Heck Capital Advisors, LLC

Q1 2026 13F Holdings

  • Location
    rhinelander, WI
  • Num holdings

    202

  • Value ($000)

    $1,348,154

  • Date Filed
    04/16/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV

ISHARES TR

CORE S&P500 ETF
$194.18M
14 %

297,275

IAUM

ISHARES GOLD TR

SHARES REPRESENT
$113.74M
8 %

2,435,620

VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$112.38M
8 %

350,301

ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
$49.81M
4 %

586,662

DIA

STATE STR SPDR DOW JONES IND

UT SER 1
$48.81M
4 %

105,267

IEMG

ISHARES INC

CORE MSCI EMKT
$43.48M
3 %

623,399

GOVT

ISHARES TR

US TREAS BD ETF
$38.2M
3 %

1,667,429

IEFA

ISHARES TR

CORE MSCI EAFE
$37.65M
3 %

415,923

FRDM

EA SERIES TRUST

FREEDOM 100 EM
$33.65M
3 %

614,830

IWL

ISHARES TR

RUS TOP 200 ETF
$32.84M
2 %

204,621

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