Heck Capital Advisors, LLC
Q3 2025 13F Holdings
- Locationrhinelander, WI
- Num holdings
196
- Value ($000)
$1,293,064
- Date Filed 10/24/2025
- Form type13F-HR
- CIK 0002046227
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P500 ETF | 464287200 | $189.73M | 15 % | 283,481 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $119.69M | 9 % | 364,252 | ||
R INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $57.33M | 4 % | 302,240 | ||
O FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $54.91M | 4 % | 616,117 | ||
I ISHARES INC | CORE MSCI EMKT | 46434G103 | $45.31M | 4 % | 687,330 | ||
I ISHARES TR | CORE MSCI EAFE | 46432F842 | $40.43M | 3 % | 463,118 | ||
D SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $39.03M | 3 % | 84,050 | ||
G ISHARES TR | US TREAS BD ETF | 46429B267 | $34.12M | 3 % | 1,475,916 | ||
I ISHARES TR | RUS TOP 200 ETF | 464289446 | $33.85M | 3 % | 203,807 | ||
Q ISHARES TR | MSCI USA QLT FCT | 46432F339 | $30.36M | 2 % | 156,115 |
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