Infinity Wealth Counsel, LLC Top Holdings and 13F Report (2025) About Infinity Wealth Counsel, LLCInvestment ActivityInfinity Wealth Counsel, LLC has $92.63 million in total holdings as of March 31, 2025.Infinity Wealth Counsel, LLC owns shares of 57 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 1.23% of the portfolio was purchased this quarter.About 0.85% of the portfolio was sold this quarter.This quarter, Infinity Wealth Counsel, LLC has purchased 57 new stocks and bought additional shares in 22 stocks.Infinity Wealth Counsel, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $5,738,018Vanguard Dividend Appreciation ETF $4,769,115iShares Core S&P 500 ETF $4,372,206Vanguard Large-Cap ETF $4,351,261Vanguard Short-Term Bond ETF $3,922,323 Largest New Holdings this Quarter 25434V815 - Dimensional US Small Cap Value ETF $209,155 Holding Largest Purchases this Quarter Dimensional US Small Cap Value ETF 7,430 shares (about $209.16K)Vanguard Growth ETF 300 shares (about $111.25K)Vanguard Small-Cap Growth ETF 325 shares (about $81.83K)Dimensional International Core Equity Market ETF 1,955 shares (about $61.05K)Vanguard Value ETF 345 shares (about $59.59K) Largest Sales this Quarter iShares Short Duration Bond Active ETF 1,618 shares (about $82.31K)Vanguard Large-Cap ETF 310 shares (about $79.68K)iShares Core S&P 500 ETF 78 shares (about $43.83K)Invesco BulletShares 2025 Corporate Bond ETF 2,020 shares (about $41.77K)Vanguard Dividend Appreciation ETF 211 shares (about $40.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInfinity Wealth Counsel, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$5,738,018$111,245 ▲2.0%15,4746.2%ETFVIGVanguard Dividend Appreciation ETF$4,769,115$40,932 ▼-0.9%24,5845.1%ETFIVViShares Core S&P 500 ETF$4,372,206$43,829 ▼-1.0%7,7814.7%ETFVVVanguard Large-Cap ETF$4,351,261$79,679 ▼-1.8%16,9294.7%ETFBSVVanguard Short-Term Bond ETF$3,922,323$18,396 ▼-0.5%50,1064.2%ETFVYMVanguard High Dividend Yield ETF$3,731,406$39,074 ▲1.1%28,9354.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$3,477,062$46,296 ▲1.3%170,8633.8%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$3,433,089$40,845 ▲1.2%175,2473.7%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,398,520$20,454 ▲0.6%174,4623.7%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$3,368,569$41,693 ▲1.3%181,7903.6%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$3,366,166$41,774 ▼-1.2%162,7743.6%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$2,777,166$28,369 ▲1.0%167,4003.0%ManufacturingVTVVanguard Value ETF$2,762,201$59,593 ▲2.2%15,9913.0%ETFVNQVanguard Real Estate ETF$2,567,027$44,546 ▲1.8%28,3522.8%ETFVIGIVanguard International Dividend Appreciation ETF$2,477,750$48,354 ▲2.0%29,8742.7%ETFVBKVanguard Small-Cap Growth ETF$2,396,095$81,825 ▲3.5%9,5172.6%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$2,394,063$23,813 ▲1.0%146,7852.6%ETFIEFAiShares Core MSCI EAFE ETF$2,285,840$48,038 ▲2.1%30,2162.5%ETFNEARiShares Short Duration Bond Active ETF$2,237,246$82,307 ▼-3.5%43,9802.4%ETFPFFiShares Preferred and Income Securities ETF$2,122,798$39,642 ▼-1.8%69,0792.3%ETFVOOVanguard S&P 500 ETF$2,055,6400.0%4,0002.2%ETFQQQInvesco QQQ$1,955,865$16,412 ▲0.8%4,1712.1%FinanceVBVanguard Small-Cap ETF$1,955,716$28,164 ▼-1.4%8,8192.1%ETFIVEiShares S&P 500 Value ETF$1,600,6810.0%8,3991.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,516,083$40,508 ▲2.7%33,4971.6%ETFPGProcter & Gamble$1,421,475$18,917 ▼-1.3%8,3411.5%Consumer StaplesVBRVanguard Small-Cap Value ETF$1,344,502$40,426 ▲3.1%7,2171.5%ETFVUSBVanguard Ultra-Short Bond ETF$1,260,376$11,217 ▼-0.9%25,2811.4%ETFDVYiShares Select Dividend ETF$1,174,903$10,072 ▼-0.8%8,7491.3%ETFDFAIDimensional International Core Equity Market ETF$986,087$61,055 ▲6.6%31,5751.1%ETFSPYSPDR S&P 500 ETF Trust$916,281$13,985 ▼-1.5%1,6381.0%FinanceDFARDimensional US Real Estate ETF$878,848$55,503 ▲6.7%36,9730.9%ETFBRK.ABerkshire Hathaway$798,4420.0%10.9%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$771,428$9,860 ▼-1.3%7,6670.8%ETFVYMIVanguard International High Dividend Yield ETF$671,5370.0%9,1130.7%ETFFIDELITY COVINGTON TRUST$664,650$14,175 ▲2.2%21,1000.7%ENHANCED LARGEAAPLApple$638,179$13,772 ▼-2.1%2,8730.7%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$611,033$43,562 ▲7.7%19,9880.7%ETFRSPInvesco S&P 500 Equal Weight ETF$505,832$25,985 ▼-4.9%2,9200.5%ETFIYRiShares U.S. Real Estate ETF$454,334$4,788 ▼-1.0%4,7450.5%ETFFALNiShares Fallen Angels USD Bond ETF$388,4550.0%14,5000.4%ManufacturingDFAEDimensional Emerging Core Equity Market ETF$384,881$24,751 ▲6.9%14,8660.4%ETFMSFTMicrosoft$373,149$11,262 ▼-2.9%9940.4%Computer and TechnologyDESWisdomTree U.S. SmallCap Dividend Fund$355,7150.0%11,1300.4%FinanceIJRiShares Core S&P Small-Cap ETF$279,9340.0%2,6770.3%ETFISTBiShares Core 1-5 Year USD Bond ETF$278,496$13,538 ▼-4.6%5,7600.3%ManufacturingVGTVanguard Information Technology ETF$271,1900.0%5000.3%ETFAVGOBroadcom$262,698$9,376 ▼-3.4%1,5690.3%Computer and TechnologyBRK.BBerkshire Hathaway$249,247$5,858 ▼-2.3%4680.3%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$241,1100.0%3,0000.3%ETFDUKDuke Energy$228,9380.0%1,8770.2%UtilitiesGOOGLAlphabet$223,455$9,278 ▼-4.0%1,4450.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$221,5580.0%2,8070.2%ETFNVDANVIDIA$215,459$10,730 ▼-4.7%1,9880.2%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$209,155$209,155 ▲New Holding7,4300.2%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$166,3000.0%10,0000.2%ManufacturingCLFCleveland-Cliffs$150,862$822 ▲0.5%18,3530.2%Basic MaterialsAMZNAmazon.com$0$243,523 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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