Estate Counselors, LLC holds a concentrated book of 97 stocks worth $1.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Dimensional Core Fixed Inc and trimmed Brinsmere Fund Growth ETF. Their largest long position is Brinsmere Fund Growth ETF at 32% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1559832/holdings"
Use Arkolith to show Estate Counselors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | ETF Ser Solutions THE BRINSMERE FU | $355.5M | 11.91M | 31.7% | ▼−3.8% Reduced · −468K sh | |
| 2 | ETF Ser Solutions THE BRINSMERE FU | $340.6M | 12.14M | 30.3% | ▼−1.0% Reduced · −127K sh | |
| 3 | Vanguard Star FDS VG TL INTL STK F | $40.2M | 521.2K | 3.6% | ▼−1.1% Reduced · −6K sh | |
| 4 | Ishares TR 10-20 YR TRS ETF | $26.7M | 265.2K | 2.4% | ▲+126% Added · +148K sh | |
| 5 | Vanguard BD Index FDS TOTAL BND MRKT | $23.1M | 313.8K | 2.1% | ▲+57% Added · +113K sh | |
| 6 | Ishares TR MBS ETF | $22.1M | 232.8K | 2.0% | ▲+100% Added · +116K sh | |
| 7 | Ishares TR 7-10 YR TRSY BD | $21.7M | 227.2K | 1.9% | ▲+96% Added · +111K sh | |
| 8 | SPDR Series Trust STATE STREET SPD | $21.1M | 230.1K | 1.9% | ▲+73% Added · +97K sh | |
| 9 | Ishares TR JPMORGAN USD EMG | $20.7M | 220.2K | 1.8% | ▲+96% Added · +108K sh | |
| 10 | Select Sector SPDR TR STATE STREET CON | $15.2M | 185.0K | 1.4% | ▼−8.0% Reduced · −16K sh | |
| 11 | Select Sector SPDR TR STATE STREET HEA | $14.5M | 98.8K | 1.3% | ▼−6.5% Reduced · −7K sh | |
| 12 | Vanguard World FD ENERGY ETF | $14.4M | 83.0K | 1.3% | ▼−27% Reduced · −30K sh | |
| 13 | Select Sector SPDR TR STATE STREET MAT | $9.6M | 192.5K | 0.9% | ▼−45% Reduced · −158K sh | |
| 14 | Dimensional ETF Trust CORE FIXED INCOM | $8.7M | 205.9K | 0.8% | ▲New New position | |
| 15 | Select Sector SPDR TR STATE STREET UTI | $7.4M | 161.2K | 0.7% | ▲+31% Added · +38K sh | |
| 16 | SPDR Gold TR GOLD SHS | $7.3M | 16.9K | 0.6% | ▼−16% Reduced · −3K sh | |
| 17 | Vanguard Index FDS VALUE ETF | $7.0M | 35.6K | 0.6% | ▲+653% Added · +31K sh | |
| 18 | American Centy ETF TR INTL SMCP VLU | $6.8M | 68.0K | 0.6% | ▼−0.8% Reduced · −545 sh | |
| 19 | Dimensional ETF Trust EMERGING MKTS VA | $6.6M | 183.5K | 0.6% | ▼−0.3% Reduced · −640 sh | |
| 20 | Ishares TR MSCI EAFE MIN VL | $6.3M | 68.6K | 0.6% | ▼−0.3% Reduced · −185 sh | |
| 21 | Dimensional ETF Trust INTERNATNAL VAL | $6.1M | 115.7K | 0.5% | ▼−0.8% Reduced · −910 sh | |
| 22 | Invesco Exch Traded FD TR II S&P500 HDL VOL | $6.1M | 123.1K | 0.5% | ▲New New position | |
| 23 | Schwab Strategic TR FUNDAMENTAL INTL | $6.1M | 124.6K | 0.5% | ▼−0.4% Reduced · −465 sh | |
| 24 | Ishares TR 20 YR TR BD ETF | $6.1M | 70.3K | 0.5% | ▲16× Added · +66K sh | |
| 25 | Ishares TR RUS 1000 VAL ETF | $6.1M | 28.4K | 0.5% | ▲New New position | |
| 26 | Ishares TR 0-5 YR TIPS ETF | $6.1M | 58.5K | 0.5% | ▲New New position | |
| 27 | Ishares TR TIPS BD ETF | $6.0M | 54.6K | 0.5% | ▲New New position | |
| 28 | Dimensional ETF Trust INTL CORE EQUITY | $5.9M | 165.9K | 0.5% | ▼−0.3% Reduced · −550 sh | |
| 29 | Vanguard Index FDS REAL ESTATE ETF | $5.8M | 65.8K | 0.5% | ▲New New position | |
| 30 | Select Sector SPDR TR STATE STREET COM | $5.5M | 49.8K | 0.5% | ▼−40% Reduced · −33K sh | |
| 31 | Select Sector SPDR TR STATE STREET TEC | $5.3M | 40.2K | 0.5% | ▼−63% Reduced · −67K sh | |
| 32 | Select Sector SPDR TR STATE STREET CON | $5.2M | 48.1K | 0.5% | ▼−44% Reduced · −38K sh | |
| 33 | Select Sector SPDR TR STATE STREET ENE | $3.4M | 56.3K | 0.3% | ▲+36% Added · +15K sh | |
| 34 | Ciena Corp COM NEW | $2.9M | 7.6K | 0.3% | ▼−60% Reduced · −11K sh | |
| 35 | Fidelity Covington Trust MSCI UTILS INDEX | $2.8M | 47.2K | 0.2% | ▼−35% Reduced · −26K sh | |
| 36 | Apa Corporation COM | $2.4M | 55.9K | 0.2% | ▲New New position | |
| 37 | Principal Financial Group In COM | $2.0M | 22.7K | 0.2% | ▲New New position | |
| 38 | Western Digital Corp COM | $2.0M | 7.5K | 0.2% | ▼−71% Reduced · −18K sh | |
| 39 | Vanguard Scottsdale FDS INT-TERM CORP | $2.0M | 24.2K | 0.2% | ▲+36% Added · +6K sh | |
| 40 | Lumentum Hldgs Inc COM | $2.0M | 2.8K | 0.2% | ▼−75% Reduced · −9K sh | |
| 41 | Charter Communications Inc CL A | $2.0M | 9.1K | 0.2% | ▲New New position | |
| 42 | Ovintiv Inc COM | $2.0M | 33.1K | 0.2% | ▼−55% Reduced · −41K sh | |
| 43 | Agnc Invt Corp COM | $2.0M | 195.1K | 0.2% | ▲New New position | |
| 44 | The Cigna Group COM | $1.9M | 7.3K | 0.2% | ▼−47% Reduced · −6K sh | |
| 45 | Comfort Sys USA Inc COM | $1.9M | 1.4K | 0.2% | ▼−72% Reduced · −4K sh | |
| 46 | Annaly Capital Management In COM NEW | $1.9M | 89.9K | 0.2% | ▲New New position | |
| 47 | News Corp New CL B | $1.9M | 66.4K | 0.2% | ▲New New position | |
| 48 | Edison Intl COM | $1.9M | 25.4K | 0.2% | ▲New New position | |
| 49 | Comcast Corp New CL A | $1.8M | 64.2K | 0.2% | ▼−28% Reduced · −25K sh | |
| 50 | General MTRS Co COM | $1.8M | 24.4K | 0.2% | ▼−67% Reduced · −51K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.