13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001559832
Total reported value
$1.2B
$1.2B
89 檔
67.3%
At the close of Q3 2025, Estate Counselors, LLC disclosed equity holdings valued at approximately $1.2B, spread across 89 reported holdings.
In Q3 2025, Estate Counselors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TBFG | Brinsmere Fund Growth ETF | ETF-Other | 32.10% | +1.16% | +12.45% | |
| 2 | TBFC | Brinsmere Fund Conservative | ETF-Other | 28.54% | +0.54% | -0.03% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.26% | -1.40% | +7.62% | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.69% | -0.18% | +9.84% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.68% | -0.01% | +1238.39% | |
| 6 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.30% | -0.25% | EXIT | |
| 7 | XLB | Ss Materials Select Sector | ETF-Other | 1.27% | +0.33% | +6.22% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 1.25% | -1.32% | +6.32% | |
| 9 | VDE | Vanguard Energy ETF | ETF-Other | 1.23% | -0.38% | +1.80% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 1.21% | -0.47% | +8.06% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.01% | -0.49% | EXIT | |
| 12 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.00% | +0.03% | — | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.99% | — | +13.74% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.94% | +0.05% | — | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.92% | +1.26% | +17.72% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.92% | -0.54% | EXIT | |
| 17 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.92% | — | — | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.83% | -0.47% | EXIT | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.77% | -0.66% | EXIT | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | -0.03% | EXIT | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.67% | -0.09% | EXIT | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.62% | -0.10% | EXIT | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.02% | +4.62% | |
| 24 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.61% | — | +0.14% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.69% | NEW | |
| 26 | VFH | Vanguard Financials ETF | ETF-Other | 0.57% | — | — | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | +0.16% | +7.70% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | -0.02% | EXIT | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.53% | — | +0.15% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.51% | -0.01% | — | |
| 31 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.50% | +0.06% | — | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.49% | — | +7.40% | |
| 33 | DFIC | Dimensional International Co | ETF-Other | 0.46% | +0.05% | — | |
| 34 | DFIV | Dimensional International Va | ETF-Other | 0.45% | +0.03% | — | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.42% | +0.06% | — | |
| 36 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.40% | — | +0.42% | |
| 37 | GM | General Motors Co | Stock-Consumer Disc | 0.39% | -0.01% | +0.48% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | — | +0.44% | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.39% | — | +0.41% | |
| 40 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.36% | — | — | |
| 41 | NEM | Newmont CORP | Stock-Materials | 0.36% | — | — | |
| 42 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.35% | -0.17% | EXIT | |
| 43 | TLN | Talen Energy CORP | Stock-Utilities | 0.35% | — | — | |
| 44 | ALAB | Astera Labs Inc | Stock-Tech | 0.35% | — | — | |
| 45 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.33% | — | — | |
| 46 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.33% | +0.06% | — | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.33% | — | — | |
| 48 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 0.32% | — | — | |
| 49 | FIVE | Five Below | Stock-Consumer Disc | 0.32% | — | — | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.31% | — | +0.42% |
According to official SEC Form 13F filings, Estate Counselors, LLC reported a total U.S. public equity portfolio value of $1.2B across 89 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TBFG, TBFC, VXUS) accounted for 67.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
SJNK
市值: $10.7M
Top Position Liquidated / Trimmed
VHT
前期市值: $13.0M
During Q3 2025, Estate Counselors, LLC's top holdings by market value included TBFG (32.1%)、TBFC (28.5%)、VXUS (3.3%). The largest single position, TBFG, represented 32.1% of total portfolio value.
In Q3 2025, Estate Counselors, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 16 positions, trimming 5 holdings, and fully liquidating 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.