Institutional Fund
Estate Counselors, LLC
Thiensville, WICIK 15598325 filings on record
Portfolio Value
$1.12B
Q1 2026
Holdings
97
Reported positions
New Buys
36
Opened this quarter
QoQ Change
-6.0%
from $1.19B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- ETF Ser Solutions31.7%
- ETF Ser Solutions30.3%
- Vanguard Star Fds3.6%
- Ishares Tr2.4%
- Vanguard Bd Index Fds2.1%
- Ishares Tr2.0%
- Other28.0%
Portfolio Holdings
97 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | ETF Ser Solutions | 11.91M | $355.50M | 31.7% | −468.4K | Reduced |
| 2 | ETF Ser Solutions | 12.14M | $340.56M | 30.3% | −127.3K | Reduced |
| 3 | Vanguard Star Fds | 521.2K | $40.19M | 3.6% | −5.8K | Reduced |
| 4 | Ishares Tr | 265.2K | $26.71M | 2.4% | +147.7K | Added |
| 5 | Vanguard Bd Index Fds | 313.8K | $23.11M | 2.1% | +113.4K | Added |
| 6 | Ishares Tr | 232.8K | $22.11M | 2.0% | +116.3K | Added |
| 7 | Ishares Tr | 227.2K | $21.68M | 1.9% | +111.0K | Added |
| 8 | Spdr Series Trust | 230.1K | $21.06M | 1.9% | +96.8K | Added |
| 9 | Ishares Tr | 220.2K | $20.69M | 1.8% | +107.7K | Added |
| 10 | Select Sector Spdr Tr | 185.0K | $15.17M | 1.4% | −16.0K | Reduced |
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