account_balance

Investment manager · 13F filer · SEC CIK 2046227

Heck Capital Advisors, LLC

Reported value$1.67Bas of Jun 30, 2026
Positions214 30 new, 18 sold out
Top 10 weight48.1%IVV alone is 16%
FiledJul 1010 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 16.2% Added +22%
VTI Vanguard Index FDS 7.7% Held
IEMG iShares Inc 4.5% Added +46%
ONEQ Fidelity Comwlth Tr 3.7% Held
DIA State STR SPDR Dow Jones Ind 3.4% Added +4%
IWV iShares Tr 3.2% Added +10736%
FRDM Ea Series Trust 2.4% Trimmed −10%
GOVT iShares Tr 2.4% Added +4%
IEFA iShares Tr 2.3% Trimmed −3%
IWL iShares Tr 2.3% Held
EMXC iShares Inc 1.9% Added +291%
QUAL iShares Tr 1.8% Trimmed −6%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 10, 2026, compared with the Apr 16, 2026 filing
add_circleNew
  • CMDY $22.5M
  • DRAM $14.9M
  • MU $14.8M
  • IGEB $12.2M
arrow_upwardAdded
  • IWV +10736%
  • IWF +453%
  • GOOG +298%
  • TSLA +295%
arrow_downwardTrimmed
  • IAUM −76%
  • IEF −53%
  • IUSB −48%
  • IAU −29%
remove_circleSold out
  • LRGF $5.57M
  • IWC $5.07M
  • NLR $5.02M
  • HODL $3.89M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast