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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$346B
$1.28 Billion 1.24% of portfolio
8,327
Q2 2025 Reduced 0.17%
$453B
$754 Million 0.73% of portfolio
1
Q4 2024 New
$4.3T
$734 Million 0.71% of portfolio
2,881
Q3 2025 Added 0.88%
$3.78T
$494 Million 0.48% of portfolio
953
Q2 2025 Reduced 4.12%
$465B
$347 Million 0.34% of portfolio
1,858
Q2 2025 Reduced 6.54%
$1.65T
$331 Million 0.32% of portfolio
1,361
Q2 2025 Reduced 5.81%
$662B
$253 Million 0.25% of portfolio
503
Q2 2025 Added 7.48%
$2.39T
$224 Million 0.22% of portfolio
1,022
Q2 2025 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
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