Estate Counselors, LLC
13F Reported Value
ⓘ$1.1B
Holdings
97
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Estate Counselors, LLC disclosed 97 positions worth $1.1B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 18 new positions and exited 15 — including a new stake in $APA and a full exit from $PLTR. The portfolio is most concentrated in Other (94.2% of disclosed assets). All figures are sourced directly from Estate Counselors, LLC’s Form 13F-HR filing with the SEC under CIK 1559832.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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ETF SER SOLUTIONS
—Quality
$355.5M11,911,928 shETF SER SOLUTIONS
—Quality
$340.6M12,136,996 shVANGUARD STAR FDS
—Quality
$40.2M521,214 shISHARES TR
—Quality
$26.7M265,219 shVANGUARD BD INDEX FDS
—Quality
$23.1M313,820 shISHARES TR
—Quality
$22.1M232,819 shISHARES TR
—Quality
$21.7M227,204 shSPDR SERIES TRUST
—Quality
$21.1M230,144 shISHARES TR
—Quality
$20.7M220,249 shSELECT SECTOR SPDR TR
—Quality
$15.2M185,026 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ETF SER SOLUTIONS | — | $355.5M | 11,911,928 |
| ETF SER SOLUTIONS | — | $340.6M | 12,136,996 |
| VANGUARD STAR FDS | — | $40.2M | 521,214 |
| ISHARES TR | — | $26.7M | 265,219 |
| VANGUARD BD INDEX FDS | — | $23.1M | 313,820 |
| ISHARES TR | — | $22.1M | 232,819 |
| ISHARES TR | — | $21.7M | 227,204 |
| SPDR SERIES TRUST | — | $21.1M | 230,144 |
| ISHARES TR | — | $20.7M | 220,249 |
| SELECT SECTOR SPDR TR | — | $15.2M | 185,026 |
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32-signal composite ranking on each of Estate Counselors, LLC's 97 positions.
Showing top 10 of 97 holdings.
Sector Allocation
Other
$1.1B
Financials
$27.3M
Technology
$14.4M
Communication Services
$5.7M
Industrials
$5.5M
Energy
$4.3M
Real Estate
$3.9M
Healthcare
$2.4M
Full Holdings — Estate Counselors, LLC (Q1 2026)
All 97 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ETF SER SOLUTIONS | $355.5M | 31.6% | -4% | — |
| 2 | — | ETF SER SOLUTIONS | $340.6M | 30.3% | -1% | — |
| 3 | — | VANGUARD STAR FDS | $40.2M | 3.6% | -1% | — |
| 4 | — | ISHARES TR | $26.7M | 2.4% | +126% | — |
| 5 | — | VANGUARD BD INDEX FDS | $23.1M | 2.1% | +57% | — |
| 6 | — | ISHARES TR | $22.1M | 2.0% | +100% | — |
| 7 | — | ISHARES TR | $21.7M | 1.9% | +96% | — |
| 8 | — | SPDR SERIES TRUST | $21.1M | 1.9% | +73% | — |
| 9 | — | ISHARES TR | $20.7M | 1.8% | +96% | — |
| 10 | — | SELECT SECTOR SPDR TR | $15.2M | 1.4% | -8% | — |
| 11 | — | SELECT SECTOR SPDR TR | $14.5M | 1.3% | -7% | — |
| 12 | — | VANGUARD WORLD FD | $14.4M | 1.3% | -27% | — |
| 13 | — | SELECT SECTOR SPDR TR | $9.6M | 0.9% | -45% | — |
| 14 | — | DIMENSIONAL ETF TRUST | $8.7M | 0.8% | +12% | — |
| 15 | — | SELECT SECTOR SPDR TR | $7.4M | 0.7% | +31% | — |
| 16 |  $GLD | SPDR GOLD TRUST | $7.3M | 0.7% | -16% | — |
| 17 | — | VANGUARD INDEX FDS | $7.0M | 0.6% | +653% | — |
