Arkolith/Funds/Estate Counselors, LLC

Estate Counselors, LLC

CIK 1559832
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Estate Counselors, LLC holds a concentrated book of 91 stocks worth $1.2B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Invesco Variable Rate Prefer and trimmed Brinsmere Fund Growth ETF. Their largest long position is Brinsmere Fund Growth ETF at 33% of the equity book. They also disclosed $503K in put options (a bearish bet), shown separately below and excluded from the equity book.

Opened
41
bought for the first time
Added to
29
already held, bought more
Trimmed
34
sold some, still holds it
Sold out
30
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
70%
Top 10 holdings
78%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Financials
2%
Information Technology
1%
Communication Services
1%
Energy
0%
Health Care
0%
Utilities
0%
Real Estate
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Estate Counselors, LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$235.6B
MORGAN STANLEY79 / 80$159.2B
BANK OF AMERICA CORP /DE/78 / 80$186.9B
JPMORGAN CHASE & CO78 / 80$151.7B
UBS Group AG78 / 80$50.7B
LPL Financial LLC78 / 80$46.3B
WELLS FARGO & COMPANY/MN78 / 80$46.1B
ROYAL BANK OF CANADA78 / 80$35.3B

Ranked by the share of each fund's own book sitting in the names it shares with Estate Counselors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

