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.

Portfolio value $99.1 Billion
ETFs: $88.7 Billion
Technology: $1.94 Billion
Consumer Defensive: $1.33 Billion
Financial Services: $973 Million
Communication Services: $240 Million
Consumer Cyclical: $224 Million
Utilities: $221 Million
Basic Materials: $139 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $99.1 Billion
  • Prior Value $92.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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