Heck Capital Advisors, LLC
CIK
2046227
City
Rhinelander
State / Country
WI
Top Portfolio Positions
61 positions ·
$237,546,848 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAUM |
iShares Gold Trust Micro
|
2,435,620 | $113,743,454 | 47.88% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
105,267 | $48,758,621 | 20.53% | |
| NVDA |
Nvidia Corp
Technology
|
34,630 | $6,039,472 | 2.54% | |
| AAPL |
Apple Inc.
Technology
|
23,314 | $5,916,860 | 2.49% | |
| IAU |
Ishares Gold Trust
|
65,098 | $5,739,039 | 2.42% | |
| MSFT |
Microsoft Corp
Technology
|
13,571 | $5,023,577 | 2.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,288 | $4,971,337 | 2.09% | |
| HODL |
VanEck Bitcoin ETF
|
202,943 | $3,888,387 | 1.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,004 | $3,541,423 | 1.49% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
23,372 | $3,375,851 | 1.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DIA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,758,621 | 105,267 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $51,603,606 | 107,380 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $38,977,347 | 84,050 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $35,616,858 | 80,828 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $24,256,467 | 57,770 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,988,839 | 56,378 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $22,891,215 | 54,101 | Shares | Sole | 2025-05-19 | |
| 2024-06-30 | $21,191,423 | 54,180 | Shares | Sole | 2025-05-19 | |
| 2024-03-31 | $10,305,563 | 25,909 | Shares | Sole | 2025-05-19 | |
| 2023-12-31 | $9,730,406 | 25,819 | Shares | Sole | 2025-05-19 | |
| 2023-09-30 | $8,139,619 | 24,301 | Shares | Sole | 2025-05-19 | |
| 2023-06-30 | $15,913,721 | 46,281 | Shares | Sole | 2025-05-19 | |
| 2023-03-31 | $15,575,264 | 46,826 | Shares | Sole | 2025-05-19 | |
| 2022-12-31 | $15,031,448 | 45,367 | Shares | Sole | 2025-05-19 | |
| 2022-09-30 | $13,710,243 | 47,721 | Shares | Sole | 2025-05-20 | |
| 2022-06-30 | $15,636,024 | 50,796 | Shares | Sole | 2025-05-19 | |
| 2022-03-31 | $19,481,441 | 56,170 | Shares | Sole | 2025-05-19 | |
| 2021-12-31 | $23,172,549 | 63,780 | Shares | Sole | 2025-05-19 | |
| 2021-09-30 | $20,684,742 | 61,145 | Shares | Sole | 2025-05-19 | |
| 2021-06-30 | $21,638,023 | 62,728 | Shares | Sole | 2025-05-19 | |
| 2021-03-31 | $19,937,919 | 60,385 | Shares | Sole | 2025-05-19 | |
| 2020-12-31 | $19,136,338 | 62,580 | Shares | Sole | 2025-05-19 | |
| 2020-09-30 | $17,178,637 | 61,905 | Shares | Sole | 2025-05-19 | |
| 2020-06-30 | $28,255,847 | 109,574 | Shares | Sole | 2025-05-19 | |
| 2020-03-31 | $28,145,405 | 128,383 | Shares | Sole | 2025-05-19 | |
| No 13F history on record for this holder in this stock. | ||||||