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Estate Counselors

Latest statistics and disclosures from Estate Counselors's latest quarterly 13F-HR filing:

Top 5 stock holdings are TBFG, TBFC, VXUS, TLH, BND, and represent 69.99% of Estate Counselors's stock portfolio.
Added to shares of these 10 stocks: TLH (+$15M), MBB (+$11M), IEF (+$11M), EMB (+$10M), CWB (+$8.9M), DFCF (+$8.7M), BND (+$8.3M), SPHD (+$6.1M), IWD (+$6.1M), VTV (+$6.1M).
Started 36 new stock positions in APA, PFG, SPSM, NLY, VGLT, IWD, EIX, SYF, LQD, STIP.
Reduced shares in these 10 stocks: TBFG (-$14M), VTI (-$12M), , , , XLK (-$9.0M), XLB (-$7.9M), VGSH (-$7.5M), BSV (-$7.2M), VUG (-$6.9M).
Sold out of its positions in APH, AVGO, CVNA, ELAN, GEV, MTUM, EAGG, M, NEM, NXT.
Estate Counselors was a net seller of stock by $-91M.
Estate Counselors has $1.1B in assets under management (AUM), dropping by -5.96%.
Central Index Key (CIK): 0001559832

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Portfolio Holdings for Estate Counselors

