DOSSIER · 13F-HR · Q1 2026

Heck Capital Advisors, LLC

Heck's asset manager based in New York, NY $1.3B in tracked AUM across 202 positions as of Q1 2026.

H
Heck·New York, NY·Asset Manager
CIK 0002046227 · last filed Mar 31, 2026
Total AUM
$1.3B
15.2%
vs prior
Holdings
202
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Heck Capital Advisors, LLC 13F Filing
Portfolio Overview

Heck Capital Advisors, LLC has reported a substantial expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 142.2%, growing from $554.09 million to $1.34 billion. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows or a strategic reallocation of capital into reported 13F securities. ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$194M297K14.4%
02
IAUM
ISHARES GOLD TR
$114M2.4M8.4%
03
VTI
VANGUARD INDEX FDS
$112M350K8.3%
04
ONEQ
FIDELITY COMWLTH TR
$50M587K3.7%
05
DIA
STATE STR SPDR DOW JONES IND
$49M105K3.6%
06
IEMG
ISHARES INC
$43M623K3.2%
07
GOVT
ISHARES TR
$38M1.7M2.8%
08
IEFA
ISHARES TR
$38M416K2.8%
09
FRDM
EA SERIES TRUST
$34M615K2.5%
10
IWL
ISHARES TR
$33M205K2.4%

Filing history

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