Estate Counselors, LLC Portfolio Holdings

Estate Counselors, LLC

  • $374 Million
  • Q2 2025

Estate Counselors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $374 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $33.2M, Consumer Staples Sector Spdr with a value of $17.4M, Vanguard Bd Index Fd Inc Short with a value of $17M, Fidelity Covington Tr Msci Uti with a value of $14.1M, and Select Sector Spdr Fd Material with a value of $13.7M.

Examining the 13F form we can see an increase of $14.1M in the current position value, from $360M to 374M.

Below you can find more details about Estate Counselors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $374 Million
ETFs: $289 Million
Technology: $23.3 Million
Industrials: $14.7 Million
Consumer Cyclical: $10.2 Million
Communication Services: $7.67 Million
Energy: $7.3 Million
Utilities: $6.92 Million
Financial Services: $4.27 Million
Other: $10.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.81B
$3.78 Million 1.01% of portfolio
43,790
Q2 2025 New
$5.18B
$3.69 Million 0.99% of portfolio
113,570
Q2 2025 New
$3.82B
$3.7 Million 0.99% of portfolio
271,745
Q2 2025 New
$4.04B
$3.2 Million 0.85% of portfolio
75,024
Q2 2025 New
$9.89B
$2.82 Million 0.75% of portfolio
6,870
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $374 Million
  • Prior Value $360 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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