M 0.55% +18K +4.3% $20.43 -0.2%
45 AVGO BROADCOM INC Technology 23,975.0 $9.1M 0.54% +14K +144.5% $377.75 -2.5%
46 DYNF BLACKROCK ETF TRUST 130,556.0 $8.9M 0.53% +32K +33.0% $68.01 +1.6%
47 TSLA TESLA INC Consumer Cyclical 20,564.0 $8.6M 0.52% +15K +295.5% $420.60 -13.7%
48 QLTA ISHARES TR 165,932.0 $7.9M 0.47% +25K +17.7% $47.52 -2.3%
49 GOOG ALPHABET INC 22,229.0 $7.9M 0.47% +17K +298.2% $353.34
50 TLT ISHARES TR 86,049.0 $7.4M 0.44% -22K -20.0% $86.42 -5.1%
51 PMAY INNOVATOR ETFS TRUST 178,110.0 $7.4M 0.44% -3K -1.6% $41.30 +1.8%
52 IDLV INVESCO EXCH TRADED FD TR II 212,517.0 $7.3M 0.44% +3K +1.3% $34.49 +4.9%
53 ECOW PACER FDS TR 275,182.0 $7.3M 0.44% -2K -0.8% $26.52 +5.4%
54 MEME ROUNDHILL ETF TRUST 739,129.0 $7.1M 0.42% +7K +0.9% $9.63 -16.6%
55 GDXJ VANECK ETF TRUST 71,374.0 $7.0M 0.42% NEW $98.25 +35.0%
56 FREL FIDELITY COVINGTON TRUST 229,503.0 $6.7M 0.40% -6K -2.7% $29.30 +2.0%
57 FTEC FIDELITY COVINGTON TRUST 22,559.0 $6.4M 0.39% -1K -4.9% $285.58 -1.0%
58 DFUS DIMENSIONAL ETF TRUST 77,208.0 $6.3M 0.38% +44K +131.3% $81.94 +2.1%
59 IWD ISHARES TR 25,627.0 $6.2M 0.37% +1K +5.7% $242.43 +6.1%
60 EWY ISHARES INC 30,689.0 $6.2M 0.37% NEW $201.90 -11.7%
Page 3 of 11  ·  214 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%