Arkolith/Funds/Heck Capital Advisors, LLC

Heck Capital Advisors, LLC

CIK 2046227
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Heck Capital Advisors, LLC holds a focused book of 214 stocks worth $1.7B as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened ISHARES U S ETF TR and trimmed VANGUARD INDEX FDS. Their largest long position is ISHARES TR at 16% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
30
new positions
Added to
87
existing
Trimmed
79
reduced
Sold out
12
exited

Concentration

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
48%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • ISHARES TR
    108×$52.5M
  • ISHARES TR
    +22%$48.5M
  • ISHARES INC
    +46%$23.8M
  • ISHARES INC
    +291%$23.7M
  • ISHARES U S ETF TR
    New$22.5M
  • ROUNDHILL ETF TRUST
    New$14.9M
Trimmed / exited
  • ISHARES GOLD TRUST MICRO
    −76%$74.1M
  • ISHARES TR
    −53%$7.0M
  • ISHARES TR
    −73%$6.0M
  • ISHARES TR
    −61%$5.0M
  • INVESCO EXCHANGE TRADED FD T
    −17%$4.5M
  • ISHARES TR
    −48%$4.5M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

214 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$271.2M362.1K
16.2%
+22%
Added · +65K sh
2Vanguard Index FDS
TOTAL STK MKT
$129.2M349.2K
7.7%
−0.3%
Reduced · −1K sh
3Ishares Inc
CORE MSCI EMKT
$75.5M910.8K
4.5%
+46%
Added · +287K sh
4Fidelity Comwlth TR
NASDAQ COMPSIT
$61.6M597.0K
3.7%
+1.8%
Added · +10K sh
5State STR SPDR Dow Jones Ind
UT SER 1
$57.4M109.7K
3.4%
+4.2%
Added · +4K sh
6Ishares TR
RUSSELL 3000 ETF
$53.0M124.3K
3.2%
108×
Added · +123K sh
7Ea Series Trust
FREEDOM 100 EM
$40.6M555.7K
2.4%
−9.6%
Reduced · −59K sh
8Ishares TR
US TREAS BD ETF
$39.7M1.74M
2.4%
+4.4%
Added · +74K sh
9Ishares TR
CORE MSCI EAFE
$39.1M404.9K
2.3%
−2.6%
Reduced · −11K sh
10Ishares TR
RUS TOP 200 ETF
$37.8M204.6K
2.3%
Held
11Ishares Inc
MSCI EMRG CHN
$31.9M311.7K
1.9%
+291%
Added · +232K sh
12Ishares TR
MSCI USA QLT FCT
$30.4M138.4K
1.8%
−5.9%
Reduced · −9K sh
13First TR Exchange-Traded FD
FST LOW OPPT EFT
$27.9M559.9K
1.7%
+6.0%
Added · +32K sh
14Ishares Gold Trust Micro
SHS REPSTG UN TR
$23.4M584.6K
1.4%
−76%
Reduced · −1.9M sh
15Ishares TR
CORE S&P TTL STK
$22.5M137.2K
1.3%
−2.7%
Reduced · −4K sh
16Ishares U S ETF TR
BLOOMBERG ROLL
$22.5M407.1K
1.3%
New
New position
17Invesco Exchange Traded FD T
S&P500 EQL WGT
$22.0M103.5K
1.3%
−17%
Reduced · −21K sh
18Nvidia Corporation
COM
$21.5M107.2K
1.3%
+210%
Added · +73K sh
19Apple Inc
COM
$19.2M66.2K
1.1%
+184%
Added · +43K sh
20Pacer FDS TR
US LRG CP CASH
$19.1M474.7K
1.1%
+0.2%
Added · +843 sh
