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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 23.85% of Infinity Wealth Counsel's stock portfolio.
Added to shares of these 10 stocks: VUG (+$6.5M), PG, VGT, BSCX, BSV, BSCZ, BSCY, PFF, BSCW, DFLV.
Started 4 new stock positions in BIV, AMAT, KLAC, CTAS.
Reduced shares in these 10 stocks: , , AVGO, NEAR, VUSB, SPY, IYR, VYMI, GOOGL, NVDA.
Sold out of its positions in DUK, ISTB.
Infinity Wealth Counsel was a net buyer of stock by $13M.
Infinity Wealth Counsel has $124M in assets under management (AUM), dropping by 13.68%.
Central Index Key (CIK): 0002066524

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Portfolio Holdings for Infinity Wealth Counsel

Infinity Wealth Counsel holds 65 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	6.3	$7.7M	+504%	90k	86.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.8	$5.9M	+2%	25k	236.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.5	$5.6M		7.5k	748.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.5	$5.6M	+2%	16k	343.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.8	$4.7M	+2%	30k	158.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.6	$4.5M	+8%	57k	77.91	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.1	$3.8M	+3%	11k	365.70	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	3.1	$3.8M	+4%	187k	20.36	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$3.7M	+3%	17k	217.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	3.0	$3.7M	+2%	188k	19.61	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	3.0	$3.7M	+7%	199k	18.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.9	$3.5M		181k	19.52	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.8	$3.5M	+7%	210k	16.64	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.7	$3.3M	+7%	203k	16.39	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	2.6	$3.2M	+10%	158k	20.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$3.2M	+3%	4.3k	736.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.5	$3.1M	+6%	32k	96.58	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.5	$3.1M	+6%	33k	93.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.4	$3.0M	+3%	31k	96.43	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	2.4	$3.0M	+13%	142k	21.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.2	$2.8M		9.1k	303.14	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.2	$2.7M	+12%	90k	30.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$2.3M		3.4k	686.81	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	1.8	$2.2M	+17%	108k	20.66	View chart
Procter & Gamble Company (PG)	1.7	$2.1M	+74%	15k	146.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$2.0M		34k	59.69	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	1.5	$1.9M	+20%	94k	20.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.5	$1.9M	+2%	7.7k	243.00	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$1.8M		8.1k	227.06	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$1.8M	+11%	43k	41.25	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	1.2	$1.5M	+5%	58k	26.16	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	1.1	$1.4M	+27%	35k	39.54	View chart
Ishares Tr Select Divid Etf (DVY)	1.1	$1.4M		8.7k	156.30	View chart
Fidelity Covington Trust Enhanced Large (FELG)	1.1	$1.4M	+12%	31k	43.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$1.1M	-2%	1.5k	746.77	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.9	$1.1M	-5%	21k	50.66	View chart
Chevron Corporation (CVX)	0.7	$911k		5.5k	165.76	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.7	$877k		8.9k	98.20	View chart
Apple (AAPL)	0.7	$833k		2.9k	289.36	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$749k		1.00	748850.00	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$739k		18k	40.21	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.5	$672k	-7%	14k	49.78	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.5	$640k	+9%	16k	40.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$526k		2.5k	212.77	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.4	$523k	-3%	5.1k	102.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$482k		1.3k	357.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.4	$479k	+9%	12k	38.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$438k	+816%	3.7k	119.52	View chart
Broadcom (AVGO)	0.3	$399k	-14%	1.1k	377.75	View chart
NVIDIA Corporation (NVDA)	0.3	$377k		1.9k	200.09	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$371k	+10%	4.5k	82.34	View chart
Microsoft Corporation (MSFT)	0.3	$356k	+3%	953.00	373.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$353k		2.4k	148.31	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$327k		2.8k	118.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$322k	+27%	4.5k	71.25	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$312k		12k	27.24	View chart
Applied Materials (AMAT)	0.2	$288k	NEW	398.00	723.00	View chart
Amazon (AMZN)	0.2	$261k	+9%	1.1k	238.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$244k		488.00	500.39	View chart
Kla Corp Com New (KLAC)	0.2	$229k	NEW	760.00	301.71	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.2	$207k		4.5k	45.96	View chart
Cintas Corporation (CTAS)	0.2	$204k	NEW	1.2k	170.08	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$202k	NEW	2.6k	76.70	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$184k		10k	18.43	View chart
Cleveland-cliffs (CLF)	0.1	$171k		18k	9.39	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 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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