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CIK: 0001559832
Total reported value
$1.2B
$1.2B
90 檔
67.7%
As reported in its official Q4 2025 Form 13F filing, Estate Counselors, LLC's tracked investment portfolio stood at $1.2B with 90 total positions.
Estate Counselors, LLC executed strategic sector rebalancing during Q4 2025, establishing 15 new positions while fully exiting 13 holdings and trimming 8 positions.
In terms of portfolio concentration, the top 5 core holdings (including TBFG, TBFC, VXUS) accounted for 67.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TBFG | Brinsmere Fund Growth ETF | ETF-Other | 31.02% | +1.16% | -2.26% | |
| 2 | TBFC | Brinsmere Fund Conservative | ETF-Other | 28.92% | +0.54% | +3.37% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.33% | -1.40% | +1.87% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 1.37% | -0.47% | +4.65% | |
| 5 | XLB | Ss Materials Select Sector | ETF-Other | 1.33% | +0.33% | +112.25% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.31% | -0.18% | -19.87% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 1.30% | +0.16% | +370.38% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 1.24% | -1.32% | +2.75% | |
| 9 | VDE | Vanguard Energy ETF | ETF-Other | 1.20% | -0.38% | -0.48% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | -0.01% | -30.61% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.00% | -2.38% | EXIT | |
| 12 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.00% | +0.03% | +3.58% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.94% | -1.93% | EXIT | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 0.93% | -1.89% | — | |
| 15 | VFH | Vanguard Financials ETF | ETF-Other | 0.92% | — | +61.64% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.91% | +0.05% | -2.15% | |
| 17 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.90% | — | — | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.86% | -0.47% | EXIT | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.82% | -0.49% | EXIT | |
| 20 | XLI | Ss Industrial Select Sector | ETF-Other | 0.79% | +0.51% | NEW | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.73% | -0.10% | EXIT | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.69% | -0.09% | EXIT | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.09% | +839.95% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.66% | -0.02% | +9.29% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | -0.03% | EXIT | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.69% | NEW | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | -0.02% | EXIT | |
| 28 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.54% | -0.01% | +2.05% | |
| 29 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.52% | +0.06% | +1.58% | |
| 30 | GM | General Motors Co | Stock-Consumer Disc | 0.51% | -0.01% | — | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | — | — | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.50% | — | +2.54% | |
| 33 | DFIV | Dimensional International Va | ETF-Other | 0.49% | +0.03% | +1.96% | |
| 34 | DFIC | Dimensional International Co | ETF-Other | 0.48% | +0.05% | +2.33% | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.47% | +0.06% | +9.83% | |
| 36 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.47% | — | -0.66% | |
| 37 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.46% | — | — | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.44% | -0.66% | EXIT | |
| 39 | NEM | Newmont CORP | Stock-Materials | 0.41% | — | — | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.41% | +0.79% | NEW | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.40% | — | — | |
| 42 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.40% | — | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | — | — | |
| 44 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.38% | -0.17% | EXIT | |
| 45 | WDC | Western Digital CORP | Stock-Tech | 0.37% | +0.01% | -0.91% | |
| 46 | CIEN | Ciena CORP | Stock-Tech | 0.37% | -0.11% | — | |
