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CIK: 0002046227
Total reported value
$1.7B
$1.7B
211 檔
29.0%
In Q4 2025, Heck Capital Advisors, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 211 disclosed stock positions.
In Q4 2025, Heck Capital Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.37% | +1.80% | +6.23% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.95% | -0.62% | -1.68% | |
| 3 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 4.04% | -0.01% | -3.66% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.03% | +1.28% | +16.94% | |
| 5 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 3.85% | -7.04% | +68.99% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.85% | -0.19% | +27.76% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.04% | -0.45% | -1.47% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.82% | -0.46% | +11.39% | |
| 9 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.60% | -0.18% | +0.40% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.27% | -0.14% | +15.61% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.27% | -0.28% | -1.81% | |
| 12 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.98% | -0.29% | +8.40% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.96% | -0.46% | -54.67% | |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.39% | -0.02% | EXIT | |
| 15 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.32% | -0.11% | -0.79% | |
| 16 | FTCS | First Trust Capital Strength | ETF-Other | 1.28% | -0.21% | -16.46% | |
| 17 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.25% | -0.05% | +32.13% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.24% | -0.12% | -6.12% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.17% | -0.06% | -0.37% | |
| 20 | IVLU | Ishares Msci International V | ETF-Other | 1.17% | -0.31% | +55.63% | |
| 21 | MBB | Ishares Mbs ETF | ETF-Other | 1.16% | -0.14% | +13.42% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.15% | -0.06% | +40.09% | |
| 23 | INTF | Ishares International Equity | ETF-Other | 0.97% | -0.17% | +445.61% | |
| 24 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.89% | -0.03% | -0.67% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.85% | -0.09% | +3.93% | |
| 26 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.84% | -0.08% | -6.59% | |
| 27 | IDHQ | Invesco S&p International De | ETF-Other | 0.84% | -0.05% | -0.04% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.83% | -0.61% | -20.69% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.81% | -0.07% | +9.67% | |
| 30 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.75% | -0.10% | +13.03% | |
| 31 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.74% | -0.11% | +10.65% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.73% | -0.03% | -14.94% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.72% | -0.25% | +13.54% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.70% | -0.40% | +11.97% | |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.65% | -0.43% | +21.82% | |
| 36 | MTBA | Simplify Mbs ETF | ETF-Other | 0.56% | -0.23% | EXIT | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | +0.14% | +22.95% | |
| 38 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.54% | -0.10% | -1.71% | |
| 39 | IDLV | Invesco S&p International De | ETF-Other | 0.54% | -0.10% | -0.90% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.04% | +3.60% | |
| 41 | ECOW | Pacer Emerging Markets Cash | ETF-Emerging Markets | 0.52% | -0.11% | -2.31% | |
| 42 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.50% | -0.03% | +9.12% | |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.48% | -0.09% | -28.83% | |
| 44 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.47% | -0.07% | +0.17% | |
| 45 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.47% | -0.12% | +6.76% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.45% | +0.11% | +4.69% | |
| 47 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.43% | -0.41% | EXIT | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.43% | -0.09% | -30.24% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.43% | -0.13% | EXIT | |
| 50 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.41% | +1.44% | -53.18% |
According to official SEC Form 13F filings, Heck Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 211 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VTI, ONEQ) accounted for 29.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
MEME
市值: $4.2M
Top Position Liquidated / Trimmed
IJAN
前期市值: $8.5M
During Q4 2025, Heck Capital Advisors, LLC's top holdings by market value included IVV (15.4%)、VTI (8.9%)、ONEQ (4.0%). The largest single position, IVV, represented 15.4% of total portfolio value.
In Q4 2025, Heck Capital Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 28 positions, trimming 14 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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