13F Filings History of Estate Counselors, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$1,194,333,472
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 90 stock holdings with total value $1,194,333,472 as of Q4 2025. Top holdings included TBFG, TBFC, VXUS, XLV, and XLB.

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Holdings Value

List of Other Managers Reporting for Estate Counselors, LLC:

Name Holdings Value Location File Number
Penserra Capital Management LLC $8,417,277,000 Orinda, CA 028-17117
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 90 $1,194,333,472 +$151,022,965 -$117,482,504 +$33,540,461 TBFG, TBFC, VXUS, XLV, XLB 13F-HR 02 Feb 2026, 14:00
Q3 2025 89 $1,164,576,007 +$205,337,456 -$106,643,457 +$98,693,999 TBFG, TBFC, VXUS, XLP, VTI 13F-HR 31 Oct 2025, 13:15
Q2 2025 82 $1,017,193,002 +$268,271,536 -$260,444,937 +$7,826,599 TBFC, TBFG, VXUS, XLP, BSV 13F-HR 11 Aug 2025, 14:50
Q1 2025 91 $964,682,492 +$187,559,225 -$149,482,382 +$38,076,843 TBFC, TBFG, SHV, VFH, XLP 13F-HR 14 May 2025, 11:57
Q4 2024 101 $935,373,368 +$82,716,979 -$99,045,353 -$16,328,374 TBFC, TBFG, VXUS, VFH, XLP 13F-HR 14 Feb 2025, 13:14
Q3 2024 108 $965,214,909 +$56,527,032 -$55,070,235 +$1,456,797 TBFC, TBFG, VXUS, XLB, VFH 13F-HR 12 Nov 2024, 15:23
Q2 2024 112 $913,075,036 +$100,300,234 -$60,346,959 +$39,953,275 TBFC, TBFG, VXUS, XLB, VFH 13F-HR 08 Aug 2024, 14:10
Q1 2024 113 $873,198,278 +$622,806,129 -$603,425,730 +$19,380,399 TBFC, TBFG, VXUS, XLC, VFH 13F-HR 14 May 2024, 15:03
Q4 2023 118 $809,830,892 +$401,322,225 -$391,397,212 +$9,925,013 VTI, VGSH, BSV, VUG, VTV 13F-HR 23 Jan 2024, 15:15
Q3 2023 124 $751,808,061 +$69,980,613 -$85,539,170 -$15,558,557 SHV, VTI, RSP, STIP, IJR 13F-HR 02 Nov 2023, 16:23
Q2 2023 125 $789,480,081 +$207,836,111 -$196,980,323 +$10,855,788 SHV, VTI, RSP, STIP, IJR 13F-HR 31 Jul 2023, 11:30
Q1 2023 126 $756,774,574 +$337,161,586 -$311,291,441 +$25,870,145 SHV, STIP, BSV, QQQ, VTI 13F-HR 04 May 2023, 07:47
Q4 2022 136 $715,171,036 +$229,086,255 -$141,201,015 +$87,885,240 BSV, SHV, MINT, STIP, SHM 13F-HR 08 Feb 2023, 07:44
Q3 2022 174 $502,440,000 +$124,325,287 -$130,512,131 -$6,186,844 VTI, VGSH, VCSH, STIP, AGG 13F-HR 04 Nov 2022, 09:46
Q2 2022 165 $671,962,000 +$152,959,894 -$190,728,118 -$37,768,224 SHV, BSV, SHY, VGSH, VTI 13F-HR 03 Aug 2022, 10:19
Q1 2022 162 $769,036,000 +$198,748,422 -$223,464,659 -$24,716,237 SHV, BSV, SHY, RSP, VTI 13F-HR 09 May 2022, 15:59
Q4 2021 166 $823,438,000 +$63,831,631 -$76,638,611 -$12,806,980 BSV, VTI, RSP, QQQ, TIP 13F-HR 14 Feb 2022, 10:39
Q3 2021 174 $799,231,000 +$261,487,443 -$215,984,098 +$45,503,345 BSV, VTI, RSP, QQQ, TIP 13F-HR 03 Nov 2021, 14:17
Q2 2021 167 $763,328,000 +$152,544,257 -$99,438,610 +$53,105,647 VTI, RSP, STIP, VB, BSV 13F-HR 03 Aug 2021, 11:47
Q1 2021 168 $680,990,000 +$145,904,524 -$149,011,233 -$3,106,709 VTI, RSP, BND, STIP, TIP 13F-HR 06 May 2021, 16:34
Q4 2020 133 $664,144,000 +$63,815,010 -$95,751,224 -$31,936,214 BND, VTI, SPY, AGG, STIP 13F-HR 11 Feb 2021, 10:35
Q3 2020 115 $644,388,000 +$88,717,482 -$88,730,475 -$12,993 BND, VTI, SPY, STIP, AGG 13F-HR 28 Oct 2020, 10:26
