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Portfolio (Quarterly) Guide ↗

First Heartland Consultants, Inc.

· CIK 0001428793
13F Portfolio $1.5B AUM 589 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 119 New 241 Added 190 Reduced 63 Exited
Page 2 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FESM FIDELITY COVINGTON TRUST 196,379.0 $9.8M 0.64% +49K +33.1% $50.12 -4.4%
22 QSPT FIRST TR EXCHNG TRADED FD VI 267,225.0 $9.3M 0.60% +236K +745.8% $34.84 +1.6%
23 BNDX VANGUARD BD INDEX 190,113.0 $9.2M 0.60% +26K +15.9% $48.43 -1.6%
24 FLGV FRANKLIN TEMPLETON ETF TR 448,314.0 $9.1M 0.59% +30K +7.1% $20.28 -1.6%
25 FMB FIRST TR EXCHANGE TRADED FD I 158,769.0 $8.2M 0.53% +29K +21.9% $51.37 -2.3%
26 SHY ISHARES TR 94,638.0 $7.8M 0.50% +71K +308.4% $82.11 -0.1%
27 EELV INVESCO EXCH TRADED FD TR II 263,347.0 $7.3M 0.47% +148K +128.9% $27.80 +3.7%
28 TBIL RBB FD INC 145,921.0 $7.3M 0.47% +30K +25.6% $49.86 +0.3%
29 IYM ISHARES 39,664.0 $7.1M 0.46% +37K +1282.0% $179.56 +8.7%
30 EUSA ISHARES 61,853.0 $7.1M 0.46% +3K +4.5% $114.19 +3.7%
31 COWZ PACER FDS TR 113,021.0 $7.0M 0.46% +19K +20.8% $62.20 +15.8%
32 BIV VANGUARD BD INDEX FD INC 89,901.0 $6.9M 0.45% +5K +5.6% $76.70 -1.7%
33 XLK SELECT SECTOR SPDR TR 35,651.0 $6.8M 0.44% +19K +110.0% $190.52 -3.8%
34 BND VANGUARD BD INDEX FD INC 87,218.0 $6.4M 0.41% +8K +9.4% $73.41 -1.6%
35 VB VANGUARD INDEX FDS 20,353.0 $6.2M 0.40% +321.0 +1.6% $303.13 +0.5%
36 IJK ISHARES 52,297.0 $6.1M 0.40% +45K +617.4% $117.50 -1.7%
37 INNOVATOR ETFS TRUST 208,493.0 $6.0M 0.39% +17K +8.9% $28.62
38 MTUM ISHARES TR 17,083.0 $5.9M 0.38% +2K +12.1% $342.82 -11.0%
39 MSFT MICROSOFT CORP Technology 15,527.0 $5.8M 0.38% +155.0 +1.0% $373.02 +29.5%
40 CGBL CAPITAL GROUP CORE BALANCED 149,359.0 $5.7M 0.37% +16K +11.9% $37.96 +0.7%
Page 2 of 13  ·  241 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.7%
Technology 21.7%
Consumer Cyclical 8.6%
Industrials 6.7%
Consumer Defensive 5.0%
Healthcare 4.4%
Communication Services 3.4%
Energy 1.5%
Real Estate 1.0%
Utilities 0.8%