Estate Counselors, LLC

13F filer · CIK 0001559832

Reported Aug 7, 2026

13F portfolio value$1.16BU.S. long equity reported on 13F

Positions35Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight3.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202635 positions
FNDFSchwab Strategic Trust	$6.95M	0.60%	Not reported	+5.7%	Q3 2025
GLDSPDR Gold Trust	$6.48M	0.56%	0.00%	+3.8%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$6.11M	0.52%	Not reported	+1942.6%	Q2 2013
CHTRCharter Communications, Inc.	$2.78M	0.24%	0.01%	+114.6%	Q1 2020
CRBGCorebridge Financial, Inc.	$2.69M	0.23%	0.02%	Not reported	Q2 2025
STXSeagate Technology Holdings plc	$2.58M	0.22%	0.00%	Not reported	Q1 2020
SNDKSandisk Corp	$2.54M	0.22%	0.00%	New	Q2 2026
BEBloom Energy Corp	$2.53M	0.22%	0.00%	New	Q2 2026
AESAes Corp	$2.49M	0.21%	0.02%	New	Q2 2026
NLYAnnaly Capital Management Inc	$2.4M	0.21%	0.01%	+19.6%	Q2 2022
PFGPrincipal Financial Group Inc	$2.38M	0.20%	0.01%	-2.9%	Q1 2023
MUMicron Technology Inc	$2.36M	0.20%	0.00%	-59.9%	Q1 2020
EQHEquitable Holdings, Inc.	$2.27M	0.19%	0.02%	+13.5%	Q1 2026
WDCWestern Digital Corp	$2.26M	0.19%	0.00%	-52.7%	Q3 2025
EXEEXPAND ENERGY Corp	$2.21M	0.19%	0.01%	Not reported	Q1 2024
ACGLArch Capital Group Ltd.	$2.1M	0.18%	0.01%	New	Q2 2026
METMetlife Inc	$2.02M	0.17%	0.00%	-3.4%	Q1 2026
FISFidelity National Information Services, Inc.	$1.99M	0.17%	0.01%	New	Q2 2026
CICigna Group	$1.97M	0.17%	0.00%	-1.9%	Q4 2025
ALLAllstate Corp	$1.94M	0.17%	0.00%	-3.8%	Q1 2026
SYFSynchrony Financial	$1.92M	0.17%	0.01%	-3.4%	Q1 2020
EGEverest Group, Ltd.	$1.86M	0.16%	0.01%	+1.2%	Q1 2026
RNRRenaissancere Holdings Ltd	$1.83M	0.16%	0.01%	+3.2%	Q4 2025
OVVOvintiv Inc.	$1.82M	0.16%	0.01%	+4.6%	Q1 2024
NWSNews Corp	$1.8M	0.15%	Not reported	-3.5%	Q1 2026
GMGeneral Motors Co	$1.76M	0.15%	0.00%	-6.7%	Q1 2020
LITELumentum Holdings Inc.	$1.75M	0.15%	0.00%	-28.1%	Q4 2025
CIENCiena Corp	$1.69M	0.15%	0.00%	-54.5%	Q4 2025
NVDANvidia Corp	$992K	0.09%	0.00%	Not reported	Q1 2020
FMBHFirst Mid Bancshares, Inc.	$548K	0.05%	0.04%	Not reported	Q3 2023
EMXCEmax Holdings Corp	$539K	0.05%	Not reported	-31.8%	Q2 2024
PFEPfizer Inc	$530K	0.05%	0.00%	+46.7%	Q2 2020
SPMDSupermedia Inc.	$465K	0.04%	Not reported	+80.0%	Q1 2025
GOOGLAlphabet Inc.	$279K	0.02%	0.00%	Not reported	Q2 2020
LLYELI LILLY & Co	$213K	0.02%	0.00%	Not reported	Q1 2020
