Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TBFGEtf Ser Solutions | $381.8M | 32.8% | −2.3% |
| TBFCEtf Ser Solutions | $359.1M | 30.9% | |
| VXUSVanguard Star Fds | $25.3M | 2.2% | −43.2% |
| CWBSpdr Series Trust | $22.2M | 1.9% | −10.5% |
| EMBIshares Tr | $22.0M | 1.9% | +3.7% |
| VRPInvesco Exch Traded Fd Tr II | $21.3M | 1.8% | New |
| BKLNInvesco Exch Traded Fd Tr II | $21.3M | 1.8% | New |
| BILSpdr Series Trust | $21.2M | 1.8% | New |
| STIPIshares Tr | $21.0M | 1.8% | +250.4% |
| XLBSelect Sector Spdr Tr | $13.8M | 1.2% | +41.1% |
| XLPSelect Sector Spdr Tr | $13.7M | 1.2% | −11.1% |
| VDEVanguard World Fd | $10.5M | 0.9% | −15.5% |
| XLVSelect Sector Spdr Tr | $9.6M | 0.8% | −38.9% |
| XLFSelect Sector Spdr Tr | $9.2M | 0.8% | New |
| BNDVanguard Bd Index Fds | $8.6M | 0.7% | −62.7% |
| VUGVanguard Index Fds | $8.0M | 0.7% | New |
| HYLBDbx Etf Tr | $7.8M | 0.7% | +1890.9% |
| SPSMSpdr Series Trust | $7.6M | 0.7% | +893.6% |
| IJHIshares Tr | $7.6M | 0.7% | +774.5% |
| XLKSelect Sector Spdr Tr | $7.5M | 0.6% | −2.0% |
| DFEVDimensional Etf Trust | $7.5M | 0.6% | −4.6% |
| FNDFSchwab Strategic Tr | $6.9M | 0.6% | +5.7% |
| IWDIshares Tr | $6.9M | 0.6% | |
| AVDVAmerican Centy Etf Tr | $6.9M | 0.6% | −2.2% |
| DFICDimensional Etf Trust | $6.7M | 0.6% | +7.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XLKSelect Sector Spdr Tr | June 30, 2023 | +119.2% | $7.5M |
| VTVVanguard Index Fds | June 30, 2021 | +58.5% | $6.6M |
| VXUSVanguard Star Fds | December 31, 2023 | +47.5% | $25.3M |
| XLPSelect Sector Spdr Tr | June 30, 2020 | +41.7% | $13.7M |
| DFEVDimensional Etf Trust | September 30, 2025 | +33.8% | $7.5M |
| EFAVIshares Tr | March 31, 2023 | +29.7% | $6.5M |
| GLDSpdr Gold Tr | March 31, 2025 | +27.8% | $6.5M |
| VDEVanguard World Fd | December 31, 2024 | +23.8% | $10.5M |
| FNDFSchwab Strategic Tr | September 30, 2025 | +22.8% | $6.9M |
| XLBSelect Sector Spdr Tr | June 30, 2023 | +22.7% | $13.8M |
Sold off last quarter
- TLHIshares Tr was $26.7M
- IEFIshares Tr was $21.7M
- DFCFDimensional Etf Trust was $8.7M
- XLUSelect Sector Spdr Tr was $7.4M
- TLTIshares Tr was $6.1M
- TIPIshares Tr was $6.0M
- VNQVanguard Index Fds was $5.8M
- XLCSelect Sector Spdr Tr was $5.5M
- XLYSelect Sector Spdr Tr was $5.2M
- FUTYFidelity Covington Trust was $2.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.5% | +14.8% |
| March 31, 2026 | +1.4% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +7.5% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +2.9% | +8.3% |
| March 31, 2023 | +2.3% | +7.0% |
| December 31, 2022 | +4.7% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −8.7% | −16.5% |
| March 31, 2022 | −3.8% | −4.9% |
| December 31, 2021 | +4.6% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Estate Counselors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1559832&type=13F-HR&dateb=&owner=include&count=40CIK 1559832
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1559832/000117266126003139/Filed August 7, 2026 · accession 0001172661-26-003139