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CIK: 0002046227
Total reported value
$1.7B
$1.7B
177 檔
25.9%
During the Q2 2025 filing period, Heck Capital Advisors, LLC (CIK: 0002046227) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 177 reported positions.
In Q2 2025, Heck Capital Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.44% | +1.80% | +38.96% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.23% | -0.62% | +26.67% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.95% | -0.46% | +50.49% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.50% | -0.01% | — | |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 4.19% | -0.01% | +37.95% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.19% | -0.45% | +8.88% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.07% | -0.19% | +39.91% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.90% | +1.28% | +61.54% | |
| 9 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.69% | -0.18% | +437.01% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.63% | -0.28% | -26.23% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.61% | -0.46% | +3.31% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.09% | -0.14% | +4.07% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.92% | -0.29% | +4.02% | |
| 14 | FTCS | First Trust Capital Strength | ETF-Other | 1.80% | -0.21% | +15.87% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.53% | -0.12% | +1.38% | |
| 16 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.46% | -0.11% | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.29% | -0.06% | -34.21% | |
| 18 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.13% | -0.05% | — | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.07% | -0.61% | +2.81% | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.05% | -0.09% | +0.75% | |
| 21 | IVLU | Ishares Msci International V | ETF-Other | 1.00% | -0.31% | +2961.73% | |
| 22 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.00% | -0.03% | +0.05% | |
| 23 | MTBA | Simplify Mbs ETF | ETF-Other | 0.99% | -0.23% | EXIT | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.99% | -0.09% | +23.89% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.99% | -0.09% | -37.35% | |
| 26 | IDHQ | Invesco S&p International De | ETF-Other | 0.94% | -0.05% | +19.97% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.92% | +1.44% | -15.42% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.91% | -0.06% | +58.98% | |
| 29 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.87% | -0.08% | +0.22% | |
| 30 | IJAN | Innovator International Deve | ETF-Other | 0.74% | — | +0.81% | |
| 31 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.71% | -0.11% | +5.19% | |
| 32 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.68% | -0.10% | +5.59% | |
| 33 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.65% | -0.02% | EXIT | |
| 34 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.64% | -0.10% | +0.30% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.64% | -0.07% | +0.26% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.63% | -0.25% | +3.63% | |
| 37 | IDLV | Invesco S&p International De | ETF-Other | 0.63% | -0.10% | +1.86% | |
| 38 | ECOW | Pacer Emerging Markets Cash | ETF-Emerging Markets | 0.58% | -0.11% | +0.43% | |
| 39 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.54% | -0.07% | +11.87% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.04% | +3.28% | |
| 41 | MBB | Ishares Mbs ETF | ETF-Other | 0.54% | -0.14% | — | |
| 42 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.50% | -0.12% | +2.97% | |
| 43 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.47% | -0.03% | +6.24% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | +0.14% | -17.22% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.44% | -0.22% | — | |
| 46 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.44% | -0.41% | EXIT | |
| 47 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.44% | +0.11% | — | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | -0.01% | +106.91% | |
| 49 | TYA | Simplify Intermediate Term | ETF-Other | 0.40% | -0.07% | +2.06% | |
| 50 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.39% | +0.01% | +1.68% |
According to official SEC Form 13F filings, Heck Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 177 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VTI, RSP) accounted for 25.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPY
市值: $52.3M
Top Position Liquidated / Trimmed
SYLD
前期市值: $5.4M
During Q2 2025, Heck Capital Advisors, LLC's top holdings by market value included IVV (14.4%)、VTI (9.2%)、RSP (5.0%). The largest single position, IVV, represented 14.4% of total portfolio value.
In Q2 2025, Heck Capital Advisors, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 22 positions, trimming 13 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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