StockDriftsStockDriftsTop 50 Estate Counselors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TBFG | ETF SER SOLUTIONS | 32.83% | 11.64M | $381.8M | -2.29%(-272.41K) | $26.96(+23.69%) | 2026-06-30 | |
| TBFC | ETF SER SOLUTIONS | 30.87% | 12.18M | $359.1M | +0.33%(+39.88K) | $26.02(+14.04%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 2.18% | 296.1K | $25.3M | -43.18%(-225.07K) | $66.22(+33.08%) | 2026-06-30 | |
| CWB | SPDR SERIES TRUST | 1.91% | 206.0K | $22.2M | -10.49%(-24.15K) | $86.48(+23.26%) | 2026-06-30 | |
| EMB | ISHARES TR | 1.89% | 228.4K | $22.0M | +3.71%(+8.18K) | $94.27(+0.62%) | 2026-06-30 | |
| VRP | INVESCO EXCH TRADED FD TR II | 1.84% | 878.0K | $21.3M | new | $23.80(+1.59%) | 2026-06-30 | |
| BKLN | INVESCO EXCH TRADED FD TR II | 1.83% | 1.05M | $21.3M | new | $20.54(+0.14%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 1.82% | 231.6K | $21.2M | new | $91.64(-0.11%) | 2026-06-30 | |
| STIP | ISHARES TR | 1.8% | 205.1K | $21.0M | +250.43%(+146.56K) | $102.14(-1.37%) | 2026-06-30 | |
| XLB | SELECT SECTOR SPDR TR | 1.19% | 271.5K | $13.8M | +41.08%(+79.07K) | $44.87(+17.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.47% | +27.63% | +3.96% | +21.43% |
| Top 20 Holdings Unweighted | +8.23% | +26.77% | +3.67% | +19.76% |
Estate Counselors, LLC reports $1.16B in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are TBFG (32.8%), TBFC (30.9%) and VXUS (2.2%). The top 20 holdings account for 85.91% of reported assets. Its disclosed equity book has returned +27.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Estate Counselors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1559832). View Estate Counselors, LLC’s 13F filings on SEC