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Infinity Wealth Counsel, LLC

Q2 2026 13F Holdings

  • Location
    loveland, OH
  • Num holdings

    65

  • Value ($000)

    $123,759

  • Date Filed
    07/09/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$7.75M
6 %

89,937

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$5.9M
5 %

24,918

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$5.61M
5 %

7,486

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$5.57M
5 %

16,187

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$4.7M
4 %

29,725

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$4.46M
4 %

57,238

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$3.84M
3 %

10,499

B
BSCS

INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28
46138J643
$3.8M
3 %

186,663

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$3.71M
3 %

17,006

B
BSCR

INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB
46138J783
$3.69M
3 %

188,238

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