13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002066524
Total reported value
$123.8M
$123.8M
57 檔
19.6%
According to the latest 13F quarterly dataset, Infinity Wealth Counsel, LLC managed an equity portfolio of $123.8M at the end of Q4 2024, spanning 57 distinct U.S. exchange-listed positions.
During Q4 2024, Infinity Wealth Counsel, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.64% | +0.29% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.18% | -0.05% | — | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 4.96% | +0.17% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.94% | +0.08% | — | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.15% | -0.21% | — | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.90% | -0.13% | — | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.63% | — | — | |
| 8 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.62% | -0.27% | — | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.60% | -0.33% | — | |
| 10 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.59% | -0.35% | — | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 3.51% | -0.19% | — | |
| 12 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.89% | -0.18% | — | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.83% | +0.03% | — | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.75% | +0.29% | — | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.65% | -0.02% | — | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.50% | -0.02% | — | |
| 17 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.49% | -0.16% | — | |
| 18 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.46% | -0.18% | — | |
| 19 | PFF | Ishares Preferred & Income S | ETF-Other | 2.36% | -0.01% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.30% | +0.02% | — | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 2.29% | +0.06% | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.26% | +0.35% | — | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.22% | -0.01% | — | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.71% | -0.08% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.53% | -0.03% | — | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.51% | +0.63% | — | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.48% | +0.01% | — | |
| 28 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.35% | -0.13% | — | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.24% | -0.11% | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | -0.02% | — | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.92% | +0.06% | — | |
| 32 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.86% | +0.03% | — | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.83% | — | — | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.78% | — | — | |
| 35 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.78% | +0.15% | — | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.73% | -0.05% | — | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.66% | -0.08% | — | |
| 38 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.59% | +0.22% | — | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | -0.02% | — | |
| 40 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.48% | -0.04% | — | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.02% | — | |
| 42 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.41% | -0.03% | — | |
| 43 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.41% | +0.04% | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | -0.03% | — | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.38% | +0.04% | — | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.33% | +0.09% | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.02% | — | |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.31% | -0.22% | EXIT | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.03% | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | — | — |
According to official SEC Form 13F filings, Infinity Wealth Counsel, LLC reported a total U.S. public equity portfolio value of $123.8M across 57 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VIG, VV) accounted for 19.6% of total reported equity market value during Q4 2024.
During Q4 2024, Infinity Wealth Counsel, LLC's top holdings by market value included VUG (6.6%)、VIG (5.2%)、VV (5.0%). The largest single position, VUG, represented 6.6% of total portfolio value.
In Q4 2024, Infinity Wealth Counsel, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.