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: $226.2M86 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$149K	0.1%Prev: 0.1%	3,403 SH	Increased+1,628 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$144K	0.1%	787 SH	New
ALLERGAN PLC	SHS	$78K	0.0%Prev: 0.1%	464 SH	Decreased-20 SH
ALLSTATE CORP	COM	$182K	0.1%Prev: 0.1%	1,915 SH	Increased-82 SH
ALPHABET INC	CAP STK CL A	$698K	0.3%Prev: 0.4%	673 SH	Increased-24 SH
AMAZON COM INC	COM	$90K	0.0%	62 SH	New
AMERICAN INTL GROUP INC	COM NEW	$377K	0.2%Prev: 0.3%	6,927 SH	Decreased-254 SH
AMERICAN TOWER CORP NEW	COM	$250K	0.1%Prev: 0.1%	1,722 SH	Increased+635 SH
AMERICAN WTR WKS CO INC NEW	COM	$298K	0.1%Prev: 0.2%	3,630 SH	Increased-146 SH
AMGEN INC	COM	$142K	0.1%Prev: 0.1%	831 SH	Decreased-35 SH
APPLE INC	COM	$460K	0.2%Prev: 0.4%	2,740 SH	Decreased-1,434 SH
AT&T INC	COM	$113K	0.0%Prev: 0.1%	3,156 SH	Decreased-128 SH
BANK AMER CORP	COM	$241K	0.1%	8,026 SH	New
BOEING CO	COM	$432K	0.2%Prev: 0.2%	1,319 SH	Increased-664 SH
BRISTOL MYERS SQUIBB CO	COM	$277K	0.1%Prev: 0.1%	4,378 SH	Increased+2,645 SH
CELGENE CORP	COM	$203K	0.1%Prev: 0.1%	2,273 SH	Increased+976 SH
CITIGROUP INC	COM NEW	$297K	0.1%	4,398 SH	New
COLUMBIA ETF TR I	SUSTANABLE US	$162K	0.1%	5,563 SH	New
COLUMBIA ETF TR I	SUSTNBLE INTL	$67K	0.0%	2,288 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$4.2M	1.9%	137,772 SH	New
DEERE & CO	COM	$305K	0.1%Prev: 0.1%	1,962 SH	Increased-77 SH
DELTA AIR LINES INC DEL	COM NEW	$127K	0.1%	2,314 SH	New
DOWDUPONT INC	COM	$289K	0.1%	4,529 SH	New
FACEBOOK INC	CL A	$89K	0.0%Prev: 0.1%	556 SH	Decreased-688 SH
FIDELITY	CONSMR STAPLES	$148K	0.1%Prev: 0.0%	4,651 SH	Increased+3,433 SH
FIDELITY	MSCI CONSM DIS	$464K	0.2%Prev: 0.1%	11,682 SH	Increased+9,260 SH
FIDELITY	MSCI ENERGY IDX	$102K	0.0%Prev: 0.0%	5,434 SH	Increased+3,539 SH
FIDELITY	MSCI FINLS IDX	$861K	0.4%Prev: 0.1%	21,329 SH	Increased+15,113 SH
FIDELITY	MSCI HLTH CARE I	$416K	0.2%Prev: 0.1%	10,441 SH	Increased+8,047 SH
FIDELITY	MSCI INDL INDX	$686K	0.3%Prev: 0.1%	18,134 SH	Increased+13,397 SH
FIDELITY	MSCI INFO TECH I	$479K	0.2%Prev: 0.1%	9,236 SH	Increased+6,576 SH
FIDELITY	MSCI MATLS INDEX	$247K	0.1%Prev: 0.0%	7,479 SH	Increased+5,527 SH
FIDELITY	MSCI RL EST ETF	$2.3M	1.0%	99,908 SH	New
FIRST TR VALUE LINE DIVID IN	SHS	$4.2M	1.8%	139,408 SH	New
GENERAL DYNAMICS CORP	COM	$150K	0.1%Prev: 0.1%	679 SH	Increased-23 SH
HONEYWELL INTL INC	COM	$209K	0.1%	1,444 SH	New
INTL PAPER CO	COM	$121K	0.1%Prev: 0.1%	2,272 SH	Increased-82 SH
ISHARES INC	CORE MSCI EMKT	$499K	0.2%	8,541 SH	New
ISHARES INC	MIN VOL EMRG MKT	$10.1M	4.5%	162,589 SH	New
ISHARES INC	MLT FCTR EMG MKT	$11.1M	4.9%	215,818 SH	New
ISHARES INC	MSCI EM ESG OPZ	$43K	0.0%	570 SH	New
ISHARES INC	MSCI JPN ETF NEW	$11K	0.0%Prev: 0.0%	185 SH	Decreased-51 SH
ISHARES TR	0-5 YR TIPS ETF	$4.7M	2.1%	47,047 SH	New
ISHARES TR	CORE MSCI EAFE	$1.8M	0.8%Prev: 1.6%	27,573 SH	Decreased-17,094 SH
ISHARES TR	CORE S&P MCP ETF	$1.5M	0.7%Prev: 0.9%	7,888 SH	Increased-201 SH
ISHARES TR	CORE S&P SCP ETF	$9.9M	4.4%Prev: 7.8%	128,063 SH	Decreased-55,533 SH
ISHARES TR	CORE S&P TTL STK	$13.0M	5.8%Prev: 7.2%	215,719 SH	Increased+19 SH
