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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 5 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TFLO ISHARES TR 52,993.0 $2.7M 0.16% +4K +8.3% $50.63 -0.0%
82 TLH ISHARES TR 26,704.0 $2.7M 0.16% -512.0 -1.9% $100.35 -3.1%
83 IJJ ISHARES TR 18,071.0 $2.7M 0.16% -1K -6.6% $147.73 +0.3%
84 REMX VANECK ETF TRUST 29,733.0 $2.6M 0.16% +5K +20.4% $88.50 -10.3%
85 NOBL PROSHARES TR 45,415.0 $2.6M 0.15% +23K +98.5% $56.16 +5.0%
86 FIDELITY COVINGTON TRUST 30,368.0 $2.3M 0.14% -480.0 -1.6% $77.25
87 FMB FIRST TR EXCH TRADED FD III 42,983.0 $2.2M 0.13% +320.0 +0.8% $51.37 -2.3%
88 IWO ISHARES TR 5,535.0 $2.2M 0.13% -15K -73.2% $393.94 -2.5%
89 RTX RTX CORPORATION Industrials 11,492.0 $2.2M 0.13% +1K +11.8% $189.73 +10.1%
90 CAT CATERPILLAR INC Industrials 2,025.0 $2.2M 0.13% $1065.05 -23.9%
91 AGGY WISDOMTREE TR 48,109.0 $2.1M 0.12% NEW $43.48 -1.6%
92 OBIL RBB FD INC 39,273.0 $2.0M 0.12% +9K +31.6% $49.98 +0.3%
93 IGRO ISHARES TR 22,015.0 $1.9M 0.12% -3K -10.4% $87.93 +5.3%
94 ASML ASML HLDG NV Technology 947.0 $1.9M 0.11% -5.0 -0.5% $1990.28 -12.3%
95 VO VANGUARD INDEX FDS 22,160.0 $1.8M 0.11% +18K +408.4% $80.57 +2.6%
96 COP CONOCOPHILLIPS Energy 16,989.0 $1.8M 0.10% +86.0 +0.5% $103.96 +28.6%
97 VPLS VANGUARD MALVERN FDS 22,623.0 $1.8M 0.10% NEW $77.58 -1.4%
98 GSST GOLDMAN SACHS ETF TR 33,843.0 $1.7M 0.10% +12K +52.0% $50.58 -0.0%
99 QQQ INVESCO QQQ TR Financial Services 2,250.0 $1.7M 0.10% $737.21 -3.9%
100 NULG NUSHARES ETF TR 13,555.0 $1.6M 0.10% -393.0 -2.8% $117.06 -3.0%
Page 5 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%