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CIK: 0001428793
Total reported value
$1.5B
$1.5B
589 檔
15.7%
At the close of Q2 2026, First Heartland Consultants, Inc. disclosed equity holdings valued at approximately $1.5B, spread across 589 reported holdings.
In Q2 2026, First Heartland Consultants, Inc. displayed an active expansion posture, initiating 41 new positions and adding to 97 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, ACIO, QQQ) accounted for 15.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
PSC
市值: $10.6M
Top Position Liquidated / Trimmed
IYF
前期市值: $3.7M
Showing top 200 holdings (of 589 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.88% | +0.31% | +12.98% | |
| 2 | ACIO | Aptus Collared Invest Opp | ETF-Other | 3.46% | +0.24% | +5.49% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.91% | +0.37% | +0.53% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 2.56% | +0.10% | +1.63% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.42% | +0.15% | +1.27% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.04% | +0.03% | +11.79% | |
| 7 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.02% | -0.01% | +9.89% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.98% | +0.19% | +8.23% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.82% | +0.13% | +10.67% | |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.58% | -0.10% | -14.29% | |
| 11 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.53% | -1.44% | +0.12% | |
| 12 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.34% | -0.25% | +3.42% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.29% | +0.02% | -19.47% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 1.27% | -0.72% | +1.09% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.21% | -0.07% | +12.85% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.15% | +0.15% | -30.70% | |
| 17 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.15% | +0.01% | +1.59% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.13% | +0.04% | +487.69% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.10% | +3.98% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.06% | -1.03% | -4.24% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.97% | — | -2.48% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.14% | -2.51% | |
| 23 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.93% | +0.09% | +1.15% | |
| 24 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.93% | -0.02% | -38.40% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.21% | -4.14% | |
| 26 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.90% | -0.14% | +0.12% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | -0.01% | -1.58% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.87% | +0.35% | +118.64% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | -0.07% | +30.46% | |
| 30 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.84% | +0.01% | +1.07% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | +0.31% | +7.85% | |
| 32 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.79% | -0.79% | EXIT | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.77% | -0.04% | -17.30% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.06% | -0.33% | |
| 35 | PSC | Principal US Small-cap ETF | ETF-Other | 0.68% | +0.01% | — | |
| 36 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-Other | 0.67% | -0.18% | -2.66% | |
| 37 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.66% | -0.52% | -0.11% | |
| 38 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-Other | 0.64% | -0.07% | +10.11% | |
| 39 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.64% | +0.02% | +42.64% | |
| 40 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.62% | +0.02% | -0.21% | |
| 41 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.61% | -0.03% | +4.98% | |
| 42 | QSPT | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.60% | +0.08% | -4.95% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.60% | +0.03% | +2.30% | |
| 44 | FLGV | Franklin U.s. Treasury Bond | ETF-Gov Bonds | 0.59% | +0.01% | +3.63% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.56% | -0.15% | +43.27% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.29% | -0.16% | |
| 47 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.54% | -0.36% | -9.81% | |
| 48 | FMB | First Trust Managed Municipa | ETF-Other | 0.53% | +0.03% | +9.39% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.50% | +0.18% | +2.71% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.50% | +0.13% | +9.27% |
According to official SEC Form 13F filings, First Heartland Consultants, Inc. reported a total U.S. public equity portfolio value of $1.5B across 589 disclosed positions in Q2 2026.
During Q2 2026, First Heartland Consultants, Inc.'s top holdings by market value included SPYM (3.9%)、ACIO (3.5%)、QQQ (2.9%). The largest single position, SPYM, represented 3.9% of total portfolio value.
In Q2 2026, First Heartland Consultants, Inc. made 200 total portfolio adjustments, initiating 41 new buys, adding to 97 positions, trimming 54 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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