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: $205.8M85 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$149K	0.1%Prev: 0.1%	1,701 SH	Increased-156 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$136K	0.1%	790 SH	New
ALLERGAN PLC	SHS	$77K	0.0%Prev: 0.1%	472 SH	Decreased-32 SH
ALLSTATE CORP	COM	$201K	0.1%Prev: 0.1%	1,921 SH	Increased-173 SH
ALPHABET INC	CAP STK CL A	$712K	0.3%Prev: 0.4%	676 SH	Increased-54 SH
AMERICAN INTL GROUP INC	COM NEW	$414K	0.2%Prev: 0.4%	6,942 SH	Decreased-578 SH
AMERICAN TOWER CORP NEW	COM	$246K	0.1%Prev: 0.1%	1,721 SH	Increased+582 SH
AMERICAN WTR WKS CO INC NEW	COM	$332K	0.2%Prev: 0.2%	3,633 SH	Increased-317 SH
AMGEN INC	COM	$145K	0.1%Prev: 0.1%	832 SH	Increased-70 SH
APPLE INC	COM	$465K	0.2%Prev: 0.4%	2,745 SH	Decreased-1,622 SH
AT&T INC	COM	$123K	0.1%Prev: 0.1%	3,157 SH	Decreased-273 SH
BANK AMERCORP	COM	$238K	0.1%Prev: 0.1%	8,063 SH	Increased-674 SH
BOEING CO	COM	$456K	0.2%Prev: 0.2%	1,545 SH	Increased-533 SH
BRISTOL MYERS SQUIBB CO	COM	$197K	0.1%Prev: 0.1%	3,214 SH	Increased+1,402 SH
CELGENE CORP	COM	$237K	0.1%Prev: 0.1%	2,273 SH	Increased+916 SH
CITIGROUPINC	COM NEW	$328K	0.2%Prev: 0.2%	4,410 SH	Increased+862 SH
COLUMBIA ETF TR I	SUSTANABLE US	$64K	0.0%	2,150 SH	New
COLUMBIA ETF TR I	SUSTNBLE INTL	$25K	0.0%	813 SH	New
CSX CORP	COM	$180K	0.1%Prev: 0.1%	3,277 SH	Increased-285 SH
DBX ETF TR	XTRACK MSCI EAFE	$3.4M	1.7%	107,753 SH	New
DEERE & CO	COM	$309K	0.1%Prev: 0.2%	1,972 SH	Increased-162 SH
DELPHI TECHNOLOGIES PLC	SHS	$25K	0.0%	482 SH	New
DELTA AIRLINES INC DEL	COM NEW	$130K	0.1%Prev: 0.1%	2,321 SH	Increased-187 SH
DOWDUPONTINC	COM	$323K	0.2%	4,538 SH	New
FACEBOOK INC	CL A	$212K	0.1%Prev: 0.1%	1,200 SH	Increased-97 SH
FIDELITY	CONSMR STAPLES	$107K	0.1%Prev: 0.0%	3,107 SH	Increased+2,986 SH
FIDELITY	MSCI CONSM DIS	$306K	0.1%Prev: 0.0%	7,817 SH	Increased+7,691 SH
FIDELITY	MSCI ENERGY IDX	$72K	0.0%Prev: 0.0%	3,596 SH	Increased+3,411 SH
FIDELITY	MSCI FINLS IDX	$580K	0.3%Prev: 0.0%	14,238 SH	Increased+14,006 SH
FIDELITY	MSCI HLTH CARE I	$279K	0.1%Prev: 0.0%	6,972 SH	Increased+6,848 SH
FIDELITY	MSCI INDL INDX	$468K	0.2%Prev: 0.0%	12,098 SH	Increased+11,913 SH
FIDELITY	MSCI INFO TECH I	$339K	0.2%Prev: 0.0%	6,791 SH	Increased+6,653 SH
FIDELITY	MSCI MATLS INDEX	$175K	0.1%Prev: 0.0%	4,984 SH	Increased+4,883 SH
FIDELITY	MSCI RL EST ETF	$2.5M	1.2%Prev: 0.0%	100,006 SH	Increased+99,939 SH
FIRST TR VALUE LINE DIVID IN	SHS	$4.1M	2.0%Prev: 2.9%	132,756 SH	Increased-10,818 SH
GENERAL DYNAMICS CORP	COM	$138K	0.1%	680 SH	New
HONEYWELLINTL INC	COM	$176K	0.1%Prev: 0.1%	1,146 SH	Increased-97 SH
INTL PAPER CO	COM	$132K	0.1%Prev: 0.1%	2,272 SH	Increased-202 SH
ISHARES INC	CORE MSCI EMKT	$376K	0.2%	6,602 SH	New
ISHARES INC	MIN VOL EMRG MKT	$8.0M	3.9%	131,648 SH	New
ISHARES INC	MLT FCTR EMG MKT	$7.1M	3.4%	142,760 SH	New
ISHARES INC	MSCI EM ESG OPZ	$17K	0.0%	234 SH	New
ISHARES INC	MSCI JPN ETF NEW	$11K	0.0%Prev: 0.0%	185 SH	Decreased-51 SH
ISHARES TR	CORE MSCI EAFE	$1.3M	0.6%Prev: 1.5%	19,527 SH	Decreased-19,419 SH
ISHARES TR	CORE S&P MCP ETF	$1.5M	0.7%Prev: 0.9%	7,651 SH	Increased-243 SH
