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Heck Capital Advisors, LLC - Portfolio Stock Holdings

Heck Capital Advisors, LLC disclosed 231 stock positions in a recent SEC 13F filing. $1,670,261,216 of stock holdings were filed, with the largest holdings including IVV, VTI, and IEMG. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $11,311,723,809 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.

Report Period:

June 30, 2026

No. of Stocks:

231

Est. Stock Holding Value:

$1,670,261,216

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Heck Capital Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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