Estate Counselors holds 97 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Etf Ser Solutions The Brinsmere Fu (TBFG)	31.7	$356M	-3%	12M	29.84	View chart
Etf Ser Solutions The Brinsmere Fu (TBFC)	30.3	$341M		12M	28.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.6	$40M		521k	77.11	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.4	$27M	+125%	265k	100.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.1	$23M	+56%	314k	73.64	View chart
Ishares Tr Mbs Etf (MBB)	2.0	$22M	+99%	233k	94.95	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.9	$22M	+95%	227k	95.44	View chart
Spdr Series Trust State Street Spd (CWB)	1.9	$21M	+72%	230k	91.52	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.8	$21M	+95%	220k	93.93	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.4	$15M	-7%	185k	81.98	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.3	$15M	-6%	99k	146.61	View chart
Vanguard World Energy Etf (VDE)	1.3	$14M	-26%	83k	173.04	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.9	$9.6M	-45%	193k	49.97	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$8.7M	NEW	206k	42.22	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.7	$7.4M	+30%	161k	45.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$7.3M	-15%	17k	430.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$7.0M	+652%	36k	196.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$6.8M		68k	99.86	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$6.6M		184k	35.78	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.6	$6.3M		69k	91.37	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$6.1M		116k	52.78	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.5	$6.1M	NEW	123k	49.61	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$6.1M		125k	48.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$6.1M	+1487%	70k	86.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$6.1M	NEW	28k	213.67	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$6.1M	NEW	59k	103.43	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$6.0M	NEW	55k	110.36	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$5.9M		166k	35.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$5.8M	NEW	66k	88.70	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.5	$5.5M	-40%	50k	110.86	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$5.3M	-62%	40k	132.90	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.5	$5.2M	-43%	48k	108.98	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$3.4M	+35%	56k	61.26	View chart
Ciena Corp Com New (CIEN)	0.3	$2.9M	-59%	7.6k	388.23	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$2.8M	-35%	47k	59.07	View chart
Apa Corporation (APA)	0.2	$2.4M	NEW	56k	42.44	View chart
Principal Financial (PFG)	0.2	$2.0M	NEW	23k	90.11	View chart
Western Digital (WDC)	0.2	$2.0M	-70%	7.5k	270.49	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$2.0M	+35%	24k	82.75	View chart
Lumentum Hldgs (LITE)	0.2	$2.0M	-75%	2.8k	702.76	View chart
Charter Communications Cl A (CHTR)	0.2	$2.0M	NEW	9.1k	215.88	View chart
Encana Corporation (OVV)	0.2	$2.0M	-55%	33k	59.36	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$2.0M	NEW	195k	10.03	View chart
Cigna Corp (CI)	0.2	$1.9M	-46%	7.3k	266.75	View chart
Comfort Systems USA (FIX)	0.2	$1.9M	-71%	1.4k	1378.99	View chart
Annaly Capital Management In Com New (NLY)	0.2	$1.9M	NEW	90k	21.15	View chart
News Corp CL B (NWS)	0.2	$1.9M	NEW	66k	28.51	View chart
Edison International (EIX)	0.2	$1.9M	NEW	25k	73.18	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.8M	-28%	64k	28.71	View chart
General Motors Company (GM)	0.2	$1.8M	-67%	24k	74.50	View chart
Hp (HPQ)	0.2	$1.8M	NEW	93k	19.21	View chart
Teradyne (TER)	0.2	$1.8M	NEW	6.0k	296.46	View chart
Synchrony Financial (SYF)	0.2	$1.8M	NEW	26k	68.02	View chart
Coherent Corp (COHR)	0.2	$1.8M	-63%	7.4k	238.21	View chart
Allstate Corporation (ALL)	0.2	$1.8M	NEW	8.5k	207.34	View chart
MetLife (MET)	0.2	$1.8M	NEW	25k	70.72	View chart
Micron Technology (MU)	0.2	$1.7M	-59%	5.1k	337.84	View chart
Equitable Holdings (EQH)	0.2	$1.7M	NEW	46k	37.11	View chart
Everest Re Group (EG)	0.1	$1.7M	NEW	5.1k	326.85	View chart
Renaissance Re Holdings Ltd Cmn (RNR)	0.1	$1.7M	-46%	5.6k	297.23	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$1.5M	-80%	14k	110.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M	NEW	18k	64.08	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.1M	-87%	19k	58.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.1M	-91%	3.5k	320.90	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.1M	NEW	18k	59.55	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.1M	-87%	14k	78.41	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$1.1M	+4%	14k	76.54	View chart
NVIDIA Corporation (NVDA)	0.1	$865k		5.0k	174.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$839k	+119%	5.7k	148.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$760k	NEW	11k	67.53	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$749k	NEW	15k	49.95	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$713k	+99%	24k	30.15	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$642k	NEW	13k	48.32	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$608k	+2%	7.7k	78.66	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$602k	-37%	7.8k	77.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$599k	-5%	11k	54.05	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$517k	NEW	9.3k	55.35	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$470k	NEW	4.2k	112.11	View chart
First Mid Ill Bancshares (FMBH)	0.0	$469k		11k	41.19	View chart
Pfizer (PFE)	0.0	$421k		15k	28.08	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$418k	NEW	9.2k	45.50	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.0	$416k	NEW	13k	31.83	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$388k	NEW	11k	36.16	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$386k	+81%	4.9k	79.56	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$369k	NEW	3.4k	108.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$341k	-95%	590.00	577.18	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$330k	NEW	6.9k	47.53	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$329k	NEW	4.6k	70.91	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$315k	NEW	3.4k	92.74	View chart
Global X Fds Global X Copper (COPX)	0.0	$290k		3.8k	76.35	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$262k	NEW	425.00	616.76	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$248k	-50%	14k	17.32	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$227k	-21%	3.8k	59.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$224k	-96%	526.00	426.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$224k		780.00	287.56	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$206k	-60%	1.5k	141.42	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$202k	NEW	2.1k	94.24	View chart

Past Filings by Estate Counselors

SEC 13F filings are viewable for Estate Counselors going back to 2012

Estate Counselors 2026 Q1 filed May 15, 2026
Estate Counselors 2025 Q4 filed Feb. 2, 2026
Estate Counselors 2025 Q3 filed Oct. 31, 2025
Estate Counselors 2025 Q2 filed Aug. 11, 2025
Estate Counselors 2025 Q1 filed May 14, 2025
Estate Counselors 2024 Q4 filed Feb. 14, 2025
Estate Counselors 2024 Q3 filed Nov. 12, 2024
Estate Counselors 2024 Q2 filed Aug. 8, 2024
Estate Counselors 2024 Q1 filed May 14, 2024
Estate Counselors 2023 Q4 filed Jan. 23, 2024
Estate Counselors 2023 Q3 filed Nov. 2, 2023
Estate Counselors 2023 Q2 filed July 31, 2023
Estate Counselors 2023 Q1 filed May 4, 2023
Estate Counselors 2022 Q4 filed Feb. 8, 2023
Estate Counselors 2022 Q3 filed Nov. 4, 2022
Estate Counselors 2022 Q2 filed Aug. 3, 2022

View all past filings

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