Estate Counselors, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 11, 2025
Value $
$1.02B
Signature - Title
Satyaki Mitra - Chief Compliance Officer
Location
Thiensville, WI
Summary
This page shows a list of all the recent 13F filings made by Estate Counselors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Estate Counselors, LLC reported 82 stock holdings with total value $1.02B as of Q2 2025. Top holdings included TBFC, TBFG, VXUS, XLP, and BSV.
Holdings Value

List of Other Managers Reporting for Estate Counselors, LLC:

Name Holdings Value Location File Number
Penserra Capital Management LLC $7.17B Orinda, CA 028-17117
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 82 $1.02B +$268M -$260M +$7.83M TBFC, TBFG, VXUS, XLP, BSV 13F-HR 8/11/2025, 02:50 PM
Q1 2025 91 $965M +$188M -$149M +$38.1M TBFC, TBFG, SHV, VFH, XLP 13F-HR 5/14/2025, 11:57 AM
Q4 2024 101 $935M +$82.7M -$99M -$16.3M TBFC, TBFG, VXUS, VFH, XLP 13F-HR 2/14/2025, 01:14 PM
Q3 2024 108 $965M +$56.5M -$55.1M +$1.46M TBFC, TBFG, VXUS, XLB, VFH 13F-HR 11/12/2024, 03:23 PM
Q2 2024 112 $913M +$100M -$60.3M +$40M TBFC, TBFG, VXUS, XLB, VFH 13F-HR 8/8/2024, 02:10 PM
Q1 2024 113 $873M +$623M -$603M +$19.4M TBFC, TBFG, VXUS, XLC, VFH 13F-HR 5/14/2024, 03:03 PM
Q4 2023 118 $810M +$401M -$391M +$9.93M VTI, VGSH, BSV, VUG, VTV 13F-HR 1/23/2024, 03:15 PM
Q3 2023 137 $752M +$70M -$85.5M -$15.6M SHV, VTI, RSP, STIP, IJR 13F-HR 11/2/2023, 04:23 PM
Q2 2023 125 $789M +$208M -$135M +$73.2M SHV, VTI, RSP, STIP, IJR 13F-HR 7/31/2023, 11:30 AM
Q1 2023 126 $757M +$337M -$132M +$205M SHV, STIP, BSV, QQQ, VTI 13F-HR 5/4/2023, 07:47 AM
Q4 2022 136 $715M +$231M -$146M +$85.4M BSV, SHV, MINT, STIP, SHM 13F-HR 2/8/2023, 06:44 AM
Q3 2022 168 $502M +$124M -$80.8M +$43.5M VTI, VGSH, VCSH, STIP, AGG 13F-HR 11/4/2022, 09:46 AM
Q2 2022 163 $672M +$153M -$141M +$11.6M SHV, BSV, SHY, VGSH, VTI 13F-HR 8/3/2022, 10:19 AM
Q1 2022 161 $769M +$199M -$208M -$8.99M SHV, BSV, SHY, RSP, VTI 13F-HR 5/9/2022, 03:59 PM
Q4 2021 165 $823M +$63.8M -$49.5M +$14.3M BSV, VTI, RSP, QQQ, TIP 13F-HR 2/14/2022, 09:39 AM
Q3 2021 173 $799M +$261M -$216M +$45.5M BSV, VTI, RSP, QQQ, TIP 13F-HR 11/3/2021, 02:17 PM
Q2 2021 166 $763M +$153M -$99.4M +$53.1M VTI, RSP, STIP, VB, BSV 13F-HR 8/3/2021, 11:47 AM
Q1 2021 164 $681M +$146M -$149M -$3.11M VTI, RSP, BND, STIP, TIP 13F-HR 5/6/2021, 04:34 PM
Q4 2020 130 $664M +$63.8M -$91.9M -$28M BND, VTI, SPY, AGG, STIP 13F-HR 2/11/2021, 09:35 AM
Q3 2020 115 $644M +$88.7M -$59.4M +$29.3M BND, VTI, SPY, STIP, AGG 13F-HR 10/28/2020, 10:26 AM