91 positions
#SecurityValueShares% PortLast moveHistory
1ETF Ser Solutions
BRIN FD GROW ETF
$381.8M11.64M
32.8%
−2.3%
Reduced · −272K sh
2ETF Ser Solutions
BRIN FD CONS ETF
$359.1M12.18M
30.9%
+0.3%
Added · +40K sh
3Vanguard Star FDS
VG TL INTL STK F
$25.3M296.1K
2.2%
−43%
Reduced · −225K sh
4SPDR Series Trust
ST STR CONV ETF
$22.2M206.0K
1.9%
−10%
Reduced · −24K sh
5Ishares TR
JPMORGAN USD EMG
$22.0M228.4K
1.9%
+3.7%
Added · +8K sh
6Invesco Exch Traded FD TR II
VAR RATE PFD
$21.3M878.0K
1.8%
New
New position
7Invesco Exch Traded FD TR II
SR LN ETF
$21.3M1.05M
1.8%
New
New position
8SPDR Series Trust
ST STR BLO 1 ETF
$21.2M231.6K
1.8%
New
New position
9Ishares TR
0-5 YR TIPS ETF
$21.0M205.1K
1.8%
+250%
Added · +147K sh
10Select Sector SPDR TR
ST STR MATER ETF
$13.8M271.5K
1.2%
+41%
Added · +79K sh
11Select Sector SPDR TR
ST STR STAPL ETF
$13.7M164.4K
1.2%
−11%
Reduced · −21K sh
12Vanguard World FD
ENERGY ETF
$10.5M70.1K
0.9%
−15%
Reduced · −13K sh
13Select Sector SPDR TR
ST STR CARE ETF
$9.6M60.4K
0.8%
−39%
Reduced · −38K sh
14Select Sector SPDR TR
ST STR FINL ETF
$9.2M172.3K
0.8%
New
New position
15Vanguard BD Index FDS
TOTAL BND MRKT
$8.6M117.1K
0.7%
−63%
Reduced · −197K sh
16Vanguard Index FDS
GROWTH ETF
$8.0M92.6K
0.7%
New
New position
17DBX ETF TR
XTRACK USD HIGH
$7.8M213.8K
0.7%
20×
Added · +203K sh
18SPDR Series Trust
ST STR SP600 SML
$7.6M132.1K
0.7%
+894%
Added · +119K sh
19Ishares TR
CORE S&P MCP ETF
$7.6M98.5K
0.7%
+775%
Added · +87K sh
20Select Sector SPDR TR
ST STR TECHN ETF
$7.5M39.4K
0.6%
−2.0%
Reduced · −790 sh
21Dimensional ETF Trust
EMERGING MKTS VA
$7.5M175.1K
0.6%
−4.6%
Reduced · −8K sh
22Schwab Strategic TR
FUNDAMENTAL INTL
$6.9M131.7K
0.6%
+5.7%
Added · +7K sh
23Ishares TR
RUS 1000 VAL ETF
$6.9M28.4K
0.6%
+0.1%
Added · +39 sh
24American Centy ETF TR
INTL SMCP VLU
$6.9M66.5K
0.6%
−2.2%
Reduced · −1K sh
25Dimensional ETF Trust
INTL CORE EQUITY
$6.7M178.5K
0.6%
+7.6%
Added · +13K sh
26Dimensional ETF Trust
INTERNATNAL VAL
$6.6M122.5K
0.6%
+5.8%
Added · +7K sh
27Vanguard Index FDS
VALUE ETF
$6.6M30.3K
0.6%
−15%
Reduced · −5K sh
28Ishares TR
IBOXX INV CP ETF
$6.5M59.7K
0.6%
18×
Added · +56K sh
29Ishares TR
MSCI EAFE MIN VL
$6.5M74.0K
0.6%
+7.9%
Added · +5K sh
30SPDR Gold TR
GOLD SHS
$6.5M17.6K
0.6%
+3.8%
Added · +651 sh
31State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$6.1M8.7K
0.5%
20×
Added · +8K sh
32Select Sector SPDR TR
ST STR INDL ETF
$6.0M32.3K
0.5%
New
New position
33Select Sector SPDR TR
ST STR REAL ETF
$5.3M120.3K
0.5%
New
New position
34Vanguard Scottsdale FDS
INTER TERM TREAS
$3.1M52.4K
0.3%
+187%
Added · +34K sh
35Charter Communications Inc
CL A
$2.8M19.6K
0.2%
+115%
Added · +10K sh
36Corebridge Finl Inc
COM
$2.7M93.9K
0.2%
New
New position
37Seagate Technology HLDNGS PL
ORD SHS
$2.6M2.7K
0.2%
New
New position
38Sandisk Corp
COM
$2.5M1.1K
0.2%
New
New position
39Bloom Energy Corp
COM CL A
$2.5M8.4K
0.2%
New
New position
40Aes Corp
COM
$2.5M169.8K
0.2%
New
New position
41Annaly Capital Management In
COM NEW
$2.4M107.5K
0.2%
+20%
Added · +18K sh
42Principal Financial Group In
COM
$2.4M22.0K
0.2%
−2.9%
Reduced · −667 sh
43Micron Technology Inc
COM
$2.4M2.0K
0.2%
−60%
Reduced · −3K sh
44Select Sector SPDR TR
ST STR ENERG ETF
$2.3M43.7K
0.2%
−22%
Reduced · −13K sh
45Equitable Hldgs Inc
COM
$2.3M51.6K
0.2%
+14%
Added · +6K sh
46Western Digital Corp
COM
$2.3M3.5K
0.2%
−53%
Reduced · −4K sh
47Expand Energy Corporation
COM
$2.2M24.2K
0.2%
New
New position
48Arch Cap Group Ltd
ORD
$2.1M21.6K
0.2%
New
New position
49Metlife Inc
COM
$2.0M23.9K
0.2%
−3.4%
Reduced · −835 sh
50Fidelity Natl Information SV
COM
$2.0M51.2K
0.2%
New
New position
Showing 50 of 91 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$503K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$503K125

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202692$1.2B13F-HR
Q1 2026Mar 31, 2026May 15, 202697$1.1B13F-HR
Q4 2025Dec 31, 2025Feb 2, 202690$1.2B13F-HR
Q3 2025Sep 30, 2025Oct 31, 202589$1.2B13F-HR
Q2 2025Jun 30, 2025Aug 11, 202582$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.