First Heartland Consultants, Inc.
โขCIK: 1428793โขFiling: Q4 2025
**First Heartland Consultants, Inc.** manages $1.3B across a diversified portfolio of 533 positions. The fund exhibits a notable concentration in sector and index-tracking ETFs, with top holdings including ACIO at $46.9M and SPYM at $46.6M. Significant allocations are also directed toward broad market exposure via NDQ ($45.4M) and SPY ($35.0M). This structure suggests a tactical, index-oriented approach to capital deployment.
Total AUM
$1.3B
QoQ Performance
+6.4%
Positions
281
Top 10 Concentration
28.3%
Latest Filing
Q4 2025
Top Holdings Allocation
ACIO3.6%
SPYM3.5%
NDQ3.4%
SPY2.7%
SPDW2.4%
DRSK2.1%
RDVY2.0%
IVW1.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other87.1%
ETF4.7%
Technology3.9%
Consumer1.7%
Financial1.4%
Healthcare0.6%
Industrial0.3%
Energy0.1%
๐ช Exited Positionssold since Q3 2025
+322 more exited positions
Changes from Q3 2025
NEW4 new positions
โ126 increased
โ69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023