The Analysis of Estate Counselors, LLC's Holdings


Currently, Estate Counselors, LLC holds 90 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in XLK (+84.7K shares, valued at $12.2M), TLH (+117.6K shares, valued at $12.0M), TBFC (+399.5K shares, valued at $11.3M); decreased their positions in VCSH (-140.4K shares, valued at $11.2M), FUTY (-196.1K shares, valued at $10.8M), TBFG (-286.0K shares, valued at $8.6M); initiated new positions in TLH (+117.6K shares, valued at $12.0M), IEF (+116.2K shares, valued at $11.2M), MBB (+116.6K shares, valued at $11.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TBFG ETF SER SOLUTIONS12.4M shares-2.26%2025-12-312026-02-02history
TBFC ETF SER SOLUTIONS12.3M shares3.37%2025-12-312026-02-02history
VXUS VANGUARD STAR FDS527.0K shares1.87%2025-12-312026-02-02history
XLV SELECT SECTOR SPDR TR105.6K shares4.65%2025-12-312026-02-02history
XLB SELECT SECTOR SPDR TR350.8K shares112.25%2025-12-312026-02-02history
XLP SELECT SECTOR SPDR TR201.1K shares-19.87%2025-12-312026-02-02history
XLK SELECT SECTOR SPDR TR107.6K shares370.38%2025-12-312026-02-02history
BND VANGUARD BD INDEX FDS200.4K shares2.75%2025-12-312026-02-02history
Sponsored
VDE VANGUARD WORLD FD113.4K shares-0.48%2025-12-312026-02-02history
VTI VANGUARD INDEX FDS41.5K shares-30.61%2025-12-312026-02-02history
TLH ISHARES TR117.6K sharesnew addition2025-12-312026-02-02history
CWB SPDR SERIES TRUST133.3K shares3.58%2025-12-312026-02-02history
IEF ISHARES TR116.2K sharesnew addition2025-12-312026-02-02history
MBB ISHARES TR116.6K sharesnew addition2025-12-312026-02-02history
VFH VANGUARD WORLD FD82.4K shares61.64%2025-12-312026-02-02history
EMB ISHARES TR112.5K shares-2.15%2025-12-312026-02-02history
Sponsored
VCLT VANGUARD SCOTTSDALE FDS141.4K sharesnew addition2025-12-312026-02-02history
XLY SELECT SECTOR SPDR TR85.6K shares113.17%2025-12-312026-02-02history
XLC SELECT SECTOR SPDR TR83.2K shares-16.15%2025-12-312026-02-02history
XLI SELECT SECTOR SPDR TR60.8K sharesnew addition2025-12-312026-02-02history
VGSH VANGUARD SCOTTSDALE FDS147.5K shares19.92%2025-12-312026-02-02history
BSV VANGUARD BD INDEX FDS105.3K shares6.86%2025-12-312026-02-02history
GLD SPDR GOLD TR20.1K shares839.95%2025-12-312026-02-02history
SHV ISHARES TR71.4K shares9.29%2025-12-312026-02-02history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR12.3K shares-6.50%2025-12-312026-02-02history
VUG VANGUARD INDEX FDS14.2K shares-3.52%2025-12-312026-02-02history
IWF ISHARES TR13.8K shares0.88%2025-12-312026-02-02history
AVDV AMERICAN CENTY ETF TR68.5K shares2.05%2025-12-312026-02-02history
DFEV DIMENSIONAL ETF TRUST184.1K shares1.58%2025-12-312026-02-02history
GM GENERAL MTRS CO75.0K shares0.00%2025-12-312026-02-02history
PLTR PALANTIR TECHNOLOGIES INC33.6K shares0.00%2025-12-312026-02-02history
EFAV ISHARES TR68.8K shares2.54%2025-12-312026-02-02history
Sponsored
DFIV DIMENSIONAL ETF TRUST116.6K shares1.96%2025-12-312026-02-02history
DFIC DIMENSIONAL ETF TRUST166.5K shares2.33%2025-12-312026-02-02history
FNDF SCHWAB STRATEGIC TR125.0K shares9.83%2025-12-312026-02-02history
HOOD ROBINHOOD MKTS INC49.3K shares-0.66%2025-12-312026-02-02history
NXT NEXTPOWER INC62.6K shares0.00%2025-12-312026-02-02history
XLU SELECT SECTOR SPDR TR123.3K shares19.51%2025-12-312026-02-02history
NEM NEWMONT CORP49.6K shares0.00%2025-12-312026-02-02history
XLF SELECT SECTOR SPDR TR88.6K shares101.78%2025-12-312026-02-02history
Sponsored
GEV GE VERNOVA INC7.3K shares0.00%2025-12-312026-02-02history
ELAN ELANCO ANIMAL HEALTH INC210.6K shares0.00%2025-12-312026-02-02history
