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Infinity Wealth Counsel

Latest statistics and disclosures from Infinity Wealth Counsel's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VIG, IVV, VV, BSV, and represent 24.39% of Infinity Wealth Counsel's stock portfolio.
Added to shares of these 10 stocks: BSCW, BSCX, BSCY, BSCZ, CVX, BSCV, BSV, BSCU, DFAR, PFF.
Started 1 new stock position in CVX.
Reduced shares in these 10 stocks: BSCP, NEAR, , VUSB, IVV, VV, AAPL, VUG, AVGO, FALN.
Sold out of its positions in BSCP, MINT.
Infinity Wealth Counsel was a net buyer of stock by $5.5M.
Infinity Wealth Counsel has $110M in assets under management (AUM), dropping by 6.39%.
Central Index Key (CIK): 0002066524

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Positions held by Infinity Wealth Counsel consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Infinity Wealth Counsel

Infinity Wealth Counsel holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	6.6	$7.2M	-2%	15k	487.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.9	$5.4M		24k	219.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$5.1M	-5%	7.4k	684.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.5	$4.9M	-5%	16k	314.80	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.8	$4.2M	+13%	54k	78.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.8	$4.1M		29k	143.52	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	3.4	$3.7M	+3%	179k	20.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	3.3	$3.7M	+5%	185k	19.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	3.3	$3.6M	+6%	182k	19.57	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	3.1	$3.5M		183k	18.84	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	3.0	$3.3M	+12%	193k	16.92	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.8	$3.1M	+21%	186k	16.70	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$3.1M		16k	190.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.8	$3.0M		10k	302.11	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	2.7	$2.9M	+243%	140k	20.88	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.6	$2.8M	+2%	31k	91.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.5	$2.7M		31k	89.46	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.4	$2.7M	+5%	30k	88.49	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	2.4	$2.6M	+226%	123k	21.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$2.6M		4.2k	614.31	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.2	$2.4M	+15%	78k	30.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.1	$2.3M		9.0k	257.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$2.1M		3.4k	627.13	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	1.7	$1.9M	+225%	90k	21.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$1.8M		33k	53.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$1.7M		8.1k	212.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.4	$1.6M	+2%	7.5k	211.80	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	1.4	$1.5M	+287%	74k	20.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$1.4M	+7%	36k	38.11	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.1	$1.2M	+37%	54k	22.90	View chart
Ishares Tr Select Divid Etf (DVY)	1.1	$1.2M		8.7k	141.14	View chart
Procter & Gamble Company (PG)	1.1	$1.2M		8.3k	143.31	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.1	$1.2M	-42%	23k	51.10	View chart
Fidelity Covington Trust Enhanced Large (FELG)	1.0	$1.1M	+13%	27k	41.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$1.1M		1.6k	681.92	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.8	$920k	+26%	27k	34.21	View chart
Chevron Corporation (CVX)	0.8	$842k	NEW	5.5k	152.41	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.7	$819k		9.1k	90.00	View chart
Apple (AAPL)	0.7	$783k	-21%	2.9k	271.86	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$755k		1.00	754800.00	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.7	$735k	-37%	15k	49.84	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$555k	+12%	17k	32.57	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.5	$496k	+8%	5.3k	93.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$473k		2.5k	191.56	View chart
Microsoft Corporation (MSFT)	0.4	$449k	-2%	928.00	483.65	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$445k	+3%	13k	33.45	View chart
Broadcom (AVGO)	0.4	$443k	-16%	1.3k	346.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$426k		1.4k	313.00	View chart
NVIDIA Corporation (NVDA)	0.3	$347k		1.9k	186.50	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$345k	+13%	11k	32.89	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$318k	-13%	12k	27.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$302k		400.00	753.78	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$293k		2.8k	106.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$286k		2.4k	120.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$253k		503.00	502.65	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$251k	+15%	3.6k	69.67	View chart
Cleveland-cliffs (CLF)	0.2	$242k		18k	13.28	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$242k		5.0k	48.75	View chart
Amazon (AMZN)	0.2	$234k		1.0k	230.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$222k	-6%	3.5k	62.46	View chart
Duke Energy Corp Com New (DUK)	0.2	$220k		1.9k	117.21	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$177k		10k	17.67	View chart

Past Filings by Infinity Wealth Counsel

SEC 13F filings are viewable for Infinity Wealth Counsel going back to 2025

Infinity Wealth Counsel 2025 Q4 filed Jan. 15, 2026
Infinity Wealth Counsel 2025 Q3 filed Oct. 7, 2025
Infinity Wealth Counsel 2025 Q2 filed July 14, 2025

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