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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 6 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BERKSHIRE HATHAWAY INC DEL 3,139.0 $1.6M 0.09% $500.36
102 IWN ISHARES TR 6,875.0 $1.5M 0.09% -212.0 -3.0% $221.19 +1.3%
103 IJK ISHARES TR 12,835.0 $1.5M 0.09% -72.0 -0.6% $117.50 -2.7%
104 ACWX ISHARES TR 19,585.0 $1.5M 0.09% +2K +13.2% $76.11 +1.8%
105 FNCL FIDELITY COVINGTON TRUST 19,239.0 $1.5M 0.09% -277.0 -1.4% $76.56 +8.1%
106 FCOM FIDELITY COVINGTON TRUST 20,959.0 $1.5M 0.09% -314.0 -1.5% $69.48 +2.0%
107 RBIL RBB FD INC 29,043.0 $1.4M 0.09% +14K +98.5% $49.89 +0.1%
108 WMT WALMART INC Consumer Defensive 12,624.0 $1.4M 0.09% $113.26 -6.4%
109 IJH ISHARES TR 18,178.0 $1.4M 0.08% $77.11 -1.2%
110 FSTA FIDELITY COVINGTON TRUST 26,459.0 $1.4M 0.08% -333.0 -1.2% $52.54 +4.3%
111 VEA VANGUARD TAX-MANAGED FDS 19,345.0 $1.4M 0.08% +1K +5.7% $71.25 +2.7%
112 ICSH ISHARES TR 26,689.0 $1.3M 0.08% +10K +58.7% $50.58 -0.1%
113 JPM JPMORGAN CHASE & CO Financial Services 3,780.0 $1.2M 0.07% $327.30 +8.9%
114 CSHI NEOS ETF TRUST 24,728.0 $1.2M 0.07% +1K +5.9% $49.81 -0.2%
115 FDIS FIDELITY COVINGTON TRUST 11,932.0 $1.2M 0.07% +4K +53.1% $102.84 +0.5%
116 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,614.0 $1.2M 0.07% $748.48 +2.1%
117 MOAT VANECK ETF TRUST 11,189.0 $1.2M 0.07% $103.96 +10.3%
118 INNOVATOR ETFS TRUST 44,700.0 $1.2M 0.07% $25.98
119 FIDU FIDELITY COVINGTON TRUST 11,217.0 $1.1M 0.07% -152.0 -1.3% $99.61 -4.9%
120 VB VANGUARD INDEX FDS 3,686.0 $1.1M 0.07% +1K +54.2% $303.11 -0.1%
Page 6 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%