Estate Counselors, LLC

CIK 0001559832 · THIENSVILLE, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Estate Counselors, LLC reported 92 positions worth $1.16B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: TBFG (32.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.16B
2026 Q2
Positions
92
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.1%
Est. Net Flow (Q)
2026 Q2
10 / 92 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TBFGETF SER SOLUTIONSSH$381.8M32.81%11,639,514
2TBFCETF SER SOLUTIONSSH$359.1M30.86%12,176,875
3VXUSVANGUARD STAR FDSSH$25.3M2.18%296,146
4CWBSPDR SERIES TRUSTSH$22.2M1.91%205,995
5EMBISHARES TRSH$22.0M1.89%228,425
6VRPINVESCO EXCH TRADED FD TR IISH$21.3M1.83%877,991
7BKLNINVESCO EXCH TRADED FD TR IISH$21.3M1.83%1,047,578
8BILSPDR SERIES TRUSTSH$21.2M1.82%231,565
9STIPISHARES TRSH$21.0M1.80%205,090
10XLBSELECT SECTOR SPDR TRSH$13.8M1.19%271,543

The free plan shows the top 10 positions. The remaining 82 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Estate Counselors, LLC hold as of Q2 2026?

Estate Counselors, LLC reported 92 positions worth $1.16B in its Q2 2026 13F filing. Largest positions: TBFG (32.8%), TBFC (30.9%), VXUS (2.2%), CWB (1.9%) and EMB (1.9%).

What did Estate Counselors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Estate Counselors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.