The Analysis of Estate Counselors, LLC's Holdings


Currently, Estate Counselors, LLC holds 89 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in TBFG (+1.4M shares, valued at $41.4M), VTI (+55.3K shares, valued at $18.2M), CWB (+128.7K shares, valued at $11.6M); decreased their positions in BSV (-116.9K shares, valued at $9.2M), GLD (-16.1K shares, valued at $5.7M), HYG (-63.5K shares, valued at $5.2M); initiated new positions in CWB (+128.7K shares, valued at $11.6M), EMB (+115.0K shares, valued at $10.9M), TIP (+96.7K shares, valued at $10.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TBFG ETF SER SOLUTIONS12.7M shares12.45%2025-09-302025-10-31history
TBFC ETF SER SOLUTIONS11.9M shares-0.03%2025-09-302025-10-31history
VXUS VANGUARD STAR FDS517.3K shares7.62%2025-09-302025-10-31history
XLP SELECT SECTOR SPDR TR250.9K shares9.84%2025-09-302025-10-31history
VTI VANGUARD INDEX FDS59.8K shares1238.39%2025-09-302025-10-31history
FUTY FIDELITY COVINGTON TRUST269.1K shares0.08%2025-09-302025-10-31history
XLB SELECT SECTOR SPDR TR165.3K shares6.22%2025-09-302025-10-31history
BND VANGUARD BD INDEX FDS195.1K shares6.32%2025-09-302025-10-31history
Sponsored
VDE VANGUARD WORLD FD114.0K shares1.80%2025-09-302025-10-31history
XLV SELECT SECTOR SPDR TR100.9K shares8.06%2025-09-302025-10-31history
XLC SELECT SECTOR SPDR TR99.2K shares3.96%2025-09-302025-10-31history
CWB SPDR SERIES TRUST128.7K sharesnew addition2025-09-302025-10-31history
VCSH VANGUARD SCOTTSDALE FDS144.6K shares13.74%2025-09-302025-10-31history
EMB ISHARES TR115.0K sharesnew addition2025-09-302025-10-31history
STIP ISHARES TR104.2K shares17.72%2025-09-302025-10-31history
TIP ISHARES TR96.7K sharesnew addition2025-09-302025-10-31history
Sponsored
SJNK SPDR SERIES TRUST419.7K sharesnew addition2025-09-302025-10-31history
XLY SELECT SECTOR SPDR TR40.2K shares5.05%2025-09-302025-10-31history
XLU SELECT SECTOR SPDR TR103.2K shares20.46%2025-09-302025-10-31history
QQQ INVESCO QQQ TR13.1K shares7.05%2025-09-302025-10-31history
BSV VANGUARD BD INDEX FDS98.5K shares-54.27%2025-09-302025-10-31history
VGSH VANGUARD SCOTTSDALE FDS123.0K shares18.56%2025-09-302025-10-31history
SHV ISHARES TR65.3K shares4.62%2025-09-302025-10-31history
HOOD ROBINHOOD MKTS INC49.6K shares0.14%2025-09-302025-10-31history
Sponsored
VUG VANGUARD INDEX FDS14.7K shares7.81%2025-09-302025-10-31history
VFH VANGUARD WORLD FD51.0K shares0.00%2025-09-302025-10-31history
XLK SELECT SECTOR SPDR TR22.9K shares7.70%2025-09-302025-10-31history
IWF ISHARES TR13.6K shares7.36%2025-09-302025-10-31history
PLTR PALANTIR TECHNOLOGIES INC33.6K shares0.15%2025-09-302025-10-31history
AVDV AMERICAN CENTY ETF TR67.1K sharesnew addition2025-09-302025-10-31history
DFEV DIMENSIONAL ETF TRUST181.3K sharesnew addition2025-09-302025-10-31history
EFAV ISHARES TR67.1K shares7.40%2025-09-302025-10-31history
Sponsored
DFIC DIMENSIONAL ETF TRUST162.7K sharesnew addition2025-09-302025-10-31history
DFIV DIMENSIONAL ETF TRUST114.4K sharesnew addition2025-09-302025-10-31history
FNDF SCHWAB STRATEGIC TR113.8K sharesnew addition2025-09-302025-10-31history
NXT NEXTRACKER INC62.6K shares0.42%2025-09-302025-10-31history
GM GENERAL MTRS CO75.0K shares0.48%2025-09-302025-10-31history
AVGO BROADCOM INC13.7K shares0.44%2025-09-302025-10-31history
GEV GE VERNOVA INC7.3K shares0.41%2025-09-302025-10-31history
ELAN ELANCO ANIMAL HEALTH INC210.6K sharesnew addition2025-09-302025-10-31history
Sponsored
