Estate Counselors, LLC
CIK: 0001559832SEC EDGAR →
Portfolio Value
$1.2B
Holdings
90
As of
Q4 2025
New Positions
90
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ETF SER SOLUTIONS | 12,380,359 | $370.4M | 31.01% |
| 2 | ETF SER SOLUTIONS | 12,264,277 | $345.4M | 28.92% |
| 3 | VANGUARD STAR FDS | 527,003 | $39.8M | 3.33% |
| 4 | SELECT SECTOR SPDR TR | 105,633 | $16.4M | 1.37% |
| 5 | SELECT SECTOR SPDR TR | 350,837 | $15.9M | 1.33% |
| 6 | SELECT SECTOR SPDR TR | 201,067 | $15.6M | 1.31% |
| 7 | SELECT SECTOR SPDR TR | 107,575 | $15.5M | 1.30% |
| 8 | VANGUARD BD INDEX FDS | 200,440 | $14.8M | 1.24% |
| 9 | VANGUARD WORLD FD | 113,420 | $14.3M | 1.20% |
| 10 | VANGUARD INDEX FDS | 41,486 | $13.9M | 1.16% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (90)
$370.4M · 12.4M shares
$345.4M · 12.3M shares
$39.8M · 527K shares
$16.4M · 106K shares
$15.9M · 351K shares
$15.6M · 201K shares
$15.5M · 108K shares
$14.8M · 200K shares
$14.3M · 113K shares
$13.9M · 41K shares
$12.0M · 118K shares
$11.9M · 133K shares
$11.2M · 116K shares
$11.1M · 117K shares
$11.0M · 82K shares
$10.8M · 113K shares
$10.7M · 141K shares
$10.2M · 86K shares
$9.8M · 83K shares
$9.4M · 61K shares
$8.7M · 148K shares
$8.3M · 105K shares
$8.0M · 20K shares
$7.9M · 71K shares
$7.5M · 12K shares
$6.9M · 14K shares
$6.5M · 14K shares
$6.4M · 69K shares
$6.2M · 184K shares
$6.1M · 75K shares
$6.0M · 34K shares
$5.9M · 69K shares
$5.8M · 117K shares
$5.7M · 166K shares
$5.7M · 125K shares
$5.6M · 49K shares
$5.5M · 63K shares
$5.3M · 123K shares
$5.0M · 50K shares
$4.9M · 89K shares
$4.8M · 7K shares
$4.8M · 211K shares
$4.7M · 14K shares
$4.6M · 5K shares
$4.4M · 26K shares
$4.4M · 19K shares
$4.2M · 12K shares
$4.2M · 31K shares
$4.0M · 10K shares
$4.0M · 73K shares
$3.8M · 147K shares
$3.8M · 20K shares
$3.8M · 14K shares
$3.7M · 169K shares
$3.6M · 13K shares
$3.0M · 11K shares
$2.9M · 10K shares
$2.9M · 74K shares
$2.7M · 90K shares
$2.5M · 18K shares
$2.2M · 76K shares
$1.9M · 41K shares
$1.5M · 18K shares
$1.1M · 13K shares
$1.0M · 2K shares
$973K · 13K shares
$925K · 5K shares
$903K · 5K shares
$636K · 7K shares
$633K · 12K shares
$600K · 2K shares
$591K · 7K shares
$551K · 4K shares
$545K · 8K shares
$485K · 5K shares
$480K · 4K shares
$470K · 10K shares
$444K · 11K shares
$385K · 4K shares
$383K · 29K shares
$373K · 15K shares
$370K · 3K shares
$340K · 825 shares
$334K · 4K shares
$332K · 12K shares
$281K · 5K shares
$272K · 4K shares
$244K · 780 shares
$215K · 3K shares
$203K · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $1.1B | 89.7% |
| Technology | 12 | $47.2M | 3.9% |
| Unknown | 4 | $34.9M | 2.9% |
| Consumer Cyclical | 2 | $10.1M | 0.8% |
| Healthcare | 3 | $8.9M | 0.7% |
| Communication Services | 3 | $5.1M | 0.4% |
| Basic Materials | 1 | $5.0M | 0.4% |
| Utilities | 1 | $4.8M | 0.4% |
| Industrials | 1 | $4.6M | 0.4% |
| Energy | 1 | $2.9M | 0.2% |