AiSiWhale

AI & tech investing

Estate Counselors, LLC

CIK 1559832

13F filing for Q2 2026・No. 2,327

Holdings
US$1.16B
Quarter change
+US$40.39M
Entries
92
Net bought (estimate)
−US$29.82M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 24
  • Sold out 30
  • Cut 33
  • Added 30
  • Corporate actions 0
  • Unchanged 4

Largest holdings

91 stocks worth US$1.16B, options and bonds left out.

StockThis quarterValueWeight
ETF SER SOLUTIONSBRIN FD GROW ETFCutUS$381.81M32.83%
ETF SER SOLUTIONSBRIN FD CONS ETFAddedUS$359.07M30.87%
VANGUARD STAR FDSVG TL INTL STK FCutUS$25.32M2.18%
SPDR SERIES TRUSTST STR CONV ETFCutUS$22.21M1.91%
ISHARES TRJPMORGAN USD EMGAddedUS$22.03M1.89%
INVESCO EXCH TRADED FD TR IIVAR RATE PFDNewUS$21.34M1.84%
INVESCO EXCH TRADED FD TR IISR LN ETFNewUS$21.34M1.83%
SPDR SERIES TRUSTST STR BLO 1 ETFNewUS$21.22M1.82%
ISHARES TR0-5 YR TIPS ETFAddedUS$20.95M1.80%
SELECT SECTOR SPDR TRST STR MATER ETFAddedUS$13.8M1.19%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.