Estate Counselors, LLC

Q4 2025 13F-HR Holdings

Location
Thiensville, WI
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$1,194,333
Net value change ($000)
+29,757 (2.6%)
New positions
19
Sold out positions
17
Turnover %
13.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/31/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
TBFC 13,051 3.9%
TLH 11,953 NEW
IEF 11,173 NEW
MBB 11,099 NEW
VCLT 10,726 NEW
XLI 9,427 NEW
XLK 9,042 140.3%
GLD 7,211 947.6%
CIEN 4,396 NEW
VFH 4,309 64.4%
Top Reduces (Value $000, Stocks/ETFs)
VCSH -11,225 -97.1%
FUTY -11,166 -73.5%
STIP -10,771 -100.0%
TIP -10,760 -100.0%
SJNK -10,744 -100.0%
VTI -5,711 -29.1%
XLP -4,047 -20.6%
TLN -4,044 -100.0%
ALAB -4,037 -100.0%
CHTR -3,850 -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