Estate Counselors, LLC

Est. AUM

$1.12B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ETF SER SOLUTIONS	THE BRINSMERE FU	$355.5M	11911928	31.65%	SOLE
2	ETF SER SOLUTIONS	THE BRINSMERE FU	$340.6M	12136996	30.32%	SOLE
3	VANGUARD STAR FDS	VG TL INTL STK F	$40.2M	521214	3.58%	SOLE
4	ISHARES TR	10-20 YR TRS ETF	$26.7M	265219	2.38%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$23.1M	313820	2.06%	SOLE
6	ISHARES TR	MBS ETF	$22.1M	232819	1.97%	SOLE
7	ISHARES TR	7-10 YR TRSY BD	$21.7M	227204	1.93%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$21.1M	230144	1.88%	SOLE
9	ISHARES TR	JPMORGAN USD EMG	$20.7M	220249	1.84%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET CON	$15.2M	185026	1.35%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET HEA	$14.5M	98757	1.29%	SOLE
12	VANGUARD WORLD FD	ENERGY ETF	$14.4M	82989	1.28%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET MAT	$9.6M	192477	0.86%	SOLE
14	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$8.7M	205869	0.77%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET UTI	$7.4M	161218	0.66%	SOLE
16	SPDR GOLD TR	GOLD SHS	$7.3M	16942	0.65%	SOLE
17	VANGUARD INDEX FDS	VALUE ETF	$7.0M	35593	0.62%	SOLE
18	AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.8M	67965	0.60%	SOLE
19	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$6.6M	183475	0.58%	SOLE
20	ISHARES TR	MSCI EAFE MIN VL	$6.3M	68581	0.56%	SOLE
21	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$6.1M	115730	0.54%	SOLE
22	INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$6.1M	123070	0.54%	SOLE
23	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$6.1M	124560	0.54%	SOLE
24	ISHARES TR	20 YR TR BD ETF	$6.1M	70250	0.54%	SOLE
25	ISHARES TR	RUS 1000 VAL ETF	$6.1M	28399	0.54%	SOLE
26	ISHARES TR	0-5 YR TIPS ETF	$6.1M	58525	0.54%	SOLE
27	ISHARES TR	TIPS BD ETF	$6.0M	54555	0.54%	SOLE
28	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.9M	165905	0.52%	SOLE
29	VANGUARD INDEX FDS	REAL ESTATE ETF	$5.8M	65755	0.52%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET COM	$5.5M	49754	0.49%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET TEC	$5.3M	40170	0.48%	SOLE
32	SELECT SECTOR SPDR TR	STATE STREET CON	$5.2M	48070	0.47%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.4M	56260	0.31%	SOLE
34	CIENA CORP	COM NEW	$2.9M	7562	0.26%	SOLE
35	FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$2.8M	47200	0.25%	SOLE
36	APA CORPORATION	COM	$2.4M	55887	0.21%	SOLE
37	PRINCIPAL FINANCIAL GROUP IN	COM	$2.0M	22708	0.18%	SOLE
38	WESTERN DIGITAL CORP	COM	$2.0M	7500	0.18%	SOLE
39	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.0M	24186	0.18%	SOLE
40	LUMENTUM HLDGS INC	COM	$2.0M	2843	0.18%	SOLE
41	CHARTER COMMUNICATIONS INC	CL A	$2.0M	9113	0.18%	SOLE
42	OVINTIV INC	COM	$2.0M	33132	0.18%	SOLE
43	AGNC INVT CORP	COM	$2.0M	195095	0.17%	SOLE
44	THE CIGNA GROUP	COM	$1.9M	7288	0.17%	SOLE
45	COMFORT SYS USA INC	COM	$1.9M	1393	0.17%	SOLE
46	ANNALY CAPITAL MANAGEMENT IN	COM NEW	$1.9M	89945	0.17%	SOLE
47	NEWS CORP NEW	CL B	$1.9M	66409	0.17%	SOLE
48	EDISON INTL	COM	$1.9M	25365	0.17%	SOLE
49	COMCAST CORP NEW	CL A	$1.8M	64200	0.16%	SOLE
50	GENERAL MTRS CO	COM	$1.8M	24412	0.16%	SOLE

1–50 of 97

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.