| 18 | — | AMERICAN CENTY ETF TR | $6.8M | 0.6% | -1% | — |
| 19 | — | DIMENSIONAL ETF TRUST | $6.6M | 0.6% | -0% | — |
| 20 | — | ISHARES TR | $6.3M | 0.6% | -0% | — |
| 21 | — | DIMENSIONAL ETF TRUST | $6.1M | 0.5% | -1% | — |
| 22 |  $IVZ | Invesco Ltd. | $6.1M | 0.5% | NEW | — |
| 23 | — | SCHWAB STRATEGIC TR | $6.1M | 0.5% | -0% | — |
| 24 | — | ISHARES TR | $6.1M | 0.5% | +1488% | — |
| 25 | — | ISHARES TR | $6.1M | 0.5% | -76% | — |
| 26 | — | ISHARES TR | $6.1M | 0.5% | -50% | — |
| 27 | — | ISHARES TR | $6.0M | 0.5% | -54% | — |
| 28 | — | DIMENSIONAL ETF TRUST | $5.9M | 0.5% | -0% | — |
| 29 | — | VANGUARD INDEX FDS | $5.8M | 0.5% | +363% | — |
| 30 | — | SELECT SECTOR SPDR TR | $5.5M | 0.5% | -40% | — |
| 31 | — | SELECT SECTOR SPDR TR | $5.3M | 0.5% | -63% | — |
| 32 | — | SELECT SECTOR SPDR TR | $5.2M | 0.5% | -44% | — |
| 33 | — | SELECT SECTOR SPDR TR | $3.4M | 0.3% | +36% | — |
| 34 |  $CIEN | CIENA CORP | $2.9M | 0.3% | -60% | 70.7 |
| 35 | — | FIDELITY COVINGTON TRUST | $2.8M | 0.3% | -35% | — |
| 36 |  $APA | APA Corp | $2.4M | 0.2% | NEW | — |
| 37 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $2.0M | 0.2% | NEW | 50.6 |
| 38 |  $WDC | WESTERN DIGITAL CORP | $2.0M | 0.2% | -71% | 76.8 |
| 39 | — | VANGUARD SCOTTSDALE FDS | $2.0M | 0.2% | +36% | — |
| 40 |  $LITE | Lumentum Holdings Inc. | $2.0M | 0.2% | -75% | 63.4 |
| 41 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $2.0M | 0.2% | NEW | 57.7 |
| 42 |  $OVV | Ovintiv Inc. | $2.0M | 0.2% | -55% | 46.5 |
| 43 |  $AGNC | AGNC Investment Corp. | $2.0M | 0.2% | NEW | — |
| 44 |  $CI | Cigna Group | $1.9M | 0.2% | -47% | 66.8 |
| 45 |  $FIX | COMFORT SYSTEMS USA INC | $1.9M | 0.2% | -72% | 79.5 |
| 46 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $1.9M | 0.2% | NEW | — |
| 47 |  $NWS | NEWS CORP | $1.9M | 0.2% | NEW | 62.4 |
| 48 |  $EIX | EDISON INTERNATIONAL | $1.9M | 0.2% | NEW | 70.7 |
| 49 |  $CCZ | COMCAST CORP | $1.8M | 0.2% | -28% | 70.4 |
| 50 |  $GM | General Motors Co | $1.8M | 0.2% | -67% | 58.7 |
| 51 |  $HPQ | HP INC | $1.8M | 0.2% | NEW | 58.9 |
| 52 |  $TER | TERADYNE, INC | $1.8M | 0.2% | NEW | 74.6 |
| 53 |  $SYF | Synchrony Financial | $1.8M | 0.2% | NEW | — |
| 54 |  $COHR | COHERENT CORP. | $1.8M | 0.2% | -64% | 64 |
| 55 |  $ALL | ALLSTATE CORP | $1.8M | 0.2% | NEW | 76.6 |
| 56 |  $MET | METLIFE INC | $1.8M | 0.2% | NEW | 73.9 |
| 57 |  $MU | MICRON TECHNOLOGY INC | $1.7M | 0.1% | -59% | 88.4 |
| 58 |  $EQH | Equitable Holdings, Inc. | $1.7M | 0.1% | NEW | 48.9 |
| 59 |  $EG | EVEREST GROUP, LTD. | $1.7M | 0.1% | NEW | — |
| 60 |  $RNR | RENAISSANCERE HOLDINGS LTD | $1.7M | 0.1% | -47% | — |
| 61 | — | ISHARES TR | $1.5M | 0.1% | -81% | — |
| 62 | — | VANGUARD TAX-MANAGED FDS | $1.1M | 0.1% | NEW | — |
| 63 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.1% | -87% | — |
| 64 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | -92% | — |
