Estate Counselors, LLC

CIK 0001559832 • 6 13F filings • May 14, 2025 – Aug 7, 2026

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Filer information

Filed by: Estate Counselors, LLC, Chief Compliance Officer
Address: 414 N. Main Street, Thiensville, WI, 53092
Phone: 262-518-0533
AUM: $1.19B

AUM over time

$1.16B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $1.19B1 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$244K	0.0%	780 SH	New
AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.4M	0.5%Prev: 0.5%	68,510 SH	Increased+1,375 SH
AMPHENOL CORP NEW	CL A	$4.2M	0.4%Prev: 0.3%	30,935 SH	Increased-20 SH
BROADCOM INC	COM	$4.7M	0.4%Prev: 0.4%	13,711 SH	Increased
CARVANA CO	CL A	$4.0M	0.3%	9,553 SH	New
CIENA CORP	COM NEW	$4.4M	0.4%	18,798 SH	New
COHERENT CORP	COM	$3.8M	0.3%	20,448 SH	New
COMCAST CORP NEW	CL A	$2.7M	0.2%Prev: 0.3%	89,500 SH	Decreased-18,625 SH
COMFORT SYS USA INC	COM	$4.6M	0.4%Prev: 0.3%	4,918 SH	Increased
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$2.5M	0.2%Prev: 0.2%	17,500 SH	Decreased
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$6.2M	0.5%Prev: 0.5%	184,115 SH	Increased+2,865 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$5.8M	0.5%Prev: 0.5%	116,640 SH	Increased+2,240 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.7M	0.5%Prev: 0.5%	166,455 SH	Increased+3,790 SH
ELANCO ANIMAL HEALTH INC	COM	$4.8M	0.4%Prev: 0.4%	210,633 SH	Increased
ETF SER SOLUTIONS	THE BRINSMERE FU	$715.8M	59.9%Prev: 60.6%	24,644,636 SH	Increased+113,454 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$4.0M	0.3%Prev: 1.3%	72,975 SH	Decreased-196,120 SH
FIRST MID ILL BANCSHARES INC	COM	$444K	0.0%Prev: 0.0%	11,385 SH	Increased
GE VERNOVA INC	COM	$4.8M	0.4%Prev: 0.4%	7,296 SH	Increased
GENERAL MTRS CO	COM	$6.1M	0.5%Prev: 0.4%	74,960 SH	Increased
GLOBAL X FDS	GLOBAL X COPPER	$273K	0.0%Prev: 0.0%	3,800 SH	Increased
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$383K	0.0%Prev: 0.0%	28,920 SH	Decreased-4,045 SH
INVESCO QQQ TR	UNIT SER 1	$7.5M	0.6%Prev: 0.7%	12,280 SH	Decreased-853 SH
ISHARES INC	MSCI EMRG CHN	$546K	0.0%Prev: 0.1%	7,510 SH	Decreased-1,415 SH
ISHARES TR	10-20 YR TRS ETF	$12.0M	1.0%	117,565 SH	New
ISHARES TR	20 YR TR BD ETF	$386K	0.0%Prev: 0.0%	4,425 SH	Decreased-2,015 SH
ISHARES TR	7-10 YR TRSY BD	$11.2M	0.9%	116,190 SH	New
ISHARES TR	ESG AWR MSCI USA	$551K	0.0%Prev: 0.0%	3,700 SH	Increased
ISHARES TR	ESG AWR US AGRGT	$470K	0.0%Prev: 0.0%	9,825 SH	Decreased
ISHARES TR	IBOXX HI YD ETF	$216K	0.0%Prev: 0.0%	2,675 SH	Decreased-3,995 SH
ISHARES TR	JPMORGAN USD EMG	$10.8M	0.9%Prev: 0.9%	112,530 SH	Decreased-2,475 SH
ISHARES TR	MBS ETF	$11.1M	0.9%	116,565 SH	New
ISHARES TR	MSCI EAFE MIN VL	$5.9M	0.5%Prev: 0.5%	68,766 SH	Increased+1,705 SH
ISHARES TR	MSCI USA MMENTM	$601K	0.1%Prev: 0.1%	2,400 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$6.5M	0.5%Prev: 0.5%	13,756 SH	Increased+120 SH
ISHARES TR	TRUST ISHARE 0-1	$7.9M	0.7%	71,420 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$333K	0.0%	11,850 SH	New
LUMENTUM HLDGS INC	COM	$4.2M	0.4%	11,500 SH	New
MACYS INC	COM	$3.7M	0.3%	168,713 SH	New
MICRON TECHNOLOGY INC	COM	$3.6M	0.3%	12,520 SH	New
NEWMONT CORP	COM	$5.0M	0.4%Prev: 0.4%	49,605 SH	Increased
NEXTPOWER INC	CLASS A COM	$5.5M	0.5%	62,622 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$485K	0.0%Prev: 0.1%	4,960 SH	Decreased-2,560 SH
NVIDIA CORPORATION	COM	$925K	0.1%Prev: 0.1%	4,960 SH	Decreased
OVINTIV INC	COM	$2.9M	0.2%	74,412 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$6.0M	0.5%Prev: 0.5%	33,600 SH	Decreased
PFIZER INC	COM	$374K	0.0%Prev: 0.0%	15,000 SH	Increased+5,000 SH
RENAISSANCERE HLDGS LTD	COM	$2.9M	0.2%	10,479 SH	New
