Estate Counselors, LLC

Q1 2026 13F-HR Holdings

Location
Thiensville, WI
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$1,123,176
Net value change ($000)
-71,157 (-6.0%)
New positions
36
Sold out positions
29
Turnover %
16.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TLH 14,760 123.5%
MBB 11,007 99.2%
IEF 10,511 94.1%
EMB 9,854 91.0%
CWB 9,173 77.1%
DFCF 8,692 NEW
BND 8,263 55.7%
SPHD 6,106 NEW
VTV 6,080 673.3%
IWD 6,068 NEW
Top Reduces (Value $000, Stocks/ETFs)
TBFG -14,921 -4.0%
VTI -12,793 -92.0%
VFH -11,000 -100.0%
VCLT -10,726 -100.0%
XLK -10,149 -65.5%
XLI -9,427 -100.0%
VGSH -7,544 -87.1%
QQQ -7,203 -95.5%
VUG -6,923 -100.0%
SHV -6,355 -80.8%
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