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
63 檔
20.7%
The Q1 2026 SEC filing reveals that Infinity Wealth Counsel, LLC held a total portfolio value of $123.8M, covering 63 public equity positions.
In Q1 2026, Infinity Wealth Counsel, LLC displayed an active expansion posture, initiating 1 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 5.97% | +0.29% | +0.30% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.81% | -0.05% | -0.23% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.45% | +0.08% | +0.52% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 4.33% | +0.17% | +1.25% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.93% | -0.13% | +0.31% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.81% | -0.21% | -1.01% | |
| 7 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.34% | -0.27% | -0.79% | |
| 8 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.31% | -0.33% | -1.00% | |
| 9 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.21% | -0.35% | -1.82% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 3.17% | -0.19% | +0.83% | |
| 11 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 3.00% | -0.18% | +1.28% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.96% | +0.03% | +1.67% | |
| 13 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.84% | -0.16% | +0.96% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.81% | +0.29% | +1.40% | |
| 15 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 2.70% | -0.09% | +1.98% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.54% | -0.01% | -0.07% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.50% | -0.02% | +0.45% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.46% | -0.02% | +0.05% | |
| 19 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 2.42% | -0.01% | +1.18% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-Other | 2.22% | -0.01% | +1.65% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.22% | +0.35% | +0.36% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 2.17% | +0.06% | +0.48% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | +0.02% | — | |
| 24 | BSCY | Invesco Bulletshares 2034 Cb | ETF-Other | 1.74% | +0.06% | +2.13% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.65% | -0.03% | -0.32% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.57% | -0.08% | — | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.50% | +0.01% | +0.20% | |
| 28 | BSCZ | Invesco Bulletshares 2035 Cb | ETF-Other | 1.46% | +0.09% | +3.96% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 1.37% | +0.06% | +7.47% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.21% | -0.11% | -0.29% | |
| 31 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.20% | +0.03% | +2.44% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | +0.63% | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.04% | -0.30% | -0.54% | |
| 34 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.04% | -0.18% | -3.17% | |
| 35 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.94% | +0.15% | +1.11% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | -0.02% | — | |
| 37 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.90% | +0.22% | +1.95% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.79% | -0.08% | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.67% | — | — | |
| 40 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.67% | -0.13% | -0.87% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.66% | -0.05% | — | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.56% | +0.04% | +6.17% | |
| 43 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.48% | +0.04% | +8.28% | |
| 44 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.46% | -0.04% | +0.47% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.02% | — | |
| 46 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.36% | +0.03% | +7.63% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.03% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | -0.03% | -2.89% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.02% | -0.43% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | — | +1.61% |
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 Q1 2026.
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 20.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
DWX
市值: $205.2K
Top Position Liquidated / Trimmed
VIG
前期市值: $5.4M
During Q1 2026, Infinity Wealth Counsel, LLC's top holdings by market value included VUG (6.0%)、VIG (4.8%)、IVV (4.5%). The largest single position, VUG, represented 6.0% of total portfolio value.
In Q1 2026, Infinity Wealth Counsel, LLC made 46 total portfolio adjustments, initiating 1 new buys, adding to 29 positions, trimming 16 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.