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Estate Counselors, LLC
Estate Counselors, LLC is a Milwaukee, Wisconsin-based registered investment adviser focused on long-term portfolio management and wealth preservation for affluent individuals and families. Founded by a seasoned estate planning attorney, the firm leverages academic research and disciplined analysis to deliver evidence-based investment solutions and close, personal client relationships. Estate Counselors, LLC typically serves clients interested in sustainable wealth management, drawing on decades of financial and legal expertise.
Investment Strategy
Estate Counselors, LLC employs an evidence-based investment approach driven by academic research, statistical analysis, and historical data, rejecting market timing and speculative forecasts. The firm prioritizes disciplined, long-term portfolio management tailored for wealth preservation, often utilizing diversified ETF portfolios and focusing on strategies grounded in best practices. By limiting client count, they can offer highly personalized advice and closely manage family wealth through changing market conditions, always placing client interests first.
Latest 13F Filing Activity
Estate Counselors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 80 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Star FDS, Vanguard BD Index FDS, Vanguard BD Index FDS among other positions. Estate Counselors, LLC reduced exposure to Ishares TR, Vanguard World FD, Vanguard World FD among others.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VXUS | VANGUARD STAR FDS | 3.27% | $33.2M | 480,690 | $68.95 | $69.09 | +$32.8M |
X XLP | SELECT SECTOR SPDR TR | 1.82% | $18.5M | 228,453 | $73.97 | $80.97 | +$3.6M |
B BSV | VANGUARD BD INDEX FDS | 1.67% | $17.0M | 215,481 | $78.58 | $78.70 | +$15.3M |
F FUTY | FIDELITY COVINGTON TRUST | 1.39% | $14.1M | 268,885 | $48.23 | $52.60 | +$9.2M |
X XLB | SELECT SECTOR SPDR TR | 1.34% | $13.7M | 155,623 | $85.15 | $87.81 | +$12.7K |
Industry Allocation
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