Infinity Wealth Counsel

Infinity Wealth Counsel as of June 30, 2026

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