— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Estate Counselors, LLC

Q3 2025 · Filed 2025-10-31
Market Value
$1.2B
+14.5%
Holdings
110
-18
New Purchases
28
Added To
35
Closed
21
Reduced
7
Top 10 Concentration
73.5%
Turnover
44.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 1.68% 0.13% +1.55% $20M
TBFG 32.10% 30.91% +1.20% $374M
CWB 1.00% 0.00% +1.00% $12M
EMB 0.94% 0.00% +0.94% $11M
TIP 0.92% 0.00% +0.92% $11M
SJNK 0.92% 0.00% +0.92% $11M
AVDV 0.51% 0.00% +0.51% $6M
DFEV 0.50% 0.00% +0.50% $6M
DFIC 0.46% 0.00% +0.46% $5M
DFIV 0.45% 0.00% +0.45% $5M
FNDF 0.42% 0.00% +0.42% $5M
ELAN 0.36% 0.00% +0.36% $4M
NEM 0.36% 0.00% +0.36% $4M
FIX 0.35% 0.00% +0.35% $4M
TLN 0.35% 0.00% +0.35% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TBFC 28.54% 31.48% -2.94% $332M
BSV 0.67% 1.67% -1.00% $8M
SHY 0.00% 0.92% -0.92% $0
BKLN 0.00% 0.92% -0.92% $0
MINT 0.00% 0.92% -0.92% $0
HYG 0.05% 0.56% -0.51% $542K
ISTB 0.00% 0.50% -0.50% $0
GLD 0.07% 0.55% -0.48% $761K
SPOT 0.00% 0.38% -0.38% $0
HWM 0.00% 0.37% -0.37% $0
ATI 0.00% 0.37% -0.37% $0
VRSN 0.00% 0.37% -0.37% $0
PR 0.00% 0.36% -0.36% $0
OPCH 0.00% 0.36% -0.36% $0
GE 0.00% 0.36% -0.36% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 15 $109M 9.4%
Large Cap 68 $275M 23.6%
Mid Cap 20 $68M 5.8%
Small Cap 6 $713M 61.2%
Micro Cap 1 $121K 0.0%

Portfolio Analytics

Avg Market Cap
$149.3B
Median Market Cap
$22.5B
Avg P/E
44.5
Median P/E
33.8
Avg Dividend Yield
0.01%
Avg Beta
1.06
# Stocks
45
# ETFs / Funds
65

