Estate Counselors, LLC
All 13F Filings
- Location
- Thiensville, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,194,333
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 90 | 1,194,333 | 13F-HR | Estate Counselors, LLC |
| Q3 2025 | 10/31/2025 | 89 | 1,164,576 | 13F-HR | Estate Counselors, LLC |
| Q2 2025 | 8/11/2025 | 82 | 1,017,193 | 13F-HR | Estate Counselors, LLC |
| Q2 2014 | 7/23/2014 | 48 | 261,761 | 13F-HR | Estate Counselors, LLC |
| Q1 2014 | 4/11/2014 | 51 | 249,149 | 13F-HR | Estate Counselors, LLC |
| Q4 2013 | 1/17/2014 | 53 | 225,263 | 13F-HR | Estate Counselors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.109 M | 92.9% | 36.94 K | 0 | 36.94 K |
| ETFs | 65.89 K | 5.5% | 0 | 7.029 K | -7.029 K |
| Debt | 8.3 K | 0.7% | 0 | 36 | -36 |
| Other | 10.83 K | 0.9% | 0 | 113 | -113 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
1,194,333
Holdings
90
QoQ value change ($000)
29,757
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.