Data as of Q4 2025 (Dec 31, 2025)

Infinity Wealth Counsel, LLC

โ€ขCIK: 2066524โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

BSCW
INVESCO EXCH TRD SLF IDX FD
+243.5%
2.7% of portfolio
BSCX
INVESCO EXCH TRD SLF IDX FD
+226.9%
2.4% of portfolio
BSCY
INVESCO EXCH TRD SLF IDX FD
+226.0%
1.7% of portfolio
BSCZ
INVESCO EXCH TRD SLF IDX FD
+287.6%
1.4% of portfolio
CHV
CHEVRON CORP NEW
NEW
0.8% of portfolio

๐Ÿ“‰ Biggest Sells

NEAR
ISHARES U S ETF TR
-42.9%
1.1% of portfolio
VUSB
VANGUARD BD INDEX FDS
-37.3%
0.7% of portfolio
IVV
ISHARES TR
-5.2%
4.6% of portfolio
VV
VANGUARD INDEX FDS
-5.0%
4.5% of portfolio
VUG
VANGUARD INDEX FDS
-2.6%
6.6% of portfolio

Sector Breakdown

Other88.9%
ETF7.5%
Technology2.2%
Financial0.9%
Consumer0.2%
Utilities0.2%

๐Ÿšช Exited Positionssold since Q3 2025

BSCP
INVESCO EXCH TRD SLF IDX FD
SOLD
$2.2M
MINT
PIMCO ETF TR
SOLD
$695.4K

Changes from Q3 2025

NEW1 new position
โ†‘31 increased
โ†“16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025