Q2 2020 159 $625,743,000 +$133,394,923 -$187,765,136 -$54,370,213 BND, AGG, STIP, VTI, EFAV 13F-HR 07 Aug 2020, 18:14
Q1 2020 127 $607,686,000 +$157,768,302 -$145,994,311 +$11,773,991 BND, SPY, VTI, EFAV, STIP 13F-HR 28 Apr 2020, 15:17
Q4 2019 75 $680,283,000 +$85,918,621 -$76,819,119 +$9,099,502 BND, SPY, VTI, EFAV, IYR 13F-HR 31 Jan 2020, 16:53
Q3 2019 68 $651,366,000 +$37,960,658 -$34,526,157 +$3,434,501 BND, SPY, MUB, TIP, VTI 13F-HR 28 Oct 2019, 16:55
Q2 2019 66 $640,073,000 +$104,130,283 -$59,596,018 +$44,534,265 BND, SPY, MUB, TIP, VTI 13F-HR 07 Aug 2019, 12:45
Q1 2019 64 $583,531,000 +$167,156,350 -$120,447,220 +$46,709,130 BND, SPY, MUB, TIP, IYR 13F-HR 01 May 2019, 09:38
Q4 2018 63 $494,831,000 +$89,833,084 -$92,043,669 -$2,210,585 SPY, SHV, IYR, MUB, IWM 13F-HR 04 Feb 2019, 16:57
Q3 2018 62 $552,559,000 +$85,400,641 -$73,402,996 +$11,997,645 SPY, IWM, TIP, MDY, IYR 13F-HR 15 Oct 2018, 16:02
Q2 2018 65 $527,534,000 +$115,452,742 -$129,499,118 -$14,046,376 SPY, IWM, TIP, MDY, IYR 13F-HR 08 Aug 2018, 14:09
Q1 2018 70 $538,602,000 +$141,528,576 -$97,193,168 +$44,335,408 SPY, VWO, IWM, EFAV, MDY 13F-HR 13 Apr 2018, 14:17
Q4 2017 60 $499,872,000 +$57,650,237 -$70,241,778 -$12,591,541 SPY, IWM, VWO, XLF, MDY 13F-HR 06 Feb 2018, 09:55
Q3 2017 58 $502,278,000 +$79,511,554 -$31,828,116 +$47,683,438 SPY, IWM, VWO, XLF, EFAV 13F-HR 13 Nov 2017, 09:24
Q2 2017 59 $441,167,000 +$102,397,674 -$54,841,339 +$47,556,335 SPY, IWM, MDY, EFAV, XLF Restatement 13 Nov 2017, 11:37
Q1 2017 63 $385,153,000 +$96,688,524 -$84,223,278 +$12,465,246 SPY, IWM, EFAV, XLF, VWO Restatement 13 Nov 2017, 09:39
Q4 2016 68 $362,077,000 +$148,844,134 -$44,905,246 +$103,938,888 SPY, USMV, TIP, IWM, QQQ 13F-HR 24 Jan 2017, 10:54
Q3 2016 54 $257,994,000 +$21,527,450 -$18,650,430 +$2,877,020 USMV, QQQ, SPY, EFAV, PHB 13F-HR 21 Oct 2016, 09:37
Q2 2016 54 $251,036,000 +$40,711,283 -$21,810,032 +$18,901,251 USMV, SPY, VCSH, QQQ, EFAV 13F-HR 28 Jul 2016, 14:01
Q1 2016 54 $226,889,000 +$74,094,773 -$96,766,017 -$22,671,244 EFAV, USMV, VCSH, QQQ, SPY 13F-HR 09 May 2016, 15:54
Q4 2015 65 $245,040,000 +$26,875,002 -$35,747,883 -$8,872,881 IGIB, MUB, BNDX, USMV, SPY 13F-HR 08 Feb 2016, 17:09
Q3 2015 63 $248,299,000 +$48,629,025 -$71,884,752 -$23,255,727 IGIB, EFAV, MUB, SPY, USMV 13F-HR 28 Oct 2015, 17:07
Q2 2015 52 $287,976,000 +$13,890,057 -$2,704,207 +$11,185,850 VCSH, SPY, EFAV, PHDG, IGIB 13F-HR 21 Jul 2015, 17:32
Q1 2015 53 $281,198,000 +$86,857,045 -$93,102,625 -$6,245,580 SPY, EFAV, PHDG, IGIB, IJR 13F-HR 30 Apr 2015, 18:20
Q4 2014 59 $282,738,000 +$36,833,534 -$20,949,256 +$15,884,278 SPY, XLU, PHDG, IWM, IGIB 13F-HR 06 Feb 2015, 17:15
Q3 2014 51 $259,516,000 +$3,344,333 -$1,047,348 +$2,296,985 SPY, PHDG, XLU, IWM, IGIB 13F-HR 12 Nov 2014, 15:51
Q2 2014 48 $261,761,000 +$18,400,993 -$13,150,209 +$5,250,784 SPY, XLU, PHDG, IWM, IGIB Restatement 15 Aug 2014, 15:29
Q1 2014 49 $248,715,000 +$55,492,825 -$36,972,213 +$18,520,612 SPY, IWM, XLU, IGIB, VO 13F-HR 11 Apr 2014, 15:07
Q4 2013 53 $223,811,000 $0 $0 $0 SPY, IWM, QQQ, XLU, VO 13F-HR 17 Jan 2014, 11:27