Estate Counselors, LLC

CIK 0001559832 · Q2 2026

13F Equity AUM

$1.2B

+3.6% QoQ

Positions

-5 QoQ

AUM Rank

#3,105

Top 25%

Skill Alpha (FF)

-0.4%/yr^ns

No Clear Edge

Rank #3,351 · Top 40%

vs S&P -5.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 69.7%Top 10: 78.1%Top 20: 85.9%

TBFG32.8%

TBFC30.9%

VXUS2.2%

CWB1.9%

EMB1.9%

VRP1.8%

BKLN1.8%

BIL1.8%

STIP1.8%

XLB1.2%

Others (82)21.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.8%

Other3.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 92Median: 0.19%Avg: 1.09%

0–0.5%

60(7.3%)

0.5–1%

21(13.4%)

1–3%

9(15.6%)

3–5%

0(0.0%)

5%+

2(63.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 92vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New25Increased29Decreased34Exited30

New Positions

BKLN1.8%

+1.0M

VRP1.8%

+878K

BIL1.8%

+232K

XLF0.8%

+172K

VUG0.7%

+93K

XLI0.5%

+32K

XLRE0.5%

+120K

CRBG0.2%

+94K

BE0.2%

+8K

STX0.2%

+3K

Increased

HYLB0.7%

+203K(+1891%)

STIP1.8%

+147K(+250%)

SPSM0.7%

+119K(+894%)

IJH0.7%

+87K(+775%)

XLB1.2%

+79K(+41%)

LQD0.6%

+56K(+1664%)

TBFC30.9%

+40K(+0%)

VGIT0.3%

+34K(+187%)

NLY0.2%

+18K(+20%)

DFIC0.6%

+13K(+8%)

Decreased

TBFG32.8%

-272,414(-2%)

VXUS2.2%

-225,068(-43%)

MBB0.1%

-223,334(-96%)

BND0.7%

-196,677(-63%)

SPHD0.0%

-113,475(-92%)

XLV0.8%

-38,404(-39%)

CWB1.9%

-24,149(-10%)

XLP1.2%

-20,583(-11%)

VEA0.0%

-12,935(-73%)

VDE0.9%

-12,850(-15%)

Exited

-265,219

-227,204

-205,869

-161,218

-70,250

-54,555

-65,755

-49,754

-48,070

-47,200

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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