Heck Capital Advisors, LLC

All 13F Filings

Location
Rhinelander, WI
Most recent 13F
Q3 2026
Holdings value ($000)
1,823,593
Description
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Website
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Founded
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Chairman
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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
Q3 2026 10/14/2026 239 1,823,593 13F-HR Heck Capital Advisors, LLC
Q2 2026 7/10/2026 214 1,674,187 13F-HR Heck Capital Advisors, LLC
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 434.7 K 23.9% 49.77 K 0 49.77 K
ETFs 1.386 M 76.1% 100.2 K 0 100.2 K
Debt 0 0.0% 0 1.071 K -1.071 K
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Fund Snapshot

Q3 2026
Latest filed
10/14/2026
Total value ($000)
1,823,593
Holdings
239
QoQ value change ($000)
149,406 (8.9%)
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.