Infinity Wealth Counsel

Infinity Wealth Counsel as of Dec. 31, 2025

Portfolio Holdings for Infinity Wealth Counsel

Infinity Wealth Counsel holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 6.6 $7.2M 15k 487.86
Vanguard Specialized Funds Div App Etf (VIG) 4.9 $5.4M 24k 219.78
Ishares Tr Core S&p500 Etf (IVV) 4.6 $5.1M 7.4k 684.95
Vanguard Index Fds Large Cap Etf (VV) 4.5 $4.9M 16k 314.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.8 $4.2M 54k 78.81
Vanguard Whitehall Fds High Div Yld (VYM) 3.8 $4.1M 29k 143.52
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 3.4 $3.7M 179k 20.60
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 3.3 $3.7M 185k 19.74
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 3.3 $3.6M 182k 19.57
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 3.1 $3.5M 183k 18.84
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 3.0 $3.3M 193k 16.92
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 2.8 $3.1M 186k 16.70
Vanguard Index Fds Value Etf (VTV) 2.8 $3.1M 16k 190.98
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.8 $3.0M 10k 302.11
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 2.7 $2.9M 140k 20.88
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.6 $2.8M 31k 91.45
Ishares Tr Core Msci Eafe (IEFA) 2.5 $2.7M 31k 89.46
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $2.7M 30k 88.49
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 2.4 $2.6M 123k 21.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $2.6M 4.2k 614.31
Ishares Tr Pfd And Incm Sec (PFF) 2.2 $2.4M 78k 30.96
Vanguard Index Fds Small Cp Etf (VB) 2.1 $2.3M 9.0k 257.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $2.1M 3.4k 627.13
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 1.7 $1.9M 90k 21.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $1.8M 33k 53.76
Ishares Tr S&p 500 Val Etf (IVE) 1.6 $1.7M 8.1k 212.07
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $1.6M 7.5k 211.80
Invesco Exch Trd Slf Idx Bulletshares (BSCZ) 1.4 $1.5M 74k 20.81
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $1.4M 36k 38.11
Dimensional Etf Trust Us Real Estate E (DFAR) 1.1 $1.2M 54k 22.90
Ishares Tr Select Divid Etf (DVY) 1.1 $1.2M 8.7k 141.14
Procter & Gamble Company (PG) 1.1 $1.2M 8.3k 143.31
Ishares U S Etf Tr Short Duration B (NEAR) 1.1 $1.2M 23k 51.10
Fidelity Covington Trust Enhanced Large (FELG) 1.0 $1.1M 27k 41.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.1M 1.6k 681.92
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.8 $920k 27k 34.21
Chevron Corporation (CVX) 0.8 $842k 5.5k 152.41
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.7 $819k 9.1k 90.00
Apple (AAPL) 0.7 $783k 2.9k 271.86
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $755k 1.00 754800.00
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.7 $735k 15k 49.84
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $555k 17k 32.57
Ishares Tr U.s. Real Es Etf (IYR) 0.5 $496k 5.3k 93.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $473k 2.5k 191.56
Microsoft Corporation (MSFT) 0.4 $449k 928.00 483.65
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $445k 13k 33.45
Broadcom (AVGO) 0.4 $443k 1.3k 346.10
Alphabet Cap Stk Cl A (GOOGL) 0.4 $426k 1.4k 313.00
NVIDIA Corporation (NVDA) 0.3 $347k 1.9k 186.50
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $345k 11k 32.89
Ishares Tr Faln Angls Usd (FALN) 0.3 $318k 12k 27.30
Vanguard World Inf Tech Etf (VGT) 0.3 $302k 400.00 753.78
Spdr Series Trust State Street Spd (SPYG) 0.3 $293k 2.8k 106.70
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $286k 2.4k 120.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $253k 503.00 502.65
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $251k 3.6k 69.67
Cleveland-cliffs (CLF) 0.2 $242k 18k 13.28
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $242k 5.0k 48.75
Amazon (AMZN) 0.2 $234k 1.0k 230.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $222k 3.5k 62.46
Duke Energy Corp Com New (DUK) 0.2 $220k 1.9k 117.21
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $177k 10k 17.67