Heck Capital Advisors, LLC
Annual return '25
+24.9%
SPY '25
+17.7%
Alpha
+7.2ptsvs SPY
Invested
$1.3B
Holdings
202
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Increased +7.2% (4.2k → 4.5k shares)
14.4%
02
$IAUM
ISHARES GOLD TR
Q4 2025: Exited (was 712.0k shares)
8.4%
03
$VTI
VANGUARD INDEX FDS
Q4 2025: Sold 99.7% (364.3k → 1.1k shares)
8.3%
04
$ONEQ
FIDELITY COMWLTH TR
Q4 2025: Exited (was 616.1k shares)
3.7%
05
$DIA
STATE STR SPDR DOW JONES IND
Q4 2025: Exited (was 84.1k shares)
3.6%
06
$IEMG
ISHARES INC
Q1 2026: New position (8.4k shares)
3.2%
07
$GOVT
ISHARES TR
Q4 2025: Exited (was 1.48M shares)
2.8%
08
$IEFA
ISHARES TR
Q4 2025: Exited (was 463.1k shares)
2.8%
09
$FRDM
EA SERIES TRUST
Q4 2025: Exited (was 236.4k shares)
2.5%
10
$IWL
ISHARES TR
Q4 2025: Exited (was 203.8k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.