Top Holdings (110 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TBFG 32.10% 12,666,365 $374M $29.52 $59M +1,402,231 +12.4%
2 TBFC 28.54% 11,864,817 $332M $28.01 $12M -3,965 -0.0%
3 VXUS 3.26% 517,325 $38M $73.46 $5M +36,635 +7.6%
4 XLP 1.69% 250,938 $20M $78.37 $1M +22,485 +9.8%
5 VTI 1.68% 59,786 $20M $328.17 $18M +55,319 +1238.4%
6 FUTY 1.30% 269,095 $15M $56.47 $1M +210 +0.1%
7 XLB 1.27% 165,298 $15M $89.62 $1M +9,675 +6.2%
8 BND 1.25% 195,070 $15M $74.37 $998K +11,590 +6.3%
9 VDE 1.23% 113,970 $14M $125.86 $1M +2,010 +1.8%
10 XLV 1.21% 100,935 $14M $139.17 $1M +7,525 +8.1%
11 XLC 1.01% 99,247 $12M $118.37 $1M +3,780 +4.0%
12 CWB 1.00% 128,695 $12M $90.50 +128,695 NEW
13 VCSH 0.99% 144,620 $12M $79.93 $1M +17,475 +13.7%
14 EMB 0.94% 115,005 $11M $95.19 +115,005 NEW
15 STIP 0.92% 104,205 $11M $103.36 $2M +15,685 +17.7%
16 TIP 0.92% 96,745 $11M $111.22 +96,745 NEW
17 SJNK 0.92% 419,685 $11M $25.60 +419,685 NEW
18 XLY 0.83% 40,160 $10M $239.64 $1M +1,930 +5.0%
19 XLU 0.77% 103,209 $9M $87.21 $2M +17,530 +20.5%
20 QQQ 0.68% 13,133 $8M $600.37 $1M +865 +7.0%
21 BSV 0.67% 98,546 $8M $78.91 -$9M -116,935 -54.3%
22 VGSH 0.62% 123,027 $7M $58.85 $1M +19,255 +18.6%
23 SHV 0.62% 65,350 $7M $110.49 $323K +2,885 +4.6%
24 HOOD 0.61% 49,645 $7M $143.18 $2M +70 +0.1%
25 VUG 0.61% 14,709 $7M $479.61 $1M +1,065 +7.8%
26 VFH 0.57% 50,980 $7M $131.24 $201K
27 XLK 0.55% 22,870 $6M $281.86 $1M +1,635 +7.7%
28 IWF 0.55% 13,636 $6M $468.41 $995K +935 +7.4%
29 PLTR 0.53% 33,600 $6M $182.42 $2M +50 +0.1%
30 AVDV 0.51% 67,135 $6M $89.03 +67,135 NEW
31 DFEV 0.50% 181,250 $6M $31.89 +181,250 NEW
32 EFAV 0.49% 67,061 $6M $84.83 $440K +4,620 +7.4%
33 DFIC 0.46% 162,665 $5M $32.79 +162,665 NEW
34 DFIV 0.45% 114,400 $5M $46.12 +114,400 NEW
35 FNDF 0.42% 113,830 $5M $42.96 +113,830 NEW
36 NXT 0.40% 62,622 $5M $73.99 $1M +260 +0.4%
37 GM 0.39% 74,960 $5M $60.97 $899K +360 +0.5%
38 AVGO 0.39% 13,711 $5M $329.91 $760K +60 +0.4%
39 GEV 0.39% 7,296 $4M $614.90 $642K +30 +0.4%
40 ELAN 0.36% 210,633 $4M $20.14 +210,633 NEW
41 NEM 0.36% 49,605 $4M $84.31 +49,605 NEW
42 FIX 0.35% 4,918 $4M $825.18 +4,918 NEW
43 TLN 0.35% 9,507 $4M $425.38 +9,507 NEW
44 ALAB 0.35% 20,619 $4M $195.80 +20,619 NEW
45 SOFI 0.33% 146,868 $4M $26.42 +146,868 NEW
46 CHTR 0.33% 13,994 $4M $275.10 +13,994 NEW
47 APH 0.33% 30,955 $4M $123.75 +30,955 NEW
48 ELF 0.32% 28,492 $4M $132.48 +28,492 NEW
49 FIVE 0.32% 24,274 $4M $154.70 +24,274 NEW
50 BA 0.31% 16,792 $4M $215.83 $120K +70 +0.4%
51 EIX 0.31% 64,423 $4M $55.28 $259K +420 +0.7%
52 CRBG 0.30% 108,693 $3M $32.05 -$358K +490 +0.5%
53 NFLX 0.29% 2,857 $3M $1,198.92 -$374K +20 +0.7%
54 CELH 0.29% 59,581 $3M $57.49 +59,581 NEW
55 CMCSA 0.29% 108,125 $3M $31.42 +108,125 NEW
56 WDC 0.27% 25,821 $3M $120.06 +25,821 NEW
57 STX 0.22% 10,834 $3M $236.06 +10,834 NEW
58 CRDO 0.22% 17,500 $3M $145.61 +17,500 NEW
59 XLF 0.20% 43,927 $2M $53.87 $613K +10,440 +31.2%
60 SPLG 0.14% 20,506 $2M $78.34 $116K +1
61 SPY 0.11% 1,850 $1M $666.18 $89K
62 VCIT 0.10% 13,416 $1M $84.11 $16K
63 BIV 0.09% 13,710 $1M $78.09 $10K
64 XLE 0.09% 11,865 $1M $89.34 $681K +7,400 +165.7%
65 VTV 0.09% 5,412 $1M $186.49 $53K
66 NVDA 0.08% 4,960 $925K $186.58 $142K
67 VWO 0.07% 14,385 $779K $54.18 $68K
68 GLD 0.07% 2,140 $761K $355.47 -$5M -16,150 -88.3%
69 VPL 0.06% 8,585 $754K $87.84 $49K
70 NULG 0.06% 7,520 $748K $99.45 +7,520 NEW
71 VGK 0.06% 8,625 $688K $79.80 -$1K -270 -3.0%
72 MTUM 0.05% 2,400 $615K $256.45 $39K
73 EMXC 0.05% 8,925 $603K $67.51 $39K
74 TLT 0.05% 6,440 $576K $89.37 $7K
75 BLV 0.05% 7,905 $560K $70.85 $10K
76 HYG 0.05% 6,670 $542K $81.19 -$5M -63,495 -90.5%
77 ESGU 0.05% 3,700 $539K $145.60 $38K
78 EAGG 0.04% 9,825 $472K $48.03 $5K
79 ESGV 0.04% 3,975 $471K $118.44 $205K +1,555 +64.3%
80 PDBC 0.04% 32,965 $443K $13.43 $13K
81 FMBH 0.04% 11,385 $431K $37.88 $4K
82 SPMD 0.03% 7,030 $402K $57.19 $20K
83 INTC 0.03% 10,000 $336K $33.55 $67K -2,000 -16.7%
84 XLRE 0.02% 6,780 $286K $42.13 $5K
85 PFE 0.02% 10,000 $255K $25.48 +10,000 NEW
86 AOM 0.02% 5,100 $243K $47.58 -$3K -225 -4.2%
87 COPX 0.02% 3,800 $227K $59.81 +3,800 NEW
88 IJR 0.02% 1,827 $217K $118.83 +1,827 NEW
89 2HQ.DE 0.01% 70,000 $121K $1.73 $92K
90 PR —% -$4M -271,745 -100.0% SOLD
91 NRG —% -$4M -22,527 -100.0% SOLD
92 MOS —% -$4M -96,575 -100.0% SOLD
93 GE —% -$4M -14,071 -100.0% SOLD
94 DVN —% -$4M -113,189 -100.0% SOLD
95 SHY —% -$9M -112,460 -100.0% SOLD
96 OPCH —% -$4M -113,570 -100.0% SOLD
97 STLA —% -$3M -337,028 -100.0% SOLD
98 MINT —% -$9M -92,655 -100.0% SOLD
99 ISTB —% -$5M -104,630 -100.0% SOLD
100 OKTA —% -$3M -27,590 -100.0% SOLD

New Positions

SymbolValue% Port
CWB $12M 1.00%
EMB $11M 0.94%
TIP $11M 0.92%
SJNK $11M 0.92%
AVDV $6M 0.51%
DFEV $6M 0.50%
DFIC $5M 0.46%
DFIV $5M 0.45%
FNDF $5M 0.42%
ELAN $4M 0.36%
NEM $4M 0.36%
FIX $4M 0.35%
TLN $4M 0.35%
ALAB $4M 0.35%
SOFI $4M 0.33%

Sold Out Positions

SymbolValue% Port
ATI —%
HWM —%
STLA —%
GE —%
CHWY —%
SPOT —%
DVN —%
PM —%
PR —%
NRG —%
MOS —%
ESML —%
DUOL —%
ISTB —%
OPCH —%
View SEC EDGAR Filings for Estate Counselors, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms