Estate Counselors, LLC Portfolio Holdings

Estate Counselors, LLC

  • $441 Million
  • Q3 2025

Estate Counselors, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $441 Million distributed in 89 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 $38M, Vanguard Total Stock Market Et with a value of $19.6M, Consumer Staples Sector Spdr with a value of $19.1M, Fidelity Covington Tr Msci Uti with a value of $15.2M, and Select Sector Spdr Fd Material with a value of $14.8M.

Examining the 13F form we can see an increase of $66.3M in the current position value, from $374M to 441M.

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

Portfolio value $441 Million
ETFs: $355 Million
Technology: $31.1 Million
Communication Services: $10.7 Million
Consumer Cyclical: $8.33 Million
Financial Services: $7.79 Million
Industrials: $7.68 Million
Consumer Defensive: $7.2 Million
Healthcare: $4.62 Million
Other: $7.74 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10B
$4.24 Million 0.96% of portfolio
210,633
Q3 2025 New
$3.85B
$3.77 Million 0.86% of portfolio
28,492
Q3 2025 New
$8.16B
$3.76 Million 0.85% of portfolio
24,274
Q3 2025 New
$3.24B
$3.43 Million 0.78% of portfolio
59,581
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $441 Million
  • Prior Value $374 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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