Q2 2020 155 $624M +$133M -$176M -$43M BND, AGG, STIP, VTI, EFAV 13F-HR 8/7/2020, 06:14 PM
Q1 2020 127 $608M +$158M -$70.1M +$87.6M BND, SPY, VTI, EFAV, STIP 13F-HR 4/28/2020, 03:17 PM
Q4 2019 75 $680M +$85.9M -$54.7M +$31.2M BND, SPY, VTI, EFAV, IYR 13F-HR 1/31/2020, 03:53 PM
Q3 2019 68 $651M +$38M -$11.5M +$26.5M BND, SPY, MUB, TIP, VTI 13F-HR 10/28/2019, 04:55 PM
Q2 2019 66 $640M +$104M -$25.5M +$78.7M BND, SPY, MUB, TIP, VTI 13F-HR 8/7/2019, 12:45 PM
Q1 2019 64 $584M +$167M -$42.2M +$125M BND, SPY, MUB, TIP, IYR 13F-HR 5/1/2019, 09:38 AM
Q4 2018 63 $495M +$89.8M -$71.7M +$18.1M SPY, SHV, IYR, MUB, IWM 13F-HR 2/4/2019, 03:57 PM
Q3 2018 62 $553M +$85.4M -$26.5M +$58.9M SPY, IWM, TIP, MDY, IYR 13F-HR 10/15/2018, 04:02 PM
Q2 2018 65 $528M +$115M -$41.6M +$73.9M SPY, IWM, TIP, MDY, IYR 13F-HR 8/8/2018, 02:09 PM
Q1 2018 70 $539M +$142M -$65.8M +$75.7M SPY, VWO, IWM, EFAV, MDY 13F-HR 4/13/2018, 02:17 PM
Q4 2017 60 $500M +$57.7M -$51.7M +$5.99M SPY, IWM, VWO, XLF, MDY 13F-HR 2/6/2018, 08:55 AM
Q3 2017 58 $502M +$79.5M -$20.5M +$59M SPY, IWM, VWO, XLF, EFAV 13F-HR 11/13/2017, 08:24 AM
Q2 2017 59 $441M +$102M -$27.8M +$74.6M SPY, IWM, MDY, EFAV, XLF Restatement 11/13/2017, 10:37 AM
Q1 2017 63 $385M +$96.7M -$70.2M +$26.5M SPY, IWM, EFAV, XLF, VWO Restatement 11/13/2017, 08:39 AM
Q4 2016 68 $362M +$149M -$29M +$120M SPY, USMV, TIP, IWM, QQQXXXX 13F-HR 1/24/2017, 09:54 AM
Q3 2016 54 $254M +$21.5M -$7.07M +$14.5M USMV, QQQXXXX, SPY, EFAV, PHBXXXX 13F-HR 10/21/2016, 09:37 AM
Q2 2016 54 $246M +$40.7M -$13.4M +$27.3M USMV, SPY, VCSH, QQQXXXX, EFAV 13F-HR 7/28/2016, 02:01 PM
Q1 2016 54 $227M +$74.1M -$66.6M +$7.5M EFAV, USMV, VCSH, QQQXXXX, SPY 13F-HR 5/9/2016, 03:54 PM
Q4 2015 64 $244M +$26M -$27.5M -$1.48M IGIB, MUB, BNDX, USMV, SPY 13F-HR 2/8/2016, 04:09 PM
Q3 2015 63 $248M +$48.6M -$45.8M +$2.82M IGIB, EFAV, MUB, SPY, USMV 13F-HR 10/28/2015, 05:07 PM
Q2 2015 52 $288M +$13.9M -$1.83M +$12.1M VCSH, SPY, EFAV, PHDGXXXX, IGIB 13F-HR 7/21/2015, 05:32 PM
Q1 2015 53 $281M +$86.9M -$76.9M +$10M SPY, EFAV, PHDGXXXX, IGIB, IJR 13F-HR 4/30/2015, 06:20 PM
Q4 2014 59 $283M +$36.8M -$14.5M +$22.4M SPY, XLU, PHDGXXXX, IWM, IGIB 13F-HR 2/6/2015, 04:15 PM
Q3 2014 51 $260M +$3.34M -$1.05M +$2.3M SPY, PHDGXXXX, XLU, IWM, IGIB 13F-HR 11/12/2014, 02:51 PM
Q2 2014 48 $262M +$18.4M -$1.31M +$17.1M SPY, XLU, PHDGXXXX, IWM, IGIB Restatement 8/15/2014, 03:29 PM
Q1 2014 51 $249M +$56.9M -$21.7M +$35.2M SPY, IWM, XLU, IGIB, VO 13F-HR 4/11/2014, 03:07 PM
Q4 2013 52 $224M SPY, IWM, QQQXXXX, XLU, VO 13F-HR 1/17/2014, 10:27 AM