Estate Counselors, LLC
All 13F Filings
- Location
- Thiensville, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,123,176
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 53.32 K | 4.7% | 0 | 1.056 M | -1.056 M |
| ETFs | 1.069 M | 95.2% | 1.003 M | 0 | 1.003 M |
| Debt | 1.06 K | 0.1% | 0 | 7.24 K | -7.24 K |
| Other | 0 | 0.0% | 0 | 10.83 K | -10.83 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
1,123,176
Holdings
97
QoQ value change ($000)
-71,157
(-6.0%)
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.