Heck Capital Advisors, LLC: 13F holdings
CIK 20462272026Q2
| Positions | 214 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 214 (+12 vs prior quarter) |
|---|
| Reported value | $1.7bn (+24.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 362,101 | $271.2m | 16.2% |
| VTI VANGUARD INDEX FDS | 349,207 | $129.2m | 7.7% |
| IEMG ISHARES INC | 910,801 | $75.5m | 4.5% |
| ONEQ FIDELITY COMWLTH TR | 596,957 | $61.6m | 3.7% |
| DIA STATE STR SPDR DOW JONES IND | 109,655 | $57.4m | 3.4% |
| IWV ISHARES TR | 124,292 | $53.0m | 3.2% |
| FRDM EA SERIES TRUST | 555,714 | $40.6m | 2.4% |
| GOVT ISHARES TR | 1,741,058 | $39.7m | 2.4% |
| IEFA ISHARES TR | 404,874 | $39.1m | 2.3% |
| IWL ISHARES TR | 204,621 | $37.8m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2046227")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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