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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 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEF ISHARES TR 64,857.0 $6.1M 0.37% -74K -53.3% $94.57 -1.6%
62 VANECK FDS 129,861.0 $5.6M 0.34% $43.32
63 WISDOMTREE TR 146,436.0 $5.5M 0.33% NEW $37.81
64 LGOV FIRST TR EXCHANGE-TRADED FD 255,230.0 $5.5M 0.33% NEW $21.40 -2.2%
65 TYA SIMPLIFY EXCHANGE TRADED FUN 384,111.0 $4.9M 0.29% +19K +5.1% $12.77 -3.4%
66 IUSB ISHARES TR 105,140.0 $4.9M 0.29% -97K -47.9% $46.15 -1.4%
67 IWM ISHARES TR 14,181.0 $4.3M 0.25% +727.0 +5.4% $300.44 -0.6%
68 SHV ISHARES TR 38,051.0 $4.2M 0.25% -3K -7.6% $110.35 -0.0%
69 SPACE EXPLORATION TECHN CORP 22,051.0 $3.8M 0.23% NEW $170.86
70 SGOV ISHARES TR 35,829.0 $3.6M 0.21% -6K -13.9% $100.67 -0.0%
71 PG PROCTER & GAMBLE CO Consumer Defensive 23,948.0 $3.5M 0.21% +576.0 +2.5% $146.64 -0.5%
72 IAU ISHARES GOLD TR Financial Services 46,387.0 $3.5M 0.21% -19K -28.7% $75.51 +16.0%
73 TAFL AB ACTIVE ETFS INC 138,037.0 $3.5M 0.21% +807.0 +0.6% $25.33 -2.7%
74 IEI ISHARES TR 27,695.0 $3.3M 0.19% -43K -60.6% $117.45 -0.8%
75 VBIL VANGUARD INSTL INDEX FD 39,700.0 $3.0M 0.18% $75.68 -0.0%
76 IVE ISHARES TR 12,779.0 $2.9M 0.17% -900.0 -6.6% $227.07 +4.6%
77 VGSH VANGUARD SCOTTSDALE FDS 48,947.0 $2.8M 0.17% -6K -11.2% $58.20 -0.1%
78 IWS ISHARES TR 17,216.0 $2.8M 0.17% -3K -12.8% $164.60 +4.3%
79 STIP ISHARES TR 27,546.0 $2.8M 0.17% -263.0 -0.9% $102.16 -1.2%
80 URA GLOBAL X FDS 63,067.0 $2.8M 0.17% +20K +46.3% $43.70 +4.7%
Page 4 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%