BROADCOM INC BROADCOM INC13.7K shares0.00%2025-12-312026-02-02history
FIX COMFORT SYS USA INC4.9K shares0.00%2025-12-312026-02-02history
WDC WESTERN DIGITAL CORP25.6K shares-0.91%2025-12-312026-02-02history
CIEN CIENA CORP18.8K sharesnew addition2025-12-312026-02-02history
LITE LUMENTUM HLDGS INC11.5K sharesnew addition2025-12-312026-02-02history
APH AMPHENOL CORP NEW30.9K shares-0.06%2025-12-312026-02-02history
Sponsored
CVNA CARVANA CO9.6K sharesnew addition2025-12-312026-02-02history
FUTY FIDELITY COVINGTON TRUST73.0K shares-72.88%2025-12-312026-02-02history
SOFI SOFI TECHNOLOGIES INC146.9K shares0.00%2025-12-312026-02-02history
COHERENT CORP COHERENT CORP20.4K sharesnew addition2025-12-312026-02-02history
THE CIGNA GROUP THE CIGNA GROUP13.7K sharesnew addition2025-12-312026-02-02history
M MACYS INC168.7K sharesnew addition2025-12-312026-02-02history
MU MICRON TECHNOLOGY INC12.5K sharesnew addition2025-12-312026-02-02history
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL10.8K shares0.00%2025-12-312026-02-02history
Sponsored
RNR RENAISSANCERE HLDGS LTD10.5K sharesnew addition2025-12-312026-02-02history
OVV OVINTIV INC74.4K sharesnew addition2025-12-312026-02-02history
CMCSA COMCAST CORP NEW89.5K shares-17.23%2025-12-312026-02-02history
CRDO CREDO TECHNOLOGY GROUP HOLDI17.5K shares0.00%2025-12-312026-02-02history
WBD WARNER BROS DISCOVERY INC75.9K sharesnew addition2025-12-312026-02-02history
XLE SELECT SECTOR SPDR TR41.4K shares249.09%2025-12-312026-02-02history
VCIT VANGUARD SCOTTSDALE FDS17.8K shares32.57%2025-12-312026-02-02history
SPYM SPDR SERIES TRUST13.2K shares-35.59%2025-12-312026-02-02history
Sponsored
SPY SPDR S&P 500 ETF TR1.5K shares-18.38%2025-12-312026-02-02history
BIV VANGUARD BD INDEX FDS12.5K shares-8.83%2025-12-312026-02-02history
NVDA NVIDIA CORPORATION5.0K shares0.00%2025-12-312026-02-02history
VTV VANGUARD INDEX FDS4.7K shares-12.64%2025-12-312026-02-02history
VPL VANGUARD INTL EQUITY INDEX F7.0K shares-17.94%2025-12-312026-02-02history
VWO VANGUARD INTL EQUITY INDEX F11.8K shares-18.11%2025-12-312026-02-02history
MTUM ISHARES TR2.4K shares0.00%2025-12-312026-02-02history
VGK VANGUARD INTL EQUITY INDEX F7.1K shares-17.91%2025-12-312026-02-02history
Sponsored
ESGU ISHARES TR3.7K shares0.00%2025-12-312026-02-02history
EMXC ISHARES INC7.5K shares-15.85%2025-12-312026-02-02history
NULG NUSHARES ETF TR5.0K shares-34.04%2025-12-312026-02-02history
ESGV VANGUARD WORLD FD4.0K shares0.00%2025-12-312026-02-02history
EAGG ISHARES TR9.8K shares0.00%2025-12-312026-02-02history
FMBH FIRST MID ILL BANCSHARES INC11.4K shares0.00%2025-12-312026-02-02history
TLT ISHARES TR4.4K shares-31.29%2025-12-312026-02-02history
PDBC INVESCO ACTVELY MNGD ETC FD28.9K shares-12.27%2025-12-312026-02-02history
Sponsored
PFE PFIZER INC15.0K shares50.00%2025-12-312026-02-02history
VYM VANGUARD WHITEHALL FDS2.6K sharesnew addition2025-12-312026-02-02history
MGK VANGUARD WORLD FD825 sharesnew addition2025-12-312026-02-02history
VCSH VANGUARD SCOTTSDALE FDS4.2K shares-97.10%2025-12-312026-02-02history
DBMF LITMAN GREGORY FDS TR11.8K sharesnew addition2025-12-312026-02-02history
SPMD SPDR SERIES TRUST4.9K shares-30.87%2025-12-312026-02-02history
COPX GLOBAL X FDS3.8K shares0.00%2025-12-312026-02-02history
ALPHABET INC ALPHABET INC780 sharesnew addition2025-12-312026-02-02history
Sponsored
HYG ISHARES TR2.7K shares-59.90%2025-12-312026-02-02history
XLRE SELECT SECTOR SPDR TR5.1K shares-25.44%2025-12-312026-02-02history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available