Heck Capital Advisors, LLC

CIK 0002046227 • 41 13F filings • May 13, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q4 2022

Q4 2021

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $137.4M74 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$129K	0.1%	1,857 SH	New
ALLERGAN PLC	SHS	$106K	0.1%	504 SH	New
ALLSTATE CORP	COM	$155K	0.1%	2,094 SH	New
ALPHABET INC	CAP STK CL A	$578K	0.4%Prev: 0.3%	730 SH	Decreased-16,172 SH
AMERICAN INTL GROUP INC	COM NEW	$491K	0.4%	7,520 SH	New
AMERICAN TOWER CORP NEW	COM	$120K	0.1%	1,139 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$286K	0.2%Prev: 0.0%	3,950 SH	Decreased-284 SH
AMGEN INC	COM	$132K	0.1%	902 SH	New
APPLE INC	COM	$506K	0.4%Prev: 0.2%	4,367 SH	Decreased-3,928 SH
AT&T INC	COM	$146K	0.1%	3,430 SH	New
BANK AMERCORP	COM	$193K	0.1%	8,737 SH	New
BOEING CO	COM	$324K	0.2%Prev: 0.0%	2,078 SH	Increased+749 SH
BRISTOL MYERS SQUIBB CO	COM	$106K	0.1%	1,812 SH	New
CELGENE CORP	COM	$157K	0.1%	1,357 SH	New
CITIGROUPINC	COM NEW	$211K	0.2%	3,548 SH	New
CSX CORP	COM	$128K	0.1%Prev: 0.0%	3,562 SH	Decreased-2,724 SH
DBX ETF TR	XTRAK MSCI EAFE	$2.3M	1.7%	82,003 SH	New
DEERE & CO	COM	$220K	0.2%Prev: 0.0%	2,134 SH	Decreased+1,164 SH
DELTA AIRLINES INC DEL	COM NEW	$123K	0.1%	2,508 SH	New
EXXON MOBIL CORP	COM	$176K	0.1%	1,950 SH	New
FACEBOOK INC	CL A	$149K	0.1%	1,297 SH	New
FIDELITY	CONSMR STAPLES	$4K	0.0%	121 SH	New
FIDELITY	MSCI CONSM DIS	$4K	0.0%	126 SH	New
FIDELITY	MSCI ENERGY IDX	$4K	0.0%	185 SH	New
FIDELITY	MSCI FINLS IDX	$8K	0.0%	232 SH	New
FIDELITY	MSCI HLTH CARE I	$4K	0.0%	124 SH	New
FIDELITY	MSCI INDL INDX	$6K	0.0%	185 SH	New
FIDELITY	MSCI INFO TECH I	$5K	0.0%	138 SH	New
FIDELITY	MSCI MATLS INDEX	$3K	0.0%	101 SH	New
FIDELITY	MSCI RL EST ETF	$2K	0.0%	67 SH	New
FIDELITY	VLU FACTOR ETF	$407K	0.3%	14,922 SH	New
FIRST TR VALUE LINE DIVID IN	SHS	$4.0M	2.9%	143,574 SH	New
GENERAL MTRS CO	COM	$259K	0.2%	7,426 SH	New
GILEAD SCIENCES INC	COM	$78K	0.1%	1,093 SH	New
HONEYWELLINTL INC	COM	$144K	0.1%	1,243 SH	New
INTL PAPER CO	COM	$131K	0.1%	2,474 SH	New
ISHARES	MIN VOL EMRG MKT	$7.6M	5.5%	154,441 SH	New
ISHARES INC	MSCI JPN ETF NEW	$12K	0.0%	236 SH	New
ISHARES TR	CORE MSCI EAFE	$2.1M	1.5%Prev: 3.1%	38,946 SH	Decreased-424,172 SH
ISHARES TR	CORE RUSSELL VAL	$6.2M	4.5%	125,706 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.9%Prev: 0.1%	7,894 SH	Decreased-16,836 SH
ISHARES TR	CORE S&P SCP ETF	$10.5M	7.6%Prev: 1.2%	76,183 SH	Decreased-55,328 SH
ISHARES TR	CORE S&P TTL STK	$10.4M	7.6%Prev: 2.0%	202,819 SH	Decreased+25,685 SH
