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Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Infinity Wealth Counsel, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Infinity Wealth Counsel, LLC (CIK 2066524) reported $108.9M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($6.5M, 5.97%), VIG ($5.2M, 4.81%), IVV ($4.8M, 4.45%), VV ($4.7M, 4.33%), VYM ($4.3M, 3.93%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VUGVANGUARD INDEX FDS$6.5M5.97%14,884Added
2VIGVANGUARD SPECIALIZED FUNDS$5.2M4.81%24,339Trimmed
3IVVISHARES TR$4.8M4.45%7,413Added
4VVVANGUARD INDEX FDS$4.7M4.33%15,767Added
5VYMVANGUARD WHITEHALL FDS$4.3M3.93%28,895Added
6BSVVANGUARD BD INDEX FDS$4.2M3.81%52,933Trimmed
7BSCSINVESCO EXCH TRD SLF IDX FD$3.6M3.34%178,008Trimmed
8BSCRINVESCO EXCH TRD SLF IDX FD$3.6M3.31%183,443Trimmed
9BSCQINVESCO EXCH TRD SLF IDX FD$3.5M3.21%179,008Trimmed
10BSCTINVESCO EXCH TRD SLF IDX FD$3.5M3.17%184,970Added
11BSCUINVESCO EXCH TRD SLF IDX FD$3.3M3.00%195,269Added
12VTVVANGUARD INDEX FDS$3.2M2.96%16,441Added
13BSCVINVESCO EXCH TRD SLF IDX FD$3.1M2.84%188,108Added
14VBKVANGUARD INDEX FDS$3.1M2.81%10,132Added
15BSCWINVESCO EXCH TRD SLF IDX FD$2.9M2.70%142,943Added
16IEFAISHARES TR$2.8M2.54%30,545Trimmed
17VIGIVANGUARD WHITEHALL FDS$2.7M2.50%30,766Added
18VNQVANGUARD INDEX FDS$2.7M2.46%30,238Added
19BSCXINVESCO EXCH TRD SLF IDX FD$2.6M2.42%124,400Added
20PFFISHARES TR$2.4M2.22%79,589Added
21QQQINVESCO QQQ TR$2.4M2.22%4,180Added
22VBVANGUARD INDEX FDS$2.4M2.17%9,017Added
23VOOVANGUARD INDEX FDS$2.0M1.87%3,400Hold
24BSCYINVESCO EXCH TRD SLF IDX FD$1.9M1.74%91,620Added
25VWOVANGUARD INTL EQUITY INDEX F$1.8M1.65%33,165Trimmed

Source: SEC Form 13F filings · as of 2026-03-31