Infinity Wealth Counsel, LLC Portfolio Holdings
Infinity Wealth Counsel, LLC
- $99.1 Billion
- Q2 2025
Infinity Wealth Counsel, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $99.1 Billion distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $6.76B, Vanguard Dividend Appreciation with a value of $5.05B, Vanguard Large Cap ETF with a value of $4.85B, Ishares Core S&P 500 ETF with a value of $4.82B, and Vanguard Bd Index Fd Inc Short with a value of $3.93B.
Examining the 13F form we can see an increase of $6.48B in the current position value, from $92.6B to 99.1B.
Infinity Wealth Counsel, LLC is based out at Loveland, OH
Below you can find more details about Infinity Wealth Counsel, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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