ISHARES TR	CORE S&P500 ETF	$15.9M	11.6%Prev: 14.7%	70,671 SH	Decreased-212,810 SH
ISHARES TR	CORE US AGGBD ET	$9.8M	7.1%	90,475 SH	New
ISHARES TR	FLTG RATE BD ETF	$2.1M	1.5%	41,539 SH	New
ISHARES TR	GLB INFRASTR ETF	$759K	0.6%	19,445 SH	New
ISHARES TR	INTRM GOV/CR ETF	$2.8M	2.0%	25,500 SH	New
ISHARES TR	MBS ETF	$1.4M	1.0%Prev: 1.1%	13,322 SH	Decreased-130,863 SH
ISHARES TR	MIN VOL EAFE ETF	$12.7M	9.3%	207,728 SH	New
ISHARES TR	MSCI AC ASIA ETF	$12K	0.0%	218 SH	New
ISHARES TR	S&P MC 400GR ETF	$5.6M	4.1%Prev: 0.1%	30,904 SH	Increased+15,219 SH
ISHARES TR	S&P MC 400VL ETF	$132K	0.1%Prev: 0.2%	910 SH	Decreased-23,712 SH
ISHARES TR	SP SMCP600GR ETF	$45K	0.0%	298 SH	New
ISHARES TR	SP SMCP600VL ETF	$558K	0.4%	3,988 SH	New
ISHARES TR	TIPS BD ETF	$3.1M	2.2%	27,280 SH	New
ISHARES TR	USA MOMENTUM FCT	$1.2M	0.9%	15,640 SH	New
JOHNSON &JOHNSON	COM	$310K	0.2%	2,693 SH	New
JPMORGAN CHASE & CO	COM	$234K	0.2%	2,717 SH	New
MONSANTO CO NEW	COM	$213K	0.2%	2,026 SH	New
NIKE INC	CL B	$241K	0.2%Prev: 0.0%	4,746 SH	Decreased+968 SH
NOVARTIS A G	SPONSORED ADR	$225K	0.2%	3,093 SH	New
PACCAR INC	COM	$150K	0.1%	2,355 SH	New
PEPSICO INC	COM	$210K	0.2%Prev: 0.0%	2,011 SH	Decreased-1,888 SH
PFIZER INC	COM	$162K	0.1%	4,991 SH	New
POWERSHARES ETF TR II	S&P500 HGH BET	$812K	0.6%	22,200 SH	New
ROYAL DUTCH SHELL PLC	SPONS ADR A	$114K	0.1%	2,105 SH	New
SPDR DOW JONES INDL AVRG ETF	UT SER 1	$15.9M	11.6%	80,383 SH	New
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$25K	0.0%	527 SH	New
UNDER ARMOUR INC	CL A	$81K	0.1%	2,796 SH	New
UNION PACCORP	COM	$450K	0.3%	4,338 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$9.4M	6.9%Prev: 9.3%	81,673 SH	Decreased-282,579 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.8M	2.0%	32,793 SH	New
VERIZON COMMUNICATIONS INC	COM	$141K	0.1%	2,645 SH	New

Sold (vs prior filing)

AB ACTIVE ETFS INC — $2.1M
ABBOTT LABS — $630K
ADOBE INC — $394K
ALPS ETF TR — $265K
AMAZON COM INC — $1.5M
AMERICAN CENTY ETF TR — $212K
APPLIED MATLS INC — $422K
APPLOVIN CORP — $755K
ASML HOLDING N V — $451K
ASSOCIATED BANC CORP — $353K
B2GOLD CORP — $75K
BANK AMERICA CORP — $414K
BERKSHIRE HATHAWAY INC DEL — $1.5M
BLACKROCK ETF TRUST — $5.6M
BLACKROCK ETF TRUST — $1.6M
BLACKROCK ETF TRUST II — $1.8M
BLACKROCK INC — $518K
BONDBLOXX ETF TRUST — $9.1M
BONDBLOXX ETF TRUST — $272K
BROADCOM INC — $1.1M
… and 159 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0002085853-26-001187	—	View
Jan 16, 2026	Q4 2025	13F-HR	0002085853-26-000049	$1.34B	View
May 13, 2025	Q4 2024