Managers / Q3 2025 · view latest →
Heck Capital Advisors, LLC
CIK 0002046227 · 15 E ANDERSON ST, RHINELANDER, WI, 54501 · 1-877-432-5330
Reported Value
$1.3B
Q3 2025
Positions
196
Filings on Record
41
2019–present window
Filed
Oct 24, 2025
original filing
Summary
Heck Capital Advisors, Llc reported $1.3B in U.S.-listed holdings across 196 positions for Q3 2025.
Its largest position, IVV, represents 14.7% of the portfolio.
Compared with Q2 2025, the fund opened 23 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.3B | 202 | Apr 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.3B | 211 | Jan 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.3B | 196 | Oct 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.2B | 177 | Jul 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $486M | 135 | May 20, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2024REVEALED | $1.7B | 803 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.