Infinity Wealth Counsel, LLC Portfolio Holdings

Infinity Wealth Counsel, LLC

  • $110 Billion
  • Q4 2025

Infinity Wealth Counsel, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $7.24B, Vanguard Dividend Appreciation with a value of $5.36B, Ishares Core S&P 500 ETF with a value of $5.05B, Vanguard Large Cap ETF with a value of $4.9B, and Vanguard Bd Index Fd Inc Short with a value of $4.21B.

Examining the 13F form we can see an increase of $6.59B in the current position value, from $103B to 110B.

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 $110 Billion
ETFs: $88.7 Billion
Technology: $2.02 Billion
Consumer Defensive: $1.19 Billion
Financial Services: $1.01 Billion
Energy: $842 Million
Communication Services: $426 Million
Basic Materials: $242 Million
Consumer Cyclical: $234 Million
Other: $220 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.53B
$242 Million 0.22% of portfolio
18,253
Q2 2025 Reduced 0.54%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $110 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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