Q3 2026 13F · SEC CIK 2066524

Infinity Wealth Counsel, LLC

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $124.0M
Reported positions: 64
Holdings vs S&P 500, 3 yrs: —
Assets under management: $151.9M

Infinity Wealth Counsel, LLC is a wealth manager that reported 64 positions worth $124.0M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Vanguard Index Fds (VUG, 6.7%), Vanguard Specialized Funds (VIG, 4.8%), Ishares Tr (IVV, 4.8%).

Infinity Wealth Counsel, LLC holdings largest 50 of 64 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Infinity Wealth Counsel, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	6.7%	6.3%	91,792	+2.1%	$8.3M
VIGVanguard Specialized Funds	4.8%	4.8%	25,563	+2.6%	$6.0M
IVVIshares Tr	4.8%	4.5%	7,723	+3.2%	$5.9M
VVVanguard Index Fds	4.7%	4.5%	16,392	+1.3%	$5.8M
VYMVanguard Whitehall Fds	3.8%	3.8%	30,045	+1.1%	$4.7M
BSVVanguard Bd Index Fds	3.7%	3.6%	60,129	+5.1%	$4.6M
VTVVanguard Index Fds	3.1%	3.0%	17,711	+4.1%	$3.8M
BSCSInvesco Exch Trd Slf Idx Fd	3.1%	3.1%	189,721	+1.6%	$3.8M
BSCRInvesco Exch Trd Slf Idx Fd	3.0%	3.0%	192,318	+2.2%	$3.8M
BSCTInvesco Exch Trd Slf Idx Fd	3.0%	3.0%	201,834	+1.7%	$3.7M
VBKVanguard Index Fds	2.9%	3.1%	10,714	+2.0%	$3.6M
BSCQInvesco Exch Trd Slf Idx Fd	2.9%	2.9%	182,868	+1.0%	$3.6M
BSCUInvesco Exch Trd Slf Idx Fd	2.8%	2.8%	213,527	+1.7%	$3.4M
QQQInvesco Qqq Tr	2.6%	2.6%	4,410	+2.0%	$3.3M
BSCVInvesco Exch Trd Slf Idx Fd	2.6%	2.7%	205,286	+1.4%	$3.2M
VIGIVanguard Whitehall Fds	2.6%	2.5%	33,630	+2.2%	$3.2M
IEFAIshares Tr	2.6%	2.5%	32,775	+1.2%	$3.2M
BSCWInvesco Exch Trd Slf Idx Fd	2.5%	2.6%	158,675	+0.7%	$3.1M
BSCXInvesco Exch Trd Slf Idx Fd	2.4%	2.4%	145,802	+3.0%	$2.9M
VNQVanguard Index Fds	2.3%	2.4%	32,443	+3.6%	$2.9M
PGProcter & Gamble Co	2.3%	1.7%	19,210	+31.9%	$2.8M
PFFIshares Tr	2.2%	2.2%	91,439	+1.8%	$2.7M
VBVanguard Index Fds	2.1%	2.2%	9,322	+2.3%	$2.7M
VOOVanguard Index Fds	1.9%	1.9%	3,402	+0.1%	$2.4M
BSCYInvesco Exch Trd Slf Idx Fd	1.8%	1.8%	111,430	+3.6%	$2.2M
VWOVanguard Intl Equity Index F	1.7%	1.6%	34,556	+3.2%	$2.0M
BSCZInvesco Exch Trd Slf Idx Fd	1.5%	1.5%	98,620	+5.4%	$1.9M
VBRVanguard Index Fds	1.5%	1.5%	8,102	+5.3%	$1.9M
IVEIshares Tr	1.5%	1.5%	8,109	+0.0%	$1.9M
DFAIDimensional ETF Trust	1.5%	1.4%	44,200	+2.9%	$1.8M
DFLVDimensional ETF Trust	1.2%	1.1%	36,429	+4.1%	$1.5M
FELGFidelity Covington Trust	1.2%	1.1%	32,025	+3.6%	$1.4M
DVYIshares Tr	1.1%	1.1%	8,645	-0.4%	$1.3M
SPYState Str Spdr S&p 500 ETF T	0.9%	0.9%	1,525	-0.3%	$1.2M
CVXChevron Corporation	0.9%	0.7%	5,512	+0.3%	$1.1M
NEARIshares U S ETF Tr	0.8%	0.9%	20,132	-4.4%	$1.0M
AAPLApple Inc	0.7%	0.7%	2,780	-3.5%	$926K
VYMIVanguard Whitehall Fds	0.7%	0.7%	8,929	+0.0%	$903K
DFAEDimensional ETF Trust	0.7%	0.6%	21,311	+16.0%	$838K
BRK-ABerkshire Hathaway Inc Del	0.6%	0.6%	1	+0.0%	$747K
VUSBVanguard Bd Index Fds	0.5%	0.5%	13,231	-2.0%	$656K
DESWisdomtree Tr	0.5%	0.5%	15,940	+1.3%	$604K
RSPInvesco Exchange Traded Fd T	0.4%	0.4%	2,450	-0.8%	$510K
IYRIshares Tr	0.4%	0.4%	5,110	+0.0%	$486K
GOOGLAlphabet Inc	0.4%	0.4%	1,359	+0.7%	$468K
MSFTMicrosoft Corp	0.4%	—	903	—	$463K
VGTVanguard World Fd	0.4%	0.4%	3,667	+0.0%	$461K
NVDANvidia Corporation	0.3%	0.3%	1,874	-0.6%	$428K
DFASDimensional ETF Trust	0.3%	—	5,047	—	$391K
AVGOBroadcom Inc	0.3%	0.3%	977	-7.5%	$343K

What Infinity Wealth Counsel, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.7% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$124.0M	64
Q2 2026	$123.8M	65
Q1 2026	$108.9M	63
Q4 2025	$109.8M	62
Q3 2025	$103.0M	63
Q2 2025	$98.9M	59
Q1 2025	$92.6M	57
Q4 2024	$93.7M	57

Questions about Infinity Wealth Counsel, LLC's portfolio

What stocks does Infinity Wealth Counsel, LLC own?

Infinity Wealth Counsel, LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 64 positions worth $124.0M. The largest are Vanguard Index Fds (VUG) at 6.7%, Vanguard Specialized Funds (VIG) at 4.8%, Ishares Tr (IVV) at 4.8%, Vanguard Index Fds (VV) at 4.7% and Vanguard Whitehall Fds (VYM) at 3.8%.

What did Infinity Wealth Counsel, LLC buy last quarter?

In Q3 2026, Infinity Wealth Counsel, LLC added Procter & Gamble Co (PG) (+31.9% shares), Dimensional ETF Trust (DFAE) (+16.0% shares) and Invesco Exch Trd Slf Idx Fd (BSCZ) (+5.4% shares), compared with its Q2 2026 filing.

What did Infinity Wealth Counsel, LLC sell last quarter?

In Q3 2026, Infinity Wealth Counsel, LLC cut from its top 50 Dimensional US Real (DFAR), cut from its top 50 Dimensional US Small Cap (DFSV) and Broadcom Inc (AVGO) (-7.5% shares), compared with its Q2 2026 filing.

When is Infinity Wealth Counsel, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Infinity Wealth Counsel, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Infinity Wealth Counsel, LLC manage?

Infinity Wealth Counsel, LLC reported $151.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $124.0M.