Estate Counselors, LLC Top Holdings and 13F Report (2026) About Estate Counselors, LLCInvestment ActivityEstate Counselors, LLC has $1.12 billion in total holdings as of March 31, 2026.Estate Counselors, LLC owns shares of 97 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 13.64% of the portfolio was purchased this quarter.About 21.70% of the portfolio was sold this quarter.This quarter, Estate Counselors, LLC has purchased 90 new stocks and bought additional shares in 16 stocks.Estate Counselors, LLC sold shares of 40 stocks and completely divested from 29 stocks this quarter.Largest Holdings ETF SER SOLUTIONS $355,501,986ETF SER SOLUTIONS $340,560,467Vanguard Total International Stock ETF $40,190,867iShares 10-20 Year Treasury Bond ETF $26,712,858Vanguard Total Bond Market ETF $23,109,705 Largest New Holdings this Quarter 25434V872 - Dimensional Core Fixed Income ETF $8,691,789 Holding46138E362 - Invesco S&P 500 High Dividend Low Volatility ETF $6,105,503 Holding464287598 - iShares Russell 1000 Value ETF $6,068,014 Holding46429B747 - iShares 0-5 Year TIPS Bond ETF $6,053,241 Holding464287176 - iShares TIPS Bond ETF $6,020,690 Holding Largest Purchases this Quarter iShares 10-20 Year Treasury Bond ETF 147,654 shares (about $14.87M)iShares MBS ETF 116,254 shares (about $11.04M)iShares 7-10 Year Treasury Bond ETF 111,014 shares (about $10.60M)iShares J.P. Morgan USD Emerging Markets Bond ETF 107,719 shares (about $10.12M)SPDR Bloomberg Convertible Securities ETF 96,844 shares (about $8.86M) Largest Sales this Quarter ETF SER SOLUTIONS 468,431 shares (about $13.98M)Vanguard Total Stock Market ETF 38,009 shares (about $12.20M)Technology Select Sector SPDR Fund 67,405 shares (about $8.96M)Materials Select Sector SPDR Fund 158,360 shares (about $7.91M)Vanguard Short-Term Treasury ETF 128,387 shares (about $7.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEstate Counselors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorETF SER SOLUTIONS$355,501,986$13,979,949 â–¼-3.8%11,911,92831.7%THE BRINSMERE FUETF SER SOLUTIONS$340,560,467$3,571,467 â–¼-1.0%12,136,99630.3%THE BRINSMERE FUVXUSVanguard Total International Stock ETF$40,190,867$446,390 â–¼-1.1%521,2143.6%ETFTLHiShares 10-20 Year Treasury Bond ETF$26,712,858$14,871,711 â–²125.6%265,2192.4%ETFBNDVanguard Total Bond Market ETF$23,109,705$8,349,303 â–²56.6%313,8202.1%ETFMBBiShares MBS ETF$22,106,164$11,038,317 â–²99.7%232,8192.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$21,684,350$10,595,176 â–²95.5%227,2041.9%ETFCWBSPDR Bloomberg Convertible Securities ETF$21,062,779$8,863,163 â–²72.7%230,1441.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$20,687,989$10,118,046 â–²95.7%220,2491.8%ETFXLPConsumer Staples Select Sector SPDR Fund$15,168,431$1,315,041 â–¼-8.0%185,0261.4%ETFXLVHealth Care Select Sector SPDR Fund$14,478,764$1,008,090 â–¼-6.5%98,7571.3%ETFVDEVanguard Energy ETF$14,360,417$5,265,780 â–¼-26.8%82,9891.3%ETFXLBMaterials Select Sector SPDR Fund$9,618,076$7,913,249 â–¼-45.1%192,4770.9%ETFDFCFDimensional Core Fixed Income ETF$8,691,789$8,691,789 â–²New Holding205,8690.8%ETFXLUUtilities Select Sector SPDR Fund$7,398,294$1,738,038 â–²30.7%161,2180.7%ETFGLDSPDR Gold Shares$7,289,973$1,365,310 â–¼-15.8%16,9420.6%FinanceVTVVanguard