Long-term investor

Estate Counselors, LLC @estatecounselorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001559832).

Record

  • Tracked since 2025-06-30 (431 days), 201 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.9% · 6 months +7.8% · 1 year +13.4% · all +13.4%
  • Max drawdown -0.3% · Sharpe 1.09 · win rate 37% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 26922B519 · 32.8% · long · since 2025-06-30
  • 26922B493 · 30.9% · long · since 2025-06-30
  • 921909768 · 2.2% · long · since 2025-06-30
  • 78464A359 · 1.9% · long · since 2025-09-30
  • 464288281 · 1.9% · long · since 2025-09-30
  • 46138G870 · 1.8% · long · since 2026-06-30
  • 46138G508 · 1.8% · long · since 2025-06-30
  • 78468R663 · 1.8% · long · since 2026-06-30
  • 46429B747 · 1.8% · long · since 2025-06-30
  • 81369Y100 · 1.2% · long · since 2025-06-30
  • 81369Y308 · 1.2% · long · since 2025-06-30
  • 92204A306 · 0.9% · long · since 2025-06-30

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