Infinity Wealth Counsel

Infinity Wealth Counsel as of Sept. 30, 2026

Portfolio Holdings for Infinity Wealth Counsel

Infinity Wealth Counsel holds 64 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 6.7 $8.3M 92k 90.11
Vanguard Specialized Funds Div App Etf (VIG) 4.8 $6.0M 26k 233.31
Ishares Tr Core S&p500 Etf (IVV) 4.8 $5.9M 7.7k 765.83
Vanguard Index Fds Mrngstr Lrg Cap (VV) 4.7 $5.8M 16k 351.85
Vanguard Whitehall Fds High Div Yld (VYM) 3.8 $4.7M 30k 155.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.7 $4.6M 60k 76.40
Vanguard Index Fds Mrngstr Val Etf (VTV) 3.1 $3.8M 18k 216.07
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 3.1 $3.8M 190k 20.12
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 3.0 $3.8M 192k 19.55
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 3.0 $3.7M 202k 18.20
Vanguard Index Fds MRNGSTR SM CP GR (VBK) 2.9 $3.6M 11k 337.83
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.9 $3.6M 183k 19.52
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 2.8 $3.4M 214k 16.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.6 $3.3M 4.4k 739.77
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 2.6 $3.2M 205k 15.77
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.6 $3.2M 34k 94.42
Ishares Tr Core Msci Eafe (IEFA) 2.6 $3.2M 33k 96.88
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 2.5 $3.1M 159k 19.59
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX) 2.4 $2.9M 146k 20.00
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $2.9M 32k 89.63
Procter & Gamble Company (PG) 2.3 $2.8M 19k 145.28
Ishares Tr Pfd And Incm Sec (PFF) 2.2 $2.7M 91k 29.50
Vanguard Index Fds Mrngstr Sml Cap (VB) 2.1 $2.7M 9.3k 284.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $2.4M 3.4k 700.86
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY) 1.8 $2.2M 111k 19.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $2.0M 35k 59.31
Invesco Exch Trd Slf Idx Bulletshares (BSCZ) 1.5 $1.9M 99k 19.23
Vanguard Index Fds MRNGSTR SML CP V (VBR) 1.5 $1.9M 8.1k 231.04
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $1.9M 8.1k 228.28
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $1.8M 44k 41.43
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 1.2 $1.5M 36k 40.17
Fidelity Covington Trust Enhanced Large (FELG) 1.2 $1.4M 32k 45.09
Ishares Tr Select Divid Etf (DVY) 1.1 $1.3M 8.6k 152.07
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $1.2M 1.5k 762.63
Chevron Corporation (CVX) 0.9 $1.1M 5.5k 204.21
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.8 $1.0M 20k 49.86
Apple (AAPL) 0.7 $926k 2.8k 333.02
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.7 $903k 8.9k 101.13
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $838k 21k 39.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $747k 1.00 747005.00
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.5 $656k 13k 49.55
Wisdomtree Tr Us Smallcap Divd (DES) 0.5 $604k 16k 37.90
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $510k 2.5k 208.02
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $486k 5.1k 95.04
Alphabet Cap Stk Cl A (GOOGL) 0.4 $468k 1.4k 344.08
Microsoft Corporation (MSFT) 0.4 $463k 903.00 512.90
Vanguard World Inf Tech Etf (VGT) 0.4 $461k 3.7k 125.67
NVIDIA Corporation (NVDA) 0.3 $428k 1.9k 228.38
Dimensional Etf Trust Us Small Cap Etf 0.3 $391k 5.0k 77.42
Broadcom (AVGO) 0.3 $343k 977.00 351.19
Spdr Series Trust ST STR P500GRW (SPYG) 0.3 $339k 2.8k 123.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $319k 4.5k 70.61
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $303k 2.2k 136.04
Ishares Tr Faln Angls Usd (FALN) 0.2 $287k 11k 25.93
Amazon (AMZN) 0.2 $247k 993.00 249.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $243k 488.00 497.95
Cintas Corporation (CTAS) 0.2 $234k 1.2k 195.06
Invesco Exch Trd Slf Idx Bulletsh 2036 Cr (BSCA) 0.2 $231k 12k 18.90
Dell Technologies CL C (DELL) 0.2 $213k 395.00 537.95
Spdr Index Shs Fds St S&p Intl Etf (DWX) 0.2 $206k 4.5k 45.74
Applied Materials (AMAT) 0.2 $204k 398.00 511.38
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $201k 2.8k 72.86
Cleveland-cliffs (CLF) 0.2 $201k 18k 11.01
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $186k 10k 18.55