Data as of Q4 2025 (Dec 31, 2025)

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

Other87.1%
ETF4.7%
Technology3.9%
Consumer1.7%
Financial1.4%
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 2023