Heck Capital Advisors, LLC
All 13F Filings
- Location
- Rhinelander, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,348,154
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 202 | 1,348,154 | 13F-HR | Heck Capital Advisors, LLC |
| Q4 2025 | 1/16/2026 | 211 | 1,341,954 | 13F-HR | Heck Capital Advisors, LLC |
| Q3 2025 | 10/24/2025 | 196 | 1,293,064 | 13F-HR | Heck Capital Advisors, LLC |
| Q2 2025 | 7/23/2025 | 177 | 1,162,626 | 13F-HR | Heck Capital Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 244.4 K | 18.2% | 0 | 616.8 K | -616.8 K |
| ETFs | 1.099 M | 81.7% | 633.4 K | 0 | 633.4 K |
| Debt | 2.033 K | 0.2% | 0 | 960 | -960 |
| Other | 0 | 0.0% | 0 | 9.342 K | -9.342 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
1,348,154
Holdings
202
QoQ value change ($000)
6,200
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.