ROBINHOOD MKTS INC	COM CL A	$5.6M	0.5%Prev: 0.6%	49,317 SH	Decreased-328 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$5.7M	0.5%Prev: 0.4%	125,025 SH	Increased+11,195 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$3.0M	0.2%Prev: 0.2%	10,834 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET COM	$9.8M	0.8%	83,221 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$25.8M	2.2%	286,677 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.9M	0.2%	41,420 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$4.9M	0.4%	88,635 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$16.4M	1.4%	105,633 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$9.4M	0.8%	60,770 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$15.9M	1.3%	350,837 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$204K	0.0%	5,055 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$15.5M	1.3%	107,575 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$5.3M	0.4%	123,344 SH	New
SOFI TECHNOLOGIES INC	COM	$3.8M	0.3%Prev: 0.3%	146,868 SH	Decreased
SPDR GOLD TR	GOLD SHS	$8.0M	0.7%Prev: 0.1%	20,115 SH	Increased+17,975 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.0M	0.1%Prev: 0.1%	1,510 SH	Decreased-340 SH
SPDR SERIES TRUST	STATE STREET SPD	$13.2M	1.1%	151,368 SH	New
THE CIGNA GROUP	COM	$3.8M	0.3%	13,678 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$974K	0.1%Prev: 0.1%	12,500 SH	Decreased-1,210 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$8.3M	0.7%Prev: 0.7%	105,311 SH	Increased+6,765 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$14.8M	1.2%Prev: 1.2%	200,440 SH	Increased+5,370 SH
VANGUARD INDEX FDS	GROWTH ETF	$6.9M	0.6%Prev: 0.6%	14,191 SH	Decreased-518 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$13.9M	1.2%Prev: 1.7%	41,486 SH	Decreased-18,300 SH
VANGUARD INDEX FDS	VALUE ETF	$903K	0.1%Prev: 0.1%	4,728 SH	Decreased-684 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$633K	0.1%Prev: 0.1%	11,780 SH	Decreased-2,605 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$592K	0.0%Prev: 0.1%	7,080 SH	Decreased-1,545 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$637K	0.1%Prev: 0.1%	7,045 SH	Decreased-1,540 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.5M	0.1%Prev: 0.1%	17,786 SH	Increased+4,370 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$10.7M	0.9%	141,405 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$8.7M	0.7%Prev: 0.6%	147,532 SH	Increased+24,505 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$334K	0.0%Prev: 1.0%	4,195 SH	Decreased-140,425 SH
VANGUARD STAR FDS	VG TL INTL STK F	$39.8M	3.3%Prev: 3.3%	527,003 SH	Increased+9,678 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$371K	0.0%	2,585 SH	New
VANGUARD WORLD FD	ENERGY ETF	$14.3M	1.2%Prev: 1.2%	113,420 SH	Decreased-550 SH
VANGUARD WORLD FD	ESG US STK ETF	$481K	0.0%Prev: 0.0%	3,975 SH	Increased
VANGUARD WORLD FD	FINANCIALS ETF	$11.0M	0.9%Prev: 0.6%	82,403 SH	Increased+31,423 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$341K	0.0%	825 SH	New
WARNER BROS DISCOVERY INC	COM SER A	$2.2M	0.2%	75,852 SH	New
WESTERN DIGITAL CORP	COM	$4.4M	0.4%Prev: 0.3%	25,587 SH	Increased-234 SH

Sold (vs prior filing)

ASTERA LABS INC — $4.0M
BOEING CO — $3.6M
CELSIUS HLDGS INC — $3.4M
CHARTER COMMUNICATIONS INC N — $3.8M
COREBRIDGE FINL INC — $3.5M
E L F BEAUTY INC — $3.8M
EDISON INTL — $3.6M
FIVE BELOW INC — $3.8M
INTEL CORP — $336K
ISHARES TR — $10.8M
ISHARES TR — $243K
ISHARES TR — $217K
ISHARES TR — $7.2M
ISHARES TR — $10.8M
NETFLIX INC — $3.4M
NEXTRACKER INC — $4.6M
SELECT SECTOR SPDR TR — $11.7M
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $2.4M
SELECT SECTOR SPDR TR — $286K
… and 13 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001172661-26-000425	$1.19B	View
Oct 31, 2025	Q3 2025	13F-HR	0001172661-25-004526	$1.16B	View
Aug 7, 2026	Q2 2026