Estate Counselors, LLC

All 13F Filings

Location
Thiensville, WI
Most recent 13F
Q2 2026
Holdings value ($000)
1,163,569
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/7/2026 92 1,163,569 13F-HR Estate Counselors, LLC
Q1 2026 5/15/2026 97 1,123,176 13F-HR Estate Counselors, LLC
Q4 2025 2/2/2026 90 1,194,333 13F-HR Estate Counselors, LLC
Q3 2025 10/31/2025 89 1,164,576 13F-HR Estate Counselors, LLC
Q2 2025 8/11/2025 82 1,017,193 13F-HR Estate Counselors, LLC
Q2 2014 7/23/2014 48 261,761 13F-HR Estate Counselors, LLC
Q1 2014 4/11/2014 51 249,149 13F-HR Estate Counselors, LLC
Q4 2013 1/17/2014 53 225,263 13F-HR Estate Counselors, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 503 (0.0% of total reported value) · QoQ Δ: +503
Type Value ($000) Share % Inflow Outflow Net
Stocks 56.5 K 4.9% 3.179 K 0 3.179 K
ETFs 1.107 M 95.1% 37.77 K 0 37.77 K
Debt 0 0.0% 0 1.06 K -1.06 K
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,163,569
Holdings
92
QoQ value change ($000)
40,393 (3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.