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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 24.66% of Infinity Wealth Counsel's stock portfolio.
Added to shares of these 10 stocks: PG, Invesco Exch Trd Slf Idx, BSV, DELL, IVV, VUG, VTV, VIG, DFAE, VNQ.
Started 2 new stock positions in DELL, Invesco Exch Trd Slf Idx.
Reduced shares in these 10 stocks: DFAR, DFSV, KLAC, NEAR, AAPL, AVGO, MSFT, AMZN, IJR, VUSB.
Sold out of its positions in DFSV, DFAR, KLAC.
Infinity Wealth Counsel was a net buyer of stock by $1.2M.
Infinity Wealth Counsel has $124M in assets under management (AUM), dropping by 0.21%.
Central Index Key (CIK): 0002066524

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Portfolio Holdings for Infinity Wealth Counsel

Infinity Wealth Counsel holds 64 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	6.7	$8.3M	+2%	92k	90.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.8	$6.0M	+2%	26k	233.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.8	$5.9M	+3%	7.7k	765.83	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	4.7	$5.8M		16k	351.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.8	$4.7M		30k	155.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.7	$4.6M	+5%	60k	76.40	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	3.1	$3.8M	+4%	18k	216.07	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	3.1	$3.8M		190k	20.12	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	3.0	$3.8M	+2%	192k	19.55	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	3.0	$3.7M		202k	18.20	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	2.9	$3.6M	+2%	11k	337.83	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.9	$3.6M		183k	19.52	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.8	$3.4M		214k	16.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$3.3M		4.4k	739.77	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.6	$3.2M		205k	15.77	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.6	$3.2M	+2%	34k	94.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.6	$3.2M		33k	96.88	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	2.5	$3.1M		159k	19.59	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	2.4	$2.9M	+3%	146k	20.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.3	$2.9M	+3%	32k	89.63	View chart
Procter & Gamble Company (PG)	2.3	$2.8M	+31%	19k	145.28	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.2	$2.7M		91k	29.50	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	2.1	$2.7M	+2%	9.3k	284.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$2.4M		3.4k	700.86	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	1.8	$2.2M	+3%	111k	19.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$2.0M	+3%	35k	59.31	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	1.5	$1.9M	+5%	99k	19.23	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	1.5	$1.9M	+5%	8.1k	231.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$1.9M		8.1k	228.28	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$1.8M	+2%	44k	41.43	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	1.2	$1.5M	+4%	36k	40.17	View chart
Fidelity Covington Trust Enhanced Large (FELG)	1.2	$1.4M	+3%	32k	45.09	View chart
Ishares Tr Select Divid Etf (DVY)	1.1	$1.3M		8.6k	152.07	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$1.2M		1.5k	762.63	View chart
Chevron Corporation (CVX)	0.9	$1.1M		5.5k	204.21	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.8	$1.0M	-4%	20k	49.86	View chart
Apple (AAPL)	0.7	$926k	-3%	2.8k	333.02	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.7	$903k		8.9k	101.13	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$838k	+16%	21k	39.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$747k		1.00	747005.00	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.5	$656k	-2%	13k	49.55	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.5	$604k		16k	37.90	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$510k		2.5k	208.02	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.4	$486k		5.1k	95.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$468k		1.4k	344.08	View chart
Microsoft Corporation (MSFT)	0.4	$463k	-5%	903.00	512.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$461k		3.7k	125.67	View chart
NVIDIA Corporation (NVDA)	0.3	$428k		1.9k	228.38	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$391k	+11%	5.0k	77.42	View chart
Broadcom (AVGO)	0.3	$343k	-7%	977.00	351.19	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$339k		2.8k	123.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$319k		4.5k	70.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$303k	-6%	2.2k	136.04	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$287k	-3%	11k	25.93	View chart
Amazon (AMZN)	0.2	$247k	-9%	993.00	249.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$243k		488.00	497.95	View chart
Cintas Corporation (CTAS)	0.2	$234k		1.2k	195.06	View chart
Invesco Exch Trd Slf Idx Bulletsh 2036 Cr	0.2	$231k	NEW	12k	18.90	View chart
Dell Technologies CL C (DELL)	0.2	$213k	NEW	395.00	537.95	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.2	$206k		4.5k	45.74	View chart
Applied Materials (AMAT)	0.2	$204k		398.00	511.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$201k	+4%	2.8k	72.86	View chart
Cleveland-cliffs (CLF)	0.2	$201k		18k	11.01	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$186k		10k	18.55	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 Q3 filed Oct. 15, 2026
Infinity Wealth Counsel 2026 Q2 filed July 9, 2026
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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