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
Other87.8%
ETF4.7%
Technology3.9%
Consumer1.7%
Financial0.7%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022