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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 4 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BALT INNOVATOR ETFS TRUST 106,050.0 $3.6M 0.23% +60K +130.8% $34.27 +1.3%
62 DNP DNP SELECT INCOME FD INC Financial Services 335,016.0 $3.6M 0.23% +14K +4.4% $10.79 +0.8%
63 SGOV ISHARES TR 34,325.0 $3.5M 0.22% +29K +504.9% $100.67 -0.0%
64 VWOB VANGUARD WHITEHALL FDS 51,150.0 $3.4M 0.22% +33K +185.7% $67.24 -2.0%
65 FV FIRST TR EXCHANGE TRADED FD 44,211.0 $3.4M 0.22% +1K +2.6% $75.88 -2.5%
66 GOOGL ALPHABET INC Communication Services 8,955.0 $3.2M 0.21% +676.0 +8.2% $357.37 -3.5%
67 IJH ISHARES 40,496.0 $3.1M 0.20% +8K +24.1% $77.11 -0.4%
68 OACP UNIFIED SER TR 137,229.0 $3.1M 0.20% +72K +110.6% $22.71 -1.4%
69 MGK VANGUARD WORLD FD 33,987.0 $3.0M 0.19% +28K +481.8% $87.91 +1.2%
70 MNA NEW YORK LIFE INVESTMENTS ET 79,995.0 $2.9M 0.19% +73K +998.7% $36.48 +1.1%
71 ASTS AST SPACEMOBILE INC Technology 32,799.0 $2.9M 0.19% +1K +3.6% $88.86 -22.7%
72 FLTR VANECK ETF TRUST 110,104.0 $2.8M 0.18% +12K +11.8% $25.61 -0.0%
73 TSLA TESLA INC Consumer Cyclical 6,439.0 $2.7M 0.17% +453.0 +7.6% $420.59 -13.7%
74 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 52,945.0 $2.7M 0.17% +1K +2.5% $51.05 +31.3%
75 JPM JP MORGAN CHASE & CO Financial Services 8,168.0 $2.7M 0.17% +125.0 +1.6% $327.32 +7.4%
76 COWG PACER FDS TR 65,876.0 $2.6M 0.17% +18K +38.9% $40.15 -1.0%
77 AOR ISHARES TR 37,900.0 $2.6M 0.17% +2K +4.4% $69.50 +0.5%
78 SOXX ISHARES 4,094.0 $2.6M 0.17% +799.0 +24.2% $640.74 -18.8%
79 MUB ISHARES TR 21,659.0 $2.3M 0.15% +14K +194.5% $107.62 -2.1%
80 V VISA INC Financial Services 6,448.0 $2.2M 0.14% +213.0 +3.4% $343.09 +8.1%
Page 4 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%