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CIK: 0002066524
Total reported value
$123.8M
$123.8M
63 檔
21.7%
According to the latest 13F quarterly dataset, Infinity Wealth Counsel, LLC managed an equity portfolio of $123.8M at the end of Q3 2025, spanning 63 distinct U.S. exchange-listed positions.
Infinity Wealth Counsel, LLC executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 1 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 7.08% | +0.29% | -1.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.05% | +0.08% | +0.22% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.04% | -0.05% | -2.31% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 4.89% | +0.17% | -3.64% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.92% | -0.13% | -1.27% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.61% | -0.21% | -5.44% | |
| 7 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.45% | -0.27% | +0.44% | |
| 8 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.37% | -0.33% | -0.93% | |
| 9 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 3.30% | -0.19% | -2.56% | |
| 10 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.25% | -0.35% | -3.07% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.91% | +0.03% | -1.53% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.83% | +0.29% | +0.46% | |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.80% | -0.18% | -1.27% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.60% | -0.02% | +0.05% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.57% | -0.01% | -0.26% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.55% | -0.02% | +0.86% | |
| 17 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.47% | -0.16% | -0.28% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.40% | +0.35% | -0.60% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 2.20% | +0.06% | +0.19% | |
| 20 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.16% | — | -33.11% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 2.08% | -0.01% | -4.44% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | +0.02% | -15.00% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.01% | -0.18% | -4.69% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.76% | -0.03% | +0.87% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.63% | -0.08% | -2.98% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.48% | +0.01% | -0.61% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | +0.63% | — | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.20% | -0.11% | -0.10% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 1.17% | +0.06% | -12.44% | |
| 30 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.14% | -0.13% | -6.92% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | -0.02% | -2.63% | |
| 32 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.95% | +0.15% | +2.67% | |
| 33 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.91% | +0.03% | +2.14% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.91% | — | +0.68% | |
| 35 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 0.83% | -0.09% | — | |
| 36 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 0.78% | -0.01% | — | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.75% | -0.08% | — | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.73% | -0.05% | — | |
| 39 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.68% | +0.22% | +3.58% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.67% | — | -6.74% | |
| 41 | BSCY | Invesco Bulletshares 2034 Cb | ETF-Other | 0.56% | +0.06% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | -0.03% | — | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.02% | — | |
| 44 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.46% | +0.04% | +1.10% | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.46% | -0.04% | +2.95% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.45% | -0.02% | -15.41% | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.42% | +0.04% | +1.82% | |
| 48 | BSCZ | Invesco Bulletshares 2035 Cb | ETF-Other | 0.39% | +0.09% | — | |
| 49 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.36% | -0.03% | -5.26% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | — | — |
According to official SEC Form 13F filings, Infinity Wealth Counsel, LLC reported a total U.S. public equity portfolio value of $123.8M across 63 disclosed positions in Q3 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, IVV, VIG) accounted for 21.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
BSCW
市值: $852.1K
Top Position Liquidated / Trimmed
VCSH
前期市值: $221.6K
During Q3 2025, Infinity Wealth Counsel, LLC's top holdings by market value included VUG (7.1%)、IVV (5.0%)、VIG (5.0%). The largest single position, VUG, represented 7.1% of total portfolio value.
In Q3 2025, Infinity Wealth Counsel, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 19 positions, trimming 23 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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