Sponsored

The Analysis of Estate Counselors, LLC's Holdings & P&L

Currently, Estate Counselors, LLC holds 91 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VRP (+878.0K shares, valued at $21.3M), BKLN (+1.0M shares, valued at $21.3M), BIL (+231.6K shares, valued at $21.2M); decreased their positions in MBB (-223.3K shares, valued at $21.1M), VXUS (-225.1K shares, valued at $19.2M), BND (-196.7K shares, valued at $14.4M); initiated new positions in VRP (+878.0K shares, valued at $21.3M), BKLN (+1.0M shares, valued at $21.3M), BIL (+231.6K shares, valued at $21.2M).

1M P&L

+36.4M+3.24%

3M P&L

+11.1M+0.97%

HY P&L

+639.0K+0.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.1B

95.9%

2Asset Management7.3M

0.6%

3Computer Hardware4.8M

0.4%

Top Industries by Stock Count

1N/A59 stocks

69.4%

2Asset Management3 stocks

3.5%

3Drug Manufacturers - General2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TBFG ETF SER SOLUTIONS11.6M shares-2.29%2026-06-302026-08-07

TBFC ETF SER SOLUTIONS12.2M shares0.33%2026-06-302026-08-07

VXUS VANGUARD STAR FDS296.1K shares-43.18%2026-06-302026-08-07

CWB SPDR SERIES TRUST206.0K shares-10.49%2026-06-302026-08-07

EMB ISHARES TR228.4K shares3.71%2026-06-302026-08-07

VRP INVESCO EXCH TRADED FD TR II878.0K sharesnew addition2026-06-302026-08-07

BKLN INVESCO EXCH TRADED FD TR II1.0M sharesnew addition2026-06-302026-08-07

BIL SPDR SERIES TRUST231.6K sharesnew addition2026-06-302026-08-07

Sponsored

STIP ISHARES TR205.1K shares250.43%2026-06-302026-08-07

XLB SELECT SECTOR SPDR TR271.5K shares41.08%2026-06-302026-08-07

XLP SELECT SECTOR SPDR TR164.4K shares-11.12%2026-06-302026-08-07

VDE VANGUARD WORLD FD70.1K shares-15.48%2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR60.4K shares-38.89%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR172.3K sharesnew addition2026-06-302026-08-07

BND VANGUARD BD INDEX FDS117.1K shares-62.67%2026-06-302026-08-07

VUG VANGUARD INDEX FDS92.6K sharesnew addition2026-06-302026-08-07

Sponsored

HYLB DBX ETF TR213.8K shares1890.93%2026-06-302026-08-07

SPSM SPDR SERIES TRUST132.1K shares893.61%2026-06-302026-08-07

IJH ISHARES TR98.5K shares774.54%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR39.4K shares-1.97%2026-06-302026-08-07

DFEV DIMENSIONAL ETF TRUST175.1K shares-4.57%2026-06-302026-08-07

FNDF SCHWAB STRATEGIC TR131.7K shares5.70%2026-06-302026-08-07

IWD ISHARES TR28.4K shares0.14%2026-06-302026-08-07

AVDV AMERICAN CENTY ETF TR66.5K shares-2.18%2026-06-302026-08-07

Sponsored

DFIC DIMENSIONAL ETF TRUST178.5K shares7.61%2026-06-302026-08-07

DFIV DIMENSIONAL ETF TRUST122.5K shares5.84%2026-06-302026-08-07

VTV VANGUARD INDEX FDS30.3K shares-14.81%2026-06-302026-08-07

LQD ISHARES TR59.7K shares1663.52%2026-06-302026-08-07

EFAV ISHARES TR74.0K shares7.91%2026-06-302026-08-07

GLD SPDR GOLD TR17.6K shares3.84%2026-06-302026-08-07

MDY STATE STR SPDR S&P MIDCAP 408.7K shares1942.59%2026-06-302026-08-07

XLI SELECT SECTOR SPDR TR32.3K sharesnew addition2026-06-302026-08-07

Sponsored

XLRE SELECT SECTOR SPDR TR120.3K sharesnew addition2026-06-302026-08-07

VGIT VANGUARD SCOTTSDALE FDS52.4K shares187.26%2026-06-302026-08-07

CHTR CHARTER COMMUNICATIONS INC19.6K shares114.58%2026-06-302026-08-07

CRBG COREBRIDGE FINL INC93.9K sharesnew addition2026-06-302026-08-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.7K sharesnew addition2026-06-302026-08-07

