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Portfolio (Quarterly) Guide ↗

First Heartland Consultants, Inc.

· CIK 0001428793
13F Portfolio $1.3B AUM 533 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New 238 Added 159 Reduced 38 Exited
Page 1 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 51,325.0 $35.0M 2.65% -1K -2.3% $681.91 +8.9%
2 OSCV ETF SER SOLUTIONS 543,858.0 $20.1M 1.53% -104K -16.0% $37.03 +9.3%
3 FRDM EA SERIES TRUST 356,220.0 $18.3M 1.38% -27K -7.0% $51.27 +32.6%
4 UCON FIRST TR EXCHNG TRADED FD VI 652,735.0 $16.4M 1.25% -37K -5.3% $25.17 -1.6%
5 VOO VANGUARD INDEX FDS 23,402.0 $14.7M 1.11% -799.0 -3.3% $627.12 +8.9%
6 AAPL APPLE INC Technology 53,836.0 $14.6M 1.11% -3K -5.0% $271.86 +12.2%
7 CGDV CAPITAL GROUP DIVIDEND VALUE 316,602.0 $13.8M 1.05% -2K -0.8% $43.64 +9.7%
8 AMZN AMAZON COM INC Consumer Cyclical 49,039.0 $11.3M 0.86% -386.0 -0.8% $230.82 +16.3%
9 IWM ISHARES TR 36,459.0 $9.0M 0.68% -207.0 -0.6% $246.16 +14.8%
10 SDVY FIRST TR EXCHANGE TRADED FD 232,275.0 $8.9M 0.68% -7K -2.9% $38.32 +7.9%
11 BERKSHIRE HATHAWAY INC DEL 16,828.0 $8.5M 0.64% -100.0 -0.6% $502.65
12 EFA ISHARES 80,514.0 $7.7M 0.59% -26K -24.7% $96.03 +8.5%
13 ITOT ISHARES TR 44,571.0 $6.6M 0.50% -869.0 -1.9% $148.69 +9.1%
14 VXUS VANGUARD STAR FD 85,108.0 $6.4M 0.49% -19K -18.5% $75.44 +12.1%
15 IUSG ISHARES TR 36,173.0 $6.1M 0.46% -319.0 -0.9% $167.94 +11.1%
16 VB VANGUARD INDEX FDS 20,032.0 $5.2M 0.39% -201.0 -1.0% $257.95 +11.0%
17 DOL WINSDOMTREE TR 73,635.0 $4.8M 0.37% -18K -19.8% $65.85 +12.5%
18 VIG VANGUARD SPECIALIZED PORTFOL 21,767.0 $4.8M 0.36% -2K -7.8% $219.78 +5.1%
19 EDIV SPDR INDEX SHS FDS 105,217.0 $4.1M 0.31% -2K -1.7% $39.15 +5.2%
20 IYY ISHARES TR 23,950.0 $4.0M 0.30% -416.0 -1.7% $165.81 +8.7%
Page 1 of 8  ·  159 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 48.9%
Technology 19.7%
Consumer Cyclical 8.5%
Healthcare 5.2%
Communication Services 4.9%
Industrials 4.5%
Consumer Defensive 3.9%
Energy 2.2%
Real Estate 0.9%
Utilities 0.8%