Value ETF$6,983,347$6,055,713 â–²652.8%35,5930.6%ETFAVDVAvantis International Small Cap Value ETF$6,786,985$54,424 â–¼-0.8%67,9650.6%ETFDFEVDimensional Emerging Markets Value ETF$6,564,736$22,899 â–¼-0.3%183,4750.6%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$6,266,246$16,903 â–¼-0.3%68,5810.6%ETFDFIVDimensional International Value ETF$6,108,229$48,030 â–¼-0.8%115,7300.5%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$6,105,503$6,105,503 â–²New Holding123,0700.5%ETFFNDFSchwab Fundamental International Equity ETF$6,094,721$22,752 â–¼-0.4%124,5600.5%ETFTLTiShares 20+ Year Treasury Bond ETF$6,089,973$5,706,370 â–²1,487.6%70,2500.5%ETFIWDiShares Russell 1000 Value ETF$6,068,014$6,068,014 â–²New Holding28,3990.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$6,053,241$6,053,241 â–²New Holding58,5250.5%ETFTIPiShares TIPS Bond ETF$6,020,690$6,020,690 â–²New Holding54,5550.5%ETFDFICDimensional International Core Equity 2 ETF$5,894,605$19,542 â–¼-0.3%165,9050.5%ETFVNQVanguard Real Estate ETF$5,832,469$5,832,469 â–²New Holding65,7550.5%ETFXLCCommunication Services Select Sector SPDR Fund$5,515,728$3,710,151 â–¼-40.2%49,7540.5%ETFXLKTechnology Select Sector SPDR Fund$5,338,593$8,958,125 â–¼-62.7%40,1700.5%ETFXLYConsumer Discretionary Select Sector SPDR Fund$5,238,669$4,091,110 â–¼-43.9%48,0700.5%FinanceXLEEnergy Select Sector SPDR Fund$3,446,488$909,099 â–²35.8%56,2600.3%ETFCIENCiena$2,935,795$4,362,152 â–¼-59.8%7,5620.3%Computer and TechnologyFUTYFidelity MSCI Utilities Index ETF$2,788,104$1,522,529 â–¼-35.3%47,2000.2%ETFAPAAPA$2,371,844$2,371,844 â–²New Holding55,8870.2%EnergyPRINCIPAL FINANCIAL GROUP IN$2,046,218$2,046,218 â–²New Holding22,7080.2%COMWDCWestern Digital$2,028,675$4,892,353 â–¼-70.7%7,5000.2%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$2,001,392$529,600 â–²36.0%24,1860.2%ETFLITELumentum$1,997,947$6,083,794 â–¼-75.3%2,8430.2%Computer and TechnologyCHTRCharter Communications$1,967,314$1,967,314 â–²New Holding9,1130.2%Consumer DiscretionaryOVVOvintiv$1,966,716$2,450,381 â–¼-55.5%33,1320.2%EnergyAGNCAGNC Investment$1,956,803$1,956,803 â–²New Holding195,0950.2%FinanceCICigna Group$1,944,074$1,704,533 â–¼-46.7%7,2880.2%MedicalFIXComfort Systems USA$1,920,933$4,860,940 â–¼-71.7%1,3930.2%ConstructionNLYAnnaly Capital Management$1,902,337$1,902,337 â–²New Holding89,9450.2%FinanceNWSNews$1,893,321$1,893,321 â–²New Holding66,4090.2%Consumer DiscretionaryEIXEdison International$1,856,211$1,856,211 â–²New Holding25,3650.2%UtilitiesCMCSAComcast$1,843,182$726,363 â–¼-28.3%64,2000.2%Consumer DiscretionaryGMGeneral Motors$1,818,694$3,765,826 â–¼-67.4%24,4120.2%Auto/Tires/TrucksHPQHP$1,791,851$1,791,851 â–²New Holding93,2770.2%Computer and TechnologyTERTeradyne$1,788,247$1,788,247 â–²New Holding6,0320.2%Computer and TechnologySYFSynchrony Financial$1,778,247$1,778,247 â–²New Holding26,1430.2%FinanceCOHRCoherent$1,771,806$3,099,112 â–¼-63.6%7,4380.2%Business ServicesALLAllstate$1,757,621$1,757,621 â–²New Holding8,4770.2%FinanceMETMetLife$1,750,320$1,750,320 â–²New Holding24,7500.2%FinanceMUMicron Technology$1,723,998$2,505,760 â–¼-59.2%5,1030.2%Computer and TechnologyEQHEquitable$1,688,023$1,688,023 â–²New Holding45,4870.2%FinanceEGEverest Group$1,678,375$1,678,375 