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Heck Capital Advisors - Q4 2025 13F Filings

HE

Heck Capital Advisors, LLC

CIK: 0002046227
Address: Wisconsin Rhinelander 15 E Anderson St
$1.34 B
Portfolio Value
211
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/10/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IAUM Ishares Gold Trust Micro Etf Of Benef Interest
+$21.12 M
2. IVV Ishares Core S&P 500 Etf
+$12.1 M
3. DIA Spdr Dow Jones Industrial Average Etf Trust
+$11.22 M
4. INTF Ishares International Equity Factor Etf
+$10.63 M
5. IEMG Ishares Core Msci Emerging Markets Etf
+$7.82 M

Top Sells

Q4 2025
1. RSP Invesco S&P 500 Equal Weight Etf
−$31.65 M
2. EMXC Ishares Msci Emerging Markets Ex China Etf
−$6.31 M
3. GDXJ Vaneck Junior Gold Miners Etf
−$5.34 M
4. IAU Ishares Gold Trust
−$4.71 M
5. MTBA Simplify Mbs Etf
−$4.28 M

Asset Allocation

Stocks/ETFs
+4.24%
$1.29 B 96.27%
Options
$0 0.00%
Debt
$0 0.00%
Other
-6.77%
$50.08 M 3.73%

Sector Allocation (Stocks)

Heck Capital Advisors Q4 2025 Filing Summary

Heck Capital Advisors, LLC filed its 13F report for Q4 2025 on January 16, 2026. The portfolio totaled 1.34 B reflecting a +3.78% change from the prior quarter, spanning 211 assets. The top 10 holdings comprised 52.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 23 new positions and 11 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Heck Capital Advisors’s Q4 2025 Filing

Heck Capital Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/16/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Heck Capital Advisors reported a managed portfolio value of 1.34 B, consisting of 211 individual positions.

This page displays the raw filing documents. To see which stocks Heck Capital Advisors bought or sold during Q4 2025, please visit Heck Capital Advisors's Portfolio Analysis page.