Infinity Wealth Counsel, LLC Top Holdings and 13F Report (2026) About Infinity Wealth Counsel, LLCInvestment ActivityInfinity Wealth Counsel, LLC has $108.87 million in total holdings as of March 31, 2026.Infinity Wealth Counsel, LLC owns shares of 63 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 1.00% of the portfolio was purchased this quarter.About 0.25% of the portfolio was sold this quarter.This quarter, Infinity Wealth Counsel, LLC has purchased 62 new stocks and bought additional shares in 29 stocks.Infinity Wealth Counsel, LLC sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Growth ETF $6,501,122Vanguard Dividend Appreciation ETF $5,234,417iShares Core S&P 500 ETF $4,842,082Vanguard Large-Cap ETF $4,711,968Vanguard High Dividend Yield ETF $4,279,287 Largest New Holdings this Quarter 78463X772 - SPDR S&P International Dividend ETF $205,209 Holding Largest Purchases this Quarter SPDR S&P International Dividend ETF 4,500 shares (about $205.21K)Dimensional International Core Equity Market ETF 2,665 shares (about $103.83K)INVESCO EXCH TRD SLF IDX FD 2,950 shares (about $60.53K)Vanguard Large-Cap ETF 195 shares (about $58.28K)Invesco BulletShares 2032 Corporate Bond ETF 2,773 shares (about $57.09K) Largest Sales this Quarter Invesco BulletShares 2026 Corporate Bond ETF 3,326 shares (about $64.96K)Vanguard Short-Term Bond ETF 541 shares (about $42.42K)iShares Short Duration Bond Active ETF 730 shares (about $37.11K)Invesco BulletShares 2027 Corporate Bond ETF 1,847 shares (about $36.25K)Invesco BulletShares 2028 Corporate Bond ETF 1,426 shares (about $29.12K) 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$6,501,122$19,219 ▲0.3%14,8846.0%ETFVIGVanguard Dividend Appreciation ETF$5,234,417$11,828 ▼-0.2%24,3394.8%ETFIVViShares Core S&P 500 ETF$4,842,082$24,821 ▲0.5%7,4134.4%ETFVVVanguard Large-Cap ETF$4,711,968$58,276 ▲1.3%15,7674.3%ETFVYMVanguard High Dividend Yield ETF$4,279,287$13,329 ▲0.3%28,8953.9%ETFBSVVanguard Short-Term Bond ETF$4,150,502$42,420 ▼-1.0%52,9333.8%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$3,635,457$29,123 ▼-0.8%178,0083.3%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$3,600,069$36,247 ▼-1.0%183,4433.3%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,496,026$64,957 ▼-1.8%179,0083.2%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$3,451,614$28,569 ▲0.8%184,9703.2%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$3,264,722$41,330 ▲1.3%195,2693.0%ManufacturingVTVVanguard Value ETF$3,225,628$52,972 ▲1.7%16,4413.0%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$3,096,258$29,513 ▲1.0%188,1082.8%ETFVBKVanguard Small-Cap Growth ETF$3,062,397$42,315 ▲1.4%10,1322.8%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$2,942,896$57,090 ▲2.0%142,9432.7%ETFIEFAiShares Core MSCI EAFE ETF$2,765,239$1,811 ▼-0.1%30,5452.5%ETFVIGIVanguard International Dividend Appreciation ETF$2,721,560$12,207 ▲0.5%30,7662.5%ETFVNQVanguard Real Estate ETF$2,682,147$1,242 ▲0.0%30,2382.5%ETFINVESCO EXCH TRD SLF IDX FD$2,631,060$30,668 ▲1.2%124,4002.4%INVESCO BULLETSHPFFiShares Preferred and Income Securities ETF$2,413,138$39,113 ▲1.6%79,5892.2%ETFQQQInvesco QQQ$2,412,612$8,658 ▲0.4%4,1802.2%FinanceVBVanguard Small-Cap ETF$2,361,854$11,263 ▲0.5%9,0172.2%ETFVOOVanguard S&P 500 ETF$2,031,6700.0%3,4001.9%ETFINVESCO EXCH TRD SLF IDX FD$1,896,360$39,533 ▲2.1%91,6201.7%BULLETSHARES 203VWOVanguard FTSE Emerging Markets ETF$1,792,578$5,675 ▼-0.3%33,1651.6%ETFIVEiShares S&P 500 Value ETF$1,712,2150.0%8,1091.6%ETFVBRVanguard Small-Cap Value ETF$1,633,123$3,259 ▲0.2%7,5171.5%ETFINVESCO EXCH TRD SLF IDX FD$1,587,632$60,534 ▲4.0%77,3701.5%BULLETSHARESDFAIDimensional International Core Equity Market ETF$1,493,726$103,828 ▲7.5%38,3401.4%ETFDVYiShares Select Dividend ETF$1,314,239$3,785 ▼-0.3%8,6801.2%ETFDFARDimensional US Real Estate ETF$1,308,271$31,218 ▲2.4%55,3181.2%ETFPGProcter & Gamble$1,202,7530.0%8,3271.1%Consumer StaplesCVXChevron$1,137,329$6,207 ▼-0.5%5,4971.0%EnergyNEARiShares Short Duration Bond Active ETF$1,134,722$37,109 ▼-3.2%22,3221.0%ETFFIDELITY COVINGTON TRUST$1,026,289$11,247 ▲1.1%27,3750.9%ENHANCED LARGESPYSPDR S&P 500 ETF Trust$1,024,2860.0%1,5750.9%FinanceDFLVDimensional US Large Cap Value ETF$979,490$18,748 ▲2.0%27,4290.9%ETFVYMIVanguard International High Dividend Yield ETF$857,9610.0%9,1040.8%ETFAAPLApple$731,1690.0%2,8810.7%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$728,197$6,422 ▼-0.9%14,6270.7%ETFBRK.ABerkshire Hathaway$718,1400.0%10.7%FinanceDFAEDimensional Emerging Core Equity Market ETF$612,053$35,553 ▲6.2%18,0760.6%ETFDESWisdomTree U.S. SmallCap Dividend Fund$517,177$39,534 ▲8.3%14,3900.5%FinanceIYRiShares U.S. Real Estate ETF$502,114$2,364 ▲0.5%5,3100.5%ETFRSPInvesco S&P 500 Equal Weight ETF$474,0420.0%2,4700.4%ETFDFSVDimensional US Small Cap Value ETF$395,426$28,032 ▲7.6%11,2850.4%ETFGOOGLAlphabet$391,3690.0%1,3610.4%Computer and TechnologyAVGOBroadcom$384,411$11,452 ▼-2.9%1,2420.4%Computer and TechnologyMSFTMicrosoft$342,037$1,481 ▼-0.4%9240.3%Computer and TechnologyNVDANVIDIA$329,267$5,232 ▲1.6%1,8880.3%Computer and TechnologyFALNiShares Fallen Angels USD Bond ETF$306,211$5,077 ▼-1.6%11,4600.3%ManufacturingIJRiShares Core S&P Small-Cap ETF$296,1060.0%2,3820.3%ETFDFASDimensional U.S. Small Cap ETF$291,135$34,854 ▲13.6%4,0930.3%ETFVGTVanguard Information Technology ETF$279,0880.0%4000.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$269,2530.0%2,7500.2%ETFDUKDuke Energy$245,7740.0%1,8770.2%UtilitiesISTBiShares Core 1-5 Year USD Bond ETF$240,3620.0%4,9600.2%ManufacturingBRK.BBerkshire Hathaway$233,850$7,188 ▼-3.0%4880.2%FinanceVEAVanguard FTSE Developed Markets ETF$227,3370.0%3,5480.2%ETFAMZNAmazon.com$207,020$4,374 ▼-2.1%9940.2%Retail/WholesaleDWXSPDR S&P International Dividend ETF$205,209$205,209 ▲New Holding4,5000.2%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$171,5000.0%10,0000.2%ManufacturingCLFCleveland-Cliffs$154,2380.0%18,2530.1%Basic MaterialsShowing 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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