Q1 2026Reported May 15, 202637 positions
GLDSPDR Gold Trust	$7.29M	0.65%	0.00%	-15.8%	Q2 2013
FNDFSchwab Strategic Trust	$6.09M	0.54%	Not reported	-0.4%	Q3 2025
CIENCiena Corp	$2.94M	0.26%	0.01%	-59.8%	Q4 2025
APAAPA Corp	$2.37M	0.21%	0.02%	Not reported	Q2 2022
PFGPrincipal Financial Group Inc	$2.05M	0.18%	0.01%	Not reported	Q1 2023
WDCWestern Digital Corp	$2.03M	0.18%	0.00%	-70.7%	Q3 2025
LITELumentum Holdings Inc.	$2M	0.18%	0.00%	-75.3%	Q4 2025
CHTRCharter Communications, Inc.	$1.97M	0.18%	0.00%	Not reported	Q1 2020
OVVOvintiv Inc.	$1.97M	0.18%	0.01%	-55.5%	Q1 2024
AGNCAGNC Investment Corp.	$1.96M	0.17%	0.02%	New	Q1 2026
CICigna Group	$1.94M	0.17%	0.00%	-46.7%	Q4 2025
FIXComfort Systems USA Inc	$1.92M	0.17%	0.00%	-71.7%	Q3 2025
NLYAnnaly Capital Management Inc	$1.9M	0.17%	0.01%	Not reported	Q2 2022
NWSNews Corp	$1.89M	0.17%	Not reported	New	Q1 2026
EIXEdison International	$1.86M	0.17%	0.01%	Not reported	Q2 2025
CMCSAComcast Corp	$1.84M	0.16%	0.00%	-28.3%	Q2 2020
GMGeneral Motors Co	$1.82M	0.16%	0.00%	-67.4%	Q1 2020
HPQHP Inc	$1.79M	0.16%	0.01%	New	Q1 2026
TERTeradyne, Inc	$1.79M	0.16%	0.00%	New	Q1 2026
SYFSynchrony Financial	$1.78M	0.16%	0.01%	Not reported	Q1 2020
COHRCoherent Corp.	$1.77M	0.16%	0.00%	-63.6%	Q4 2025
ALLAllstate Corp	$1.76M	0.16%	0.00%	New	Q1 2026
METMetlife Inc	$1.75M	0.16%	0.00%	New	Q1 2026
MUMicron Technology Inc	$1.72M	0.15%	0.00%	-59.2%	Q1 2020
EQHEquitable Holdings, Inc.	$1.69M	0.15%	0.02%	New	Q1 2026
EGEverest Group, Ltd.	$1.68M	0.15%	0.01%	New	Q1 2026
RNRRenaissancere Holdings Ltd	$1.66M	0.15%	0.01%	-46.6%	Q4 2025
BSVNBank7 Corp.	$1.06M	0.09%	0.14%	-87.2%	Q2 2013
NVDANvidia Corp	$865K	0.08%	0.00%	Not reported	Q1 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$839K	0.07%	Not reported	+119.2%	Q3 2015
EMXCEmax Holdings Corp	$608K	0.05%	Not reported	+2.9%	Q2 2024
FMBHFirst Mid Bancshares, Inc.	$469K	0.04%	0.04%	Not reported	Q3 2023
PFEPfizer Inc	$421K	0.04%	0.00%	Not reported	Q2 2020
QQQInvesco QQQ Trust, Series 1	$341K	0.03%	Not reported	-95.2%	Q2 2018
MDYSPDR S&P Midcap 400 ETF Trust	$262K	0.02%	Not reported	Not reported	Q2 2013
SPMDSupermedia Inc.	$227K	0.02%	Not reported	-21.3%	Q1 2025
GOOGLAlphabet Inc.	$224K	0.02%	0.00%	Not reported	Q2 2020
Q4 2025Reported Feb 2, 202638 positions
BSVNBank7 Corp.	$8.3M	0.69%	1.11%	+6.9%	Q2 2013
