Managers / Q3 2023 · view latest →
Estate Counselors, LLC
CIK 0001559832 · 414 N. MAIN STREET, THIENSVILLE, WI, 53092 · (262)238-6980
Reported Value
$752M
Q3 2023
Positions
124
Filings on Record
30
2019–present window
Filed
Nov 2, 2023
original filing
Summary
Estate Counselors, Llc reported $752M in U.S.-listed holdings across 124 positions for Q3 2023.
Its largest position, SHV, represents 14.6% of the portfolio.
Compared with Q2 2023, the fund opened 12 new positions and exited 13.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.1B | 97 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.2B | 90 | Feb 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 89 | Oct 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.0B | 82 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $965M | 91 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $935M | 101 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $965M | 108 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $913M | 112 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $873M | 113 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $810M | 118 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $752M | 124 | Nov 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $789M | 125 | Jul 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $757M | 126 | May 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $715.2B | 136 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $646M | 175 | Nov 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $672M | 166 | Aug 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $769M | 162 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $823M | 167 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $799M | 175 | Nov 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $763M | 168 | Aug 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $683M | 168 | May 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $665M | 133 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $644M | 115 | Oct 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $626M | 163 | Aug 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $608M | 127 | Apr 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $680M | 75 | Jan 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $651M | 68 | Oct 28, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $640M | 66 | Aug 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $584M | 64 | May 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $495M | 63 | Feb 4, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.