| 65 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.1% | -87% | — |
| 66 |  $META | Meta Platforms, Inc. | $1.1M | 0.1% | -87% | 80.9 |
| 67 | — | SPDR SERIES TRUST | $1.1M | 0.1% | +5% | — |
| 68 |  $NVDA | NVIDIA CORP | $865,024 | 0.1% | +0% | 90.2 |
| 69 | — | VANGUARD WHITEHALL FDS | $838,987 | 0.1% | +119% | — |
| 70 | — | ISHARES TR | $760,388 | 0.1% | -90% | — |
| 71 | — | VANGUARD MALVERN FDS | $748,751 | 0.1% | NEW | — |
| 72 | — | LITMAN GREGORY FDS TR | $712,746 | 0.1% | +99% | — |
| 73 | — | SPDR SERIES TRUST | $642,414 | 0.1% | -90% | — |
| 74 | — | ISHARES INC | $607,649 | 0.1% | +3% | — |
| 75 | — | VANGUARD BD INDEX FDS | $601,618 | 0.1% | -38% | — |
| 76 | — | VANGUARD INTL EQUITY INDEX F | $599,415 | 0.1% | -6% | — |
| 77 | — | VANGUARD SCOTTSDALE FDS | $516,739 | 0.1% | -93% | — |
| 78 | $IVZ | Invesco Ltd. | $470,301 | 0.0% | NEW | — |
| 79 |  $FMBH | FIRST MID BANCSHARES, INC. | $468,948 | 0.0% | +0% | — |
| 80 |  $PFE | PFIZER INC | $421,200 | 0.0% | +0% | 69 |
| 81 | — | NUSHARES ETF TR | $417,918 | 0.0% | +85% | — |
| 82 | — | ISHARES TR | $415,562 | 0.0% | -89% | — |
| 83 | — | DBX ETF TR | $388,358 | 0.0% | NEW | — |
| 84 | — | ISHARES TR | $385,866 | 0.0% | +81% | — |
| 85 | — | ISHARES TR | $368,931 | 0.0% | -97% | — |
| 86 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $340,536 | 0.0% | -95% | — |
| 87 | $IVZ | Invesco Ltd. | $330,096 | 0.0% | NEW | — |
| 88 | — | DIMENSIONAL ETF TRUST | $329,377 | 0.0% | -97% | — |
| 89 | — | ISHARES TR | $315,316 | 0.0% | -97% | — |
| 90 | — | GLOBAL X FDS | $290,130 | 0.0% | +0% | — |
| 91 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $262,123 | 0.0% | NEW | — |
| 92 | $IVZ | Invesco Ltd. | $248,109 | 0.0% | -50% | — |
| 93 | — | SPDR SERIES TRUST | $226,517 | 0.0% | -21% | — |
| 94 | — | ISHARES TR | $224,313 | 0.0% | -96% | — |
| 95 |  $GOOG | Alphabet Inc. | $224,297 | 0.0% | +0% | 80.2 |
| 96 | — | ISHARES TR | $205,766 | 0.0% | -61% | — |
| 97 | — | VANGUARD WHITEHALL FDS | $202,145 | 0.0% | -17% | — |
New Positions (18)
$APA APA Corp$2.4M$PFG PRINCIPAL FINANCIAL GROUP INC$2.0M$CHTR CHARTER COMMUNICATIONS, INC. /MO/$2.0M$AGNC AGNC Investment Corp.$2.0M$NLY ANNALY CAPITAL MANAGEMENT INC$1.9M$NWS NEWS CORP$1.9M$EIX EDISON INTERNATIONAL$1.9M$HPQ HP INC$1.8M$TER TERADYNE, INC$1.8M$SYF Synchrony Financial$1.8M$ALL ALLSTATE CORP$1.8M$MET METLIFE INC$1.8M$EQH Equitable Holdings, Inc.$1.7M$EG EVEREST GROUP, LTD.$1.7MExited Positions (15)
$PLTR Palantir Technologies Inc.
$HOOD Robinhood Markets, Inc.
$NXT Nextpower Inc.
$NEM NEWMONT Corp /DE/
$GEV GE Vernova Inc.
$ELAN Elanco Animal Health Inc
$AVGO Broadcom Inc.
$APH AMPHENOL CORP /DE/
$CVNA CARVANA CO.
$SOFI SoFi Technologies, Inc.
$M Macy's, Inc.
$STX Seagate Technology Holdings plc
$CRDO Credo Technology Group Holding Ltd
$WBD Warner Bros. Discovery, Inc.
$SPY SPDR S&P 500 ETF TRUSTBrowse Top Institutional Investors
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