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CIK: 0002066524
Total reported value
$123.8M
$123.8M
59 檔
20.5%
During the Q2 2025 filing period, Infinity Wealth Counsel, LLC (CIK: 0002066524) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $123.8M across 59 reported positions.
In Q2 2025, Infinity Wealth Counsel, LLC displayed an active expansion posture, initiating 2 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.82% | +0.29% | -0.36% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.09% | -0.05% | +0.31% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 4.90% | +0.17% | +0.50% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.86% | +0.08% | -0.21% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.96% | -0.21% | -0.41% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.91% | -0.13% | +0.50% | |
| 7 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.56% | -0.27% | +0.74% | |
| 8 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.53% | -0.33% | +1.46% | |
| 9 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 3.51% | -0.19% | +2.21% | |
| 10 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.48% | -0.35% | +1.29% | |
| 11 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.36% | — | -1.14% | |
| 12 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.93% | -0.18% | +3.38% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.91% | +0.03% | +2.09% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.73% | +0.29% | +2.47% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.72% | -0.02% | +0.21% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.56% | -0.02% | +0.66% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.56% | -0.01% | +0.60% | |
| 18 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.56% | -0.16% | +4.53% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.31% | +0.35% | -0.36% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.29% | +0.02% | — | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 2.20% | -0.01% | +2.98% | |
| 22 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.18% | -0.18% | -3.72% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 2.13% | +0.06% | +1.02% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.66% | -0.08% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.65% | -0.03% | -1.03% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.45% | +0.01% | +2.15% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 1.39% | +0.06% | +20.15% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | +0.63% | -0.17% | |
| 29 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.27% | -0.13% | -0.00% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.17% | -0.11% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | -0.02% | — | |
| 32 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.91% | +0.03% | +4.08% | |
| 33 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.87% | +0.15% | +10.07% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.76% | — | +27.25% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.75% | — | -3.40% | |
| 36 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.74% | -0.08% | -0.10% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.74% | -0.05% | — | |
| 38 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.64% | +0.22% | +2.81% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.02% | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.02% | -4.12% | |
| 41 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.45% | -0.04% | — | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.44% | +0.04% | +0.67% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | -0.03% | -2.55% | |
| 44 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.41% | +0.04% | +13.75% | |
| 45 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.39% | -0.03% | -1.72% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.33% | +0.09% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | — | -6.54% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | +0.02% | — | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | +0.01% | — | |
| 50 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.27% | -0.22% | EXIT |
According to official SEC Form 13F filings, Infinity Wealth Counsel, LLC reported a total U.S. public equity portfolio value of $123.8M across 59 disclosed positions in Q2 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, VV) accounted for 20.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMZN
市值: $224.2K
Top Position Liquidated / Trimmed
VUG
前期市值: $5.7M
During Q2 2025, Infinity Wealth Counsel, LLC's top holdings by market value included VUG (6.8%)、VIG (5.1%)、VV (4.9%). The largest single position, VUG, represented 6.8% of total portfolio value.
In Q2 2025, Infinity Wealth Counsel, LLC made 41 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 14 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.
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