Infinity Wealth Counsel, LLC Portfolio Holdings

Infinity Wealth Counsel, LLC

  • $103 Billion
  • Q3 2025

Infinity Wealth Counsel, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $7.31B, Ishares Core S&P 500 ETF with a value of $5.21B, Vanguard Dividend Appreciation with a value of $5.2B, Vanguard Large Cap ETF with a value of $5.05B, and Vanguard Whitehall Fds (Vangua with a value of $4.05B.

Examining the 13F form we can see an increase of $4.07B in the current position value, from $99.1B to 103B.

Infinity Wealth Counsel, LLC is based out at Loveland, OH

Below you can find more details about Infinity Wealth Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $103 Billion
ETFs: $89.6 Billion
Technology: $2.28 Billion
Consumer Defensive: $1.28 Billion
Financial Services: $1.01 Billion
Communication Services: $331 Million
Utilities: $232 Million
Consumer Cyclical: $224 Million
Basic Materials: $223 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.31 Billion 7.08% of portfolio
15,239
Q3 2025 Reduced 1.16%
$0
$5.21 Billion 5.05% of portfolio
7,782
Q3 2025 Added 0.22%
$0
$5.2 Billion 5.04% of portfolio
24,089
Q3 2025 Reduced 2.31%
$0
$5.05 Billion 4.89% of portfolio
16,394
Q3 2025 Reduced 3.64%
$0
$4.05 Billion 3.92% of portfolio
28,710
Q3 2025 Reduced 1.27%
$0
$3.72 Billion 3.61% of portfolio
47,187
Q3 2025 Reduced 5.44%
$0
$3.56 Billion 3.45% of portfolio
172,884
Q3 2025 Added 0.44%
$0
$3.47 Billion 3.37% of portfolio
176,155
Q3 2025 Reduced 0.93%
$0
$3.41 Billion 3.3% of portfolio
181,054
Q3 2025 Reduced 2.56%
$0
$3.35 Billion 3.25% of portfolio
171,299
Q3 2025 Reduced 3.07%
$0
$3 Billion 2.91% of portfolio
16,076
Q3 2025 Reduced 1.53%
$0
$2.92 Billion 2.83% of portfolio
9,797
Q3 2025 Added 0.46%
$0
$2.89 Billion 2.8% of portfolio
170,872
Q3 2025 Reduced 1.27%
$0
$2.68 Billion 2.6% of portfolio
29,951
Q3 2025 Added 0.05%
$0
$2.65 Billion 2.57% of portfolio
30,316
Q3 2025 Reduced 0.26%
$0
$2.63 Billion 2.55% of portfolio
28,784
Q3 2025 Added 0.86%
$0
$2.48 Billion 2.4% of portfolio
4,131
Q3 2025 Reduced 0.6%
$0
$2.27 Billion 2.2% of portfolio
8,926
Q3 2025 Added 0.19%
$0
$2.23 Billion 2.16% of portfolio
107,644
Q3 2025 Reduced 33.11%
$0
$2.15 Billion 2.08% of portfolio
67,979
Q3 2025 Reduced 4.44%
$0
$2.08 Billion 2.02% of portfolio
3,400
Q3 2025 Reduced 15.0%
$0
$2.07 Billion 2.01% of portfolio
40,362
Q3 2025 Reduced 4.69%
$0
$1.81 Billion 1.76% of portfolio
33,439
Q3 2025 Added 0.87%
$0
$1.68 Billion 1.63% of portfolio
8,149
Q3 2025 Reduced 2.98%
$0
$1.53 Billion 1.48% of portfolio
7,327
Q3 2025 Reduced 0.61%
$0
$1.24 Billion 1.2% of portfolio
8,740
Q3 2025 Reduced 0.1%
$0
$1.21 Billion 1.17% of portfolio
33,220
Q3 2025 Reduced 12.44%
$0
$1.06 Billion 1.03% of portfolio
1,595
Q3 2025 Reduced 2.63%
$0
$937 Million 0.91% of portfolio
39,308
Q3 2025 Added 2.14%
$0
$771 Million 0.75% of portfolio
9,104
Q2 2025 Reduced 0.1%
$0
$695 Million 0.67% of portfolio
6,907
Q3 2025 Reduced 6.74%
$0
$477 Million 0.46% of portfolio
15,131
Q3 2025 Added 1.1%
$0
$474 Million 0.46% of portfolio
4,885
Q3 2025 Added 2.95%
$0
$469 Million 0.45% of portfolio
2,470
Q3 2025 Reduced 15.41%
$0
$434 Million 0.42% of portfolio
12,890
Q3 2025 Added 1.82%
$0
$375 Million 0.36% of portfolio
13,500
Q3 2025 Reduced 5.26%
$0
$299 Million 0.29% of portfolio
400
Q3 2025 Reduced 20.0%
$0
$293 Million 0.28% of portfolio
9,205
Q3 2025 Added 1.1%
$0
$287 Million 0.28% of portfolio
2,750
Q3 2025 Reduced 8.33%
$0
$288 Million 0.28% of portfolio
2,427
Q3 2025 Reduced 9.34%
$0
$247 Million 0.24% of portfolio
5,060
Q3 2025 Reduced 8.99%
$0
$228 Million 0.22% of portfolio
3,798
Q3 2025 Added 0.03%
$0
$213 Million 0.21% of portfolio
3,118
Q3 2025 New
$0
$170 Million 0.16% of portfolio
10,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $103 Billion
  • Prior Value $99.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Infinity Wealth Counsel, LLC Portfolio

Follow Infinity Wealth Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Infinity Wealth Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Infinity Wealth Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email