ISHARES TR	CORE S&P US VLU	$454K	0.2%	8,542 SH	New
ISHARES TR	CORE S&P500 ETF	$23.6M	10.4%Prev: 12.0%	88,971 SH	Increased+7,155 SH
ISHARES TR	CORE US AGGBD ET	$12.9M	5.7%Prev: 6.9%	120,633 SH	Increased+16,978 SH
ISHARES TR	INTL DEV RE ETF	$2.5M	1.1%	84,017 SH	New
ISHARES TR	INTRM GOV CR ETF	$5.7M	2.5%	52,599 SH	New
ISHARES TR	MBS ETF	$2.5M	1.1%Prev: 1.1%	24,179 SH	Increased+6,742 SH
ISHARES TR	MIN VOL EAFE ETF	$19.2M	8.5%Prev: 9.2%	260,842 SH	Increased+34,738 SH
ISHARES TR	MSCI AC ASIA ETF	$48K	0.0%Prev: 0.0%	617 SH	Increased+399 SH
ISHARES TR	MSCI ACWI EX US	$1.5M	0.7%	29,627 SH	New
ISHARES TR	MSCI KLD400 SOC	$126K	0.1%	1,285 SH	New
ISHARES TR	MULTIFACTOR INTL	$12.5M	5.5%	433,579 SH	New
ISHARES TR	S&P MC 400GR ETF	$6.9M	3.1%Prev: 3.6%	31,625 SH	Increased+598 SH
ISHARES TR	S&P MC 400VL ETF	$590K	0.3%Prev: 0.1%	3,819 SH	Increased+2,644 SH
ISHARES TR	S&P SML 600 GWT	$216K	0.1%	1,244 SH	New
ISHARES TR	SP SMCP600VL ETF	$997K	0.4%Prev: 0.6%	6,607 SH	Increased-443 SH
ISHARES TR	TIPS BD ETF	$1.4M	0.6%Prev: 2.2%	12,612 SH	Decreased-18,629 SH
ISHARES TR	USA MOMENTUM FCT	$1.0M	0.5%Prev: 0.8%	9,808 SH	Decreased-5,842 SH
ISHARES TR	USA QUALITY FCTR	$6.2M	2.8%	75,406 SH	New
JOHNSON & JOHNSON	COM	$317K	0.1%	2,477 SH	New
JPMORGAN CHASE & CO	COM	$274K	0.1%Prev: 0.1%	2,493 SH	Increased-99 SH
MARATHON PETE CORP	COM	$203K	0.1%	2,779 SH	New
MONSANTO CO NEW	COM	$312K	0.1%Prev: 0.2%	2,678 SH	Decreased-95 SH
NOVARTIS A G	SPONSORED ADR	$230K	0.1%Prev: 0.1%	2,848 SH	Increased-105 SH
PACCAR INC	COM	$144K	0.1%Prev: 0.1%	2,175 SH	Decreased-75 SH
PEPSICO INC	COM	$203K	0.1%Prev: 0.1%	1,858 SH	Decreased-67 SH
PFIZER INC	COM	$164K	0.1%Prev: 0.1%	4,635 SH	Increased-136 SH
PRINCIPAL EXCHANGE TRADED FD	US SM MLT FC ETF	$638K	0.3%	20,590 SH	New
PROSHARES TR	S&P 500 DV ARIST	$233K	0.1%	3,750 SH	New
RAYTHEON CO	COM NEW	$283K	0.1%Prev: 0.1%	1,311 SH	Increased+448 SH
ROYAL DUTCH SHELL PLC	SPONS ADR A	$227K	0.1%	3,551 SH	New
SOUTHWEST AIRLS CO	COM	$144K	0.1%	2,506 SH	New
SPDR DOW JONES INDL AVRG ETF	UT SER 1	$25.9M	11.4%Prev: 10.6%	107,165 SH	Increased+24,112 SH
SPDR SERIES TRUST	S&P BK ETF	$319K	0.1%Prev: 0.2%	6,670 SH	Decreased-2,680 SH
UNION PAC CORP	COM	$538K	0.2%	4,000 SH	New
UNITEDHEALTH GROUP INC	COM	$161K	0.1%Prev: 0.1%	753 SH	Increased-25 SH
VANECK VECTORS ETF TR	INVT GRADE FLTG	$4.6M	2.0%	180,778 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$14.4M	6.3%Prev: 6.3%	105,793 SH	Increased+21,612 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.6M	2.5%Prev: 2.3%	66,083 SH	Increased+23,285 SH
VULCAN MATLS CO	COM	$129K	0.1%	1,130 SH	New

Sold (vs prior filing)

BANK AMERCORP — $197K
CITIGROUPINC — $205K
CSX CORP — $158K
DBX ETF TR — $2.5M
DELTA AIRLINES INC DEL — $110K
EXXON MOBIL CORP — $153K
FIDELITY — $427K
FIRST TR VALUE LINE DIVID INSHS — $6.8M
GENERAL MTRS CO — $247K
HONEYWELLINTL INC — $148K
ISHARES — $9.4M
ISHARES TR — $7.8M
ISHARES TR — $2.8M
ISHARES TR — $3.8M
ISHARES TR — $60K
JOHNSON &JOHNSON — $320K
NIKE INC — $253K
POWERSHARES ETF TR II — $835K
ROYAL DUTCH SHELL PLCSPONS ADR A — $106K
SPDR INDEX SHS FDSDJ GLB RL ES ETF — $25K
… and 2 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