Infinity Wealth Counsel, LLC

Est. AUM

$123.8M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$7.7M	89937	6.26%	SOLE
2	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.9M	24918	4.76%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$5.6M	7486	4.53%	SOLE
4	VANGUARD INDEX FDS	LARGE CAP ETF	$5.6M	16187	4.50%	SOLE
5	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.7M	29725	3.80%	SOLE
6	VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.5M	57238	3.60%	SOLE
7	VANGUARD INDEX FDS	SML CP GRW ETF	$3.8M	10499	3.10%	SOLE
8	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$3.8M	186663	3.07%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$3.7M	17006	2.99%	SOLE
10	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$3.7M	188238	2.98%	SOLE
11	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$3.7M	198550	2.98%	SOLE
12	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$3.5M	181138	2.86%	SOLE
13	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$3.5M	210039	2.82%	SOLE
14	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$3.3M	202533	2.68%	SOLE
15	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$3.2M	157533	2.61%	SOLE
16	INVESCO QQQ TR	UNIT SER 1	$3.2M	4325	2.57%	SOLE
17	ISHARES TR	CORE MSCI EAFE	$3.1M	32382	2.53%	SOLE
18	VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.1M	32907	2.48%	SOLE
19	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.0M	31310	2.44%	SOLE
20	INVESCO EXCH TRD SLF IDX FD	BUL 2033 COR ETF	$3.0M	141517	2.41%	SOLE
21	VANGUARD INDEX FDS	SMALL CP ETF	$2.8M	9108	2.23%	SOLE
22	ISHARES TR	PFD AND INCM SEC	$2.7M	89779	2.21%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.3M	3400	1.89%	SOLE
24	INVESCO EXCH TRD SLF IDX FD	BULL 2034 CO ETF	$2.2M	107600	1.80%	SOLE
25	PROCTER & GAMBLE CO	COM	$2.1M	14568	1.73%	SOLE
26	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	33495	1.62%	SOLE
27	INVESCO EXCH TRD SLF IDX FD	BULLETSHARES	$1.9M	93610	1.55%	SOLE
28	VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	7697	1.51%	SOLE
29	ISHARES TR	S&P 500 VAL ETF	$1.8M	8109	1.49%	SOLE
30	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.8M	42935	1.43%	SOLE
31	DIMENSIONAL ETF TRUST	US REAL ESTA ETF	$1.5M	58148	1.23%	SOLE
32	DIMENSIONAL ETF TRUST	US LARG VALU ETF	$1.4M	34994	1.12%	SOLE
33	ISHARES TR	SELECT DIVID ETF	$1.4M	8680	1.10%	SOLE
34	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$1.4M	30925	1.09%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	1530	0.92%	SOLE
36	ISHARES U S ETF TR	SHOR DURA BD ETF	$1.1M	21066	0.86%	SOLE
37	CHEVRON CORPORATION	COM	$911K	5497	0.74%	SOLE
38	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$877K	8929	0.71%	SOLE
39	APPLE INC	COM	$833K	2880	0.67%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL A	$749K	1	0.61%	SOLE
41	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$739K	18371	0.60%	SOLE
42	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$672K	13507	0.54%	SOLE
43	WISDOMTREE TR	US SMALLCAP DIVD	$640K	15740	0.52%	SOLE
44	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$526K	2470	0.43%	SOLE
45	ISHARES TR	U.S. REAL ES ETF	$522K	5110	0.42%	SOLE
46	ALPHABET INC	CAP STK CL A	$482K	1349	0.39%	SOLE
47	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$479K	12360	0.39%	SOLE
48	VANGUARD WORLD FD	INF TECH ETF	$438K	3667	0.35%	SOLE
49	BROADCOM INC	COM	$399K	1056	0.32%	SOLE
50	NVIDIA CORPORATION	COM	$377K	1886	0.30%	SOLE

1–50 of 65

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.