Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Estate Counselors, LLC (CIK 1559832) reported $1.12B across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TBFG ($355.5M, 31.65%), TBFC ($340.6M, 30.32%), VXUS ($40.2M, 3.58%), TLH ($26.7M, 2.38%), BND ($23.1M, 2.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TBFG | ETF SER SOLUTIONS | $355.5M | 31.65% | 11.9M | Trimmed |
| 2 | TBFC | ETF SER SOLUTIONS | $340.6M | 30.32% | 12.1M | Trimmed |
| 3 | VXUS | VANGUARD STAR FDS | $40.2M | 3.58% | 521,214 | Trimmed |
| 4 | TLH | ISHARES TR | $26.7M | 2.38% | 265,219 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $23.1M | 2.06% | 313,820 | Added |
| 6 | MBB | ISHARES TR | $22.1M | 1.97% | 232,819 | Added |
| 7 | IEF | ISHARES TR | $21.7M | 1.93% | 227,204 | Added |
| 8 | CWB | SPDR SERIES TRUST | $21.1M | 1.88% | 230,144 | Added |
| 9 | EMB | ISHARES TR | $20.7M | 1.84% | 220,249 | Added |
| 10 | XLP | SELECT SECTOR SPDR TR | $15.2M | 1.35% | 185,026 | Trimmed |
| 11 | XLV | SELECT SECTOR SPDR TR | $14.5M | 1.29% | 98,757 | Trimmed |
| 12 | VDE | VANGUARD WORLD FD | $14.4M | 1.28% | 82,989 | Trimmed |
| 13 | XLB | SELECT SECTOR SPDR TR | $9.6M | 0.86% | 192,477 | Trimmed |
| 14 | DFCF | DIMENSIONAL ETF TRUST | $8.7M | 0.77% | 205,869 | New |
| 15 | XLU | SELECT SECTOR SPDR TR | $7.4M | 0.66% | 161,218 | Added |
| 16 | GLD | SPDR GOLD TR | $7.3M | 0.65% | 16,942 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $7.0M | 0.62% | 35,593 | Added |
| 18 | AVDV | AMERICAN CENTY ETF TR | $6.8M | 0.60% | 67,965 | Trimmed |
| 19 | DFEV | DIMENSIONAL ETF TRUST | $6.6M | 0.58% | 183,475 | Trimmed |
| 20 | EFAV | ISHARES TR | $6.3M | 0.56% | 68,581 | Trimmed |
| 21 | TIP | ISHARES TR | $6.0M | 0.54% | 54,555 | New |
| 22 | STIP | ISHARES TR | $6.1M | 0.54% | 58,525 | New |
| 23 | FNDF | SCHWAB STRATEGIC TR | $6.1M | 0.54% | 124,560 | Trimmed |
| 24 | DFIV | DIMENSIONAL ETF TRUST | $6.1M | 0.54% | 115,730 | Trimmed |
| 25 | IWD | ISHARES TR | $6.1M | 0.54% | 28,399 | New |
Source: SEC Form 13F filings · as of 2026-03-31