Infinity Wealth Counsel, LLC

CIK 0002066524 · LOVELAND, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Infinity Wealth Counsel, LLC reported 65 positions worth $123.8M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VUG (6.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$123.8M
2026 Q2
Positions
65
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.6%
Est. Net Flow (Q)
2026 Q2
10 / 65 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$7.7M6.26%89,937
2VIGVANGUARD SPECIALIZED FUNDSSH$5.9M4.76%24,918
3IVVISHARES TRSH$5.6M4.53%7,486
4VVVANGUARD INDEX FDSSH$5.6M4.50%16,187
5VYMVANGUARD WHITEHALL FDSSH$4.7M3.80%29,725
6BSVVANGUARD BD INDEX FDSSH$4.5M3.60%57,238
7VBKVANGUARD INDEX FDSSH$3.8M3.10%10,499
8BSCSINVESCO EXCH TRD SLF IDX FDSH$3.8M3.07%186,663
9VTVVANGUARD INDEX FDSSH$3.7M2.99%17,006
10BSCRINVESCO EXCH TRD SLF IDX FDSH$3.7M2.98%188,238

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Infinity Wealth Counsel, LLC hold as of Q2 2026?

Infinity Wealth Counsel, LLC reported 65 positions worth $123.8M in its Q2 2026 13F filing. Largest positions: VUG (6.3%), VIG (4.8%), IVV (4.5%), VV (4.5%) and VYM (3.8%).

What did Infinity Wealth Counsel, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Infinity Wealth Counsel, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.