Latest imported 13F data

First Heartland Consultants, Inc.

โ€ขCIK: 1428793โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

SPDW
SPDR INDEX SHS FDS
+25.9%
2.4% of portfolio
JMOM
J P MORGAN EXCHANGE TRADED F
NEW
0.3% of portfolio
GRNY
TIDAL ETF TR
+36.6%
1.1% of portfolio
IVES
WEDBUSH SER TR
+63.0%
0.8% of portfolio
FTCB
FIRST TR EXCHANGE-TRADED FD
+30.3%
1.2% of portfolio

๐Ÿ“‰ Biggest Sells

OSCV
ETF SER SOLUTIONS
-16.0%
1.5% of portfolio
EFA
ISHARES
-24.7%
0.6% of portfolio
BUFR
FIRST TR EXCHNG TRADED FD VI
-36.8%
0.3% of portfolio
TLH
ISHARES TR
-56.8%
0.1% of portfolio
VXUS
VANGUARD STAR FD
-18.5%
0.5% of portfolio

Sector Breakdown

Other87.8%
ETF4.7%
Technology3.9%
Consumer1.7%
Financial0.7%
Healthcare0.6%
Industrial0.3%
Energy0.1%

๐Ÿšช Exited Positionssold since Q3 2025

FXI
ISHARES TR
SOLD
$5.6M
SHV
ISHARES TR
SOLD
$2.5M
PJUN
INNOVATOR ETFS TRUST
SOLD
$2.0M
FTSM
FIRST TR EXCHANGE TRADED FD
SOLD
$1.3M
BUFQ
FIRST TR EXCHNG TRADED FD VI
SOLD
$1.2M
+322 more exited positions

Changes from Q3 2025

NEW4 new positions
โ†‘126 increased
โ†“69 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022