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Infinity Wealth Counsel, LLC

Q1 2026 13F Holdings

  • Location
    loveland, OH
  • Num holdings

    63

  • Value ($000)

    $108,867

  • Date Filed
    04/08/2026
  • Form type
    13F-HR
  • CIK
    0002066524
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$6.5M
6 %

14,884

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$5.23M
5 %

24,339

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$4.84M
4 %

7,413

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$4.71M
4 %

15,767

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$4.28M
4 %

28,895

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$4.15M
4 %

52,933

B
BSCS

INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28
46138J643
$3.64M
3 %

178,008

B
BSCR

INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB
46138J783
$3.6M
3 %

183,443

B
BSCQ

INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 CB
46138J791
$3.5M
3 %

179,008

B
BSCT

INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029
46138J577
$3.45M
3 %

184,970

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