Heck Capital Advisors, LLC
CIK 2046227
13F filing for Q2 2026・No. 1,847
- Holdings
- US$1.67B
- Quarter change
- +US$326.03M
- Entries
- 214
- Net bought (estimate)
- +US$195.36M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 18
- Cut 81
- Added 85
- Corporate actions 0
- Unchanged 18
Largest holdings
214 stocks worth US$1.67B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 362,101 | US$271.17M | 16.20% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 349,207 | US$129.22M | 7.72% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 910,801 | US$75.45M | 4.51% |
| FIDELITY COMWLTH TRNASDAQ COMPSIT | Added | 596,957 | US$61.62M | 3.68% |
| STATE STR SPDR DOW JONES INDUT SER 1 | Added | 109,655 | US$57.36M | 3.43% |
| ISHARES TRRUSSELL 3000 ETF | Added | 124,292 | US$53M | 3.17% |
| EA SERIES TRUSTFREEDOM 100 EM | Cut | 555,714 | US$40.58M | 2.42% |
| ISHARES TRUS TREAS BD ETF | Added | 1,741,058 | US$39.66M | 2.37% |
| ISHARES TRCORE MSCI EAFE | Cut | 404,874 | US$39.1M | 2.34% |
| ISHARES TRRUS TOP 200 ETF | Unchanged | 204,621 | US$37.84M | 2.26% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.