🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 774.46 -0.4% NASDAQ 100: 752.70 -0.7% Dow Jones: 534.08 -0.5%

Heck Capital Advisors - Q1 2026 13F Filings

HE

Heck Capital Advisors, LLC

CIK: 0002046227
Address: Wisconsin Rhinelander 15 E Anderson St
$1.35 B
Portfolio Value
202
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IAUM Ishares Gold Trust Micro Etf Of Benef Interest
+$57.55 M
2. FRDM Freedom 100 Emerging Markets Etf
+$21.57 M
3. IDHQ Invesco S&P International De
+$11.15 M
4. XTEN Bondbloxx Bbg 10Y Us Tsy Etf
+$10.27 M
5. IGSB Ishares 1-5 Year Investment Grade Corporate Bond Etf
+$8.77 M

Top Sells

Q1 2026
1. FBTC Fidelity Wise Origin Bitcoin Fund
−$14.23 M
2. IEMG Ishares Core Msci Emerging Markets Etf
−$12.58 M
3. ITOT Ishares Core S&P Total Us Stock Market Etf
−$9.08 M
4. IVW Ishares S&P 500 Growth Etf
−$4.67 M
5. GDX Vaneck Gold Miners Etf
−$4.44 M

Asset Allocation

Stocks/ETFs
+4.36%
$1.35 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Heck Capital Advisors Q1 2026 Filing Summary

Heck Capital Advisors, LLC filed its 13F report for Q1 2026 on April 16, 2026. The portfolio totaled 1.35 B reflecting a +0.46% change from the prior quarter, spanning 202 assets. The top 10 holdings comprised 52.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 35 new positions and 32 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Heck Capital Advisors’s Q1 2026 Filing

Heck Capital Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/16/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Heck Capital Advisors reported a managed portfolio value of 1.35 B, consisting of 202 individual positions.

This page displays the raw filing documents. To see which stocks Heck Capital Advisors bought or sold during Q1 2026, please visit Heck Capital Advisors's Portfolio Analysis page.