Heck Capital Advisors, LLC - Portfolio overview

Heck Capital Advisors, LLC has 229 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 14.04%
2. IAUM - ISHARES GOLD TR, 8.22%
3. VTI - VANGUARD INDEX FDS, 8.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.