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CIK: 0002066524
Total reported value
$123.8M
$123.8M
57 檔
18.7%
As reported in its official Q1 2025 Form 13F filing, Infinity Wealth Counsel, LLC's tracked investment portfolio stood at $123.8M with 57 total positions.
Infinity Wealth Counsel, LLC executed strategic sector rebalancing during Q1 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.19% | +0.29% | +1.98% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.15% | -0.05% | -0.85% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.72% | +0.08% | -0.99% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 4.70% | +0.17% | -1.80% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.23% | -0.21% | -0.47% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.03% | -0.13% | +1.06% | |
| 7 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.75% | -0.27% | +1.35% | |
| 8 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.71% | -0.33% | +1.20% | |
| 9 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.67% | -0.35% | +0.61% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 3.64% | -0.19% | +1.25% | |
| 11 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.63% | — | -1.23% | |
| 12 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 3.00% | -0.18% | +1.03% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.98% | +0.03% | +2.21% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.77% | -0.02% | +1.77% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.67% | -0.02% | +1.99% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.59% | +0.29% | +3.54% | |
| 17 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.58% | -0.16% | +1.00% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.47% | -0.01% | +2.15% | |
| 19 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.42% | -0.18% | -3.55% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-Other | 2.29% | -0.01% | -1.83% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | +0.02% | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.11% | +0.35% | +0.85% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 2.11% | +0.06% | -1.42% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.73% | -0.08% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.64% | -0.03% | +2.75% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.53% | +0.63% | -1.31% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.45% | +0.01% | +3.10% | |
| 28 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.36% | -0.13% | -0.88% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.27% | -0.11% | -0.85% | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 1.06% | +0.06% | +6.60% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | -0.02% | -1.50% | |
| 32 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.95% | +0.03% | +6.74% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.86% | -0.05% | — | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.83% | — | -1.26% | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.72% | -0.08% | — | |
| 36 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.72% | +0.15% | +2.18% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.69% | — | -2.11% | |
| 38 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.66% | +0.22% | +7.68% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | -0.02% | -4.89% | |
| 40 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.49% | -0.04% | -1.04% | |
| 41 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.42% | -0.03% | — | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.42% | +0.04% | +6.87% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.02% | -2.93% | |
| 44 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.38% | +0.04% | — | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | +0.02% | — | |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.30% | -0.22% | EXIT | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | +0.09% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | -0.03% | -3.45% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.01% | -2.30% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.26% | +0.01% | — |
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 Q1 2025.
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, IVV) accounted for 18.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFSV
市值: $209.2K
Top Position Liquidated / Trimmed
AMZN
前期市值: $243.5K
During Q1 2025, Infinity Wealth Counsel, LLC's top holdings by market value included VUG (6.2%)、VIG (5.2%)、IVV (4.7%). The largest single position, VUG, represented 6.2% of total portfolio value.
In Q1 2025, Infinity Wealth Counsel, LLC made 41 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 17 holdings, and fully liquidating 1 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.
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