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Infinity Wealth Counsel, Llc

Portfolio Manager
Infinity Wealth Counsel, LLC
Performance
-2.28% (2026 Q1)
AUM (13F)
$108.87M
# of Holdings
63
Performance Rank
Allocation (Top 20)
66.78%

Infinity Wealth Counsel, Llc Holdings Map

Top 50 Infinity Wealth Counsel, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
5.97%14.9K$6.5M
+0.30%(+44)
2025-Q1: 15.5K shares2025-Q2: 15.4K shares2025-Q3: 15.2K shares2025-Q4: 14.8K shares2026-Q1: 14.9K shares
$66.21(+27.34%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
4.81%24.3K$5.2M
-0.23%(-55)
2025-Q1: 24.6K shares2025-Q2: 24.7K shares2025-Q3: 24.1K shares2025-Q4: 24.4K shares2026-Q1: 24.3K shares
$197.21(+16.06%)
2026-03-31
IVV
ISHARES TR
4.45%7.4K$4.8M
+0.52%(+38)
2025-Q1: 7.8K shares2025-Q2: 7.8K shares2025-Q3: 7.8K shares2025-Q4: 7.4K shares2026-Q1: 7.4K shares
$583.33(+24.63%)
2026-03-31
VV
VANGUARD INDEX FDS
4.33%15.8K$4.7M
+1.25%(+195)
2025-Q1: 16.9K shares2025-Q2: 17.0K shares2025-Q3: 16.4K shares2025-Q4: 15.6K shares2026-Q1: 15.8K shares
$267.01(+24.65%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
3.93%28.9K$4.3M
+0.31%(+90)
2025-Q1: 28.9K shares2025-Q2: 29.1K shares2025-Q3: 28.7K shares2025-Q4: 28.8K shares2026-Q1: 28.9K shares
$128.01(+22.12%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
3.81%52.9K$4.2M
-1.01%(-541)
2025-Q1: 50.1K shares2025-Q2: 49.9K shares2025-Q3: 47.2K shares2025-Q4: 53.5K shares2026-Q1: 52.9K shares
$78.08(-0.11%)
2026-03-31
BSCS
INVESCO EXCH TRD SLF IDX FD
3.34%178.0K$3.6M
-0.79%(-1.43K)
2025-Q1: 170.9K shares2025-Q2: 172.1K shares2025-Q3: 172.9K shares2025-Q4: 179.4K shares2026-Q1: 178.0K shares
$20.35(+0.33%)
2026-03-31
BSCR
INVESCO EXCH TRD SLF IDX FD
3.31%183.4K$3.6M
-1.00%(-1.85K)
2025-Q1: 175.2K shares2025-Q2: 177.8K shares2025-Q3: 176.2K shares2025-Q4: 185.3K shares2026-Q1: 183.4K shares
$19.61(+0.20%)
2026-03-31
BSCQ
INVESCO EXCH TRD SLF IDX FD
3.21%179.0K$3.5M
-1.82%(-3.33K)
2025-Q1: 174.5K shares2025-Q2: 176.7K shares2025-Q3: 171.3K shares2025-Q4: 182.3K shares2026-Q1: 179.0K shares
$19.50(+0.23%)
2026-03-31
BSCT
INVESCO EXCH TRD SLF IDX FD
3.17%185.0K$3.5M
+0.83%(+1.53K)
2025-Q1: 181.8K shares2025-Q2: 185.8K shares2025-Q3: 181.1K shares2025-Q4: 183.4K shares2026-Q1: 185.0K shares
$18.58(+0.36%)
2026-03-31

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