StockDriftsStockDriftsTop 50 Infinity Wealth Counsel, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 6.26% | 89.9K | $7.7M | +0.71%(+633) | $66.29(+34.35%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.76% | 24.9K | $5.9M | +2.38%(+579) | $197.82(+24.66%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.53% | 7.5K | $5.6M | +0.98%(+73) | $584.39(+33.02%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 4.5% | 16.2K | $5.6M | +2.66%(+420) | $268.31(+32.75%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.8% | 29.7K | $4.7M | +2.87%(+830) | $128.68(+29.44%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.6% | 57.2K | $4.5M | +8.13%(+4.30K) | $78.09(-0.74%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 3.1% | 10.5K | $3.8M | +3.62%(+367) | $276.09(+30.75%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.07% | 186.7K | $3.8M | +4.86%(+8.65K) | $20.35(+0.00%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.99% | 17.0K | $3.7M | +3.44%(+565) | $173.50(+30.14%) | 2026-06-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.98% | 188.2K | $3.7M | +2.61%(+4.79K) | $19.61(+0.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.86% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.62% |
Infinity Wealth Counsel, LLC reports $123.76M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are VUG (6.3%), VIG (4.8%) and IVV (4.5%). The top 20 holdings account for 65.97% of reported assets. Its disclosed equity book has returned +13.86% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Infinity Wealth Counsel, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066524). View Infinity Wealth Counsel, LLC’s 13F filings on SEC