Heck Capital Advisors, LLC Portfolio Holdings

Heck Capital Advisors, LLC

  • $1.29 Trillion
  • Q3 2025

Heck Capital Advisors, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.29 Trillion distributed in 196 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $190B, Vanguard Total Stock Market Et with a value of $120B, Invesco S&P 500 Equal Weight E with a value of $57.3B, Fidelity Nasdaq Composite Inde with a value of $54.9B, and Ishares Inc with a value of $45.3B.

Examining the 13F form we can see an increase of $130B in the current position value, from $1.16T to 1.29T.

Heck Capital Advisors, LLC is based out at Rhinelander, WI

Below you can find more details about Heck Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.29 Trillion
ETFs: $120 Billion
Technology: $11.5 Billion
Industrials: $7.74 Billion
Communication Services: $6.54 Billion
Consumer Defensive: $6.02 Billion
Financial Services: $5.39 Billion
Energy: $3.02 Billion
Healthcare: $2.53 Billion
Other: $2.96 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$190 Billion 14.67% of portfolio
283,481
Q3 2025 Added 4.81%
$0
$120 Billion 9.26% of portfolio
364,252
Q3 2025 Added 3.34%
$0
$57.3 Billion 4.43% of portfolio
302,240
Q3 2025 Reduced 4.61%
$0
$54.9 Billion 4.25% of portfolio
616,117
Q3 2025 Added 1.22%
$0
$45.3 Billion 3.5% of portfolio
687,330
Q3 2025 Added 22.24%
$0
$40.4 Billion 3.13% of portfolio
463,118
Q3 2025 Added 4.11%
$0
$39 Billion 3.02% of portfolio
84,050
Q3 2025 Added 3.99%
$0
$34.1 Billion 2.64% of portfolio
1,475,916
Q3 2025 Added 11.92%
$0
$33.9 Billion 2.62% of portfolio
203,807
Q3 2025 Reduced 0.14%
$0
$30.4 Billion 2.35% of portfolio
156,115
Q3 2025 Reduced 6.7%
$2.46B
$27.4 Billion 2.12% of portfolio
712,000
Q3 2025 New
$0
$25.8 Billion 2.0% of portfolio
177,134
Q3 2025 Reduced 1.79%
Fidelity Wise Origin Bitcoin
-
$24.8 Billion 1.92% of portfolio
-
Q3 2025 Added 208.96%
$0
$24.4 Billion 1.89% of portfolio
490,043
Q3 2025 Added 8.16%
$0
$20.8 Billion 1.61% of portfolio
222,520
Q3 2025 Reduced 3.51%
$0
$17.7 Billion 1.37% of portfolio
198,429
Q3 2025 Reduced 6.65%
$0
$15.6 Billion 1.21% of portfolio
131,511
Q3 2025 Reduced 4.04%
$0
$14.1 Billion 1.09% of portfolio
146,539
Q3 2025 Added 12.99%
$0
$13.7 Billion 1.06% of portfolio
144,185
Q3 2025 Added 115.43%
Pacer Fds Tr
-
$13.1 Billion 1.01% of portfolio
-
Q3 2025 Reduced 3.3%
$0
$11.9 Billion 0.92% of portfolio
158,635
Q3 2025 Reduced 5.93%
Simplify Exchange Traded Fun
-
$11.8 Billion 0.91% of portfolio
-
Q3 2025 Added 1.42%
$0
$11.5 Billion 0.89% of portfolio
138,942
Q3 2025 Added 488.79%
$0
$11.4 Billion 0.88% of portfolio
80,283
Q3 2025 Reduced 2.8%
$0
$11.1 Billion 0.86% of portfolio
114,600
Q3 2025 Added 0.07%
$0
$11 Billion 0.85% of portfolio
163,361
Q3 2025 Reduced 3.93%
$0
$10.8 Billion 0.83% of portfolio
320,741
Q3 2025 Reduced 3.45%
$0
$10.5 Billion 0.81% of portfolio
236,380
Q3 2025 Reduced 5.28%
$0
$9.94 Billion 0.77% of portfolio
187,413
Q3 2025 Added 33.0%
$0
$9.4 Billion 0.73% of portfolio
264,834
Q3 2025 Reduced 24.95%
$0
$9.1 Billion 0.7% of portfolio
82,385
Q3 2025 Reduced 25.59%
-
$9.09 Billion 0.7% of portfolio
-
Q3 2025 Added 9.54%
$0
$8.94 Billion 0.69% of portfolio
191,520
Q3 2025 Added 11.21%
$0
$8.73 Billion 0.68% of portfolio
97,702
Q3 2025 Added 18.05%
-
$8.53 Billion 0.66% of portfolio
-
Q3 2025 Reduced 4.26%
$0
$8.37 Billion 0.65% of portfolio
179,280
Q3 2025 Added 220.66%
$0
$8.29 Billion 0.64% of portfolio
82,306
Q3 2025 Reduced 28.13%
$65.3B
$7.96 Billion 0.62% of portfolio
109,338
Q3 2025 Added 34.0%
$0
$7.19 Billion 0.56% of portfolio
214,758
Q3 2025 Reduced 2.2%
$0
$7.2 Billion 0.56% of portfolio
60,251
Q3 2025 Added 73.53%
$0
$7.29 Billion 0.56% of portfolio
187,302
Q3 2025 Reduced 5.31%
$0
$7.08 Billion 0.55% of portfolio
289,756
Q3 2025 Reduced 5.44%
$0
$6.55 Billion 0.51% of portfolio
235,496
Q3 2025 Added 0.69%
$0
$6.62 Billion 0.51% of portfolio
32,055
Q3 2025 Reduced 0.78%
Vaneck Bitcoin ETF
-
$6.27 Billion 0.48% of portfolio
-
Q3 2025 New
$0
$6.22 Billion 0.48% of portfolio
128,366
Q3 2025 Added 12.18%
$0
$6 Billion 0.46% of portfolio
12,819
Q3 2025 Added 0.39%
-
$5.85 Billion 0.45% of portfolio
-
Q3 2025 Added 1.09%
$0
$5.56 Billion 0.43% of portfolio
93,978
Q3 2025 Added 0.91%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $1.29 Trillion
  • Prior Value $1.16 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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