Infinity Wealth Counsel, LLC
โขCIK: 2066524โขFiling: Q4 2025
**Infinity Wealth Counsel, LLC** manages $110M across a diversified portfolio of 62 positions. The strategy exhibits a clear tilt toward established, large-cap growth and dividend-paying equity sectors. Top holdings are heavily weighted in Vanguard ETFs, notably VUG ($7.2M) and VIG ($5.4M), indicating a focus on market-leading quality and income generation. The concentration in these core indices suggests a systematic, blue-chip approach to capital appreciation.
Total AUM
$109.8M
QoQ Performance
+6.6%
Positions
29
Top 10 Concentration
41.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VUG6.6%
VIG4.9%
IVV4.6%
VV4.5%
BSV3.8%
VYM3.8%
BSCS3.4%
BSCR3.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other88.9%
ETF7.5%
Technology2.2%
Financial0.9%
Consumer0.2%
Utilities0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
โ31 increased
โ16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025