Estate Counselors, LLC

Q3 2026 13F-HR Holdings

Location
Thiensville, WI
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$1,118,516
Net value change ($000)
-45,053 (-3.9%)
New positions
22
Sold out positions
25
Turnover %
18.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SHY 20,793 NEW
SJNK 20,489 NEW
SPY 7,262 NEW
MTUM 7,211 NEW
QUAL 6,923 NEW
PRF 6,879 1160.0%
XLU 5,467 NEW
TLT 4,204 NEW
AVDV 2,707 39.5%
CRWD 2,697 NEW
Top Reduces (Value $000, Stocks/ETFs)
EMB -22,029 -100.0%
VRP -21,344 -100.0%
XLP -13,660 -100.0%
XLV -9,576 -100.0%
XLB -8,281 -60.0%
VUG -7,979 -100.0%
TBFC -6,953 -1.9%
IJH -6,855 -90.3%
VXUS -5,571 -22.0%
VDE -5,544 -52.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 204 (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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type