SNDK SANDISK CORP1.1K sharesnew addition2026-06-302026-08-07

BE BLOOM ENERGY CORP8.4K sharesnew addition2026-06-302026-08-07

AES CORP AES CORP169.8K sharesnew addition2026-06-302026-08-07

Sponsored

NLY ANNALY CAPITAL MANAGEMENT IN107.5K shares19.55%2026-06-302026-08-07

PFG PRINCIPAL FINANCIAL GROUP IN22.0K shares-2.94%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC2.0K shares-59.87%2026-06-302026-08-07

XLE SELECT SECTOR SPDR TR43.7K shares-22.34%2026-06-302026-08-07

EQH EQUITABLE HLDGS INC51.6K shares13.53%2026-06-302026-08-07

WDC WESTERN DIGITAL CORP3.5K shares-52.73%2026-06-302026-08-07

EXE EXPAND ENERGY CORPORATION24.2K sharesnew addition2026-06-302026-08-07

ARCH CAP GROUP LTD ARCH CAP GROUP LTD21.6K sharesnew addition2026-06-302026-08-07

Sponsored

MET METLIFE INC23.9K shares-3.37%2026-06-302026-08-07

FIS FIDELITY NATL INFORMATION SV51.2K sharesnew addition2026-06-302026-08-07

CI THE CIGNA GROUP7.2K shares-1.85%2026-06-302026-08-07

ALL ALLSTATE CORP8.2K shares-3.81%2026-06-302026-08-07

SYF SYNCHRONY FINANCIAL25.2K shares-3.43%2026-06-302026-08-07

VCIT VANGUARD SCOTTSDALE FDS22.8K shares-5.88%2026-06-302026-08-07

EG EVEREST GROUP LTD5.2K shares1.23%2026-06-302026-08-07

RNR RENAISSANCERE HLDGS LTD5.8K shares3.24%2026-06-302026-08-07

Sponsored

OVV OVINTIV INC34.6K shares4.55%2026-06-302026-08-07

NWS NEWS CORP NEW64.1K shares-3.54%2026-06-302026-08-07

GM GENERAL MTRS CO22.8K shares-6.71%2026-06-302026-08-07

LUMENTUM HLDGS INC LUMENTUM HLDGS INC2.0K shares-28.10%2026-06-302026-08-07

CIEN CIENA CORP3.4K shares-54.48%2026-06-302026-08-07

SHV ISHARES TR11.9K shares-13.10%2026-06-302026-08-07

MGK VANGUARD WORLD FD13.9K sharesnew addition2026-06-302026-08-07

SPDR SERIES TRUST SPDR SERIES TRUST13.7K shares-1.07%2026-06-302026-08-07

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares-21.74%2026-06-302026-08-07

NVDA NVIDIA CORPORATION5.0K shares0.00%2026-06-302026-08-07

VGLT VANGUARD SCOTTSDALE FDS16.4K shares75.60%2026-06-302026-08-07

MBB ISHARES TR9.5K shares-95.93%2026-06-302026-08-07

HYG ISHARES TR9.7K shares99.69%2026-06-302026-08-07

VTIP VANGUARD MALVERN FDS15.0K shares-0.03%2026-06-302026-08-07

SPMO INVESCO EXCH TRADED FD TR II4.5K shares7.15%2026-06-302026-08-07

DBMF LITMAN GREGORY FDS TR19.5K shares-17.45%2026-06-302026-08-07

Sponsored

PRF INVESCO EXCHANGE TRADED FD T11.0K shares58.03%2026-06-302026-08-07

FMBH FIRST MID BANCSHARES INC11.4K shares0.00%2026-06-302026-08-07

EMXC ISHARES INC5.3K shares-31.78%2026-06-302026-08-07

PFE PFIZER INC22.0K shares46.67%2026-06-302026-08-07

SPHD INVESCO EXCH TRADED FD TR II9.6K shares-92.20%2026-06-302026-08-07

VBK VANGUARD INDEX FDS1.3K sharesnew addition2026-06-302026-08-07

SPMD SPDR SERIES TRUST6.9K shares80.00%2026-06-302026-08-07

XJH ISHARES TR8.8K sharesnew addition2026-06-302026-08-07

Sponsored

NULG NUSHARES ETF TR3.9K sharesnew addition2026-06-302026-08-07

NULV NUSHARES ETF TR8.8K shares-3.86%2026-06-302026-08-07

VYMI VANGUARD WHITEHALL FDS3.8K shares76.83%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS4.7K shares-73.22%2026-06-302026-08-07

