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: $187.3M84 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$138K	0.1%	1,692 SH	New
ALLERGAN PLC	SHS	$96K	0.1%	466 SH	New
ALLSTATE CORP	COM	$175K	0.1%	1,908 SH	New
ALPHABET INC	CAP STK CL A	$654K	0.3%Prev: 0.7%	672 SH	Decreased-34,026 SH
AMERICAN INTL GROUP INC	COM NEW	$423K	0.2%	6,891 SH	New
AMERICAN TOWER CORP NEW	COM	$234K	0.1%	1,713 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$293K	0.2%Prev: 0.0%	3,627 SH	Decreased+1,227 SH
AMGEN INC	COM	$155K	0.1%	829 SH	New
APPLE INC	COM	$497K	0.3%Prev: 1.1%	3,224 SH	Decreased-63,016 SH
AT&T INC	COM	$123K	0.1%	3,138 SH	New
BANK AMERCORP	COM	$203K	0.1%	8,009 SH	New
BOEING CO	COM	$391K	0.2%Prev: 0.0%	1,538 SH	Increased+395 SH
BRISTOL MYERS SQUIBB CO	COM	$203K	0.1%	3,188 SH	New
CELGENE CORP	COM	$181K	0.1%	1,243 SH	New
CITIGROUPINC	COM NEW	$239K	0.1%	3,291 SH	New
COLUMBIA ETF TR I	SUSTANABLE US	$18K	0.0%	585 SH	New
COLUMBIA ETF TR I	SUSTNBLE INTL	$7K	0.0%	223 SH	New
CSX CORP	COM	$176K	0.1%	3,251 SH	New
DBX ETF TR	XTRAK MSCI EAFE	$3.0M	1.6%	95,275 SH	New
DEERE & CO	COM	$245K	0.1%Prev: 0.0%	1,954 SH	Decreased+982 SH
DELTA AIRLINES INC DEL	COM NEW	$111K	0.1%	2,302 SH	New
DOWDUPONTINC	COM	$221K	0.1%	3,193 SH	New
FACEBOOK INC	CL A	$204K	0.1%	1,193 SH	New
FIDELITY	CONSMR STAPLES	$87K	0.0%	2,695 SH	New
FIDELITY	MSCI CONSM DIS	$193K	0.1%	5,369 SH	New
FIDELITY	MSCI ENERGY IDX	$147K	0.1%	7,753 SH	New
FIDELITY	MSCI FINLS IDX	$469K	0.3%	12,343 SH	New
FIDELITY	MSCI HLTH CARE I	$209K	0.1%	5,300 SH	New
FIDELITY	MSCI INDL INDX	$383K	0.2%	10,490 SH	New
FIDELITY	MSCI INFO TECH I	$272K	0.1%	5,885 SH	New
FIDELITY	MSCI MATLS INDEX	$143K	0.1%	4,319 SH	New
FIDELITY	MSCI RL EST ETF	$2.4M	1.3%	100,063 SH	New
FIDELITY	VLU FACTOR ETF	$335K	0.2%	11,058 SH	New
FIRST TR VALUE LINE DIVID IN	SHS	$3.8M	2.0%	126,275 SH	New
GENERAL DYNAMICS CORP	COM	$138K	0.1%	673 SH	New
HONEYWELLINTL INC	COM	$161K	0.1%	1,133 SH	New
INTL PAPER CO	COM	$128K	0.1%	2,260 SH	New
ISHARES INC	CORE MSCI EMKT	$275K	0.1%Prev: 4.5%	5,086 SH	Decreased-905,715 SH
ISHARES INC	MIN VOL EMRG MKT	$7.4M	4.0%	127,345 SH	New
ISHARES INC	MLT FCTR EMG MKT	$5.8M	3.1%	123,249 SH	New
ISHARES INC	MSCI EM ESG OPZ	$4K	0.0%	64 SH	New
ISHARES INC	MSCI JPN ETF NEW	$10K	0.0%	186 SH	New
ISHARES TR	CORE MSCI EAFE	$1.1M	0.6%Prev: 2.3%	16,788 SH	Decreased-388,086 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.7%Prev: 0.1%	7,105 SH	Decreased-11,073 SH
ISHARES TR	CORE S&P SCP ETF	$11.0M	5.9%Prev: 1.1%	148,660 SH	Decreased+21,321 SH
ISHARES TR	CORE S&P TTL STK	$12.5M	6.6%Prev: 1.3%	216,112 SH	Decreased+78,899 SH
ISHARES TR	CORE S&P US VLU	$315K	0.2%	6,013 SH	New
ISHARES TR	CORE S&P500 ETF	$23.0M	12.3%Prev: 16.2%	90,750 SH	Decreased-271,351 SH
