Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Heck Capital Advisors, LLC (CIK 2046227) reported $1.67B across 214 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($271.2M, 16.20%), VTI ($129.2M, 7.72%), IEMG ($75.5M, 4.51%), ONEQ ($61.6M, 3.68%), DIA ($57.4M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $271.2M | 16.20% | 362,101 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $129.2M | 7.72% | 349,207 | Trimmed |
| 3 | IEMG | ISHARES INC | $75.5M | 4.51% | 910,801 | Added |
| 4 | ONEQ | FIDELITY COMWLTH TR | $61.6M | 3.68% | 596,957 | Added |
| 5 | DIA | STATE STR SPDR DOW JONES IND | $57.4M | 3.43% | 109,655 | Added |
| 6 | IWV | ISHARES TR | $53.0M | 3.17% | 124,292 | Added |
| 7 | FRDM | EA SERIES TRUST | $40.6M | 2.42% | 555,714 | Trimmed |
| 8 | GOVT | ISHARES TR | $39.7M | 2.37% | 1.7M | Added |
| 9 | IEFA | ISHARES TR | $39.1M | 2.34% | 404,874 | Trimmed |
| 10 | IWL | ISHARES TR | $37.8M | 2.26% | 204,621 | Hold |
| 11 | EMXC | ISHARES INC | $31.9M | 1.90% | 311,697 | Added |
| 12 | QUAL | ISHARES TR | $30.4M | 1.81% | 138,429 | Trimmed |
| 13 | LMBS | FIRST TR EXCHANGE-TRADED FD | $27.9M | 1.66% | 559,940 | Added |
| 14 | IAUM | ISHARES GOLD TRUST MICRO | $23.4M | 1.40% | 584,557 | Trimmed |
| 15 | ITOT | ISHARES TR | $22.5M | 1.35% | 137,213 | Trimmed |
| 16 | CMDY | ISHARES U S ETF TR | $22.5M | 1.34% | 407,139 | New |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $22.0M | 1.32% | 103,491 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $21.5M | 1.28% | 107,213 | Added |
| 19 | COWG | PACER FDS TR | $19.1M | 1.14% | 474,716 | Added |
| 20 | AAPL | APPLE INC | $19.2M | 1.14% | 66,240 | Added |
| 21 | IJR | ISHARES TR | $18.9M | 1.13% | 127,339 | Trimmed |
| 22 | RECS | COLUMBIA ETF TR I | $18.9M | 1.13% | 436,199 | Added |
| 23 | DGRW | WISDOMTREE TR | $18.3M | 1.09% | 191,164 | Added |
| 24 | FTCS | FIRST TR EXCHANGE-TRADED FD | $17.6M | 1.05% | 187,487 | Added |
| 25 | MBB | ISHARES TR | $16.5M | 0.99% | 174,713 | Added |
Source: SEC Form 13F filings · as of 2026-06-30