AiSiWhale

AI & tech investing

First Heartland Consultants, Inc.

CIK 1428793

13F filing for Q2 2026・No. 1,961

Holdings
US$1.55B
Quarter change
+US$239.97M
Entries
589
Net bought (estimate)
+US$90.73M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 86
  • Sold out 20
  • Cut 177
  • Added 292
  • Corporate actions 0
  • Unchanged 34

Largest holdings

589 stocks worth US$1.55B, options and bonds left out.

StockThis quarterValueWeight
SPDR SERIES TRUSTPORTFOLIO LR ETFAddedUS$60.02M3.88%
ETF SER SOLUTIONSAPTUS COLLAREDAddedUS$53.4M3.46%
QQQInvesco QQQUNIT SER 1AddedUS$44.99M2.91%
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIVAddedUS$39.6M2.56%
SPDR INDEX SHS FDSPORTFOLIO DEVLPDAddedUS$37.45M2.42%
SPYSPDR S&P 500 ETF TRUNIT SER 1 S&PAddedUS$31.57M2.04%
ETF SER SOLUTIONSAPTUS DEFINEDAddedUS$31.22M2.02%
SPDR SERIES TRUSTPRTFLO S&P500 GWAddedUS$30.66M1.98%
SPDR SER TRPRTFLO S&P500 VLAddedUS$28.18M1.82%
EA SERIES TRUSTFREEDOOM 100 EMCutUS$24.44M1.58%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.