Heck Capital Advisors, LLC

Q3 2025 13F Holdings

  • Location
    rhinelander, WI
  • Num holdings

    196

  • Value ($000)

    $1,293,064

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0002046227
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$189.73M
15 %

283,481

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$119.69M
9 %

364,252

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$57.33M
4 %

302,240

ONEQ
ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
$54.91M
4 %

616,117

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$45.31M
4 %

687,330

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$40.43M
3 %

463,118

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
$39.03M
3 %

84,050

GOVT
GOVT

ISHARES TR

US TREAS BD ETF
$34.12M
3 %

1,475,916

IWL
IWL

ISHARES TR

RUS TOP 200 ETF
$33.85M
3 %

203,807

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$30.36M
2 %

156,115

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