Infinity Wealth Counsel, LLC holds a diversified book of 65 reported positions worth $123.8M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Applied Materials Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Vanguard Growth ETF at 6% of the reported non-option book.
Infinity Wealth Counsel, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Infinity Wealth Counsel, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 65 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 7 / 65 | $4.4B |
| Swiss Re Ltd | 12 / 65 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 33 / 65 | $276.7B |
| Uhlmann Price Securities, LLC | 19 / 65 | $2.4B |
| Hoffman, Alan N Investment Management | 8 / 65 | $149.2M |
| Stephenson & Company, Inc. | 19 / 65 | $180.5M |
| 9823 Capital, L.P. | 6 / 65 | $125.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Infinity Wealth Counsel, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $7.7M | 89.9K | 6.3% | ▲+504% Added · +75K sh | |
| 2 | Vanguard Specialized Funds DIV APP ETF | $5.9M | 24.9K | 4.8% | ▲+2.4% Added · +579 sh | |
| 3 | Ishares TR CORE S&P500 ETF | $5.6M | 7.5K | 4.5% | ▲+1.0% Added · +73 sh | |
| 4 | Vanguard Index FDS LARGE CAP ETF | $5.6M | 16.2K | 4.5% | ▲+2.7% Added · +420 sh | |
| 5 | Vanguard Whitehall FDS HIGH DIV YLD | $4.7M | 29.7K | 3.8% | ▲+2.9% Added · +830 sh | |
| 6 | Vanguard BD Index FDS SHORT TRM BOND | $4.5M | 57.2K | 3.6% | ▲+8.1% Added · +4K sh | |
| 7 | Vanguard Index FDS SML CP GRW ETF | $3.8M | 10.5K | 3.1% | ▲+3.6% Added · +367 sh | |
| 8 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $3.8M | 186.7K | 3.1% | ▲+4.9% Added · +9K sh | |
| 9 | Vanguard Index FDS VALUE ETF | $3.7M | 17.0K | 3.0% | ▲+3.4% Added · +565 sh | |
| 10 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $3.7M | 188.2K | 3.0% | ▲+2.6% Added · +5K sh | |
| 11 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $3.7M | 198.6K | 3.0% | ▲+7.3% Added · +14K sh | |
| 12 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $3.5M | 181.1K | 2.9% | ▲+1.2% Added · +2K sh | |
| 13 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $3.5M | 210.0K | 2.8% | ▲+7.6% Added · +15K sh | |
| 14 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $3.3M | 202.5K | 2.7% | ▲+7.7% Added · +14K sh | |
| 15 | Invesco Exch TRD SLF Idx FD BULLETSHS 2032 | $3.2M | 157.5K | 2.6% | ▲+10% Added · +15K sh | |
| 16 | Invesco QQQ TR UNIT SER 1 | $3.2M | 4.3K | 2.6% | ▲+3.5% Added · +145 sh | |
| 17 | Ishares TR CORE MSCI EAFE | $3.1M | 32.4K | 2.5% | ▲+6.0% Added · +2K sh | |
| 18 | Vanguard Whitehall FDS INTL DVD ETF | $3.1M | 32.9K | 2.5% | ▲+7.0% Added · +2K sh | |
| 19 | Vanguard Index FDS REAL ESTATE ETF | $3.0M | 31.3K | 2.4% | ▲+3.5% Added · +1K sh | |
| 20 | Invesco Exch TRD SLF Idx FD BUL 2033 COR ETF | $3.0M | 141.5K | 2.4% | ▲+14% Added · +17K sh | |
| 21 | Vanguard Index FDS SMALL CP ETF | $2.8M | 9.1K | 2.2% | ▲+1.0% Added · +91 sh | |
| 22 | Ishares TR PFD AND INCM SEC | $2.7M | 89.8K | 2.2% | ▲+13% Added · +10K sh | |