COPX GLOBAL X FDS3.8K shares0.00%2026-06-302026-08-07

GOOGL ALPHABET INC780 shares0.00%2026-06-302026-08-07

ESML ISHARES TR4.2K sharesnew addition2026-06-302026-08-07

HYXF ISHARES TR4.6K sharesnew addition2026-06-302026-08-07

Sponsored

LLY ELI LILLY & CO178 sharesnew addition2026-06-302026-08-07

VCEB VANGUARD WORLD FD3.2K sharesnew addition2026-06-302026-08-07

BALI BLACKROCK ETF TRUST5.9K sharesnew addition2026-06-302026-08-07

TBFG

ETF SER SOLUTIONS

-2.29%

Shares11.6M

Event2026-06-30

Filed2026-08-07

TBFC

ETF SER SOLUTIONS

0.33%

Shares12.2M

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

-43.18%

Shares296.1K

Event2026-06-30

Filed2026-08-07

CWB

SPDR SERIES TRUST

-10.49%

Shares206.0K

Event2026-06-30

Filed2026-08-07

EMB

ISHARES TR

3.71%

Shares228.4K

Event2026-06-30

Filed2026-08-07

VRP

INVESCO EXCH TRADED FD TR II

New

Shares878.0K

Event2026-06-30

Filed2026-08-07

BKLN

INVESCO EXCH TRADED FD TR II

New

Shares1.0M

Event2026-06-30

Filed2026-08-07

BIL

SPDR SERIES TRUST

New

Shares231.6K

Event2026-06-30

Filed2026-08-07

STIP

ISHARES TR

250.43%

Shares205.1K

Event2026-06-30

Filed2026-08-07

XLB

SELECT SECTOR SPDR TR

41.08%

Shares271.5K

Event2026-06-30

Filed2026-08-07

XLP

SELECT SECTOR SPDR TR

-11.12%

Shares164.4K

Event2026-06-30

Filed2026-08-07

VDE

VANGUARD WORLD FD

-15.48%

Shares70.1K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

-38.89%

Shares60.4K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

New

Shares172.3K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

-62.67%

Shares117.1K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

New

Shares92.6K

Event2026-06-30

Filed2026-08-07

HYLB

DBX ETF TR

1890.93%

Shares213.8K

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

893.61%

Shares132.1K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

774.54%

Shares98.5K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

-1.97%

Shares39.4K

Event2026-06-30

Filed2026-08-07

DFEV

DIMENSIONAL ETF TRUST

-4.57%

Shares175.1K

Event2026-06-30

Filed2026-08-07

FNDF

SCHWAB STRATEGIC TR

5.70%

Shares131.7K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

0.14%

Shares28.4K

Event2026-06-30

Filed2026-08-07

AVDV

AMERICAN CENTY ETF TR

-2.18%

Shares66.5K

Event2026-06-30

Filed2026-08-07

DFIC

DIMENSIONAL ETF TRUST

7.61%

Shares178.5K

Event2026-06-30

Filed2026-08-07

DFIV

DIMENSIONAL ETF TRUST

5.84%

Shares122.5K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

-14.81%

Shares30.3K

Event2026-06-30

Filed2026-08-07

LQD

ISHARES TR

1663.52%

Shares59.7K

Event2026-06-30

Filed2026-08-07

EFAV

ISHARES TR

7.91%

Shares74.0K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

3.84%

Shares17.6K

Event2026-06-30

Filed2026-08-07

MDY

STATE STR SPDR S&P MIDCAP 40

1942.59%

Shares8.7K

Event2026-06-30

Filed2026-08-07

XLI

SELECT SECTOR SPDR TR

New

Shares32.3K

Event2026-06-30

Filed2026-08-07

XLRE

SELECT SECTOR SPDR TR

New

Shares120.3K

Event2026-06-30

Filed2026-08-07

VGIT

VANGUARD SCOTTSDALE FDS

187.26%

Shares52.4K

Event2026-06-30

Filed2026-08-07

CHTR

CHARTER COMMUNICATIONS INC

114.58%

Shares19.6K

Event2026-06-30

Filed2026-08-07

CRBG

COREBRIDGE FINL INC

New

Shares93.9K

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares2.7K

Event2026-06-30

Filed2026-08-07

SNDK

SANDISK CORP

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

BLOOM ENERGY CORP

New

Shares8.4K

Event2026-06-30

Filed2026-08-07

AES CORP

New

Shares169.8K

Event2026-06-30

Filed2026-08-07

NLY

ANNALY CAPITAL MANAGEMENT IN

19.55%

Shares107.5K

Event2026-06-30

Filed2026-08-07

PFG

PRINCIPAL FINANCIAL GROUP IN

-2.94%

Shares22.0K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

-59.87%

Shares2.0K

