First Heartland Consultants, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's compliance analyst, Andrew Walz, as the responsible party for the report, which was submitted on October 8, 2026.
The report details a portfolio consisting of 593 individual equity securities. The holdings are primarily comprised of major exchange-traded funds (ETFs) and mutual funds, including funds from issuers such as iShares, Vanguard, and First Trust. These funds track various market indices, including the S&P 500, Russell 2000, and Total Stock Market, as well as specific sectors like technology, bonds, and international markets.
Among the individual common stocks held by the firm are shares in Apple Inc., Microsoft Corporation, Amazon.com Inc., and Alphabet Inc. The filing also lists positions in consumer staples and healthcare companies such as Procter & Gamble Co., Coca-Cola Company, and Eli Lilly & Co. Additionally, the portfolio includes energy companies like ExxonMobil Holdings Corp. and ConocoPhillips, and financial institutions such as Berkshire Hathaway Inc. and Blackstone Group Inc.
