First Heartland Consultants, Inc. Portfolio Holdings

First Heartland Consultants, Inc.

$1.14 Billion
Q4 2025

First Heartland Consultants, Inc. has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 533 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $46.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $45.9M, Invesco Qqq Trust, Series 1 with a value of $44.6M, Spdr S&P 500 ETF Trust with a value of $34.2M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $31.6M.

Examining the 13F form we can see an increase of $29.4M in the current position value, from $1.11B to 1.14B.

Below you can find more details about First Heartland Consultants, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.14 Billion

ETFs: $972 Million

Technology: $49.7 Million

Financial Services: $27 Million

Consumer Cyclical: $21.9 Million

Communication Services: $13.7 Million

Healthcare: $12.5 Million

Industrials: $10.4 Million

Consumer Defensive: $9.54 Million

Other: $10.7 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ACIO ETF Ser Solutions Aptus Collar ETFs	$0	$46.7 Million 4.11% of portfolio	1,072,556	Q4 2025 Added 2.4%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$45.9 Million 4.04% of portfolio	580,485	Q4 2025 Added 0.27%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$44.6 Million 3.93% of portfolio	73,919	Q4 2025 Added 4.78%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$34.2 Million 3.01% of portfolio	51,325	Q4 2025 Reduced 2.31%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$31.6 Million 2.78% of portfolio	721,548	Q4 2025 Added 25.86%
DRSK ETF Ser Solutions Aptus Define ETFs	$0	$28 Million 2.46% of portfolio	964,963	Q4 2025 Added 6.93%
RDVY First Trust Rising Dividend Ac ETFs	$0	$25.8 Million 2.27% of portfolio	384,922	Q4 2025 Added 0.64%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$25.1 Million 2.21% of portfolio	318,613	Q4 2025 Reduced 0.37%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$25.1 Million 2.21% of portfolio	207,200	Q4 2025 Added 1.76%

SPYG Spdr Portfolio ETFs	$0	$24.5 Million 2.15% of portfolio	233,321	Q4 2025 Added 7.41%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$23 Million 2.03% of portfolio	410,303	Q4 2025 Added 13.12%
OSCV Opus Small Cap Value ETF ETFs	$0	$20 Million 1.76% of portfolio	543,858	Q4 2025 Reduced 16.02%
FRDM Ea Ser Tr Freedom 100 Emerging ETFs	$0	$17 Million 1.49% of portfolio	356,220	Q4 2025 Reduced 7.0%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$16.8 Million 1.48% of portfolio	167,646	Q4 2025 Added 6.74%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$16.4 Million 1.45% of portfolio	652,735	Q4 2025 Reduced 5.32%
VUG Vanguard Growth ETF ETFs	$0	$15.7 Million 1.38% of portfolio	32,539	Q4 2025 Added 0.69%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$14.5 Million 1.27% of portfolio	23,402	Q4 2025 Reduced 3.3%
GRID First Tr Nasdaq Clean Edge Sma ETFs	$0	$14.3 Million 1.26% of portfolio	93,399	Q4 2025 Added 5.26%

CGDV Capital Group Divid Value ETF ETFs	$0	$13.6 Million 1.2% of portfolio	316,602	Q4 2025 Reduced 0.78%
VTV Vanguard Value ETF ETFs	$0	$12.8 Million 1.13% of portfolio	68,639	Q4 2025 Added 2.69%
PTRB Pgim ETF Tr Total Return Bd Et ETFs	$0	$12.6 Million 1.11% of portfolio	299,429	Q4 2025 Added 14.35%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$12.5 Million 1.1% of portfolio	269,725	Q4 2025 Added 6.32%
VEA Vanguard Ftse Developed Market ETFs	$0	$12 Million 1.05% of portfolio	195,414	Q4 2025 Added 2.4%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$10.9 Million 0.96% of portfolio	23,032	Q4 2025 Added 1.4%
VTI Vanguard Total Stock Market Et ETFs	$0	$10.7 Million 0.94% of portfolio	32,364	Q4 2025 Added 1.8%
RLY Ssga Active ETF Tr ETFs	$0	$9.58 Million 0.84% of portfolio	305,276	Q4 2025 Added 0.82%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$8.83 Million 0.78% of portfolio	147,200	Q4 2025 Added 28.21%
BKAG Bny Mellon ETF Tr Core Bond Et ETFs	$0	$8.75 Million 0.77% of portfolio	206,229	Q4 2025 Added 7.06%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$8.71 Million 0.77% of portfolio	232,275	Q4 2025 Reduced 2.94%
FLGV Franklin Templeton ETF Trfrank ETFs	$0	$8.63 Million 0.76% of portfolio	418,701	Q4 2025 Added 1.98%
IWM Ishares Russell 2000 ETF ETFs	$0	$8.66 Million 0.76% of portfolio	36,459	Q4 2025 Reduced 0.56%
BNDX Vanguard Total International B ETFs	$0	$8.12 Million 0.71% of portfolio	164,074	Q4 2025 Added 6.96%
EEM Ishares Msci Emerging Markets ETFs	$0	$7.87 Million 0.69% of portfolio	143,265	Q4 2025 Added 0.55%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$7.86 Million 0.69% of portfolio	66,735	Q4 2025 Added 5.69%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$7.67 Million 0.68% of portfolio	80,514	Q4 2025 Reduced 24.69%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$7.35 Million 0.65% of portfolio	29,341	Q4 2025 Added 21.16%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$7.24 Million 0.64% of portfolio	135,189	Q4 2025 Reduced 0.16%
IVE Ishares S&P 500 Value ETF ETFs	$0	$6.74 Million 0.59% of portfolio	32,135	Q4 2025 Added 20.61%
FMB First Tr Exchange Traded Fd Ii ETFs	$0	$6.66 Million 0.59% of portfolio	130,249	Q4 2025 Added 11.93%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$6.63 Million 0.58% of portfolio	85,114	Q4 2025 Added 11.25%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$6.52 Million 0.57% of portfolio	44,571	Q4 2025 Reduced 1.91%
IYW Ishares Dj Us Tech ETF ETFs	$0	$6.42 Million 0.57% of portfolio	32,240	Q4 2025 Reduced 0.36%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$6.38 Million 0.56% of portfolio	85,108	Q4 2025 Reduced 18.47%
IVV Ishares Core S&P 500 ETF ETFs	$0	$6.23 Million 0.55% of portfolio	9,220	Q4 2025 Added 1.53%
EUSA Ishares Msci Usa Equal Weighte ETFs	$0	$6.02 Million 0.53% of portfolio	59,174	Q4 2025 Added 1.98%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$5.97 Million 0.53% of portfolio	36,173	Q4 2025 Reduced 0.87%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$5.91 Million 0.52% of portfolio	79,699	Q4 2025 Added 0.39%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$5.48 Million 0.48% of portfolio	93,594	Q4 2025 Added 2.57%
HTRB Hartford Fds Total Return Bd E ETFs	$0	$5.34 Million 0.47% of portfolio	155,617	Q4 2025 Added 3.75%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$5.08 Million 0.45% of portfolio	17,406	Q4 2025 Added 0.01%

Summary

Portfolio
No. of Stocks 533
Current Value $1.14 Billion
Prior Value $1.11 Billion
Filing
Period Q4 2025
Filing Date January 09, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 48 stocks
Additional Purchases 270 stocks
Sold out of 0 stocks
Reduced holdings in 179 stocks

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First Heartland Consultants, Inc. Portfolio Holdings