Estate Counselors, LLC

Q2 2026 13F-HR Holdings

Location
Thiensville, WI
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$1,163,569
Net value change ($000)
+40,393 (3.6%)
New positions
24
Sold out positions
29
Turnover %
19.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 26,304 7.4%
VRP 21,344 NEW
BKLN 21,339 NEW
BIL 21,221 NEW
TBFC 18,513 5.4%
STIP 14,899 246.1%
XLF 9,240 NEW
VUG 7,979 NEW
HYLB 7,421 1912.6%
SPSM 6,976 1086.6%
Top Reduces (Value $000, Stocks/ETFs)
TLH -26,713 -100.0%
IEF -21,684 -100.0%
MBB -21,209 -95.9%
VXUS -14,873 -37.0%
BND -14,511 -62.8%
DFCF -8,692 -100.0%
XLU -7,398 -100.0%
TLT -6,090 -100.0%
TIP -6,021 -100.0%
VNQ -5,832 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 503 (0.0% of total reported value)
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