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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, VYM, and represent 23.49% of Infinity Wealth Counsel's stock portfolio.
Added to shares of these 10 stocks: DWX, DFAI, BSCZ, VV, BSCW, VTV, VBK, BSCU, DES, BSCY.
Started 1 new stock position in DWX.
Reduced shares in these 10 stocks: BSCQ, BSV, NEAR, BSCR, BSCS, VIG, AVGO, BRK.B, VUSB, CVX.
Infinity Wealth Counsel was a net buyer of stock by $815k.
Infinity Wealth Counsel has $109M in assets under management (AUM), dropping by -0.82%.
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 63 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	6.0	$6.5M		15k	436.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.8	$5.2M		24k	215.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$4.8M		7.4k	653.19	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.3	$4.7M		16k	298.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.9	$4.3M		29k	148.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.8	$4.2M		53k	78.41	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	3.3	$3.6M		178k	20.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	3.3	$3.6M		183k	19.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	3.2	$3.5M		179k	19.53	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	3.2	$3.5M		185k	18.66	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	3.0	$3.3M		195k	16.72	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$3.2M		16k	196.19	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.8	$3.1M		188k	16.46	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.8	$3.1M		10k	302.25	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	2.7	$2.9M		143k	20.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.5	$2.8M		31k	90.53	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.5	$2.7M		31k	88.46	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.5	$2.7M		30k	88.70	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	2.4	$2.6M		124k	21.15	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.2	$2.4M		80k	30.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$2.4M		4.2k	577.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.2	$2.4M		9.0k	261.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$2.0M		3.4k	597.55	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	1.7	$1.9M	+2%	92k	20.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$1.8M		33k	54.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$1.7M		8.1k	211.15	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.5	$1.6M		7.5k	217.26	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	1.5	$1.6M	+3%	77k	20.52	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$1.5M	+7%	38k	38.96	View chart
Ishares Tr Select Divid Etf (DVY)	1.2	$1.3M		8.7k	151.41	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.2	$1.3M	+2%	55k	23.65	View chart
Procter & Gamble Company (PG)	1.1	$1.2M		8.3k	144.44	View chart
Chevron Corporation (CVX)	1.0	$1.1M		5.5k	206.90	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.0	$1.1M	-3%	22k	50.83	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.9	$1.0M		27k	37.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$1.0M		1.6k	650.34	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.9	$980k		27k	35.71	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.8	$858k		9.1k	94.24	View chart
Apple (AAPL)	0.7	$731k		2.9k	253.79	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.7	$728k		15k	49.78	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$718k		1.00	718140.00	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$612k	+6%	18k	33.86	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.5	$517k	+8%	14k	35.94	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.5	$502k		5.3k	94.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$474k		2.5k	191.92	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$395k	+7%	11k	35.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$391k		1.4k	287.56	View chart
Broadcom (AVGO)	0.4	$384k	-2%	1.2k	309.51	View chart
Microsoft Corporation (MSFT)	0.3	$342k		924.00	370.17	View chart
NVIDIA Corporation (NVDA)	0.3	$329k		1.9k	174.40	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$306k		12k	26.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$296k		2.4k	124.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$291k	+13%	4.1k	71.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$279k		400.00	697.72	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$269k		2.8k	97.91	View chart
Duke Energy Corp Com New (DUK)	0.2	$246k		1.9k	130.94	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$240k		5.0k	48.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$234k	-2%	488.00	479.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$227k		3.5k	64.07	View chart
Amazon (AMZN)	0.2	$207k	-2%	994.00	208.27	View chart
Spdr Index Shs Fds State Street Spd (DWX)	0.2	$205k	NEW	4.5k	45.60	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$172k		10k	17.15	View chart
Cleveland-cliffs (CLF)	0.1	$154k		18k	8.45	View chart

Past Filings by Infinity Wealth Counsel

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

Infinity Wealth Counsel 2026 Q1 filed April 8, 2026
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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