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CIK: 0001559832
Total reported value
$1.2B
$1.2B
82 檔
60.4%
As reported in its official Q2 2025 Form 13F filing, Estate Counselors, LLC's tracked investment portfolio stood at $1.2B with 82 total positions.
Estate Counselors, LLC executed strategic sector rebalancing during Q2 2025, establishing 12 new positions while fully exiting 18 holdings and trimming 6 positions.
In terms of portfolio concentration, the top 5 core holdings (including TBFC, TBFG, VXUS) accounted for 60.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TBFC | Brinsmere Fund Conservative | ETF-Other | 31.48% | +0.54% | +2.68% | |
| 2 | TBFG | Brinsmere Fund Growth ETF | ETF-Other | 30.91% | +1.16% | +2.48% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.26% | -1.40% | +7945.02% | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.82% | -0.18% | +24.85% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.67% | -0.09% | EXIT | |
| 6 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.39% | -0.25% | EXIT | |
| 7 | XLB | Ss Materials Select Sector | ETF-Other | 1.34% | +0.33% | -1.99% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 1.33% | -1.32% | +2753.50% | |
| 9 | VDE | Vanguard Energy ETF | ETF-Other | 1.31% | -0.38% | -1.22% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 1.24% | -0.47% | +3321.61% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.02% | -0.49% | EXIT | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.99% | — | +4159.46% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.92% | — | — | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.92% | +1.83% | NEW | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.92% | — | — | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.90% | +1.26% | +0.69% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.82% | -0.47% | EXIT | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.69% | -0.66% | EXIT | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.68% | -0.02% | -82.06% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | -0.03% | EXIT | |
| 21 | VFH | Vanguard Financials ETF | ETF-Other | 0.64% | — | -68.71% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.60% | -0.10% | EXIT | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | +0.69% | NEW | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.56% | +0.04% | +827.99% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.55% | -0.09% | +286.68% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | -0.02% | EXIT | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.16% | -44.13% | |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.52% | — | -0.55% | |
| 29 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.50% | — | — | |
| 30 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.46% | — | -30.52% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | — | -34.70% | |
| 32 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.38% | — | — | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.38% | — | -42.56% | |
| 34 | CRBG | Corebridge Financial Inc | Stock-Financials | 0.38% | +0.23% | NEW | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | — | — | |
| 36 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.37% | — | — | |
| 37 | ATI | Ati Inc | Stock-Industrials | 0.37% | — | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | — | — | |
| 39 | VRSN | Verisign Inc | Stock-Tech | 0.37% | — | — | |
| 40 | PR | Permian Resources Corp-cl A | Stock-Energy | 0.36% | — | — | |
| 41 | OPCH | Option Care Health Inc | Stock-Healthcare | 0.36% | — | — | |
| 42 | GM | General Motors Co | Stock-Consumer Disc | 0.36% | -0.01% | — | |
| 43 | GE | General Electric | Stock-Industrials | 0.36% | — | — | |
| 44 | NRG | Nrg Energy Inc | Stock-Utilities | 0.36% | — | — | |
| 45 | DVN | Devon Energy CORP | Stock-Energy | 0.35% | — | — | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.35% | — | — | |
| 47 | MOS | Mosaic Co/the | Stock-Materials | 0.35% | — | — | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.34% | — | — | |
| 49 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.33% | — | — | |
