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 $1.35B across 202 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($194.2M, 14.40%), IAUM ($113.7M, 8.44%), VTI ($112.4M, 8.34%), ONEQ ($49.8M, 3.69%), DIA ($48.8M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $194.2M | 14.40% | 297,275 | Trimmed |
| 2 | IAUM | ISHARES GOLD TR | $113.7M | 8.44% | 2.4M | Added |
| 3 | VTI | VANGUARD INDEX FDS | $112.4M | 8.34% | 350,301 | Trimmed |
| 4 | ONEQ | FIDELITY COMWLTH TR | $49.8M | 3.69% | 586,662 | Trimmed |
| 5 | DIA | STATE STR SPDR DOW JONES IND | $48.8M | 3.62% | 105,267 | Trimmed |
| 6 | IEMG | ISHARES INC | $43.5M | 3.23% | 623,399 | Trimmed |
| 7 | GOVT | ISHARES TR | $38.2M | 2.83% | 1.7M | Added |
| 8 | IEFA | ISHARES TR | $37.7M | 2.79% | 415,923 | Trimmed |
| 9 | FRDM | EA SERIES TRUST | $33.7M | 2.50% | 614,830 | Added |
| 10 | IWL | ISHARES TR | $32.8M | 2.44% | 204,621 | Hold |
| 11 | QUAL | ISHARES TR | $28.2M | 2.09% | 147,113 | Trimmed |
| 12 | LMBS | FIRST TR EXCHANGE-TRADED FD | $26.3M | 1.95% | 528,378 | Trimmed |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $24.0M | 1.78% | 124,852 | Trimmed |
| 14 | ITOT | ISHARES TR | $20.1M | 1.49% | 141,043 | Trimmed |
| 15 | FTCS | FIRST TR EXCHANGE-TRADED FD | $17.0M | 1.26% | 183,394 | Trimmed |
| 16 | RECS | COLUMBIA ETF TR I | $16.8M | 1.24% | 429,926 | Trimmed |
| 17 | DGRW | WISDOMTREE TR | $16.3M | 1.21% | 186,058 | Trimmed |
| 18 | IJR | ISHARES TR | $16.1M | 1.19% | 129,139 | Trimmed |
| 19 | COWG | PACER FDS TR | $16.0M | 1.19% | 473,873 | Trimmed |
| 20 | MBB | ISHARES TR | $15.2M | 1.13% | 160,004 | Trimmed |
| 21 | IVLU | ISHARES TR | $14.6M | 1.08% | 368,331 | Trimmed |
| 22 | IEF | ISHARES TR | $13.3M | 0.98% | 138,989 | Added |
| 23 | INTF | ISHARES TR | $13.1M | 0.97% | 337,194 | Trimmed |
| 24 | IWR | ISHARES TR | $12.2M | 0.90% | 125,230 | Trimmed |
| 25 | IWP | ISHARES TR | $11.8M | 0.88% | 92,444 | Added |
Source: SEC Form 13F filings · as of 2026-03-31