Infinity Wealth Counsel, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Infinity Wealth Counsel, LLC held in its portfolio 62 assets valued at $109,768,896 (i.e. $109.77M).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($7.24M), VANGUARD SPECIALIZED FUNDS ($5.36M), and ISHARES TR ($5.05M).

The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Infinity Wealth Counsel, LLC Portfolio

VANGUARD INDEX FDS

VANGUARD SPECIALIZED FUNDS

ISHARES TR

VANGUARD INDEX FDS

VANGUARD BD INDEX FDS

VANGUARD WHITEHALL FDS

INVESCO EXCH TRD SLF IDX FD

Infinity Wealth Counsel, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD INDEX FDS	14840	7239775	GROWTH ETF
VANGUARD SPECIALIZED FUNDS	24394	5361387	DIV APP ETF
ISHARES TR	7375	5051508	CORE S&P500 ETF
VANGUARD INDEX FDS	15572	4902066	LARGE CAP ETF
VANGUARD BD INDEX FDS	53474	4214312	SHORT TRM BOND
VANGUARD WHITEHALL FDS	28805	4134036	HIGH DIV YLD
INVESCO EXCH TRD SLF IDX FD	179434	3696340	INVSCO BLSH 28
INVESCO EXCH TRD SLF IDX FD	185290	3657625	BULSHS 2027 CB
INVESCO EXCH TRD SLF IDX FD	182334	3569188	BULSHS 2026 CB
INVESCO EXCH TRD SLF IDX FD	183439	3455074	BULETSHS 2029
INVESCO EXCH TRD SLF IDX FD	192797	3262125	INVSCO 30 CORP
INVESCO EXCH TRD SLF IDX FD	186315	3110529	BULETSHS 2031 CP
VANGUARD INDEX FDS	16171	3088406	VALUE ETF
VANGUARD INDEX FDS	9992	3018683	SML CP GRW ETF
INVESCO EXCH TRD SLF IDX FD	140170	2926049	BULLETSHS 2032
VANGUARD WHITEHALL FDS	30628	2800931	INTL DVD ETF
ISHARES TR	30565	2734345	CORE MSCI EAFE
VANGUARD INDEX FDS	30224	2674558	REAL ESTATE ETF
INVESCO EXCH TRD SLF IDX FD	122950	2638507	INVESCO BULLETSH
INVESCO QQQ TR	4165	2558601	UNIT SER 1
ISHARES TR	78299	2424137	PFD AND INCM SEC
VANGUARD INDEX FDS	8974	2314963	SMALL CP ETF
VANGUARD INDEX FDS	3400	2132242	S&P 500 ETF SHS
INVESCO EXCH TRD SLF IDX FD	89710	1885704	BULLETSHARES 203
VANGUARD INTL EQUITY INDEX F	33270	1788605	FTSE EMR MKT ETF
ISHARES TR	8109	1719676	S&P 500 VAL ETF
VANGUARD INDEX FDS	7502	1588902	SM CP VAL ETF
INVESCO EXCH TRD SLF IDX FD	74420	1548680	BULLETSHARES
DIMENSIONAL ETF TRUST	35675	1359574	INTL CORE EQT MK
DIMENSIONAL ETF TRUST	53998	1236619	US REAL ESTATE E
ISHARES TR	8705	1228624	SELECT DIVID ETF
PROCTER AND GAMBLE CO	8327	1193344	COM
ISHARES U S ETF TR	23052	1177940	SHORT DURATION B
FIDELITY COVINGTON TRUST	27075	1129028	ENHANCED LARGE
SPDR S&P 500 ETF TR	1575	1074024	TR UNIT
DIMENSIONAL ETF TRUST	26904	920386	US LARGE CAP VAL
CHEVRON CORP NEW	5527	842370	COM
VANGUARD WHITEHALL FDS	9104	819360	INTL HIGH ETF
APPLE INC	2881	783229	COM
BERKSHIRE HATHAWAY INC DEL	1	754800	CL A
VANGUARD BD INDEX FDS	14756	735431	VANGUARD ULTRA
DIMENSIONAL ETF TRUST	17026	554537	EMGR CRE EQT MNG
ISHARES TR	5285	496209	U.S. REAL ES ETF
INVESCO EXCHANGE TRADED FD T	2470	473153	S&P500 EQL WGT
MICROSOFT CORP	928	448824	COM
WISDOMTREE TR	13290	444551	US SMALLCAP DIVD
BROADCOM INC	1279	442662	COM
ALPHABET INC	1361	425993	CAP STK CL A
NVIDIA CORPORATION	1858	346517	COM
DIMENSIONAL ETF TRUST	10485	344852	US SMALL CAP VAL
ISHARES TR	11650	318045	FALN ANGLS USD
VANGUARD WORLD FD	400	301512	INF TECH ETF
SPDR SERIES TRUST	2750	293425	STATE STREET SPD
ISHARES TR	2382	286269	CORE S&P SCP ETF
BERKSHIRE HATHAWAY INC DEL	503	252833	CL B NEW
DIMENSIONAL ETF TRUST	3603	251021	US SMALL CAP ETF
CLEVELAND-CLIFFS INC NEW	18253	242400	COM
ISHARES TR	4960	241800	CORE 1 5 YR USD
AMAZON COM INC	1015	234282	COM
VANGUARD TAX-MANAGED FDS	3548	221625	VAN FTSE DEV MKT
DUKE ENERGY CORP NEW	1877	220003	COM NEW
GLOBAL X FDS	10000	176700	NASDAQ 100 COVER