DOSSIER · 13F-HR · Q3 2026

First Heartland Consultants, Inc.

$1.5B in tracked AUM across 593 positions as of Q3 2026.

FH
CIK 0001428793 · last filed Sep 30, 2026
Total AUM
$1.5B
as of Q3 2026
Holdings
593
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

First Heartland Consultants, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$63M702K4.2%
02
ACIO
ETF SER SOLUTIONS
$56M1.2M3.7%
03
QQQ
INVESCO QQQ TR
$49M67K3.3%
04
RDVY
FIRST TR EXCHANGE TRADED FD
$40M510K2.7%
05
SPDW
SPDR INDEX SHS FDS
$39M770K2.6%
06
SPYG
SPDR SERIES TRUST
$33M265K2.2%
07
SPY
SPDR S&P 500 ETF TR
$31M41K2.1%
08
DRSK
ETF SER SOLUTIONS
$30M1.1M2.0%
09
SPYV
SPDR SER TR
$29M480K2.0%
10
FRDM
EA SERIES TRUST
$22M319K1.5%

Filing history

2026Q3Sep 30
$1.5B▼ 2.7%
593 positionsView →
2026Q2Jun 30
$1.5B▲ 18.4%
589 positionsView →
2026Q1Mar 31
$1.3B▼ 1.0%
523 positionsView →
2025Q4Dec 31
$1.3B▲ 6.4%
533 positionsView →
2025Q3Sep 30
$1.2B▲ 10.3%
523 positionsLocked
2025Q2Jun 30
$1.1B▲ 16.0%
503 positionsLocked
2025Q1Mar 31
$969M▼ 0.6%
439 positionsLocked
2024Q4Dec 31
$975M▲ 4.8%
448 positionsLocked
2024Q3Sep 30
$930M▼ 35.1%
453 positionsLocked
2024Q2Jun 30
$1.4B▲ 48.7%
445 positionsLocked
2024Q1Mar 31
$963M▲ 16.2%
422 positionsLocked
2023Q4Dec 31
$829M▲ 4.5%
356 positionsLocked
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