MondegarAI
Estate Counselors, LLC

Q1 2025 · 13F-HR

Estate Counselors, LLCholdings as filed

Filed 2025-05-14 · accession 0001172661-25-001813

$964.7M
Reported value
91
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
26922B493TBFCETF SER SOLUTIONS$299.7M31.1%11,558,623CommonNONE
26922B519TBFGETF SER SOLUTIONS$289.8M30.0%10,991,528CommonNONE
464288679SHVISHARES TR$38.5M3.99%348,115CommonNONE
92204A405VFHVANGUARD WORLD FD$19.5M2.02%162,940CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$14.9M1.55%182,978CommonNONE
92204A306VDEVANGUARD WORLD FD$14.7M1.52%113,345CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$13.7M1.42%158,788CommonNONE
92204A504VHTVANGUARD WORLD FD$13.0M1.35%49,110CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$9.7M1.00%198,565CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$9.3M0.97%96,722CommonNONE
78464A359CWBSPDR SER TR$9.3M0.97%121,562CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$9.2M0.95%378,990CommonNONE
46429B747STIPISHARES TR$9.1M0.94%87,915CommonNONE
464288281EMBISHARES TR$9.1M0.94%100,288CommonNONE
78468R622JNKSPDR SER TR$9.0M0.94%94,846CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$8.9M0.92%212,958CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$7.8M0.81%38,009CommonNONE
058498106BALLBALL CORP$7.0M0.73%135,260CommonNONE
922908769VTIVANGUARD INDEX FDS$6.4M0.66%23,143CommonNONE
922908744VTVVANGUARD INDEX FDS$6.1M0.64%35,597CommonNONE
464287655IWMISHARES TR$5.6M0.58%28,062CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$5.5M0.57%110,927CommonNONE
05464C101AXONAXON ENTERPRISE INC$5.2M0.54%9,920CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$4.9M0.51%96,735CommonNONE
46429B689EFAVISHARES TR$4.9M0.51%62,786CommonNONE
88033G407THCTENET HEALTHCARE CORP$4.7M0.48%34,690CommonNONE
049468101TEAMATLASSIAN CORPORATION$4.6M0.48%21,820CommonNONE
011659109ALKALASKA AIR GROUP INC$4.4M0.46%90,070CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$4.4M0.46%61,130CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.3M0.45%51,375CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$4.1M0.43%52,339CommonNONE
50212V100LPLALPL FINL HLDGS INC$4.1M0.42%12,430CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$4.0M0.41%158,385CommonNONE
46436E825IBTJISHARES TR$3.9M0.40%178,276CommonNONE
46436E148IBTOISHARES TR$3.9M0.40%158,426CommonNONE
36828A101GEVGE VERNOVA INC$3.9M0.40%12,650CommonNONE
464287473IWSISHARES TR$3.8M0.40%30,250CommonNONE
876030107TPRTAPESTRY INC$3.7M0.39%52,780CommonNONE
72352L106PINSPINTEREST INC$3.7M0.39%119,875CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.6M0.38%6,510CommonNONE
90138F102TWLOTWILIO INC$3.6M0.38%37,097CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.6M0.37%10,210CommonNONE
26622P107DOCSDOXIMITY INC$3.5M0.36%60,400CommonNONE
90353W103UIUBIQUITI INC$3.4M0.35%10,842CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$3.3M0.34%286,025CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$3.3M0.34%19,864CommonNONE
03831W108APPAPPLOVIN CORP$3.3M0.34%12,290CommonNONE
16411R208LNGCHENIERE ENERGY INC$3.2M0.33%13,890CommonNONE
18915M107NETCLOUDFLARE INC$3.2M0.33%28,025CommonNONE
770700102HOODROBINHOOD MKTS INC$3.0M0.31%71,347CommonNONE
380237107GDDYGODADDY INC$2.9M0.30%15,990CommonNONE
92840M102VSTVISTRA CORP$2.5M0.26%21,090CommonNONE
910047109UALUNITED AIRLS HLDGS INC$2.5M0.26%35,860CommonNONE
464287507IJHISHARES TR$2.2M0.23%37,942CommonNONE
00827B106AFRMAFFIRM HLDGS INC$1.9M0.20%42,175CommonNONE
922908736VUGVANGUARD INDEX FDS$1.8M0.18%4,754CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.7M0.18%28,845CommonNONE
46436E130IBDYISHARES TR$1.6M0.17%64,046CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.6M0.17%20,636CommonNONE
922908512VOEVANGUARD INDEX FDS$1.5M0.16%9,315CommonNONE
46436E205IBDUISHARES TR$1.5M0.15%63,454CommonNONE
78463V107GLDSPDR GOLD TR$1.4M0.14%4,730CommonNONE
921910816MGKVANGUARD WORLD FD$1.2M0.13%4,045CommonNONE
464287176TIPISHARES TR$1.1M0.11%9,800CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.0M0.11%12,486CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$954,3040.10%7,400CommonNONE
464287614IWFISHARES TR$924,7740.10%2,561CommonNONE
464287804IJRISHARES TR$869,7090.09%8,317CommonNONE
922908751VBVANGUARD INDEX FDS$862,6080.09%3,890CommonNONE
46429B671MCHIISHARES TR$792,8800.08%14,575CommonNONE
78464A854SPYMSPDR SER TR$728,2920.08%11,075CommonNONE
46090E103QQQINVESCO QQQ TR$719,7920.07%1,535CommonNONE
464288513HYGISHARES TR$596,4870.06%7,561CommonNONE
67066G104NVDANVIDIA CORPORATION$537,5650.06%4,960CommonNONE
921937819BIVVANGUARD BD INDEX FDS$530,6300.06%6,930CommonNONE
46432F396MTUMISHARES TR$485,1120.05%2,400CommonNONE
921937835BNDVANGUARD BD INDEX FDS$472,2840.05%6,430CommonNONE
46435U549EAGGISHARES TR$466,4910.05%9,825CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$462,8070.05%33,955CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$426,1320.04%4,560CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$398,6070.04%2,730CommonNONE
320866106FMBHFIRST MID ILL BANCSHARES INC$397,3370.04%11,385CommonNONE
921909768VXUSVANGUARD STAR FDS$371,0480.04%5,975CommonNONE
921910733ESGVVANGUARD WORLD FD$312,4610.03%3,190CommonNONE
78464A847SPMDSPDR SER TR$295,8200.03%5,780CommonNONE
67092P607NUSCNUSHARES ETF TR$278,7320.03%7,270CommonNONE
023135106AMZNAMAZON COM INC$266,3640.03%1,400CommonNONE
464287689IWVISHARES TR$265,2290.03%835CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$235,6360.02%2,985CommonNONE
464289875AOMISHARES TR$233,6610.02%5,325CommonNONE
88688T100TLRYEURTILRAY BRANDS INC$46,0250.00%70,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.