—

Heck Capital Advisors, LLC

Q2 2026 13F Holdings

  • Location
    rhinelander, WI
  • Num holdings

    214

  • Value ($000)

    $1,674,187

  • Date Filed
    07/10/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$271.17M
16 %

362,101

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$129.22M
8 %

349,207

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$75.45M
5 %

910,801

O
ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
315912808
$61.62M
4 %

596,957

D
DIA

STATE STR SPDR DOW JONES IND

UT SER 1
78467X109
$57.36M
3 %

109,655

I
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$53M
3 %

124,292

F
FRDM

EA SERIES TRUST

FREEDOM 100 EM
02072L607
$40.58M
2 %

555,714

G
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$39.66M
2 %

1,741,058

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$39.1M
2 %

404,874

I
IWL

ISHARES TR

RUS TOP 200 ETF
464289446
$37.84M
2 %

204,621

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 214