Portfolio (Quarterly) Guide ↗

Estate Counselors, LLC

· CIK 0001559832

13F Portfolio $1.2B AUM 90 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 19 New 25 Added 26 Reduced 18 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	STIP	ISHARES TR	—	104,205	$10.8M	0.93%	SOLD
2	TIP	ISHARES TR	—	96,745	$10.8M	0.92%	SOLD
3	SJNK	SPDR SERIES TRUST	—	419,685	$10.7M	0.92%	SOLD
4	TLN	TALEN ENERGY CORP	Utilities	9,507	$4.0M	0.35%	SOLD
5	ALAB	ASTERA LABS INC	Technology	20,619	$4.0M	0.35%	SOLD
6	CHTR	CHARTER COMMUNICATIONS INC N	Communication Services	13,994	$3.8M	0.33%	SOLD
7	ELF	E L F BEAUTY INC	Consumer Defensive	28,492	$3.8M	0.32%	SOLD
8	FIVE	FIVE BELOW INC	Consumer Cyclical	24,274	$3.8M	0.32%	SOLD
9	BA	BOEING CO	Industrials	16,792	$3.6M	0.31%	SOLD
10	EIX	EDISON INTL	Utilities	64,423	$3.6M	0.31%	SOLD
11	CRBG	COREBRIDGE FINL INC	Financial Services	108,693	$3.5M	0.30%	SOLD
12	NFLX	NETFLIX INC	Communication Services	2,857	$3.4M	0.29%	SOLD
13	CELH	CELSIUS HLDGS INC	Consumer Defensive	59,581	$3.4M	0.29%	SOLD
14	BLV	VANGUARD BD INDEX FDS	—	7,905	$560K	0.05%	SOLD
15	INTC	INTEL CORP	Technology	10,000	$336K	0.03%	SOLD
16	AOM	ISHARES TR	—	5,100	$243K	0.02%	SOLD
17	IJR	ISHARES TR	—	1,827	$217K	0.02%	SOLD
18	—	TILRAY BRANDS INC	—	70,000	$121K	0.01%	SOLD

Sector Allocation

Technology 38.8%

Financial Services 24.1%

Consumer Cyclical 11.4%

Healthcare 7.3%

Communication Services 4.2%

Basic Materials 4.1%

Utilities 3.9%

Industrials 3.8%

Energy 2.4%