Heck Capital Advisors, LLC
Q2 2025 13F Holdings
- Locationrhinelander, WI
- Num holdings
177
- Value ($000)
$1,162,626
- Date Filed07/23/2025
- Form type13F-HR
- CIK0002046227
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $167.93 M | 14 % | 270,469 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $107.27 M | 9 % | 352,471 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $57.58 M | 5 % | 316,836 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $52.29 M | 5 % | 84,630 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $48.76 M | 4 % | 608,702 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $37.13 M | 3 % | 444,834 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $35.66 M | 3 % | 80,828 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $33.75 M | 3 % | 562,292 | ||
IWL ISHARES TR | RUS TOP 200 ETF | 464289446 | $31.25 M | 3 % | 204,097 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $30.59 M | 3 % | 167,333 |
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