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CIK: 0002066524
Total reported value
$123.8M
$123.8M
62 檔
21.6%
In Q4 2025, Infinity Wealth Counsel, LLC's U.S. equity holdings reached a combined market value of $123.8M, distributed across 62 disclosed stock positions.
In Q4 2025, Infinity Wealth Counsel, LLC displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.60% | +0.29% | -2.62% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.88% | -0.05% | +1.27% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.60% | +0.08% | -5.23% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 4.47% | +0.17% | -5.01% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.84% | -0.21% | +13.32% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.77% | -0.13% | +0.33% | |
| 7 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.37% | -0.27% | +3.79% | |
| 8 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.33% | -0.33% | +5.19% | |
| 9 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.25% | -0.35% | +6.44% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 3.15% | -0.19% | +1.32% | |
| 11 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.97% | -0.18% | +12.83% | |
| 12 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.83% | -0.16% | +21.77% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.81% | +0.03% | +0.59% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.75% | +0.29% | +1.99% | |
| 15 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 2.67% | -0.09% | +243.47% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.55% | -0.02% | +2.26% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.49% | -0.01% | +0.82% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.44% | -0.02% | +5.00% | |
| 19 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 2.40% | -0.01% | +226.91% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.33% | +0.35% | +0.82% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 2.21% | -0.01% | +15.18% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 2.11% | +0.06% | +0.54% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +0.02% | — | |
| 24 | BSCY | Invesco Bulletshares 2034 Cb | ETF-Other | 1.72% | +0.06% | +225.99% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.63% | -0.03% | -0.51% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.57% | -0.08% | -0.49% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.45% | +0.01% | +2.39% | |
| 28 | BSCZ | Invesco Bulletshares 2035 Cb | ETF-Other | 1.41% | +0.09% | +287.60% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 1.24% | +0.06% | +7.39% | |
| 30 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.13% | +0.03% | +37.37% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.12% | -0.11% | -0.40% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.09% | +0.63% | — | |
| 33 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.07% | -0.18% | -42.89% | |
| 34 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 1.03% | +0.15% | +13.55% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | -0.02% | -1.25% | |
| 36 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.84% | +0.22% | +26.40% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.30% | — | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.75% | -0.08% | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.71% | — | -21.73% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.69% | -0.05% | — | |
| 41 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.67% | -0.13% | -37.29% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.51% | +0.04% | +12.52% | |
| 43 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.45% | -0.04% | +8.19% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | -0.02% | — | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.02% | -2.62% | |
| 46 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.40% | +0.04% | +3.10% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | -0.03% | -16.35% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.03% | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | — | — | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.31% | +0.03% | +13.91% |
According to official SEC Form 13F filings, Infinity Wealth Counsel, LLC reported a total U.S. public equity portfolio value of $123.8M across 62 disclosed positions in Q4 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 21.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
CVX
市值: $842.4K
Top Position Liquidated / Trimmed
BSCP
前期市值: $2.2M
During Q4 2025, Infinity Wealth Counsel, LLC's top holdings by market value included VUG (6.6%)、VIG (4.9%)、IVV (4.6%). The largest single position, VUG, represented 6.6% of total portfolio value.
In Q4 2025, Infinity Wealth Counsel, LLC made 45 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 12 holdings, and fully liquidating 2 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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