Institutions / Estate Counselors, LLC

Estate Counselors, LLC

CIK 1559832 · Institution · as of Jun 30, 2026
Portfolio value
$1.16B
Positions
91
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$1.16B-2.6%
$1.19B$1.18B$1.16BQ4 '25Q2 '26

Positions

91+1.1%
919190Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 91 →
CompanyClassValueShares% of portfolio
ETF Ser Solutions$381.81M11,639,51432.8%
ETF Ser Solutions$359.07M12,176,87530.9%
Vanguard Star Fds$25.32M296,1462.2%
SPDR Series Trust$22.21M205,9951.9%
iShares Tr$22.03M228,4251.9%
Invesco Exch Traded Fd Tr II$21.34M877,9911.8%
Invesco Exch Traded Fd Tr II$21.34M1,047,5781.8%
SPDR Series Trust$21.22M231,5651.8%
iShares MSCI UAE ETF$20.95M205,0901.8%
Select Sector SPDR Tr$13.80M271,5431.2%
Select Sector SPDR Tr$13.66M164,4431.2%
Vanguard World Fd$10.53M70,1390.9%
Select Sector SPDR Tr$9.58M60,3530.8%
Select Sector SPDR Tr$9.24M172,3500.8%
Vanguard Bd Index Fds$8.60M117,1430.7%
Vanguard Index Fds$7.98M92,6280.7%
Dbx ETF Tr$7.81M213,8260.7%
SPDR Series Trust$7.62M132,1010.7%
iShares Tr$7.59M98,4730.7%
Select Sector SPDR Tr$7.50M39,3800.6%
Dimensional ETF Trust$7.47M175,0900.6%
Schwab Strategic Tr$6.95M131,6560.6%
iShares Tr$6.89M28,4380.6%
American Centy ETF Tr$6.85M66,4800.6%
Dimensional ETF Trust$6.65M178,5270.6%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Trim26922B519$-24.30M-741K
-5.98%
11,639,514
32.83% of portfolio
medium
Q2 2026
as of
New46138G870$21.34M+878K
877,991
1.84% of portfolio
medium
Q2 2026
as of
New46138G508$21.34M+1.0M
1,047,578
1.83% of portfolio
medium
Q2 2026
as of
New78468R663$21.22M+232K
231,565
1.82% of portfolio
medium
Q2 2026
as of
NewiShares MSCI UAE ETF$20.95M+205K
205,090
1.80% of portfolio
medium
Q2 2026
as of
Trim921909768$-19.74M-231K
-43.81%
296,146
2.18% of portfolio
medium
Q2 2026
as of
Trim922908769$-14.34M-39K
-93.44%
2,721
0.09% of portfolio
medium
Q2 2026
as of
TrimWestern Digital Corp$-14.08M-22K
-86.15%
3,545
0.19% of portfolio
medium
Q2 2026
as of
Trim81369Y803$-12.99M-68K
-63.39%
39,380
0.65% of portfolio
medium
Q2 2026
as of
TrimMicron Technology Inc$-12.09M-10K
-83.64%
2,048
0.20% of portfolio
medium