Estate Counselors, LLC
•CIK: 1559832•Filing: Q4 2025
**Estate Counselors, LLC** manages $1.2B across a portfolio of 90 positions. The fund exhibits a significant concentration in two core holdings, TBFG ($370.4M) and TBFC ($345.4M), which together account for over 78% of reported assets. Diversification is maintained through strategic allocations to broad market ETFs, including VXUS ($39.8M) and VTI ($13.9M). The remaining portfolio structure suggests a tactical tilt across sectors, notably healthcare (XLV) and financials (XLB).
Total AUM
$1.2B
QoQ Performance
+2.6%
Positions
52
Top 10 Concentration
72.2%
Latest Filing
Q4 2025
Top Holdings Allocation
TBFG
TBFC
TBFG31.0%
TBFC28.9%
VXUS3.3%
XLV1.4%
XLB1.3%
XLP1.3%
XLK1.3%
BND1.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.8%
Technology0.5%
Healthcare0.3%
Communication0.2%
ETF0.1%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW19 new positions
↑25 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023