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Donna Blamberg

Heck Capital Advisors, Llc

Assets Managed
$1.674B
Holdings
214
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
24.19%(2Q avg: 12.33%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Heck Capital Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 214 positions.

Assets under management

The assets under management (AUM) of Heck Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.674B in assets, with a quarterly growth rate of 24.19% and a 2-quarter average growth rate of 12.33%. The portfolio is managed by Donna Blamberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 21.81%
16.2%
$271.174M
362,101 shares@ $748.89 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.31%
7.72%
$129.221M
349,207 shares@ $370.05 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 46.11%
4.51%
$75.451M
910,801 shares@ $82.85 avg price
ONEQ
Fidelity Nasdaq Composite In
Recent Activity
Increased 1.76%
3.69%
$61.618M
596,957 shares@ $103.23 avg price
DIA
Spdr Djia Trust
Recent Activity
Increased 4.17%
3.43%
$57.361M
109,655 shares@ $523.11 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 10736.27%
3.17%
$52.998M
124,292 shares@ $426.4 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Decreased -9.61%
2.43%
$40.582M
555,714 shares@ $73.03 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 4.42%
2.37%
$39.661M
1.741M shares@ $22.78 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -2.65%
2.34%
$39.103M
404,874 shares@ $96.59 avg price
IWL
Ishares Russell Top 200 Etf
Recent Activity
2.27%
$37.845M
204,621 shares@ $184.96 avg price

1-10 of 214