Heck Capital Advisors, LLC
202 holdingsFiling period: 2026-03-31Current AUM: $1.46Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 297.3K | $194.2M | $223.1M | 15.28% | -3,865 | 2026-03-31 |
| 2 | IAUM | ISHARES GOLD TR | 2.44M | $113.7M | $98.3M | 6.74% | +1.23M | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 350.3K | $112.4M | $129.0M | 8.84% | -7,833 | 2026-03-31 |
| 4 | ONEQ | FIDELITY COMWLTH TR | 586.7K | $49.8M | $58.7M | 4.02% | -6,913 | 2026-03-31 |
| 5 | DIA | STATE STR SPDR DOW JONES IND | 105.3K | $48.8M | $55.3M | 3.78% | -2,113 | 2026-03-31 |
| 6 | IEMG | ISHARES INC | 623.4K | $43.5M | $48.4M | 3.31% | -180,339 | 2026-03-31 |
| 7 | GOVT | ISHARES TR | 1.67M | $38.2M | $37.4M | 2.56% | +23.4K | 2026-03-31 |
| 8 | IEFA | ISHARES TR | 415.9K | $37.7M | $40.9M | 2.80% | -40,387 | 2026-03-31 |
| 9 | FRDM | EA SERIES TRUST | 614.8K | $33.6M | $40.1M | 2.75% | +394.0K | 2026-03-31 |
| 10 | IWL | ISHARES TR | 204.6K | $32.8M | $37.8M | 2.59% | -- | 2026-03-31 |
| 11 | QUAL | ISHARES TR | 147.1K | $28.2M | $32.3M | 2.21% | -6,170 | 2026-03-31 |
| 12 | LMBS | FIRST TR EXCHANGE-TRADED FD | 528.4K | $26.3M | $26.1M | 1.79% | -2,809 | 2026-03-31 |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | 124.9K | $24.0M | $26.8M | 1.84% | -12,161 | 2026-03-31 |
| 14 | ITOT | ISHARES TR | 141.0K | $20.1M | $23.1M | 1.58% | -63,736 | 2026-03-31 |
| 15 | FTCS | FIRST TR EXCHANGE-TRADED FD | 183.4K | $17.0M | $18.1M | 1.24% | -2,497 | 2026-03-31 |
| 16 | RECS | COLUMBIA ETF TR I | 429.9K | $16.8M | $18.8M | 1.29% | -3,482 | 2026-03-31 |
| 17 | DGRW | WISDOMTREE TR | 186.1K | $16.3M | $17.9M | 1.23% | -236 | 2026-03-31 |
| 18 | IJR | ISHARES TR | 129.1K | $16.1M | $18.8M | 1.29% | -1,888 | 2026-03-31 |
| 19 | COWG | PACER FDS TR | 473.9K | $16.0M | $18.0M | 1.23% | -2,326 | 2026-03-31 |
| 20 | MBB | ISHARES TR | 160.0K | $15.2M | $14.9M | 1.02% | -3,531 | 2026-03-31 |
| 21 | IVLU | ISHARES TR | 368.3K | $14.6M | $16.0M | 1.10% | -43,833 | 2026-03-31 |
| 22 | IEF | ISHARES TR | 139.0K | $13.3M | $12.9M | 0.88% | +22.8K | 2026-03-31 |
| 23 | INTF | ISHARES TR | 337.2K | $13.1M | $14.1M | 0.97% | -7,526 | 2026-03-31 |
| 24 | IWR | ISHARES TR | 125.2K | $12.2M | $13.7M | 0.94% | -35,309 | 2026-03-31 |
| 25 | IWP | ISHARES TR | 92.4K | $11.8M | $12.7M | 0.87% | +9.0K | 2026-03-31 |
← Scroll →
Page 1 of 9