Heck Capital Advisors, LLC

Q4 2025 13F Holdings

  • Location
    rhinelander, WI
  • Num holdings

    211

  • Value ($000)

    $1,341,954

  • Date Filed
    01/16/2026
  • Form type
    13F-HR
  • CIK
    0002046227
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$206.26M
15 %

301,140

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$120.07M
9 %

358,134

O
ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
315912808
$54.25M
4 %

593,575

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$54.03M
4 %

803,738

I
IAUM

ISHARES GOLD TR

SHARES REPRESENT
46436F103
$51.73M
4 %

1,203,191

D
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
78467X109
$51.66M
4 %

107,380

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$40.82M
3 %

456,310

G
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$37.85M
3 %

1,644,012

I
IWL

ISHARES TR

RUS TOP 200 ETF
464289446
$34.91M
3 %

204,621

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$30.45M
2 %

204,779

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