13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002046227
Total reported value
$1.8B
$1.8B
214 檔
32.6%
According to the latest 13F quarterly dataset, Heck Capital Advisors, LLC managed an equity portfolio of $1.8B at the end of Q2 2026, spanning 214 distinct U.S. exchange-listed positions.
In Q2 2026, Heck Capital Advisors, LLC displayed an active expansion posture, initiating 30 new positions and adding to 80 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.20% | -1.63% | +21.81% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.72% | -0.33% | -0.31% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.51% | +0.24% | +46.10% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 3.68% | -0.08% | +1.75% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.43% | -0.22% | +4.17% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.17% | -1.28% | +10736.27% | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.42% | -0.22% | -9.62% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.37% | -0.47% | +4.42% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.34% | -0.08% | -2.66% | |
| 10 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.26% | -0.13% | — | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.90% | +0.43% | +291.32% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.81% | -0.10% | -5.90% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.66% | -0.64% | +5.97% | |
| 14 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.40% | +0.06% | -76.00% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.35% | -0.14% | -2.72% | |
| 16 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 1.34% | -0.64% | — | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.32% | +0.01% | -17.11% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.07% | +209.60% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.21% | +184.12% | |
| 20 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.14% | -0.08% | +0.18% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | -0.15% | -1.39% | |
| 22 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.13% | -0.03% | +1.46% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.09% | -0.05% | +2.74% | |
| 24 | FTCS | First Trust Capital Strength | ETF-Other | 1.05% | -0.07% | +2.23% | |
| 25 | MBB | Ishares Mbs ETF | ETF-Other | 0.99% | -0.44% | +9.19% | |
| 26 | ✓ | Stock-Other | 0.89% | -0.22% | — | ||
| 27 | MU | Micron Technology Inc | Stock-Tech | 0.88% | -0.13% | — | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.84% | -0.08% | +1.56% | |
| 29 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.83% | -0.09% | -1.98% | |
| 30 | INTF | Ishares International Equity | ETF-Other | 0.80% | -0.05% | -3.04% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | +0.31% | +163.80% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.79% | -0.10% | -1.94% | |
| 33 | IDHQ | Invesco S&p International De | ETF-Other | 0.78% | -0.07% | -5.37% | |
| 34 | IVLU | Ishares Msci International V | ETF-Other | 0.77% | — | -15.98% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.17% | +100.71% | |
| 36 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.73% | -0.01% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | — | +191.18% | |
| 38 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.65% | -0.04% | +7.19% | |
| 39 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.65% | -0.04% | +8.36% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | -0.02% | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | — | +452.79% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.58% | -0.17% | +11.82% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.56% | -0.54% | +19.91% | |
| 44 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.55% | -0.22% | +4.30% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | -0.44% | +144.54% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.53% | -0.07% | +32.95% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.11% | +295.46% | |
| 48 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.47% | -0.02% | +17.72% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.21% | +298.23% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.44% | -0.42% | -20.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | +3.1% | +10736.27% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.8% | +21.81% | Add |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +1.4% | +291.32% | Add |
| 4 | CMDY | Ishares Bloomberg Roll Selec | +1.3% | NEW | New buy |
| 5 | IEMG | Ishares Core Msci Emerging | +1.3% | +46.10% | Add |
| 6 | ✓ | +0.9% | NEW | New buy | |
| 7 | MU | Micron Technology Inc | +0.9% | NEW | New buy |
| 8 | NVDA | Nvidia CORP | +0.8% | +209.60% | Add |
| 9 | IGEB | Ishares Investment Grade Sys | +0.7% | NEW | New buy |
| 10 | AAPL | Apple Inc | +0.7% | +184.12% | Add |
| 11 | AMD | Advanced Micro Devices | +0.6% | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | +0.4% | +191.18% | Add |
| 13 | MSFT | Microsoft CORP | +0.4% | +163.80% | Add |
| 14 | GDXJ | Vaneck Junior Gold Miners | +0.4% | NEW | New buy |
| 15 | TSLA | Tesla Inc | +0.4% | +295.46% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.4% | +100.71% | Add |
| 17 | EWY | Ishares Msci South Korea ETF | +0.4% | NEW | New buy |
| 18 | GOOG | Alphabet Inc-cl C | +0.4% | +298.23% | Add |
| 19 | WQTM | Wisdomtree Quantum Comp Fund | +0.3% | NEW | New buy |
| 20 | LGOV | First Tr Long Duration O-etf | +0.3% | NEW | New buy |
| 21 | AVGO | Broadcom Inc | +0.3% | +144.54% | Add |
| 22 | ✓ | +0.2% | NEW | New buy | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +131.26% | Add |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | +452.79% | Add |
| 25 | AGGY | Wisdomtree Yield Enhanced US | +0.1% | NEW | New buy |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +32.95% | Add |
| 27 | VPLS | Vanguard Core-plus Bond ETF | +0.1% | NEW | New buy |
| 28 | MEME | Roundhill Meme Stock ETF | +0.1% | +0.89% | Add |
| 29 | DFAE | Dimensional Emerging Core Eq | +0.1% | NEW | New buy |
| 30 | RBIL | US Treasury Ultra Short Tips | 0% | +98.46% | Add |
| 31 | NODE | Vaneck Onchain Economy ETF | 0% | -0.20% | Trim |
| 32 | CSCO | Cisco Systems Inc | 0% | NEW | New buy |
| 33 | CAT | Caterpillar Inc | 0% | +0.15% | Add |
| 34 | ASML | ASML Holding N.V. | 0% | -0.53% | Trim |
| 35 | GSST | Goldman Sachs Ultra Short Bo | 0% | +52.05% | Add |
| 36 | VO | Vanguard Mid-cap ETF | 0% | +408.37% | Add |
| 37 | FDIS | Fidelity Msci Cons Discr Ind | 0% | +53.07% | Add |
| 38 | ICSH | Ishares Ultra Short Duration | 0% | +58.67% | Add |
| 39 | VB | Vanguard Small-cap ETF | 0% | +54.16% | Add |
| 40 | AGZ | Ishares Agency Bond ETF | 0% | +77.26% | Add |
| 41 | VST | Vistra CORP | 0% | NEW | New buy |
| 42 | UMC | United Microelectron-sp Adr | 0% | NEW | New buy |
| 43 | ASX | Ase Technology Holding -adr | 0% | NEW | New buy |
| 44 | PANW | Palo Alto Networks Inc | 0% | -0.63% | Trim |
| 45 | DFAI | Dimensional International Co | 0% | NEW | New buy |
| 46 | VLO | Valero Energy CORP | 0% | NEW | New buy |
| 47 | IBM | Intl Business Machines CORP | 0% | NEW | New buy |
| 48 | FTEC | Fidelity Msci Info Tech Indx | 0% | -4.89% | Trim |
| 49 | URA | Global X Uranium ETF | 0% | +46.34% | Add |
| 50 | OBIL | F/m US Treasury 12 Month Bil | 0% | +31.57% | Add |
According to official SEC Form 13F filings, Heck Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 214 disclosed positions in Q2 2026.
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, IEMG) accounted for 32.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
CMDY
市值: $22.5M
Top Position Liquidated / Trimmed
LRGF
前期市值: $5.6M
During Q2 2026, Heck Capital Advisors, LLC's top holdings by market value included IVV (16.2%)、VTI (7.7%)、IEMG (4.5%). The largest single position, IVV, represented 16.2% of total portfolio value.
In Q2 2026, Heck Capital Advisors, LLC made 191 total portfolio adjustments, initiating 30 new buys, adding to 80 positions, trimming 63 holdings, and fully liquidating 18 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.