NEM NEWMONT CORP49.6K sharesnew addition2025-09-302025-10-31history
FIX COMFORT SYS USA INC4.9K sharesnew addition2025-09-302025-10-31history
TLN TALEN ENERGY CORP9.5K sharesnew addition2025-09-302025-10-31history
ALAB ASTERA LABS INC20.6K sharesnew addition2025-09-302025-10-31history
SOFI SOFI TECHNOLOGIES INC146.9K sharesnew addition2025-09-302025-10-31history
CHTR CHARTER COMMUNICATIONS INC N14.0K sharesnew addition2025-09-302025-10-31history
APH AMPHENOL CORP NEW31.0K sharesnew addition2025-09-302025-10-31history
ELF E L F BEAUTY INC28.5K sharesnew addition2025-09-302025-10-31history
Sponsored
FIVE FIVE BELOW INC24.3K sharesnew addition2025-09-302025-10-31history
BA BOEING CO16.8K shares0.42%2025-09-302025-10-31history
EIX EDISON INTL64.4K shares0.66%2025-09-302025-10-31history
CRBG COREBRIDGE FINL INC108.7K shares0.45%2025-09-302025-10-31history
NFLX NETFLIX INC2.9K shares0.70%2025-09-302025-10-31history
CELH CELSIUS HLDGS INC59.6K sharesnew addition2025-09-302025-10-31history
CMCSA COMCAST CORP NEW108.1K sharesnew addition2025-09-302025-10-31history
WDC WESTERN DIGITAL CORP25.8K sharesnew addition2025-09-302025-10-31history
Sponsored
STX SEAGATE TECHNOLOGY HLDNGS PL10.8K sharesnew addition2025-09-302025-10-31history
CRDO CREDO TECHNOLOGY GROUP HOLDI17.5K sharesnew addition2025-09-302025-10-31history
XLF SELECT SECTOR SPDR TR43.9K shares31.18%2025-09-302025-10-31history
SPYM SPDR SERIES TRUST20.5K shares0.00%2025-09-302025-10-31history
SPY SPDR S&P 500 ETF TR1.9K shares0.00%2025-09-302025-10-31history
VCIT VANGUARD SCOTTSDALE FDS13.4K shares0.00%2025-09-302025-10-31history
BIV VANGUARD BD INDEX FDS13.7K shares0.00%2025-09-302025-10-31history
XLE SELECT SECTOR SPDR TR11.9K shares165.73%2025-09-302025-10-31history
Sponsored
VTV VANGUARD INDEX FDS5.4K shares0.00%2025-09-302025-10-31history
NVDA NVIDIA CORPORATION5.0K shares0.00%2025-09-302025-10-31history
VWO VANGUARD INTL EQUITY INDEX F14.4K shares0.00%2025-09-302025-10-31history
GLD SPDR GOLD TR2.1K shares-88.30%2025-09-302025-10-31history
VPL VANGUARD INTL EQUITY INDEX F8.6K shares0.00%2025-09-302025-10-31history
NULG NUSHARES ETF TR7.5K sharesnew addition2025-09-302025-10-31history
VGK VANGUARD INTL EQUITY INDEX F8.6K shares-3.04%2025-09-302025-10-31history
MTUM ISHARES TR2.4K shares0.00%2025-09-302025-10-31history
Sponsored
EMXC ISHARES INC8.9K shares0.00%2025-09-302025-10-31history
TLT ISHARES TR6.4K shares0.00%2025-09-302025-10-31history
BLV VANGUARD BD INDEX FDS7.9K shares0.00%2025-09-302025-10-31history
HYG ISHARES TR6.7K shares-90.49%2025-09-302025-10-31history
ESGU ISHARES TR3.7K shares0.00%2025-09-302025-10-31history
EAGG ISHARES TR9.8K shares0.00%2025-09-302025-10-31history
ESGV VANGUARD WORLD FD4.0K shares64.26%2025-09-302025-10-31history
PDBC INVESCO ACTVELY MNGD ETC FD33.0K shares0.00%2025-09-302025-10-31history
Sponsored
FMBH FIRST MID ILL BANCSHARES INC11.4K shares0.00%2025-09-302025-10-31history
SPMD SPDR SERIES TRUST7.0K shares0.00%2025-09-302025-10-31history
INTC INTEL CORP10.0K shares-16.67%2025-09-302025-10-31history
XLRE SELECT SECTOR SPDR TR6.8K shares0.00%2025-09-302025-10-31history
PFE PFIZER INC10.0K sharesnew addition2025-09-302025-10-31history
AOM ISHARES TR5.1K shares-4.23%2025-09-302025-10-31history
COPX GLOBAL X FDS3.8K sharesnew addition2025-09-302025-10-31history
IJR ISHARES TR1.8K sharesnew addition2025-09-302025-10-31history
Sponsored
TLRY TILRAY BRANDS INC70.0K shares0.00%2025-09-302025-10-31history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available