Managers / Q4 2024 · view latest →
Estate Counselors, LLC
CIK 0001559832 · 414 N. MAIN STREET, THIENSVILLE, WI, 53092 · (262)238-6980
Reported Value
$935M
Q4 2024
Positions
101
Filings on Record
30
2019–present window
Filed
Feb 14, 2025
original filing
Summary
Estate Counselors, Llc reported $935M in U.S.-listed holdings across 101 positions for Q4 2024.
The portfolio is heavily concentrated: TBFC alone accounts for 30.3% of reported value.
Compared with Q3 2024, the fund opened 17 new positions and exited 24.
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 — Q4 2024
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 ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- Penserra Capital Management LLC028-17117
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 ↗.