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Satyaki Mitra

Estate Counselors, Llc

Assets Managed
$1.123B
Holdings
97
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-5.95%(2Q avg: -1.7%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Estate Counselors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Estate Counselors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.123B in assets, with a quarterly growth rate of -5.95% and a 2-quarter average growth rate of -1.7%. The portfolio is managed by Satyaki Mitra, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TBFG
Brinsmere Fund Growth Etf
Recent Activity
Decreased -3.78%
31.66%
$355.502M
11.912M shares@ $29.85 avg price
TBFC
Brinsmere Fund Conservative
Recent Activity
Decreased -1.03%
30.33%
$340.56M
12.137M shares@ $28.06 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -1.09%
3.58%
$40.191M
521,214 shares@ $77.12 avg price
TLH
Ishares 10-20 Year Treasury
Recent Activity
Increased 125.6%
2.38%
$26.713M
265,219 shares@ $100.73 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 56.57%
2.06%
$23.11M
313,820 shares@ $73.65 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 99.74%
1.97%
$22.106M
232,819 shares@ $94.95 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 95.55%
1.94%
$21.684M
227,204 shares@ $95.45 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Increased 72.66%
1.88%
$21.063M
230,144 shares@ $91.53 avg price
EMB
Ishares Jp Morgan Usd Emergi
Recent Activity
Increased 95.73%
1.85%
$20.688M
220,249 shares@ $93.94 avg price
XLP
Consumer Staples Spdr
Recent Activity
Decreased -7.97%
1.36%
$15.168M
185,026 shares@ $81.98 avg price

1-10 of 97