Infinity Wealth Counsel

Infinity Wealth Counsel as of March 31, 2026

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