Heck Capital Advisors, LLC
โขCIK: 2046227โขFiling: Q4 2025
**Heck Capital Advisors, LLC** manages $1.3B across a diversified portfolio of 211 positions. The fund maintains significant exposure to broad market indices, notably holding IVV at $206.3M and VTI at $120.1M. Key allocations also include international and fixed-income exposure, with notable positions in ONEQ ($54.3M) and IEMG ($54.0M). This structure suggests a core mandate focused on capturing systematic, broad-market growth while managing geographic and asset class risk.
Total AUM
$1.3B
QoQ Performance
+3.8%
Positions
115
Top 10 Concentration
50.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VTI
IVV15.4%
VTI8.9%
ONEQ4.0%
IEMG4.0%
IAUM3.9%
DON3.8%
IEFA3.0%
GOVT2.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other81.7%
ETF15.4%
Technology1.1%
Financial0.5%
Industrial0.4%
Healthcare0.3%
Consumer0.2%
Energy0.2%
๐ช Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW22 new positions
โ82 increased
โ87 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024