Infinity Wealth Counsel, LLC 13F Holdings
CIK 0002066524 · Loveland, OH
As of Sep 30, 2025, Infinity Wealth Counsel, LLC reported 63 positions worth
CIK 0002066524 · Loveland, OH
As of Sep 30, 2025, Infinity Wealth Counsel, LLC reported 63 positions worth
03.2M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 15,239 | $7.3M | 7.08% |
| ISHARES CORE S&P 500 ETF | IVV | — | 7,782 | $5.2M | 5.05% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 24,089 | $5.2M | 5.04% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 16,394 | $5.0M | 4.89% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 28,710 | $4.0M | 3.92% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 47,187 | $3.7M | 3.61% |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | BSCS | — | 172,884 | $3.6M | 3.45% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | BSCR | — | 176,155 | $3.5M | 3.37% |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | BSCT | — | 181,054 | $3.4M | 3.30% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 171,299 | $3.4M | 3.25% |
| VANGUARD VALUE INDEX FUND | VTV | — | 16,076 | $3.0M | 2.91% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 9,797 | $2.9M | 2.83% |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | BSCU | — | 170,872 | $2.9M | 2.80% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 29,951 | $2.7M | 2.60% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 30,316 | $2.6M | 2.57% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 28,784 | $2.6M | 2.55% |
| INVESCO EXCH TRD SLF IDX FD | BSCV | — | 153,010 | $2.6M | 2.47% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,131 | $2.5M | 2.40% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 8,926 | $2.3M | 2.20% |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | BSCP | — | 107,644 | $2.2M | 2.16% |
| ISHARES PREFERRED & INCOME S | PFF | — | 67,979 | $2.1M | 2.08% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,400 | $2.1M | 2.02% |
| ISHARES SHORT DURATION BOND ACTIVE ETF | NEAR | — | 40,362 | $2.1M | 2.01% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 33,439 | .8M | 1.76% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 8,149 | .7M | 1.63% |