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

-22.34%

Shares43.7K

Event2026-06-30

Filed2026-08-07

EQH

EQUITABLE HLDGS INC

13.53%

Shares51.6K

Event2026-06-30

Filed2026-08-07

WDC

WESTERN DIGITAL CORP

-52.73%

Shares3.5K

Event2026-06-30

Filed2026-08-07

EXE

EXPAND ENERGY CORPORATION

New

Shares24.2K

Event2026-06-30

Filed2026-08-07

ARCH CAP GROUP LTD

New

Shares21.6K

Event2026-06-30

Filed2026-08-07

MET

METLIFE INC

-3.37%

Shares23.9K

Event2026-06-30

Filed2026-08-07

FIS

FIDELITY NATL INFORMATION SV

New

Shares51.2K

Event2026-06-30

Filed2026-08-07

THE CIGNA GROUP

-1.85%

Shares7.2K

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

-3.81%

Shares8.2K

Event2026-06-30

Filed2026-08-07

SYF

SYNCHRONY FINANCIAL

-3.43%

Shares25.2K

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD SCOTTSDALE FDS

-5.88%

Shares22.8K

Event2026-06-30

Filed2026-08-07

EVEREST GROUP LTD

1.23%

Shares5.2K

Event2026-06-30

Filed2026-08-07

RNR

RENAISSANCERE HLDGS LTD

3.24%

Shares5.8K

Event2026-06-30

Filed2026-08-07

OVV

OVINTIV INC

4.55%

Shares34.6K

Event2026-06-30

Filed2026-08-07

NWS

NEWS CORP NEW

-3.54%

Shares64.1K

Event2026-06-30

Filed2026-08-07

GENERAL MTRS CO

-6.71%

Shares22.8K

Event2026-06-30

Filed2026-08-07

LUMENTUM HLDGS INC

-28.10%

Shares2.0K

Event2026-06-30

Filed2026-08-07

CIEN

CIENA CORP

-54.48%

Shares3.4K

Event2026-06-30

Filed2026-08-07

SHV

ISHARES TR

-13.10%

Shares11.9K

Event2026-06-30

Filed2026-08-07

MGK

VANGUARD WORLD FD

New

Shares13.9K

Event2026-06-30

Filed2026-08-07

SPDR SERIES TRUST

-1.07%

Shares13.7K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-21.74%

Shares2.7K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

VGLT

VANGUARD SCOTTSDALE FDS

75.60%

Shares16.4K

Event2026-06-30

Filed2026-08-07

MBB

ISHARES TR

-95.93%

Shares9.5K

Event2026-06-30

Filed2026-08-07

HYG

ISHARES TR

99.69%

Shares9.7K

Event2026-06-30

Filed2026-08-07

VTIP

VANGUARD MALVERN FDS

-0.03%

Shares15.0K

Event2026-06-30

Filed2026-08-07

SPMO

INVESCO EXCH TRADED FD TR II

7.15%

Shares4.5K

Event2026-06-30

Filed2026-08-07

DBMF

LITMAN GREGORY FDS TR

-17.45%

Shares19.5K

Event2026-06-30

Filed2026-08-07

PRF

INVESCO EXCHANGE TRADED FD T

58.03%

Shares11.0K

Event2026-06-30

Filed2026-08-07

FMBH

FIRST MID BANCSHARES INC

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-07

EMXC

ISHARES INC

-31.78%

Shares5.3K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

46.67%

Shares22.0K

Event2026-06-30

Filed2026-08-07

SPHD

INVESCO EXCH TRADED FD TR II

-92.20%

Shares9.6K

Event2026-06-30

Filed2026-08-07

VBK

VANGUARD INDEX FDS

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

SPMD

SPDR SERIES TRUST

80.00%

Shares6.9K

Event2026-06-30

Filed2026-08-07

XJH

ISHARES TR

New

Shares8.8K

Event2026-06-30

Filed2026-08-07

NULG

NUSHARES ETF TR

New

Shares3.9K

Event2026-06-30

Filed2026-08-07

NULV

NUSHARES ETF TR

-3.86%

Shares8.8K

Event2026-06-30

Filed2026-08-07

VYMI

VANGUARD WHITEHALL FDS

76.83%

Shares3.8K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

-73.22%

Shares4.7K

Event2026-06-30

Filed2026-08-07

COPX

GLOBAL X FDS

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

0.00%

Shares780

Event2026-06-30

Filed2026-08-07

ESML

ISHARES TR

New

Shares4.2K

Event2026-06-30

Filed2026-08-07

HYXF

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

New

Shares178

Event2026-06-30

Filed2026-08-07

VCEB

VANGUARD WORLD FD

New

Shares3.2K

Event2026-06-30

Filed2026-08-07

BALI

BLACKROCK ETF TRUST

New

Shares5.9K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T125 sharesnew addition2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares125

Event2026-06-30

Filed2026-08-07