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CIK: 0002066524
Total reported value
$124.0M
$124.0M
65 檔
23.8%
At the close of Q2 2026, Infinity Wealth Counsel, LLC disclosed equity holdings valued at approximately $124.0M, spread across 65 reported holdings.
In Q2 2026, Infinity Wealth Counsel, LLC displayed an active expansion posture, initiating 4 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VIG, IVV) accounted for 23.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMAT
市值: $287.8K
Top Position Liquidated / Trimmed
DUK
前期市值: $245.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.26% | +0.41% | +504.25% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.76% | +0.05% | +2.38% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.53% | +0.24% | +0.98% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 4.50% | +0.15% | +2.66% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.80% | -0.04% | +2.87% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.60% | +0.10% | +8.13% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.10% | -0.18% | +3.62% | |
| 8 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.07% | +0.01% | +4.86% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.99% | +0.10% | +3.44% | |
| 10 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.98% | +0.05% | +2.61% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.98% | -0.02% | +7.34% | |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.86% | +0.02% | +1.19% | |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.82% | -0.04% | +7.56% | |
| 14 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.68% | -0.07% | +7.67% | |
| 15 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 2.61% | -0.10% | +10.21% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.57% | +0.06% | +3.47% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.53% | +0.03% | +6.01% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.48% | +0.08% | +6.96% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.44% | -0.10% | +3.55% | |
| 20 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 2.41% | -0.06% | +13.76% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 2.23% | -0.09% | +1.01% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 2.21% | -0.03% | +12.80% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.89% | +0.03% | — | |
| 24 | BSCY | Invesco Bulletshares 2034 Cb | ETF-Other | 1.80% | -0.05% | +17.44% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.73% | +0.52% | +74.95% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.62% | +0.03% | +0.99% | |
| 27 | BSCZ | Invesco Bulletshares 2035 Cb | ETF-Other | 1.55% | -0.02% | +20.99% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.51% | — | +2.39% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.49% | — | — | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 1.43% | +0.05% | +11.98% | |
| 31 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.23% | -1.23% | EXIT | |
| 32 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.12% | +0.06% | +27.58% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.10% | -0.04% | — | |
| 34 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 1.09% | +0.07% | +12.97% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | +0.02% | -2.86% | |
| 36 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.86% | -0.05% | -5.63% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.74% | +0.17% | — | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.71% | +0.02% | -1.92% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.08% | -0.03% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.61% | -0.01% | — | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.60% | +0.08% | +1.63% | |
| 42 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.54% | -0.01% | -7.66% | |
| 43 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.52% | -0.03% | +9.38% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | -0.01% | — | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.42% | -0.03% | -3.77% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | -0.01% | -0.88% | |
| 47 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.39% | -0.39% | EXIT | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | +0.02% | +816.75% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | -0.04% | -14.98% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.05% | -0.11% |
According to official SEC Form 13F filings, Infinity Wealth Counsel, LLC reported a total U.S. public equity portfolio value of $124.0M across 65 disclosed positions in Q2 2026.
During Q2 2026, Infinity Wealth Counsel, LLC's top holdings by market value included VUG (6.3%)、VIG (4.8%)、IVV (4.5%). The largest single position, VUG, represented 6.3% of total portfolio value.
In Q2 2026, Infinity Wealth Counsel, LLC made 54 total portfolio adjustments, initiating 4 new buys, adding to 39 positions, trimming 9 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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