Infinity Wealth Counsel, LLC
Q4 2025 13F Holdings
- Locationloveland, OH
- Num holdings
62
- Value ($000)
$109,769
- Date Filed01/15/2026
- Form type13F-HR
- CIK0002066524
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.24M | 7 % | 14,840 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.36M | 5 % | 24,394 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $5.05M | 5 % | 7,375 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $4.9M | 5 % | 15,572 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $4.21M | 4 % | 53,474 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $4.13M | 4 % | 28,805 | ||
INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | $3.7M | 3 % | 179,434 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $3.66M | 3 % | 185,290 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $3.57M | 3 % | 182,334 | ||
INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | $3.46M | 3 % | 183,439 |
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