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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, IVV, VIG, VV, VYM, and represent 25.98% of Infinity Wealth Counsel's stock portfolio.
Added to shares of these 10 stocks: BSCW, BSCX, BSCY, BSCZ, DFAS, FELG, DFLV, VNQ, DFAR, VWO.
Started 5 new stock positions in BSCY, BSCX, BSCZ, BSCW, DFAS.
Reduced shares in these 10 stocks: BSCP, VOO, , BSV, VV, DFAI, VIG, BSCQ, NEAR, PFF.
Sold out of its position in VCSH.
Infinity Wealth Counsel was a net seller of stock by $-522k.
Infinity Wealth Counsel has $103M in assets under management (AUM), dropping by 4.11%.
Central Index Key (CIK): 0002066524

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Portfolio Holdings for Infinity Wealth Counsel

Infinity Wealth Counsel holds 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	7.1	$7.3M		15k	479.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.0	$5.2M		7.8k	669.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.0	$5.2M	-2%	24k	215.79	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.9	$5.0M	-3%	16k	307.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.9	$4.0M		29k	140.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.6	$3.7M	-5%	47k	78.91	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	3.4	$3.6M		173k	20.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	3.4	$3.5M		176k	19.71	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	3.3	$3.4M	-2%	181k	18.81	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	3.2	$3.4M	-3%	171k	19.56	View chart
Vanguard Index Fds Value Etf (VTV)	2.9	$3.0M		16k	186.48	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.8	$2.9M		9.8k	297.62	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.8	$2.9M		171k	16.90	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.6	$2.7M		30k	89.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.6	$2.6M		30k	87.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.6	$2.6M		29k	91.42	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.5	$2.6M		153k	16.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$2.5M		4.1k	600.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.2	$2.3M		8.9k	254.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	2.2	$2.2M	-33%	108k	20.69	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.1	$2.1M	-4%	68k	31.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$2.1M	-15%	3.4k	612.38	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	2.0	$2.1M	-4%	40k	51.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$1.8M		33k	54.18	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$1.7M	-2%	8.1k	206.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.5	$1.5M		7.3k	208.72	View chart
Procter & Gamble Company (PG)	1.2	$1.3M		8.3k	153.65	View chart
Ishares Tr Select Divid Etf (DVY)	1.2	$1.2M		8.7k	142.10	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$1.2M	-12%	33k	36.35	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.1	$1.2M	-6%	24k	49.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$1.1M	-2%	1.6k	666.18	View chart
Fidelity Covington Trust Enhanced Large (FELG)	1.0	$981k	+2%	24k	41.12	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.9	$938k	+2%	39k	23.85	View chart
Apple (AAPL)	0.9	$937k		3.7k	254.63	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.8	$852k	NEW	41k	20.88	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.8	$808k	NEW	38k	21.47	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.7	$771k		9.1k	84.68	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$754k		1.00	754200.00	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.7	$700k	+3%	21k	32.90	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$695k	-6%	6.9k	100.69	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.6	$578k	NEW	28k	21.02	View chart
Broadcom (AVGO)	0.5	$504k		1.5k	329.91	View chart
Microsoft Corporation (MSFT)	0.5	$494k		953.00	517.97	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$477k		15k	31.53	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.5	$474k	+2%	4.9k	97.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$469k	-15%	2.5k	189.70	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$434k		13k	33.68	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	0.4	$399k	NEW	19k	20.80	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$375k	-5%	14k	27.78	View chart
NVIDIA Corporation (NVDA)	0.3	$347k		1.9k	186.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$331k		1.4k	243.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$299k	-20%	400.00	746.63	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$293k		9.2k	31.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$288k	-9%	2.4k	118.83	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$287k	-8%	2.8k	104.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$253k		503.00	502.74	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$247k	-8%	5.1k	48.84	View chart
Duke Energy Corp Com New (DUK)	0.2	$232k		1.9k	123.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$228k		3.8k	59.92	View chart
Amazon (AMZN)	0.2	$224k		1.0k	219.57	View chart
Cleveland-cliffs (CLF)	0.2	$223k		18k	12.20	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$214k	NEW	3.1k	68.46	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$170k		10k	17.01	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 Q3 filed Oct. 7, 2025
Infinity Wealth Counsel 2025 Q2 filed July 14, 2025

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