ISHARES TR	CORE S&P SCP ETF	$11.8M	5.8%Prev: 7.6%	154,261 SH	Increased+78,078 SH
ISHARES TR	CORE S&P TTL STK	$13.2M	6.4%Prev: 7.6%	216,031 SH	Increased+13,212 SH
ISHARES TR	CORE S&P US VLU	$497K	0.2%	8,978 SH	New
ISHARES TR	CORE S&P500 ETF	$24.8M	12.0%Prev: 11.6%	92,157 SH	Increased+21,486 SH
ISHARES TR	CORE US AGGBD ET	$13.0M	6.3%Prev: 7.1%	118,524 SH	Increased+28,049 SH
ISHARES TR	INTL DEV RE ETF	$2.5M	1.2%	84,116 SH	New
ISHARES TR	INTRM GOV CR ETF	$5.6M	2.7%	51,165 SH	New
ISHARES TR	MBS ETF	$2.5M	1.2%Prev: 1.0%	23,542 SH	Increased+10,220 SH
ISHARES TR	MIN VOL EAFE ETF	$17.8M	8.7%Prev: 9.3%	244,442 SH	Increased+36,714 SH
ISHARES TR	MSCI AC ASIA ETF	$47K	0.0%Prev: 0.0%	617 SH	Increased+399 SH
ISHARES TR	MSCI ACWI EX US	$1.1M	0.5%	22,091 SH	New
ISHARES TR	MSCI KLD400 SOC	$51K	0.0%	523 SH	New
ISHARES TR	MULTIFACTOR INTL	$10.7M	5.2%	369,443 SH	New
ISHARES TR	S&P MC 400GR ETF	$6.8M	3.3%Prev: 4.1%	31,509 SH	Increased+605 SH
ISHARES TR	S&P MC 400VL ETF	$499K	0.2%Prev: 0.1%	3,118 SH	Increased+2,208 SH
ISHARES TR	S&P SML 600 GWT	$173K	0.1%	1,015 SH	New
ISHARES TR	SP SMCP600VL ETF	$994K	0.5%Prev: 0.4%	6,473 SH	Increased+2,485 SH
ISHARES TR	TIPS BD ETF	$4.0M	1.9%Prev: 2.2%	34,788 SH	Increased+7,508 SH
ISHARES TR	USA MOMENTUM FCT	$1.1M	0.5%Prev: 0.9%	10,313 SH	Decreased-5,327 SH
ISHARES TR	USA QUALITY FCTR	$2.6M	1.2%	30,766 SH	New
JOHNSON &JOHNSON	COM	$347K	0.2%Prev: 0.2%	2,485 SH	Increased-208 SH
JPMORGAN CHASE & CO	COM	$267K	0.1%Prev: 0.2%	2,496 SH	Increased-221 SH
MARATHON PETE CORP	COM	$184K	0.1%	2,788 SH	New
MONSANTO CO NEW	COM	$314K	0.2%Prev: 0.2%	2,688 SH	Increased+662 SH
NOVARTIS A G	SPONSORED ADR	$240K	0.1%Prev: 0.2%	2,854 SH	Increased-239 SH
PACCAR INC	COM	$154K	0.1%Prev: 0.1%	2,173 SH	Increased-182 SH
PEPSICO INC	COM	$223K	0.1%Prev: 0.2%	1,863 SH	Increased-148 SH
PFIZER INC	COM	$168K	0.1%Prev: 0.1%	4,627 SH	Increased-364 SH
PRINCIPALEXCHANGE TRADED FD	US SM MLT FC ETF	$687K	0.3%	21,650 SH	New
PROSHARESTR	S&P 500 DV ARIST	$234K	0.1%	3,650 SH	New
RAYTHEON CO	COM NEW	$247K	0.1%	1,315 SH	New
ROYAL DUTCH SHELL PLC	SPONS ADR A	$129K	0.1%Prev: 0.1%	1,931 SH	Increased-174 SH
SOUTHWESTAIRLS CO	COM	$165K	0.1%	2,520 SH	New
SPDR DOW JONES INDL AVRG ETF	UT SER 1	$22.3M	10.8%Prev: 11.6%	89,954 SH	Increased+9,571 SH
SPDR SERIES TRUST	S&P BK ETF	$332K	0.2%	7,014 SH	New
UNION PACCORP	COM	$537K	0.3%Prev: 0.3%	4,004 SH	Increased-334 SH
UNITEDHEALTH GROUP INC	COM	$168K	0.1%	760 SH	New
VANECK VECTORS ETF TR	INVT GRADE FLTG	$4.4M	2.1%	175,101 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$12.7M	6.2%Prev: 6.9%	92,861 SH	Increased+11,188 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.6M	2.7%Prev: 2.0%	64,247 SH	Increased+31,454 SH

Sold (vs prior filing)

DBX ETF TR — $2.3M
EXXON MOBIL CORP — $176K
FIDELITY — $407K
GENERAL MTRS CO — $259K
GILEAD SCIENCES INC — $78K
ISHARES — $7.6M
ISHARES TR — $6.2M
ISHARES TR — $2.1M
ISHARES TR — $759K
ISHARES TR — $2.8M
ISHARES TR — $45K
NIKE INC — $241K
POWERSHARES ETF TR II — $812K
SPDR INDEX SHS FDS — $25K
UNDER ARMOUR INC — $81K
VERIZON COMMUNICATIONS INC — $141K

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