Terminal · Institutions

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 (2026-06-30)

Infinity Wealth Counsel, LLC (CIK 2066524) reported $123.8M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($7.7M, 6.26%), VIG ($5.9M, 4.76%), IVV ($5.6M, 4.53%), VV ($5.6M, 4.50%), VYM ($4.7M, 3.80%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VUGVANGUARD INDEX FDS$7.7M6.26%89,937Added
2VIGVANGUARD SPECIALIZED FUNDS$5.9M4.76%24,918Added
3IVVISHARES TR$5.6M4.53%7,486Added
4VVVANGUARD INDEX FDS$5.6M4.50%16,187Added
5VYMVANGUARD WHITEHALL FDS$4.7M3.80%29,725Added
6BSVVANGUARD BD INDEX FDS$4.5M3.60%57,238Added
7VBKVANGUARD INDEX FDS$3.8M3.10%10,499Added
8BSCSINVESCO EXCH TRD SLF IDX FD$3.8M3.07%186,663Added
9VTVVANGUARD INDEX FDS$3.7M2.99%17,006Added
10BSCRINVESCO EXCH TRD SLF IDX FD$3.7M2.98%188,238Added
11BSCTINVESCO EXCH TRD SLF IDX FD$3.7M2.98%198,550Added
12BSCQINVESCO EXCH TRD SLF IDX FD$3.5M2.86%181,138Added
13BSCUINVESCO EXCH TRD SLF IDX FD$3.5M2.82%210,039Added
14BSCVINVESCO EXCH TRD SLF IDX FD$3.3M2.68%202,533Added
15BSCWINVESCO EXCH TRD SLF IDX FD$3.2M2.61%157,533Added
16QQQINVESCO QQQ TR$3.2M2.57%4,325Added
17IEFAISHARES TR$3.1M2.53%32,382Added
18VIGIVANGUARD WHITEHALL FDS$3.1M2.48%32,907Added
19VNQVANGUARD INDEX FDS$3.0M2.44%31,310Added
20BSCXINVESCO EXCH TRD SLF IDX FD$3.0M2.41%141,517Added
21VBVANGUARD INDEX FDS$2.8M2.23%9,108Added
22PFFISHARES TR$2.7M2.21%89,779Added
23VOOVANGUARD INDEX FDS$2.3M1.89%3,400Hold
24BSCYINVESCO EXCH TRD SLF IDX FD$2.2M1.80%107,600Added
25PGPROCTER & GAMBLE CO$2.1M1.73%14,568Added

Source: SEC Form 13F filings · as of 2026-06-30