Heck Capital Advisors, LLC 13F Holdings
CIK 0002046227 · Rhinelander, WI
As of Sep 30, 2025, Heck Capital Advisors, LLC reported 196 positions worth
CIK 0002046227 · Rhinelander, WI
As of Sep 30, 2025, Heck Capital Advisors, LLC reported 196 positions worth
.3B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 283,481 | 89.7M | 14.67% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 364,252 | 19.7M | 9.26% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 302,240 | $57.3M | 4.43% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | — | 616,117 | $54.9M | 4.25% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 687,330 | $45.3M | 3.50% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 463,118 | $40.4M | 3.13% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 84,050 | $39.0M | 3.02% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 1,475,916 | $34.1M | 2.64% |
| ISHARES RUSSELL TOP 200 ETF | IWL | — | 203,807 | $33.9M | 2.62% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 156,115 | $30.4M | 2.35% |
| ISHARES GOLD TRUST MICRO | IAUM | — | 712,000 | $27.4M | 2.12% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 177,134 | $25.8M | 2.00% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 248,524 | $24.8M | 1.92% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 490,043 | $24.4M | 1.89% |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | — | 222,520 | $20.8M | 1.61% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 198,429 | 7.7M | 1.37% |
| COLUMBIA RESEARCH ENHANCED CORE ETF | RECS | — | 436,869 | 7.6M | 1.36% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 131,511 | 5.6M | 1.21% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 146,539 | 4.1M | 1.09% |
| ISHARES MBS ETF | MBB | — | 144,185 | 3.7M | 1.06% |
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | COWG | — | 360,413 | 3.1M | 1.01% |
| GOLDMAN SACHS ACTIVEBETA(R) US SMALL CAP EQUITY ETF | GSSC | — | 158,635 | 1.9M | 0.92% |
| SIMPLIFY MBS ETF | MTBA | — | 233,642 | 1.8M | 0.91% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 138,942 | 1.5M | 0.89% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 80,283 | 1.4M | 0.88% |