Infinity Wealth Counsel, LLC
Q2 2025 13F Holdings
- Locationloveland, OH
- Num holdings
60
- Value ($000)
$99,107
- Date Filed07/14/2025
- Form type13F-HR
- CIK0002066524
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $6.76M | 7 % | 15,418 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.05M | 5 % | 24,659 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $4.85M | 5 % | 17,014 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.82M | 5 % | 7,765 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $3.93M | 4 % | 49,903 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $3.88M | 4 % | 29,079 | ||
BSCS INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | $3.53M | 4 % | 172,127 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $3.49M | 4 % | 177,805 | ||
BSCT INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | $3.47M | 4 % | 185,804 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $3.45M | 4 % | 176,717 |
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