21Ishares TR
CORE S&P SCP ETF
$18.9M127.3K
1.1%
−1.4%
Reduced · −2K sh
22Columbia ETF TR I
RESH ENHNC COR
$18.9M436.2K
1.1%
+1.4%
Added · +6K sh
23Wisdomtree TR
US QTLY DIV GRT
$18.3M191.2K
1.1%
+2.7%
Added · +5K sh
24First TR Exchange-Traded FD
CAP STRENGTH ETF
$17.6M187.5K
1.1%
+2.2%
Added · +4K sh
25Ishares TR
MBS ETF
$16.5M174.7K
1.0%
+9.2%
Added · +15K sh
26Roundhill ETF Trust
MEMORY ETF
$14.9M201.4K
0.9%
New
New position
27Micron Technology Inc
COM
$14.8M12.8K
0.9%
New
New position
28Ishares TR
RUS MID CAP ETF
$14.0M127.2K
0.8%
+1.6%
Added · +2K sh
29Goldman Sachs ETF TR
ACTIVEBETA US
$14.0M153.1K
0.8%
−2.0%
Reduced · −3K sh
30Ishares TR
INTL EQTY FACTOR
$13.4M327.0K
0.8%
−3.0%
Reduced · −10K sh
31Microsoft Corp
COM
$13.4M35.8K
0.8%
+164%
Added · +22K sh
32Ishares TR
RUS MD CP GR ETF
$13.3M90.7K
0.8%
−1.9%
Reduced · −2K sh
33Invesco Exch Traded FD TR II
S&P INTL QULTY
$13.0M298.4K
0.8%
−5.4%
Reduced · −17K sh
34Ishares TR
MSCI INTL VLU FT
$12.9M309.5K
0.8%
−16%
Reduced · −59K sh
35Alphabet Inc
CAP STK CL A
$12.4M34.7K
0.7%
+101%
Added · +17K sh
36Ishares TR
INVT GRAD SY ETF
$12.2M269.4K
0.7%
New
New position
37Amazon Com Inc
COM
$11.8M49.5K
0.7%
+191%
Added · +33K sh
38Bondbloxx ETF Trust
BLOOMBERG TEN YR
$10.9M240.0K
0.7%
+7.2%
Added · +16K sh
39J P Morgan Exchange Traded F
BETABUILDERS US
$10.9M236.6K
0.6%
+8.4%
Added · +18K sh
40Advanced Micro Devices Inc
COM
$10.5M18.1K
0.6%
New
New position
41Ishares TR
RUS 1000 GRW ETF
$10.2M82.3K
0.6%
+453%
Added · +67K sh
42Ishares TR
ISHS 1-5YR INVS
$9.8M186.7K
0.6%
+12%
Added · +20K sh
43Ishares TR
1 3 YR TREAS BD
$9.4M114.7K
0.6%
+20%
Added · +19K sh
44Simplify Exchange Traded Fun
SHORT TERM TREA
$9.1M447.2K
0.5%
+4.3%
Added · +18K sh
45Broadcom Inc
COM
$9.1M24.0K
0.5%
+145%
Added · +14K sh
46BlackRock ETF Trust
ISHARES US EQUIT
$8.9M130.6K
0.5%
+33%
Added · +32K sh
47Tesla Inc
COM
$8.6M20.6K
0.5%
+295%
Added · +15K sh
48Ishares TR
A RATE CP BD ETF
$7.9M165.9K
0.5%
+18%
Added · +25K sh
49Alphabet Inc
CAP STK CL C
$7.9M22.2K
0.5%
+298%
Added · +17K sh
50Ishares TR
20 YR TR BD ETF
$7.4M86.0K
0.4%
−20%
Reduced · −22K sh
Showing 50 of 214 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 2026214$1.7B13F-HR
Q1 2026Mar 31, 2026Apr 16, 2026202$1.3B13F-HR
Q4 2025Dec 31, 2025Jan 16, 2026211$1.3B13F-HR
Q3 2025Sep 30, 2025Oct 24, 2025196$1.3B13F-HR
Q2 2025Jun 30, 2025Jul 23, 2025177$1.2B13F-HR
Q3 2024Sep 30, 2024May 19, 2025199$867.4M13F-HR
Q2 2024Jun 30, 2024May 19, 2025200$804.3M13F-HR
Q3 2022Sep 30, 2022May 20, 2025135$485.7M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.