Estate Counselors, LLC

Q3 2025 13F-HR Holdings

Location
Thiensville, WI
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
89
Total value ($000)
$1,164,576
Net value change ($000)
+147,383 (14.5%)
New positions
28
Sold out positions
21
Turnover %
18.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/11/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TBFG 59,490 18.9%
VTI 18,262 1344.8%
TBFC 12,178 3.8%
CWB 11,647 NEW
EMB 10,947 NEW
TIP 10,760 NEW
SJNK 10,744 NEW
AVDV 5,977 NEW
DFEV 5,780 NEW
DFIC 5,334 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHY -9,318 -100.0%
BKLN -9,316 -100.0%
MINT -9,315 -100.0%
HYG -5,117 -90.4%
ISTB -5,090 -100.0%
GLD -4,814 -86.3%
SPOT -3,872 -100.0%
HWM -3,786 -100.0%
ATI -3,781 -100.0%
VRSN -3,737 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type