â–²New Holding5,1350.1%FinanceRNRRenaissanceRe$1,662,705$1,451,969 â–¼-46.6%5,5940.1%FinanceSHViShares Short Treasury Bond ETF$1,512,343$6,371,711 â–¼-80.8%13,7000.1%ETFVEAVanguard FTSE Developed Markets ETF$1,131,973$1,131,973 â–²New Holding17,6650.1%ETFVGSHVanguard Short-Term Treasury ETF$1,120,748$7,515,773 â–¼-87.0%19,1450.1%ETFVTIVanguard Total Stock Market ETF$1,115,767$12,197,063 â–¼-91.6%3,4770.1%ETFVGITVanguard Intermediate-Term Treasury ETF$1,086,490$1,086,490 â–²New Holding18,2450.1%ETFBSVVanguard Short-Term Bond ETF$1,059,711$7,197,723 â–¼-87.2%13,5150.1%ETFSPLGSPDR Portfolio S&P 500 ETF$1,057,377$46,386 â–²4.6%13,8140.1%ETFNVDANVIDIA$865,0240.0%4,9600.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$838,987$456,148 â–²119.1%5,6650.1%Financial ServicesIJHiShares Core S&P Mid-Cap ETF$760,388$760,388 â–²New Holding11,2600.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$748,751$748,751 â–²New Holding14,9900.1%ManufacturingDBMFiMGP DBi Managed Futures Strategy ETF$712,746$355,469 â–²99.5%23,6400.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$642,414$642,414 â–²New Holding13,2950.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$607,649$16,912 â–²2.9%7,7250.1%ManufacturingBIVVanguard Intermediate-Term Bond ETF$601,618$363,132 â–¼-37.6%7,7950.1%ETFVWOVanguard FTSE Emerging Markets ETF$599,415$37,295 â–¼-5.9%11,0900.1%ETFVGLTVanguard Long-Term Treasury ETF$516,739$516,739 â–²New Holding9,3350.0%ETFSPMOInvesco S&P 500 Momentum ETF$470,301$470,301 â–²New Holding4,1950.0%ETFFMBHFirst Mid Bancshares$468,9480.0%11,3850.0%FinancePFEPfizer$421,2000.0%15,0000.0%MedicalNULVNuveen ESG Large-Cap Value ETF$417,918$417,918 â–²New Holding9,1850.0%ETFEVUSiShares ESG Aware MSCI USA Value ETF$415,562$415,562 â–²New Holding13,0550.0%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$388,358$388,358 â–²New Holding10,7400.0%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$385,866$173,043 â–²81.3%4,8500.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$368,931$368,931 â–²New Holding3,3850.0%FinanceQQQInvesco QQQ$340,536$6,747,230 â–¼-95.2%5900.0%FinancePRFInvesco RAFI US 1000 ETF$330,096$330,096 â–²New Holding6,9450.0%ETFDFUSDimensional U.S. Equity ETF$329,377$329,377 â–²New Holding4,6450.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$315,316$315,316 â–²New Holding3,4000.0%ETFCOPXGlobal X Copper Miners ETF$290,1300.0%3,8000.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$262,123$262,123 â–²New Holding4250.0%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$248,109$252,785 â–¼-50.5%14,3250.0%ManufacturingSPMDSPDR Portfolio S&P 400 Mid Cap ETF$226,517$61,293 â–¼-21.3%3,8250.0%ETFIWFiShares Russell 1000 Growth ETF$224,313$5,641,941 â–¼-96.2%5260.0%ETFGOOGLAlphabet$224,2970.0%7800.0%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$205,766$317,488 â–¼-60.7%1,4550.0%ManufacturingVYMIVanguard International High Dividend Yield ETF$202,145$202,145 â–²New Holding2,1450.0%ETFVFHVanguard Financials ETF$0$10,999,976 â–¼-100.0%00.0%ETFVCLTVanguard Long-Term Corporate Bond ETF$0$10,725,569 â–¼-100.0%00.0%ManufacturingXLIIndustrial Select Sector SPDR Fund$0$9,426,642 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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