| 47 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.35% | -0.03% | — | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.35% | — | -0.06% | |
| 49 | CVNA | Carvana Co | Stock-Consumer Disc | 0.34% | — | — | |
| 50 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.34% | -0.25% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +0.8% | +370.38% | Add |
| 2 | GLD | Spdr Gold Shares | +0.6% | +839.95% | Add |
| 3 | TBFC | Brinsmere Fund Conservative | +0.4% | +3.37% | Add |
| 4 | VFH | Vanguard Financials ETF | +0.4% | +61.64% | Add |
| 5 | XLF | Ss Financial Select Sector | +0.2% | +101.78% | Add |
| 6 | XLV | Ss Health Care Select Sector | +0.2% | +4.65% | Add |
| 7 | GM | General Motors Co | +0.1% | — | Unchanged |
| 8 | VGSH | Vanguard Short-term Treasury | +0.1% | +19.92% | Add |
| 9 | WDC | Western Digital CORP | +0.1% | -0.91% | Trim |
| 10 | VXUS | Vanguard Total Intl Stock | +0.1% | +1.87% | Add |
| 11 | XLE | Ss Energy Select Sector | +0.1% | +249.09% | Add |
| 12 | XLB | Ss Materials Select Sector | +0.1% | +112.25% | Add |
| 13 | NXT | Nextpower Inc-cl A | +0.1% | — | Unchanged |
| 14 | NEM | Newmont CORP | +0.1% | — | Unchanged |
| 15 | HOOD | Robinhood Markets Inc - A | -0.1% | -0.66% | Trim |
| 16 | XLC | Ss Comm Select Sector Spdr | -0.2% | -16.15% | Trim |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.3% | +19.51% | Add |
| 18 | XLP | Ss Consumer Staples Sel Sect | -0.4% | -19.87% | Trim |
| 19 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -30.61% | Trim |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | -1% | -97.10% | Trim |
| 21 | FUTY | Fidelity Msci US Utilities | -1% | -72.88% | Trim |
| 22 | TBFG | Brinsmere Fund Growth ETF | -1.1% | -2.26% | Trim |
| 23 | TLH | Ishares 10-20 Year Treasury | — | NEW | New buy |
| 24 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 25 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | — | EXIT | Sold out |
| 27 | TIP | Ishares Tips Bond ETF | — | EXIT | Sold out |
| 28 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | EXIT | Sold out |
| 29 | VCLT | Vanguard Long-term CORP Bond | — | NEW | New buy |
| 30 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 31 | CIEN | Ciena CORP | — | NEW | New buy |
| 32 | LITE | Lumentum Holdings Inc | — | NEW | New buy |
| 33 | TLN | Talen Energy CORP | — | EXIT | Sold out |
| 34 | ALAB | Astera Labs Inc | — | EXIT | Sold out |
| 35 | CVNA | Carvana Co | — | NEW | New buy |
| 36 | CHTR | Charter Communications Inc-a | — | EXIT | Sold out |
| 37 | ELF | Elf Beauty Inc | — | EXIT | Sold out |
| 38 | COHR | Coherent CORP | — | NEW | New buy |
| 39 | CI | THE Cigna Group | — | NEW | New buy |
| 40 | FIVE | Five Below | — | EXIT | Sold out |
| 41 | M | Macy's, Inc. | — | NEW | New buy |
| 42 | BA | Boeing Co/the | — | EXIT | Sold out |
| 43 | MU | Micron Technology Inc | — | NEW | New buy |
| 44 | EIX | Edison International | — | EXIT | Sold out |
| 45 | CRBG | Corebridge Financial Inc | — | EXIT | Sold out |
| 46 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 47 | CELH | Celsius Holdings Inc | — | EXIT | Sold out |
| 48 | RNR | RenaissanceRe Holdings Ltd. | — | NEW | New buy |
| 49 | OVV | Ovintiv Inc | — | NEW | New buy |
| 50 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Estate Counselors, LLC reported a total U.S. public equity portfolio value of $1.2B across 90 disclosed positions in Q4 2025.
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Top New Position Initiated
TLH
市值: $12.0M
Top Position Liquidated / Trimmed
STIP
前期市值: $10.8M
During Q4 2025, Estate Counselors, LLC's top holdings by market value included TBFG (31.0%)、TBFC (28.9%)、VXUS (3.3%). The largest single position, TBFG, represented 31.0% of total portfolio value.
In Q4 2025, Estate Counselors, LLC made 47 total portfolio adjustments, initiating 15 new buys, adding to 11 positions, trimming 8 holdings, and fully liquidating 13 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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