| 23 | Vanguard Index FDS S&P 500 ETF SHS | $2.3M | 3.4K | 1.9% | —Held | |
| 24 | Invesco Exch TRD SLF Idx FD BULL 2034 CO ETF | $2.2M | 107.6K | 1.8% | ▲+17% Added · +16K sh | |
| 25 | Procter & Gamble Co COM | $2.1M | 14.6K | 1.7% | ▲+75% Added · +6K sh | |
| 26 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.0M | 33.5K | 1.6% | ▲+1.0% Added · +330 sh | |
| 27 | Invesco Exch TRD SLF Idx FD BULLETSHARES | $1.9M | 93.6K | 1.5% | ▲+21% Added · +16K sh | |
| 28 | Vanguard Index FDS SM CP VAL ETF | $1.9M | 7.7K | 1.5% | ▲+2.4% Added · +180 sh | |
| 29 | Ishares TR S&P 500 VAL ETF | $1.8M | 8.1K | 1.5% | —Held | |
| 30 | Dimensional ETF Trust INTL CORE EQT MK | $1.8M | 42.9K | 1.4% | ▲+12% Added · +5K sh | |
| 31 | Dimensional ETF Trust US REAL ESTA ETF | $1.5M | 58.1K | 1.2% | ▲+5.1% Added · +3K sh | |
| 32 | Dimensional ETF Trust US LARG VALU ETF | $1.4M | 35.0K | 1.1% | ▲+28% Added · +8K sh | |
| 33 | Ishares TR SELECT DIVID ETF | $1.4M | 8.7K | 1.1% | —Held | |
| 34 | Fidelity Covington Trust ENHANCED LARGE | $1.4M | 30.9K | 1.1% | ▲+13% Added · +4K sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.9% | ▼−2.9% Reduced · −45 sh | |
| 36 | Ishares U S ETF TR SHOR DURA BD ETF | $1.1M | 21.1K | 0.9% | ▼−5.6% Reduced · −1K sh | |
| 37 | Chevron Corporation COM | $911K | 5.5K | 0.7% | —Held | |
| 38 | Vanguard Whitehall FDS INTL HIGH ETF | $877K | 8.9K | 0.7% | ▼−1.9% Reduced · −175 sh | |
| 39 | Apple Inc COM | $833K | 2.9K | 0.7% | ▼~0% Reduced · −1 sh | |
| 40 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.6% | —Held | |
| 41 | Dimensional ETF Trust EMGR CRE EQT MNG | $739K | 18.4K | 0.6% | ▲+1.6% Added · +295 sh | |
| 42 | Vanguard BD Index FDS VANGUARD ULTRA | $672K | 13.5K | 0.5% | ▼−7.7% Reduced · −1K sh | |
| 43 | Wisdomtree TR US SMALLCAP DIVD | $640K | 15.7K | 0.5% | ▲+9.4% Added · +1K sh | |
| 44 | Invesco Exchange Traded FD T S&P500 EQL WGT | $526K | 2.5K | 0.4% | —Held | |
| 45 | Ishares TR U.S. REAL ES ETF | $522K | 5.1K | 0.4% | ▼−3.8% Reduced · −200 sh | |
| 46 | Alphabet Inc CAP STK CL A | $482K | 1.3K | 0.4% | ▼−0.9% Reduced · −12 sh | |
| 47 | Dimensional ETF Trust US SMALL CAP ETF | $479K | 12.4K | 0.4% | ▲+9.5% Added · +1K sh | |
| 48 | Vanguard World FD INF TECH ETF | $438K | 3.7K | 0.4% | ▲+817% Added · +3K sh | |
| 49 | Broadcom Inc COM | $399K | 1.1K | 0.3% | ▼−15% Reduced · −186 sh | |
| 50 | Nvidia Corporation COM | $377K | 1.9K | 0.3% | ▼−0.1% Reduced · −2 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 65 | $123.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 8d | 63 | $108.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 62 | $109.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 7d | 64 | $103.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 14d | 60 | $99.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 57 | $92.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 13, 2025 | 133d | 58 | $93.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.