GLDSPDR Gold Trust	$7.97M	0.67%	0.01%	+840.0%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$7.54M	0.63%	Not reported	-6.5%	Q2 2018
GMGeneral Motors Co	$6.1M	0.51%	0.01%	Not reported	Q1 2020
PLTRPalantir Technologies Inc.	$5.97M	0.50%	0.00%	Not reported	Q4 2023
FNDFSchwab Strategic Trust	$5.65M	0.47%	Not reported	+9.8%	Q3 2025
HOODRobinhood Markets, Inc.	$5.58M	0.47%	0.02%	-0.7%	Q1 2025
NXTNextpower Inc.	$5.46M	0.46%	0.05%	Not reported	Q2 2025
NEMNEWMONT Corp	$4.95M	0.41%	0.00%	Not reported	Q2 2022
GEVGE Vernova Inc.	$4.77M	0.40%	0.00%	Not reported	Q1 2025
ELANElanco Animal Health Inc	$4.77M	0.40%	0.04%	Not reported	Q3 2025
AVGOBroadcom Inc.	$4.75M	0.40%	0.00%	Not reported	Q2 2025
FIXComfort Systems USA Inc	$4.59M	0.38%	0.01%	Not reported	Q3 2025
WDCWestern Digital Corp	$4.41M	0.37%	0.01%	-0.9%	Q3 2025
CIENCiena Corp	$4.4M	0.37%	0.01%	New	Q4 2025
LITELumentum Holdings Inc.	$4.24M	0.35%	0.02%	New	Q4 2025
APHAmphenol Corp	$4.18M	0.35%	0.00%	-0.1%	Q3 2025
CVNACarvana Co.	$4.03M	0.34%	Not reported	Not reported	Q1 2024
SOFISoFi Technologies, Inc.	$3.85M	0.32%	0.01%	Not reported	Q1 2024
COHRCoherent Corp.	$3.77M	0.32%	0.01%	New	Q4 2025
CICigna Group	$3.76M	0.32%	0.01%	New	Q4 2025
MMacy's, Inc.	$3.72M	0.31%	0.06%	New	Q4 2025
MUMicron Technology Inc	$3.57M	0.30%	0.00%	Not reported	Q1 2020
STXSeagate Technology Holdings plc	$2.98M	0.25%	0.01%	Not reported	Q1 2020
RNRRenaissancere Holdings Ltd	$2.95M	0.25%	0.02%	New	Q4 2025
OVVOvintiv Inc.	$2.92M	0.24%	0.03%	Not reported	Q1 2024
CMCSAComcast Corp	$2.68M	0.22%	0.00%	-17.2%	Q2 2020
CRDOCredo Technology Group Holding Ltd	$2.52M	0.21%	0.01%	Not reported	Q3 2025
WBDWarner Bros. Discovery, Inc.	$2.19M	0.18%	0.00%	Not reported	Q2 2022
SPYSPDR S&P 500 ETF Trust	$1.03M	0.09%	Not reported	-18.4%	Q2 2013
NVDANvidia Corp	$925K	0.08%	0.00%	Not reported	Q1 2020
VPLInvesco Pennsylvania Value Municipal Income Trust	$637K	0.05%	Not reported	-17.9%	Q3 2024
EMXCEmax Holdings Corp	$546K	0.05%	Not reported	-15.9%	Q2 2024
FMBHFirst Mid Bancshares, Inc.	$444K	0.04%	0.05%	Not reported	Q3 2023
PFEPfizer Inc	$374K	0.03%	0.00%	+50.0%	Q2 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$371K	0.03%	Not reported	Not reported	Q3 2015
SPMDSupermedia Inc.	$281K	0.02%	Not reported	-30.9%	Q1 2025
GOOGLAlphabet Inc.	$244K	0.02%	0.00%	Not reported	Q2 2020
Q3 2025Reported Oct 31, 202538 positions
