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Donna Blamberg

Heck Capital Advisors, Llc

Assets Managed
$1.348B
Holdings
202
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
0.47%(2Q avg: 2.13%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Heck Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 202 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.348B in assets, with a quarterly growth rate of 0.47% and a 2-quarter average growth rate of 2.13%. The portfolio is managed by Donna Blamberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.28%
14.41%
$194.183M
297,275 shares@ $653.22 avg price
IAUM
Ishares Gold Trust Micro
Recent Activity
Increased 102.44%
8.44%
$113.743M
2.436M shares@ $46.7 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.18%
8.34%
$112.38M
350,301 shares@ $320.82 avg price
ONEQ
Fidelity Nasdaq Composite In
Recent Activity
Decreased -1.16%
3.7%
$49.813M
586,662 shares@ $84.91 avg price
DIA
Spdr Djia Trust
Recent Activity
Decreased -1.96%
3.63%
$48.813M
105,267 shares@ $463.71 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -22.43%
3.23%
$43.482M
623,399 shares@ $69.76 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 1.43%
2.84%
$38.201M
1.667M shares@ $22.91 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -8.85%
2.8%
$37.653M
415,923 shares@ $90.53 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Increased 178.45%
2.5%
$33.651M
614,830 shares@ $54.74 avg price
IWL
Ishares Russell Top 200 Etf
Recent Activity
2.44%
$32.837M
204,621 shares@ $160.48 avg price

1-10 of 202