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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 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BIV VANGUARD BD INDEX FD INC 89,901.0 $6.9M 0.45% +5K +5.6% $76.70 -1.7%
62 XLK SELECT SECTOR SPDR TR 35,651.0 $6.8M 0.44% +19K +110.0% $190.52 -3.8%
63 IUSG ISHARES TR 35,104.0 $6.6M 0.43% -1K -3.0% $188.09 +0.9%
64 BND VANGUARD BD INDEX FD INC 87,218.0 $6.4M 0.41% +8K +9.4% $73.41 -1.6%
65 VB VANGUARD INDEX FDS 20,353.0 $6.2M 0.40% +321.0 +1.6% $303.13 +0.5%
66 IJK ISHARES 52,297.0 $6.1M 0.40% +45K +617.4% $117.50 -1.7%
67 IVE ISHARES 26,619.0 $6.0M 0.39% -6K -17.2% $227.06 +4.5%
68 INNOVATOR ETFS TRUST 208,493.0 $6.0M 0.39% +17K +8.9% $28.62
69 FMDE FIDELITY COVINGTON TRUST 145,203.0 $5.9M 0.38% -31K -17.5% $40.58 +4.5%
70 MTUM ISHARES TR 17,083.0 $5.9M 0.38% +2K +12.1% $342.82 -11.0%
71 SPMO INVESCO EXCH TRADED FD TR II 35,945.0 $5.8M 0.38% -31K -46.1% $161.54 -7.9%
72 MSFT MICROSOFT CORP Technology 15,527.0 $5.8M 0.38% +155.0 +1.0% $373.02 +29.5%
73 CGBL CAPITAL GROUP CORE BALANCED 149,359.0 $5.7M 0.37% +16K +11.9% $37.96 +0.7%
74 DGRO ISHARES TR 71,070.0 $5.4M 0.35% +48K +208.1% $75.79 +5.0%
75 WMT WAL-MART STORES INC Consumer Defensive 46,825.0 $5.3M 0.34% +5K +12.5% $113.26 -8.4%
76 VIG VANGUARD SPECIALIZED PORTFOL 22,332.0 $5.3M 0.34% +565.0 +2.6% $236.62 +3.1%
77 IUSB ISHARES TR 110,333.0 $5.1M 0.33% +25K +29.5% $46.15 -1.6%
78 QDEC FIRST TR EXCHNG TRADED FD VI 142,252.0 $5.1M 0.33% +11K +8.2% $35.61 +1.0%
79 LLY LILLY ELI & CO Healthcare 4,010.0 $4.8M 0.31% +279.0 +7.5% $1199.37 +4.6%
80 SCHP SCHWAB STRATEGIC TR 178,440.0 $4.7M 0.31% +96K +116.6% $26.50 -2.0%
Page 4 of 30  ·  589 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%