ISHARES TR	CORE US AGGBD ET	$12.8M	6.8%	116,900 SH	New
ISHARES TR	INTL DEV RE ETF	$2.5M	1.3%	84,237 SH	New
ISHARES TR	INTRM GOV CR ETF	$4.7M	2.5%	42,624 SH	New
ISHARES TR	MBS ETF	$2.3M	1.2%Prev: 1.0%	21,754 SH	Decreased-152,959 SH
ISHARES TR	MIN VOL EAFE ETF	$16.8M	9.0%	236,058 SH	New
ISHARES TR	MSCI AC ASIA ETF	$44K	0.0%	611 SH	New
ISHARES TR	MSCI ACWI EX US	$782K	0.4%Prev: 0.1%	16,181 SH	Decreased-3,404 SH
ISHARES TR	MSCI KLD400 SOC	$13K	0.0%	143 SH	New
ISHARES TR	MULTIFACTOR INTL	$9.3M	5.0%	331,332 SH	New
ISHARES TR	S&P MC 400GR ETF	$6.3M	3.4%Prev: 0.1%	31,359 SH	Increased+18,524 SH
ISHARES TR	S&P MC 400VL ETF	$373K	0.2%Prev: 0.2%	2,443 SH	Decreased-15,628 SH
ISHARES TR	S&P SML 600 GWT	$131K	0.1%	796 SH	New
ISHARES TR	SP SMCP600VL ETF	$899K	0.5%	6,059 SH	New
ISHARES TR	TIPS BD ETF	$3.8M	2.0%	33,633 SH	New
ISHARES TR	USA MOMENTUM FCT	$1.1M	0.6%	11,588 SH	New
ISHARES TR	USA QUALITY FCTR	$2.3M	1.2%	29,259 SH	New
JOHNSON &JOHNSON	COM	$321K	0.2%	2,466 SH	New
JPMORGAN CHASE & CO	COM	$237K	0.1%Prev: 0.1%	2,484 SH	Decreased-1,296 SH
MARATHON PETE CORP	COM	$156K	0.1%Prev: 0.0%	2,775 SH	Decreased+708 SH
MONSANTO CO NEW	COM	$320K	0.2%	2,668 SH	New
NCR CORP NEW	COM	$128K	0.1%	3,421 SH	New
NOVARTIS A G	SPONSORED ADR	$243K	0.1%	2,832 SH	New
PACCAR INC	COM	$156K	0.1%	2,156 SH	New
PEPSICO INC	COM	$205K	0.1%Prev: 0.0%	1,843 SH	Decreased-259 SH
PFIZER INC	COM	$164K	0.1%	4,602 SH	New
PRINCIPALEXCHANGE TRADED FD	US SML CAP IDX	$646K	0.3%	21,377 SH	New
RAYTHEON CO	COM NEW	$244K	0.1%	1,306 SH	New
ROYAL DUTCH SHELL PLC	SPONS ADR A	$117K	0.1%	1,924 SH	New
SOUTHWESTAIRLS CO	COM	$140K	0.1%	2,503 SH	New
SPDR DOW JONES INDL AVRG ETF	UT SER 1	$19.9M	10.6%	88,697 SH	New
SPDR SERIES TRUST	S&P BK ETF	$312K	0.2%	6,925 SH	New
UNION PACCORP	COM	$461K	0.2%	3,975 SH	New
UNITEDHEALTH GROUP INC	COM	$147K	0.1%Prev: 0.0%	750 SH	Decreased-495 SH
VANECK VECTORS ETF TR	INVT GRADE FLTG	$3.7M	2.0%	145,654 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$11.6M	6.2%Prev: 7.7%	89,210 SH	Decreased-259,997 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.7M	2.5%	53,403 SH	New

Sold (vs prior filing)

AB ACTIVE ETFS INC — $3.5M
ABBOTT LABORATORIES — $426K
ADVANCED MICRO DEVICES INC — $10.5M
ALPHABET INC — $7.9M
ALTRIA GROUP INC — $201K
AMAZON COM INC — $11.8M
AMKOR TECHNOLOGY INC — $242K
APPLIED DIGITAL CORP — $293K
APPLOVIN CORP — $513K
ARQIT QUANTUM INC — $234K
ASE TECHNOLOGY HLDG CO LTD — $370K
ASML HLDG NV — $1.9M
B2GOLD CORP — $147K
BERKSHIRE HATHAWAY INC DEL — $1.6M
BLACKROCK ETF TRUST — $8.9M
BLACKROCK INC — $405K
BONDBLOXX ETF TRUST — $10.9M
BONDBLOXX ETF TRUST — $386K
BROADCOM INC — $9.1M
CATERPILLAR INC — $2.2M
… and 174 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