| 50 | STLA | Stellantis N.V. | Stock-Consumer Disc | 0.33% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +3.2% | +7945.02% | Add |
| 2 | BSV | Vanguard Short-term Bond ETF | +1.5% | +944.20% | Add |
| 3 | BND | Vanguard Total Bond Market | +1.3% | +2753.50% | Add |
| 4 | XLV | Ss Health Care Select Sector | +1.2% | +3321.61% | Add |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +1% | +4159.46% | Add |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.9% | NEW | New buy |
| 7 | BKLN | Invesco Senior Loan ETF | +0.9% | NEW | New buy |
| 8 | MINT | Pimco Enhanced Short Maturit | +0.9% | NEW | New buy |
| 9 | FUTY | Fidelity Msci US Utilities | +0.9% | +177.96% | Add |
| 10 | TBFG | Brinsmere Fund Growth ETF | +0.9% | +2.48% | Add |
| 11 | XLY | Ss Consumer Disc Select Sect | +0.8% | NEW | New buy |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +699.22% | Add |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.5% | NEW | New buy |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.5% | +827.99% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | +0.4% | +395.94% | Add |
| 16 | TBFC | Brinsmere Fund Conservative | +0.4% | +2.68% | Add |
| 17 | VGSH | Vanguard Short-term Treasury | +0.4% | +259.76% | Add |
| 18 | VUG | Vanguard Growth ETF | +0.4% | +187.00% | Add |
| 19 | GLD | Spdr Gold Shares | +0.4% | +286.68% | Add |
| 20 | SPOT | Spotify Technology S.A. | +0.4% | NEW | New buy |
| 21 | CRBG | Corebridge Financial Inc | +0.4% | NEW | New buy |
| 22 | NFLX | Netflix Inc | +0.4% | NEW | New buy |
| 23 | HWM | Howmet Aerospace Inc | +0.4% | NEW | New buy |
| 24 | ATI | Ati Inc | +0.4% | NEW | New buy |
| 25 | AVGO | Broadcom Inc | +0.4% | NEW | New buy |
| 26 | VRSN | Verisign Inc | +0.4% | NEW | New buy |
| 27 | IBTJ | Ishares Ibonds Dec 2029 Term | -0.4% | EXIT | Sold out |
| 28 | IBTO | Ishares Ibonds Dec 2033 Tres | -0.4% | EXIT | Sold out |
| 29 | IWS | Ishares Russell Mid-cap Valu | -0.4% | EXIT | Sold out |
| 30 | XLF | Ss Financial Select Sector | -0.4% | -69.81% | Trim |
| 31 | SCHG | Schwab US Large-cap Growth | -0.4% | EXIT | Sold out |
| 32 | LPLA | Lpl Financial Holdings Inc | -0.4% | EXIT | Sold out |
| 33 | ALK | Alaska Air Group Inc | -0.5% | EXIT | Sold out |
| 34 | EW | Edwards Lifesciences CORP | -0.5% | EXIT | Sold out |
| 35 | THC | Tenet Healthcare CORP | -0.5% | EXIT | Sold out |
| 36 | TEAM | Atlassian Corp-cl A | -0.5% | EXIT | Sold out |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -80.70% | Trim |
| 38 | AXON | Axon Enterprise Inc | -0.5% | EXIT | Sold out |
| 39 | VTV | Vanguard Value ETF | -0.6% | -84.80% | Trim |
| 40 | IWM | Ishares Russell 2000 ETF | -0.6% | EXIT | Sold out |
| 41 | BALL | Ball CORP | -0.7% | EXIT | Sold out |
| 42 | XLRE | Ss Real Estate Select Sector | -0.9% | -96.82% | Trim |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | -0.9% | EXIT | Sold out |
| 44 | JNK | Ss Spdr Bb High Yield Bond | -0.9% | EXIT | Sold out |
| 45 | VRP | Invesco Variable Rate Prefer | -1% | EXIT | Sold out |
| 46 | CWB | Ss Spdr Bb Conv Sec ETF | -1% | EXIT | Sold out |
| 47 | BNDX | Vanguard Total Intl Bond ETF | -1% | EXIT | Sold out |
| 48 | VHT | Vanguard Health Care ETF | -1.4% | EXIT | Sold out |
| 49 | VFH | Vanguard Financials ETF | -1.4% | -68.71% | Trim |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | -3.3% | -82.06% | Trim |
According to official SEC Form 13F filings, Estate Counselors, LLC reported a total U.S. public equity portfolio value of $1.2B across 82 disclosed positions in Q2 2025.
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Top New Position Initiated
SHY
市值: $9.3M
Top Position Liquidated / Trimmed
VHT
前期市值: $13.0M
During Q2 2025, Estate Counselors, LLC's top holdings by market value included TBFC (31.5%)、TBFG (30.9%)、VXUS (3.3%). The largest single position, TBFC, represented 31.5% of total portfolio value.
In Q2 2025, Estate Counselors, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 14 positions, trimming 6 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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