QQQInvesco QQQ Trust, Series 1	$7.88M	0.68%	Not reported	+7.1%	Q2 2018
BSVNBank7 Corp.	$7.78M	0.67%	1.04%	-54.3%	Q2 2013
HOODRobinhood Markets, Inc.	$7.11M	0.61%	0.02%	+0.1%	Q1 2025
PLTRPalantir Technologies Inc.	$6.13M	0.53%	0.00%	+0.2%	Q4 2023
FNDFSchwab Strategic Trust	$4.89M	0.42%	Not reported	New	Q3 2025
NXTNextpower Inc.	$4.63M	0.40%	0.05%	+0.4%	Q2 2025
GMGeneral Motors Co	$4.57M	0.39%	0.01%	+0.5%	Q1 2020
AVGOBroadcom Inc.	$4.52M	0.39%	0.00%	+0.4%	Q2 2025
GEVGE Vernova Inc.	$4.49M	0.39%	0.00%	+0.4%	Q1 2025
ELANElanco Animal Health Inc	$4.24M	0.36%	0.04%	New	Q3 2025
NEMNEWMONT Corp	$4.18M	0.36%	0.00%	Not reported	Q2 2022
FIXComfort Systems USA Inc	$4.06M	0.35%	0.01%	New	Q3 2025
TLNTalen Energy Corp	$4.04M	0.35%	0.02%	New	Q3 2025
ALABAstera Labs, Inc.	$4.04M	0.35%	0.01%	New	Q3 2025
SOFISoFi Technologies, Inc.	$3.88M	0.33%	0.01%	Not reported	Q1 2024
CHTRCharter Communications, Inc.	$3.85M	0.33%	0.01%	Not reported	Q1 2020
APHAmphenol Corp	$3.83M	0.33%	0.00%	New	Q3 2025
ELFe.l.f. Beauty, Inc.	$3.77M	0.32%	0.05%	New	Q3 2025
FIVEFive Below, Inc	$3.76M	0.32%	0.04%	New	Q3 2025
BABoeing Co	$3.62M	0.31%	0.00%	+0.4%	Q2 2025
EIXEdison International	$3.56M	0.31%	0.02%	+0.7%	Q2 2025
CRBGCorebridge Financial, Inc.	$3.48M	0.30%	0.02%	+0.5%	Q2 2025
NFLXNetflix Inc	$3.43M	0.29%	0.00%	+0.7%	Q2 2025
CELHCelsius Holdings, Inc.	$3.43M	0.29%	0.02%	New	Q3 2025
CMCSAComcast Corp	$3.4M	0.29%	0.00%	Not reported	Q2 2020
WDCWestern Digital Corp	$3.1M	0.27%	0.01%	New	Q3 2025
STXSeagate Technology Holdings plc	$2.56M	0.22%	0.01%	Not reported	Q1 2020
CRDOCredo Technology Group Holding Ltd	$2.55M	0.22%	0.01%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.23M	0.11%	Not reported	Not reported	Q2 2013
NVDANvidia Corp	$925K	0.08%	0.00%	Not reported	Q1 2020
GLDSPDR Gold Trust	$761K	0.07%	0.00%	-88.3%	Q2 2013
VPLInvesco Pennsylvania Value Municipal Income Trust	$754K	0.06%	Not reported	Not reported	Q3 2024
EMXCEmax Holdings Corp	$603K	0.05%	Not reported	Not reported	Q2 2024
FMBHFirst Mid Bancshares, Inc.	$431K	0.04%	0.05%	Not reported	Q3 2023
SPMDSupermedia Inc.	$402K	0.03%	Not reported	Not reported	Q1 2025
INTCIntel Corp	$336K	0.03%	0.00%	-16.7%	Q1 2020
PFEPfizer Inc	$255K	0.02%	0.00%	Not reported	Q2 2020
TLRYTilray Brands, Inc.	$121K	0.01%	0.01%	Not reported	Q2 2022

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