Estate Counselors, LLC

CIK 0001559832 · Q1 2026

13F Equity AUM

$1.1B

-6.0% QoQ

Positions

+7 QoQ

AUM Rank

#2,600

Top 21%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #3,769 · Top 46%

vs S&P -8.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 70.0%Top 10: 79.0%Top 20: 86.8%

TBFG31.6%

TBFC30.3%

VXUS3.6%

TLH2.4%

BND2.1%

MBB2.0%

IEF1.9%

CWB1.9%

EMB1.8%

XLP1.4%

Others (87)21.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.7%

Other3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 97Median: 0.16%Avg: 1.03%

0–0.5%

68(8.3%)

0.5–1%

17(10.1%)

1–3%

9(16.0%)

3–5%

1(3.6%)

5%+

2(62.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 96Unique: 1vs 20 funds

1.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.8%

1.9%

2.9%

1.8%

1.4%

VANGUARD CAPITAL MANAGEMENT LLC

0.9%

GEODE CAPITAL MANAGEMENT, LLC

0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New36Increased16Decreased40Exited29

New Positions

DFCF0.8%

+206K

SPHD0.5%

+123K

TIP0.5%

+55K

STIP0.5%

+59K

IWD0.5%

+28K

VNQ0.5%

+66K

APA0.2%

+56K

CHTR0.2%

+9K

PG40.2%

+23K

NWS0.2%

+66K

Increased

TLH2.4%

+148K(+126%)

MBB2.0%

+116K(+100%)

BND2.1%

+113K(+57%)

IEF1.9%

+111K(+96%)

EMB1.8%

+108K(+96%)

CWB1.9%

+97K(+73%)

TLT0.5%

+66K(+1488%)

XLU0.7%

+38K(+31%)

VTV0.6%

+31K(+653%)

XLE0.3%

+15K(+36%)

Decreased

TBFG31.6%

-468,431(-4%)

XLB0.9%

-158,360(-45%)

VGSH0.1%

-128,387(-87%)

TBFC30.3%

-127,281(-1%)

BSV0.1%

-91,796(-87%)

XLK0.5%

-67,405(-63%)

SHV0.1%

-57,720(-81%)

GM0.2%

-50,548(-67%)

OVV0.2%

-41,280(-55%)

VTI0.1%

-38,009(-92%)

Exited

-82,403

-141,405

-60,770

-14,191

-33,600

-49,317

-62,622

-88,635

-49,605

-13,711

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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