Heck Capital Advisors
$1.3B Assets Reported
235 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 297,275 | $194M | 14.4% |
| IAUM | ISHARES GOLD TR | 2,435,620 | $114M | 8.4% |
| VTI | VANGUARD INDEX FDS | 350,301 | $112M | 8.3% |
| ONEQ | FIDELITY COMWLTH TR | 586,662 | $50M | 3.7% |
| DIA | STATE STR SPDR DOW JONES IND | 105,267 | $49M | 3.6% |
| IEMG | ISHARES INC | 623,399 | $43M | 3.2% |
| GOVT | ISHARES TR | 1,667,429 | $38M | 2.8% |
| IEFA | ISHARES TR | 415,923 | $38M | 2.8% |
| FRDM | EA SERIES TRUST | 614,830 | $34M | 2.5% |
| IWL | ISHARES TR | 204,621 | $33M | 2.4% |
Track Heck Capital Advisors's 13F portfolio: $1.3B in reported holdings, 235 positions. Top holdings, AUM, and quarterly changes on SentiSense.