Infinity Wealth Counsel

Infinity Wealth Counsel as of June 30, 2025

Portfolio Holdings for Infinity Wealth Counsel

Infinity Wealth Counsel holds 59 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 6.8 $6.8M 15k 438.42
Vanguard Specialized Funds Div App Etf (VIG) 5.1 $5.0M 25k 204.67
Vanguard Index Fds Large Cap Etf (VV) 4.9 $4.9M 17k 285.30
Ishares Tr Core S&p500 Etf (IVV) 4.9 $4.8M 7.8k 620.91
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $3.9M 50k 78.70
Vanguard Whitehall Fds High Div Yld (VYM) 3.9 $3.9M 29k 133.31
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 3.6 $3.5M 172k 20.49
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 3.5 $3.5M 178k 19.65
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 3.5 $3.5M 186k 18.70
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 3.5 $3.4M 177k 19.52
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 3.4 $3.3M 161k 20.68
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 2.9 $2.9M 173k 16.78
Vanguard Index Fds Value Etf (VTV) 2.9 $2.9M 16k 176.75
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.7 $2.7M 9.8k 276.94
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.7 $2.7M 30k 90.12
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $2.5M 29k 89.06
Ishares Tr Core Msci Eafe (IEFA) 2.6 $2.5M 30k 83.48
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 2.6 $2.5M 153k 16.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $2.3M 4.2k 551.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $2.3M 4.0k 568.03
Ishares Tr Pfd And Incm Sec (PFF) 2.2 $2.2M 71k 30.68
Ishares U S Etf Tr Short Duration B (NEAR) 2.2 $2.2M 42k 51.10
Vanguard Index Fds Small Cp Etf (VB) 2.1 $2.1M 8.9k 236.99
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $1.6M 8.4k 195.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $1.6M 33k 49.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.5 $1.4M 7.4k 195.02
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.4 $1.4M 38k 36.19
Procter & Gamble Company (PG) 1.3 $1.3M 8.3k 159.32
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.3 $1.3M 25k 49.87
Ishares Tr Select Divid Etf (DVY) 1.2 $1.2M 8.7k 132.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.0M 1.6k 617.85
Dimensional Etf Trust Us Real Estate E (DFAR) 0.9 $903k 39k 23.46
Fidelity Covington Trust Enhanced Large (FELG) 0.9 $860k 23k 37.03
Apple (AAPL) 0.8 $750k 3.7k 205.17
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.8 $745k 7.4k 100.55
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.7 $729k 9.1k 80.11
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $729k 1.00 728800.00
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.6 $637k 21k 31.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $531k 2.9k 181.74
Microsoft Corporation (MSFT) 0.5 $474k 953.00 497.43
Ishares Tr U.s. Real Es Etf (IYR) 0.5 $450k 4.7k 94.77
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $433k 15k 28.95
Broadcom (AVGO) 0.4 $422k 1.5k 275.65
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $402k 13k 31.76
Ishares Tr Faln Angls Usd (FALN) 0.4 $387k 14k 27.14
Vanguard World Inf Tech Etf (VGT) 0.3 $332k 500.00 663.28
NVIDIA Corporation (NVDA) 0.3 $294k 1.9k 157.99
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $293k 2.7k 109.29
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.3 $286k 3.0k 95.32
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $271k 5.6k 48.65
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $268k 9.1k 29.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $244k 503.00 485.77
Alphabet Cap Stk Cl A (GOOGL) 0.2 $240k 1.4k 176.23
Amazon (AMZN) 0.2 $224k 1.0k 219.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $223k 2.8k 79.52
Duke Energy Corp Com New (DUK) 0.2 $222k 1.9k 118.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $217k 3.8k 57.02
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $167k 10k 16.72
Cleveland-cliffs (CLF) 0.1 $139k 18k 7.60