Infinity Wealth Counsel, LLC
CIK: 0002066524SEC EDGAR →
Portfolio Value
$109.8M
Holdings
62
As of
Q4 2025
New Positions
5
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 14,840 | $7.2M | 6.59% |
| 2 | VANGUARD SPECIALIZED FUNDS | 24,394 | $5.4M | 4.88% |
| 3 | VANGUARD INDEX FDS | 15,572 | $4.9M | 4.47% |
| 4 | VANGUARD BD INDEX FDS | 53,474 | $4.2M | 3.84% |
| 5 | VANGUARD WHITEHALL FDS | 28,805 | $4.1M | 3.77% |
| 6 | INVESCO EXCH TRD SLF IDX FD | 179,434 | $3.7M | 3.37% |
| 7 | INVESCO EXCH TRD SLF IDX FD | 185,290 | $3.7M | 3.33% |
| 8 | INVESCO EXCH TRD SLF IDX FD | 182,334 | $3.6M | 3.25% |
| 9 | INVESCO EXCH TRD SLF IDX FD | 183,439 | $3.5M | 3.15% |
| 10 | INVESCO EXCH TRD SLF IDX FD | 192,797 | $3.3M | 2.97% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $88.8M | 89.7% |
| Unknown | 5 | $5.0M | 5.0% |
| Technology | 4 | $2.0M | 2.0% |
| Consumer Defensive | 1 | $1.2M | 1.2% |
| Energy | 1 | $842K | 0.9% |
| Communication Services | 1 | $425K | 0.4% |
| Basic Materials | 1 | $242K | 0.2% |
| Consumer Cyclical | 1 | $234K | 0.2% |
| Utilities | 1 | $220K | 0.2% |